13F Filings History of Wealth Forward, LLC

Latest 13F report
Q3 2025 - 06 Nov 2025
Value $
$172,230,772
Signature - Title
Stephanie Ternes - Chief Compliance Officer
Location
Fargo, ND
Summary
This page shows a list of all the recent 13F filings made by Wealth Forward, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Forward, LLC reported 43 stock holdings with total value $172,230,772 as of Q3 2025. Top holdings included OEF, RSP, FNDA, VEA, and FNDX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 43 $172,230,772 +$44,625,445 -$29,883,991 +$14,741,454 OEF, RSP, FNDA, VEA, FNDX 13F-HR 06 Nov 2025, 13:28
Q2 2025 34 $148,814,286 +$1,136,660 -$982,046 +$154,614 RSP, VEA, OEF, FNDA, FNDX 13F-HR 07 Aug 2025, 15:32
Q1 2025 31 $140,528,937 +$794,683 -$534,160 +$260,523 RSP, VEA, FNDA, OEF, FNDX 13F-HR 07 May 2025, 12:40
Q4 2024 30 $141,725,001 +$21,029,465 -$1,054,143 +$19,975,322 RSP, FNDA, OEF, VEA, FNDX 13F-HR 22 Jan 2025, 15:55
Q3 2024 31 $142,609,246 +$8,198,183 -$2,087,579 +$6,110,604 RSP, FNDA, VEA, OEF, FNDX 13F-HR 28 Oct 2024, 12:05
Q2 2024 32 $127,997,508 +$1,553,063 -$230,388 +$1,322,675 RSP, FNDA, VEA, OEF, FNDX 13F-HR 19 Jul 2024, 15:33
Q1 2024 30 $125,821,354 +$3,580,653 -$342,980 +$3,237,673 RSP, FNDA, VEA, OEF, FNDX 13F-HR 07 May 2024, 16:00
Q4 2023 30 $118,368,275 $0 $0 $0 RSP, FNDA, VEA, FNDX, TIP 13F-HR 21 Feb 2024, 14:23