Wealth Forward, LLC
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.6% | $5,674,575 |
| Financial Services | 35.8% | $4,766,908 |
| Consumer Cyclical | 6.9% | $912,967 |
| Industrials | 6.0% | $804,555 |
| Consumer Defensive | 3.4% | $451,779 |
| Healthcare | 3.2% | $426,020 |
| Communication Services | 2.2% | $289,531 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DKNG | DraftKings Inc. | +1,723 | 10,974 | $277,203 | |
| TSLA | Tesla, Inc. | +90 | 746 | $313,767 | |
| MSFT | Microsoft Corp | +85 | 3,338 | $1,245,140 | |
| AMZN | Amazon Com Inc | +27 | 1,351 | $321,997 | |
| AAPL | Apple Inc. | +24 | 13,292 | $3,846,173 | |
| NVDA | Nvidia Corp | +23 | 2,915 | $583,262 | |
| META | Meta Platforms, Inc. | +18 | 514 | $289,531 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | 592,207 | $19,205,273 | |
| VEA | Vanguard FTSE Developed Markets ETF | 263,557 | $16,888,732 | |
| BKAG | BNY Mellon Core Bond ETF | 207,879 | $8,772,493 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | 27,855 | $2,464,888 | |
| DVN | Devon Energy Corp/De | 6,890 | $346,704 | |
| GOOGL | Alphabet Inc. | 1,071 | $307,227 | |
| XOM | ExxonMobil Holdings Corp | 1,267 | $214,959 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,292 | $3,846,173 | 28.86% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 33,482 | $2,022,312 | 15.18% | |
| ALRS |
Alerus Financial Corp
Financial Services
|
Held | 50,279 | $1,563,676 | 11.73% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,338 | $1,245,140 | 9.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,360 | $1,180,920 | 8.86% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,915 | $583,262 | 4.38% | |
| TGT |
Target Corp
Consumer Defensive
|
Held | 3,459 | $451,779 | 3.39% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 1,025 | $426,020 | 3.20% | |
| OTTR |
Otter Tail Corp
Industrials
|
Held | 4,238 | $381,335 | 2.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,351 | $321,997 | 2.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 746 | $313,767 | 2.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 514 | $289,531 | 2.17% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
Added | 10,974 | $277,203 | 2.08% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 184 | $216,174 | 1.62% | |
| GE |
General Electric Co
Industrials
|
NEW | 554 | $207,046 | 1.55% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.