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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
Page 5 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VLO VALERO ENERGY CORP Energy 3,364.0 $831K 0.29% +18.0 +0.5% $247.08 +3.2%
82 BERKSHIRE HATHAWAY INC DEL 1,711.0 $820K 0.28% $479.20
83 AMAT APPLIED MATLS INC Technology 2,392.0 $818K 0.28% $341.79 +95.4%
84 MMM 3M CO Industrials 5,626.0 $817K 0.28% +172.0 +3.1% $145.23 +15.7%
85 NVS NOVARTIS AG Healthcare 5,274.0 $806K 0.28% $152.75 +1.6%
86 BAC BANK AMERICA CORP Financial Services 16,119.0 $786K 0.27% -142.0 -0.9% $48.75 +19.4%
87 CVS CVS HEALTH CORP Healthcare 10,769.0 $773K 0.27% +357.0 +3.4% $71.82 +45.7%
88 GIS GENERAL MILLS INC Consumer Defensive 20,463.0 $762K 0.27% +7K +54.6% $37.22 -4.9%
89 PFE PFIZER INC Healthcare 26,712.0 $750K 0.26% +4K +15.2% $28.08 -15.7%
90 PANW PALO ALTO NETWORKS INC Technology 4,651.0 $746K 0.26% NEW $160.32 +82.8%
91 IWM ISHARES TR 2,992.0 $742K 0.26% +260.0 +9.5% $248.00 +20.5%
92 TJX TJX COS INC NEW Consumer Cyclical 4,605.0 $735K 0.26% $159.70 -2.7%
93 ENB ENBRIDGE INC Energy 13,564.0 $734K 0.26% $54.14 +3.8%
94 ACN ACCENTURE PLC IRELAND Technology 3,665.0 $727K 0.25% +112.0 +3.1% $198.29 -36.5%
95 ORCL ORACLE CORP Technology 4,921.0 $724K 0.25% +109.0 +2.3% $147.11 +3.8%
96 RTX RTX CORPORATION Industrials 3,727.0 $719K 0.25% $192.90 -3.3%
97 VEA VANGUARD TAX-MANAGED FDS 10,999.0 $705K 0.24% -84.0 -0.8% $64.08 +11.0%
98 GILD GILEAD SCIENCES INC Healthcare 4,999.0 $697K 0.24% $139.37 -11.1%
99 PG PROCTER & GAMBLE CO Consumer Defensive 4,817.0 $696K 0.24% $144.44 +2.8%
100 PKG PACKAGING CORP AMER Consumer Cyclical 3,272.0 $694K 0.24% +126.0 +4.0% $212.22 +13.6%
Page 5 of 10  ·  188 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 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%