Portfolio (Quarterly) Guide ↗

Forza Wealth Management, LLC

· CIK 0001963030

13F Portfolio $287M AUM 188 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 58 Added 30 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	CYBERARK SOFTWARE LTD	—	2,115	$943K	0.34%	SOLD
2	SNOW	SNOWFLAKE INC	Technology	1,176	$258K	0.09%	SOLD
3	ADBE	ADOBE INC	Technology	655	$229K	0.08%	SOLD

Sector Allocation

Financial Services 27.1%

Technology 19.3%

Healthcare 15.1%

Industrials 10.7%

Energy 6.8%

Communication Services 6.5%

Consumer Defensive 6.1%

Consumer Cyclical 4.3%

Basic Materials 1.8%

Utilities 1.2%