Finward Bancorp

Holdings as of Mar 31, 2026 · filed Apr 10, 2026

$125095496
Portfolio value
104
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Flexshares Tr $8048904 6.43% +19980 +13.73%
2 Vanguard S&P 500 Etf $7599051 6.07% +540 +4.43%
3 State Street Spdr Bloomberg $6418940 5.13% +967 +1.40%
4 Microsoft Corp $6271796 5.01% +20 +0.12%
5 Vanguard Growth Etf (Mkt) $5105201 4.08% -430 -3.55%
6 Finward Bancorp $4775632 3.82% -4728 -3.47%
7 Apple Inc $4554262 3.64% -313 -1.71%
8 Invesco Qqq Trust $4353095 3.48% +265 +3.64%
9 Direxion Daily S&P 500 Bull 3x $3254066 2.60% Held
10 Vanguard Dividend Apprec Idx Etf $3038802 2.43% +1069 +8.18%
11 Invesco S&P 500 Garp Etf $3012716 2.41% -570 -2.00%
12 Proshares Ultrapro Qqq $2990292 2.39% Held
13 Johnson & Johnson $2579576 2.06% -8 -0.08%
14 Vanguard Mega Cap Growth Etf $2347208 1.88% +47 +0.74%
15 First Trust Value Line Dividend $2102243 1.68% -1285 -2.79%
16 Vanguard Information Technology $1995481 1.60% +52 +1.85%
17 Vanguard Mega Cap Value Etf $1944355 1.55% -88 -0.65%
18 Jpmorgan Chase & Co $1939398 1.55% -16 -0.24%
19 Ishares Core S&P Mid-Cap (Mkt) $1925357 1.54% +55 +0.19%
20 Proshares S&P 500 Dividend $1688311 1.35% -937 -5.56%
21 Vanguard Intl Div Apprec Etf $1602372 1.28% +2495 +15.97%
22 State Street Technology Select $1561442 1.25% -555 -4.51%
23 Wheaton Precious Metals Corp $1493514 1.19% Held
24 Vanguard High Dividend Yield $1423695 1.14% +260 +2.78%
25 Abbvie Inc $1401941 1.12% -120 -1.83%
26 Nisource Inc $1313855 1.05% -100 -0.35%
27 Ishares Core S&P Small-Cap (Mkt) $1280645 1.02% +705 +7.35%
28 Mcdonalds Corp Com $1244095 0.99% -186 -4.44%
29 Coca Cola Co $1124554 0.90% -65 -0.44%
30 Amazon Com Inc $1085713 0.87% -105 -1.97%
31 Exxon Mobil Corp $1083619 0.87% -125 -1.92%
32 Procter & Gamble Co $1080842 0.86% Held
33 Welltower Inc $982817 0.79% -125 -2.45%
34 Vanguard Value Etf (Mkt) $964518 0.77% +1125 +29.68%
35 Spdr Gold Shares (Mkt) $955247 0.76% -170 -7.11%
36 Entergy Corp $950566 0.76% Held
37 Vanguard Mid-Cap Growth Etf $886572 0.71% -90 -2.55%
38 Dte Energy Co $877320 0.70% Held
39 First Trust Morningstar Div $795324 0.64% Held
40 State Street Industrial Select $788919 0.63% -10 -0.20%
41 Duke Energy Corp $778180 0.62% Held
42 Visa Inc $770712 0.62% -65 -2.49%
43 Nvidia Corporation $750966 0.60% -2250 -34.32%
44 Ishares Core Us Aggbd Bd Etf $702533 0.56% -55 -0.77%
45 Bp Plc $678586 0.54% Held
46 Alphabet Inc $675190 0.54% Held
47 Verizon Communications Inc $643716 0.51% -99 -0.77%
48 Southern Company $635681 0.51% Held
49 Ishares Msci Eafe (Mkt) $593659 0.47% -25 -0.41%
50 Meta Platforms Inc $584148 0.47% Held
51 Travelers Companies Inc $583360 0.47% Held
52 Home Depot Inc $576873 0.46% Held
53 American Electric Power Inc $573082 0.46% -40 -0.91%
54 Berkshire Hathaway Inc $569290 0.46% Held
55 Abbott Laboratories $559655 0.45% -50 -0.91%
56 At&T Inc $545534 0.44% -130 -0.69%
57 Vanguard Total Bond Market Etf $539854 0.43% -900 -10.93%
58 State Street Financial Select $534234 0.43% -60 -0.55%
59 Enbridge Inc $534091 0.43% Held
60 Vanguard Health Care Etf (Mkt) $530229 0.42% -55 -2.75%
61 Vanguard Small Cap Etf (Mkt) $523053 0.42% +280 +16.31%
62 State Street Spdr S&P 500 Etf $517021 0.41% +2 +0.25%
63 Pepsico Inc $516652 0.41% -102 -2.97%
64 Walmart Inc $504453 0.40% Held
65 Vanguard Small Cap Growth Etf $500228 0.40% -88 -5.05%
66 Medtronic Plc $485240 0.39% Held
67 Exelon Corp $469416 0.38% Held
68 Philip Morris Intl Inc $404423 0.32% -75 -2.98%
69 Northrop Grumman Corp $388876 0.31% Held
70 Elevance Health $381454 0.30% Held
71 Marriott International Inc $369916 0.30% Held
72 Vanguard Mid-Cap Value Etf (Mkt) $361558 0.29% -45 -2.24%
73 United Parcel Service $351217 0.28% Held
74 Intel Corp $347479 0.28% Held
75 Chevron Corp $332903 0.27% Held
76 Eli Lilly & Co $326518 0.26% Held
77 Pfizer Inc $320448 0.26% Held
78 Vanguard Emerging Markets Stock $319438 0.26% -180 -2.96%
79 Paychex Inc $308048 0.25% Held
80 Vanguard Small Cap Value Etf $305456 0.24% -220 -13.53%
81 Astrazeneca Plc $305297 0.24% NEW BUY
82 Altria Group Inc $304017 0.24% Held
83 Dt Midstream Inc $294254 0.24% Held
84 Costco Wholesale Corp $288965 0.23% -600 -67.42%
85 Lockheed Martin Corp $275602 0.22% Held
86 Emerson Elec Co $269903 0.22% Held
87 Vanguard Total Stock Market Etf $269800 0.22% Held
88 American Century Diversified $269219 0.22% Held
89 Invesco Variable Rate Preferred $262461 0.21% Held
90 Biontech Se $260863 0.21% -5 -0.17%
91 Quaker Chem Corp $256535 0.21% Held
92 Linde Plc $256308 0.20% Held
93 Invesco S&P 500 High Div Low Vol $255541 0.20% -1570 -23.36%
94 Qualcomm Inc $254984 0.20% Held
95 Vanguard Real Estate Etf $249430 0.20% -50 -1.75%
96 Csx Corp $249256 0.20% Held
97 Chipotle Mexican Grill Inc $240075 0.19% -1500 -16.67%
98 Bristol-Myers Squibb Co $224103 0.18% NEW BUY
99 International Business Machs Sr $218151 0.17% Held
100 Wec Energy Group Inc $213364 0.17% NEW BUY
101 Goldman Sachs Group Inc $205575 0.16% Held
102 Deere & Company $205043 0.16% NEW BUY
103 Ishares Tips Bond (Mkt) $204828 0.16% Held
104 Keel Infrastructure Corp $26296 0.02% Held

Closed last quarter

Astrazeneca Plc Danaher Corp Ishares Russell 1000 Growth Dollar Tree Inc

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.