$128 Million is the total value of Wealth Forward, LLC's 32 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MKL | New | MARKEL GROUP INC | $202,472 | – | 129 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 16.7% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 13.5% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 11.9% |
| ISHARES TR | 3 | Q2 2024 | 9.8% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 9.1% |
| ISHARES TR | 3 | Q2 2024 | 8.8% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 7.5% |
| ISHARES TR | 3 | Q2 2024 | 4.6% |
| ISHARES TR | 3 | Q2 2024 | 4.0% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 3.6% |
View Wealth Forward, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-21 |
View Wealth Forward, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.