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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 5 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM ISHARES TR 2,992.0 $899K 0.28% $300.45 -3.3%
82 GE GE AEROSPACE Industrials 2,395.0 $895K 0.28% $373.73 -11.4%
83 MCK MCKESSON CORP Healthcare 1,169.0 $883K 0.27% $755.60 +20.0%
84 VLO VALERO ENERGY CORP Energy 3,364.0 $876K 0.27% $260.44 +39.0%
85 BERKSHIRE HATHAWAY INC DEL 1,711.0 $856K 0.26% $500.39
86 FDX FEDEX CORP Industrials 2,718.0 $851K 0.26% $313.13 +3.8%
87 ECG EVERUS CONSTR GROUP Industrials 5,116.0 $849K 0.26% $165.95 -31.5%
88 HII HUNTINGTON INGALLS INDS INC Industrials 3,020.0 $845K 0.26% $279.89 +4.5%
89 GIS GENERAL MILLS INC Consumer Defensive 23,961.0 $834K 0.26% +3K +17.1% $34.80 +18.1%
90 NVS NOVARTIS AG Healthcare 5,274.0 $827K 0.25% $156.72 +2.9%
91 LMT LOCKHEED MARTIN CORP Industrials 1,590.0 $810K 0.25% $509.46 +6.9%
92 UPS UNITED PARCEL SVCS INC Industrials 7,274.0 $782K 0.24% +394.0 +5.7% $107.50 -4.5%
93 PKG PACKAGING CORP AMER Consumer Cyclical 3,272.0 $780K 0.24% $238.28 -3.8%
94 VEA VANGUARD TAX-MANAGED FDS 10,908.0 $777K 0.24% -91.0 -0.8% $71.25 +1.2%
95 ENB ENBRIDGE INC Energy 13,564.0 $735K 0.23% $54.21 -6.4%
96 GNRC GENERAC HLDGS INC Industrials 2,466.0 $722K 0.22% $292.81 -38.0%
97 GEV GE VERNOVA INC Utilities 611.0 $718K 0.22% $1174.86 -23.5%
98 RTX RTX CORPORATION Industrials 3,727.0 $707K 0.22% $189.73 +8.1%
99 PG PROCTER & GAMBLE CO Consumer Defensive 4,817.0 $706K 0.22% $146.64 -0.3%
100 TJX TJX COS INC NEW Consumer Cyclical 4,605.0 $698K 0.21% $151.50 -12.0%
Page 5 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%