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Benjamin Schmitt

Finward Bancorp

Assets Managed
$131.854M
Holdings
107
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
5.41%(2Q avg: 1.27%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Finward Bancorp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Finward Bancorp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 131.854M in assets, with a quarterly growth rate of 5.41% and a 2-quarter average growth rate of 1.27%. The portfolio is managed by Benjamin Schmitt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.11%
6.56%
$8.637M
12,575 shares@ $686.81 avg price
SKOR
Flexshares Credit-scored Us
Recent Activity
Increased 5.71%
6.45%
$8.494M
174,995 shares@ $48.55 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Increased 0.08%
5.74%
$7.568M
70,187 shares@ $107.83 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.64%
4.77%
$6.279M
16,834 shares@ $373.03 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 505.57%
4.63%
$6.097M
70,778 shares@ $86.15 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.66%
4.37%
$5.757M
7,818 shares@ $736.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.66%
3.92%
$5.158M
17,826 shares@ $289.37 avg price
FNWD
Finward Bancorp
Recent Activity
Decreased -0.15%
3.67%
$4.831M
131,360 shares@ $36.79 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.03%
2.59%
$3.411M
14,416 shares@ $236.63 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 398.53%
2.13%
$2.8M
31,846 shares@ $87.92 avg price

1-10 of 107