Forza Wealth Management Q2 2026: Strategic ETF Purchases and Gold Holdings
Forza Wealth Management, LLC significantly increased its positions in Dimensional Fund Advisors and Vanguard ETFs while holding substantial allocations across various sectors including Technology.
Forza Wealth Management, LLC's portfolio activity for the quarter ending June 30, 2026 (Q2 2026) reveals notable shifts focused on Exchange-Traded Funds (ETFs). The investor maintained a diversified approach but demonstrated clear preferences towards specific types of funds.
Among the most significant actions taken this quarter were substantial increases in ETF holdings. Forza boosted its position in VANGUARD BD INDEX FDS (BSV) by 102,563 shares, representing a nearly 103% increase from the previous quarter and now accounting for approximately 5.4% of its total portfolio value.
The investor also showed strong interest in Dimensional Fund Advisors products beyond their existing allocation. DIMENSIONAL ETF TRUST (DFNM) saw an increase of 76,700 shares (+78.67%) and now represents about 2.58% of the portfolio. Similarly, VANGUARD SCOTTSDALE FDS (VCSH) increased by 36,394 shares (+78.82%) to a ~2.0% allocation.
In addition to these Dimensional holdings, Forza significantly expanded its exposure in other ETFs. The investor purchased large quantities of VANGUARD INDEX FDS (VO) (+340.17%) and FRANKLIN TEMPLETON ETF TRUST (DIVI) (+100%), although these additions currently represent smaller portions of the portfolio (~0.33% and ~0.17%, respectively).
The investor also increased its stake in ISHARES GOLD TR (IAU) by 19,448 shares (+9.85%) to a ~5.02% allocation, highlighting an ongoing focus on gold assets.
Conversely, Forza reduced its position in J P MORGAN EXCHANGE TRADED F (JPST), decreasing the holdings by 10,400 shares (-7.66%) to a ~1.94% allocation.
Forza's portfolio also includes several large-cap US stocks within specific sectors. The investor holds CISCO SYS INC (CSCO), valued at $7,542,929 (~$2.31 million) and representing ~2.31% of the portfolio.
Furthermore, Forza has a Technology allocation totaling $36,254,119 or approximately 11.16% of its assets, which includes positions in COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and INTEL CORP (INTC).
The overall portfolio value stood at $324,878,922 as of June 30, 2026. Forza's holdings are spread across numerous ETFs and individual stocks, reflecting a complex investment strategy.