SEC Form 13F

Forza Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$325,932,829
Positions194

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$17,615,763226,104
ISHARES GOLD TRIAUISHARES NEW$16,374,419216,851
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$12,984,098314,766
INVESCO EXCHANGE TRADED FD TEQWLS&P 100 EQL WIGH$10,874,70984,287
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$8,754,553106,322
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$8,419,957174,200
CISCO SYS INCCSCOCOM$7,542,92964,217
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$6,554,78733,172
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$6,525,50782,570
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$6,336,067125,293

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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