Forza Wealth Management, LLC: 13F holdings
CIK 19630302026Q2
| Positions | 194 |
|---|
| Reported value | $325.9m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 194 (+6 vs prior quarter) |
|---|
| Reported value | $325.9m (+13.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BSV VANGUARD BD INDEX FDS | 226,104 | $17.6m | 5.4% |
| IAU ISHARES GOLD TR | 216,851 | $16.4m | 5.0% |
| DFAI DIMENSIONAL ETF TRUST | 314,766 | $13.0m | 4.0% |
| EQWL INVESCO EXCHANGE TRADED FD T | 84,287 | $10.9m | 3.3% |
| DIMENSIONAL ETF TRUST | 106,322 | $8.8m | 2.7% |
| DFNM DIMENSIONAL ETF TRUST | 174,200 | $8.4m | 2.6% |
| CSCO CISCO SYS INC | 64,217 | $7.5m | 2.3% |
| VOE VANGUARD INDEX FDS | 33,172 | $6.6m | 2.0% |
| VCSH VANGUARD SCOTTSDALE FDS | 82,570 | $6.5m | 2.0% |
| JPST J P MORGAN EXCHANGE TRADED F | 125,293 | $6.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963030")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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