account_balance
Investment manager · 13F filer · SEC CIK 919864
Finward Bancorp
Reported value$132Mas of Jun 30, 2026
Positions107 9 new, 6 sold out
Top 10 weight44.8%VOO alone is 7%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
6.6%
SKORFlexshares Tr
6.4%Added +6%
CWBState Street SPDR Bloomberg
5.7%
MSFTMicrosoft Corp
4.8%
VUGVanguard Growth ETF (mkt)
4.6%Added +506%
QQQInvesco QQQ Trust
4.4%Added +4%
AAPLApple Inc
3.9%
FNWDFinward Bancorp
3.7%
VIGVanguard Dividend Apprec Idx ETF
2.6%Added +2%
MGKVanguard Mega Cap Growth ETF
2.1%Added +399%
VGTVanguard Information Technology
2.1%Added +697%
JNJJohnson & Johnson
2.0%
VOOVanguard S&P 500 ETF
6.6%
SKORFlexshares Tr
6.4%Added +6%
CWBState Street SPDR Bloomberg
5.7%
MSFTMicrosoft Corp
4.8%
VUGVanguard Growth ETF (mkt)
4.6%Added +506%
QQQ4.4%
AAPL3.9%FNWD3.7%VIG2.6%
MGK2.1%
VGT2.1%
JNJ2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 6.6% Held
SKOR Flexshares Tr 6.4% Added +6%
CWB State Street SPDR Bloomberg 5.7% Held
MSFT Microsoft Corp 4.8% HeldVUG Vanguard Growth ETF (mkt) 4.6% Added +506%
QQQ Invesco QQQ Trust 4.4% Added +4%
AAPL Apple Inc 3.9% HeldFNWD Finward Bancorp 3.7% HeldVIG Vanguard Dividend Apprec Idx ETF 2.6% Added +2%
MGK Vanguard Mega Cap Growth ETF 2.1% Added +399%
VGT Vanguard Information Technology 2.1% Added +697%
JNJ Johnson & Johnson 2.0% HeldWhat changed