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Portfolio (Quarterly) Guide ↗

Forza Wealth Management, LLC

· CIK 0001963030
13F Portfolio $326M AUM 194 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 26 Added 28 Reduced 4 Exited
Page 2 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 12,100.0 $4.5M 1.39% -243.0 -2.0% $373.01 +34.2%
22 VBR VANGUARD INDEX FDS 15,924.0 $3.9M 1.19% $242.99 +0.2%
23 AAPL APPLE INC Technology 13,156.0 $3.8M 1.17% -722.0 -5.2% $289.37 +12.3%
24 CAH CARDINAL HEALTH INC Healthcare 15,845.0 $3.8M 1.16% $237.56 +0.8%
25 XOM EXXON MOBIL CORP Energy 27,198.0 $3.7M 1.14% $136.72 +20.1%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 13,211.0 $3.7M 1.14% -160.0 -1.2% $281.21 -17.9%
27 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,600.0 $3.5M 1.07% -402.0 -10.0% $965.00 -15.4%
28 VTV VANGUARD INDEX FDS 14,982.0 $3.3M 1.00% $217.93 +2.7%
29 VIG VANGUARD SPECIALIZED FUNDS 13,797.0 $3.3M 1.00% -211.0 -1.5% $236.62 +1.9%
30 VCIT VANGUARD SCOTTSDALE FDS 35,507.0 $2.9M 0.90% $82.65 -2.7%
31 DGRO ISHARES TR 37,693.0 $2.9M 0.88% $75.79 +4.1%
32 LLY ELI LILLY & CO Healthcare 2,323.0 $2.8M 0.85% $1199.43 -3.1%
33 ABBV ABBVIE INC Healthcare 10,703.0 $2.7M 0.83% $251.64 +3.7%
34 AVGO BROADCOM INC Technology 7,045.0 $2.7M 0.82% -524.0 -6.9% $377.75 -2.4%
35 JNJ JOHNSON & JOHNSON Healthcare 10,314.0 $2.6M 0.80% $253.97 +6.3%
36 AFL AFLAC INC Financial Services 22,300.0 $2.6M 0.80% $117.25 -1.1%
37 EMR EMERSON ELEC CO Industrials 17,941.0 $2.6M 0.79% $143.15 +3.1%
38 AMGN AMGEN INC Healthcare 7,018.0 $2.5M 0.78% $362.12 +20.7%
39 INTC INTEL CORP Technology 17,631.0 $2.5M 0.76% -5K -22.7% $139.63 -36.7%
40 EEM ISHARES TR 35,775.0 $2.4M 0.75% $68.41 -2.4%
Page 2 of 10  ·  194 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.6%
Technology 24.4%
Healthcare 15.0%
Industrials 10.4%
Communication Services 5.7%
Consumer Defensive 5.6%
Energy 5.4%
Consumer Cyclical 4.0%
Basic Materials 1.7%
Utilities 1.2%