Wealth Forward, LLC

Q3 2026 13F Holdings

Location
Fargo, ND
Holdings as of
9/30/2026
Value ($000)
$220,872
Num holdings
50
Date filed
10/14/2026
Form type
13F-HR
Prev filing
7/29/2026
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type