Wealth Forward
Wealth Forward reported 50 stocks worth $221M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are FNDA (18.3%), FNDX (13.7%) and SCHP (6.3%). Compared with Q2 2026, the fund opened new positions in FNDC, SCYB and SHM, added to FNDA, FNDX and SCHP, trimmed OEF, RSP and VEA and sold out of KRE, IGV and HYG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FNDA Schwab Fundamental U.s. Small Company ETF | $40.4M | 18.3% | 1.2M | +549K (+91%) | 8 of 8 | |
| 2 |  FNDX Schwab Fundamental U.s. Large Company ETF | $30.2M | 13.7% | 960K | +341K (+55%) | 8 of 8 | |
| 3 |  SCHP Schwab US Tips ETF | $13.9M | 6.3% | 551K | +525K (+2026%) | 2 of 8 | |
| 4 |  SCHO Schwab Short-Term US Treasury ETF | $13M | 5.9% | 545K | +516K (+1827%) | 2 of 8 | |
| 5 |  OEF Ishares S&P 100 ETF | $13M | 5.9% | 34K | −26K (−43%) | 8 of 8 | |
| 6 |  RSP Invesco Exchange Traded FD T | $11.9M | 5.4% | 57K | −42K (−43%) | 8 of 8 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $10.7M | 4.8% | 152K | −115K (−43%) | 8 of 8 | |
| 8 |  FNDF Schwab Fundamental International Equity ETF | $10.4M | 4.7% | 193K | +186K (+2490%) | 6 of 8 | |
| 9 |  FNDE Schwab Strategic TR | $7.9M | 3.6% | 189K | +11K (+6%) | 8 of 8 | |
| 10 |  MLRG Ishares Morningstar U.s. Equity ETF | $5.9M | 2.7% | 56K | −45K (−44%) | 5 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealth Forward 13F FAQ
What does Wealth Forward own?
Wealth Forward reported 50 stocks worth $221M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are FNDA (18.3%), FNDX (13.7%) and SCHP (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Wealth Forward buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 17 added to, 17 trimmed and 5 sold out. New positions include FNDC, SCYB and SHM. It sold all of KRE, IGV and HYG.
When will Wealth Forward file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wealth Forward's portfolio worth?
The Q3 2026 filing reports $221M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.