Forza Wealth Management, LLC — 13F holdings

Forza Wealth Management, LLC reported 194 holdings worth $346M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. IAU ISHARES GOLD TR — $21.2M (6.1%)
  2. BSV VANGUARD BD INDEX FDS — $19.6M (5.7%)
  3. DFAI DIMENSIONAL ETF TRUST — $13.5M (3.9%)
  4. EQWL INVESCO EXCHANGE TRADED FD T — $12.7M (3.7%)
  5. VCSH VANGUARD SCOTTSDALE FDS — $10.3M (3.0%)
  6. DIMENSIONAL ETF TRUST — $9.69M (2.8%)
  7. DFNM DIMENSIONAL ETF TRUST — $7.30M (2.1%)
  8. VOE VANGUARD INDEX FDS — $7.14M (2.1%)
  9. CSCO CISCO SYS INC — $7.02M (2.0%)
  10. MSFT MICROSOFT CORP — $6.63M (1.9%)