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Forefront Wealth Partners

Latest statistics and disclosures from Forefront Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, AGG, FNDF, IVV, LVHI, and represent 29.26% of Forefront Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: AGG (+$5.2M), DFAI, SPYM, SPEM, CALF, MSTB, PTLC, MUB, SGOV, LVHI.
Started 28 new stock positions in SCHV, VBK, IWM, IWY, ROK, REMX, VTV, QTUM, IXN, DFAX.
Reduced shares in these 10 stocks: MU, Nushares Etf Tr, SPDW, AMD, IVE, ALAB, CIBR, NXTG, DT, BSX.
Sold out of its positions in BSX, CVX, FIX, DT, EZBC, FCX, LHX, MDB, NEE, NOC. Nushares Etf Tr, PWR, WMT.
Forefront Wealth Partners was a net buyer of stock by $48M.
Forefront Wealth Partners has $323M in assets under management (AUM), dropping by 35.09%.
Central Index Key (CIK): 0002068112

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Portfolio Holdings for Forefront Wealth Partners

Forefront Wealth Partners holds 177 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	11.2	$36M	+10%	410k	87.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.9	$29M	+22%	290k	98.98	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.4	$11M	+3%	210k	52.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$9.7M	-2%	13k	748.86	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.8	$8.9M	+26%	221k	40.59	View chart
NVIDIA Corporation (NVDA)	1.8	$5.8M	+8%	29k	200.09	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.7	$5.6M	+84%	108k	51.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$5.0M	+11%	149k	33.84	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$5.0M	+1554%	120k	41.25	View chart
Amazon (AMZN)	1.4	$4.7M	+4%	20k	238.34	View chart
Etf Ser Solutions Lha Mkt St Tactl (MSTB)	1.4	$4.7M	+85%	109k	42.89	View chart
Microsoft Corporation (MSFT)	1.4	$4.6M	-2%	12k	373.02	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	1.4	$4.6M	+86%	79k	58.26	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.3	$4.3M	+5%	39k	110.15	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.3	$4.3M	-6%	46k	93.92	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	1.3	$4.2M	+147%	83k	50.61	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.3	$4.2M	+8%	97k	43.14	View chart
Advanced Micro Devices (AMD)	1.2	$3.7M	-20%	6.4k	580.91	View chart
Micron Technology (MU)	1.2	$3.7M	-44%	3.2k	1154.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$3.7M		38k	96.58	View chart
Spdr Series Trust State Street Spd (SPMB)	1.1	$3.6M	+82%	163k	22.31	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$3.6M	+2%	43k	82.84	View chart
Broadcom (AVGO)	1.1	$3.5M	+16%	9.3k	377.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$3.4M	+80%	5.0k	686.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$3.4M		44k	77.11	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.0	$3.3M	+28%	17k	191.75	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$3.2M	+166%	30k	107.62	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$3.2M	+8%	9.0k	353.31	View chart
Apple (AAPL)	1.0	$3.2M		11k	289.33	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.0	$3.1M	+44%	62k	50.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$2.8M	-25%	12k	227.07	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$2.8M		60k	46.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$2.6M	+42%	83k	31.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$2.6M	+80%	24k	110.32	View chart
Spdr Series Trust State Street Spd (SPSM)	0.8	$2.6M		45k	57.67	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$2.5M	+2%	13k	190.51	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.7	$2.4M		13k	184.95	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.7	$2.3M	+101%	41k	57.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$2.3M	+89%	52k	44.36	View chart
Meta Platforms Cl A (META)	0.7	$2.3M	+16%	4.0k	563.37	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.7	$2.2M	+46%	73k	30.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.1M	+22%	5.7k	370.07	View chart
Global X Fds Defense Tech Etf (SHLD)	0.7	$2.1M	+55%	35k	59.71	View chart
Marvell Technology (MRVL)	0.6	$2.0M	-4%	6.8k	297.89	View chart
Astera Labs (ALAB)	0.6	$2.0M	-31%	4.1k	483.02	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.6	$2.0M	-30%	22k	89.85	View chart
Ishares Tr Micro-cap Etf (IWC)	0.6	$1.9M	+100%	9.6k	200.04	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$1.9M	NEW	19k	100.67	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$1.9M	-16%	2.9k	655.91	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.6	$1.8M	+107%	27k	66.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.8M	+307%	22k	80.57	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$1.7M	-5%	857.00	1989.44	View chart
Palo Alto Networks (PANW)	0.5	$1.7M	+2%	4.9k	341.02	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$1.7M	+124%	14k	118.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.6M	+296%	13k	124.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$1.6M		2.1k	763.14	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.5	$1.5M	+79%	80k	19.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.5M	+51%	21k	71.25	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$1.5M	-56%	30k	50.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.4M		9.7k	148.31	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$1.4M		8.7k	163.58	View chart
Tesla Motors (TSLA)	0.4	$1.4M		3.3k	420.60	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$1.4M	-3%	28k	49.55	View chart
Ge Vernova (GEV)	0.4	$1.3M		1.1k	1174.49	View chart
Ge Aerospace Com New (GE)	0.4	$1.3M		3.5k	373.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$1.3M	+152%	16k	82.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.3M	+167%	21k	62.20	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.4	$1.2M		35k	33.75	View chart
Datadog Cl A Com (DDOG)	0.4	$1.2M		4.4k	260.36	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.4	$1.1M	-29%	7.5k	153.35	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$1.1M	-11%	18k	60.29	View chart
MercadoLibre (MELI)	0.3	$1.0M	+9%	617.00	1697.39	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$1.0M		13k	81.06	View chart
Ea Series Trust Tbg Dividend Foc (TBG)	0.3	$1.0M	+82%	28k	36.46	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.0M	+89%	8.8k	116.67	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$1.0M	-2%	3.1k	334.87	View chart
Spdr Series Trust State Street Spd (SHM)	0.3	$1.0M	+123%	21k	47.97	View chart
Arista Networks Com Shs (ANET)	0.3	$1000k	+7%	5.9k	169.88	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$979k	-19%	4.0k	247.89	View chart
Eli Lilly & Co. (LLY)	0.3	$930k		775.00	1200.19	View chart
Snowflake Com Shs (SNOW)	0.3	$921k	+4%	3.6k	254.50	View chart
Oracle Corporation (ORCL)	0.3	$910k	+4%	6.2k	146.57	View chart
Visa Com Cl A (V)	0.3	$834k	+2%	2.4k	343.13	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$803k	+2%	24k	33.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$782k	+182%	1.1k	736.63	View chart
Nebius Group Shs Class A (NBIS)	0.2	$767k	+6%	2.8k	276.17	View chart
Corning Incorporated (GLW)	0.2	$763k		3.0k	255.40	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$761k	+85%	7.9k	96.44	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$757k	+72%	4.6k	163.67	View chart
Mastercard Incorporated Cl A (MA)	0.2	$743k		1.4k	513.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$740k	NEW	8.6k	86.14	View chart
Uber Technologies (UBER)	0.2	$739k		10k	72.16	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$735k		25k	29.40	View chart
Axon Enterprise (AXON)	0.2	$730k	+17%	1.3k	560.61	View chart
S&p Global (SPGI)	0.2	$727k		1.8k	407.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$719k	+60%	12k	59.69	View chart
Servicenow (NOW)	0.2	$718k	+7%	7.2k	99.28	View chart
Intuitive Surgical Com New (ISRG)	0.2	$704k	+18%	1.8k	397.68	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$698k	+10%	14k	50.50	View chart
Truist Financial Corp equities (TFC)	0.2	$660k		13k	49.82	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$645k	NEW	8.5k	75.79	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.2	$638k		33k	19.31	View chart
Thermo Fisher Scientific (TMO)	0.2	$632k		1.3k	501.36	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$610k	+7%	5.3k	114.18	View chart
salesforce (CRM)	0.2	$600k		3.8k	156.68	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$581k	+62%	6.0k	95.98	View chart
Cadence Design Systems (CDNS)	0.2	$557k		1.5k	375.32	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$551k	+25%	18k	30.01	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$545k	+16%	2.5k	219.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$537k	+5%	4.6k	117.67	View chart
Charles Schwab Corporation (SCHW)	0.2	$533k	+8%	5.8k	92.27	View chart
Rubrik Cl A (RBRK)	0.2	$532k		6.6k	80.28	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$523k	+118%	14k	37.26	View chart
Kkr & Co (KKR)	0.2	$519k	+5%	5.7k	91.78	View chart
Cloudflare Cl A Com (NET)	0.1	$478k	+8%	1.9k	245.28	View chart
Ishares Tr Msci Usa Quality (GARP)	0.1	$471k	+78%	5.7k	82.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$464k	NEW	928.00	500.39	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$425k	-22%	2.7k	158.66	View chart
Rockwell Automation (ROK)	0.1	$418k	NEW	844.00	495.08	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$416k	NEW	7.1k	58.91	View chart
Sea Sponsord Ads (SE)	0.1	$413k	+9%	4.3k	95.83	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.1	$412k	+6%	21k	19.38	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$404k	-4%	846.00	477.57	View chart
Apollo Global Mgmt (APO)	0.1	$403k	-15%	3.4k	118.32	View chart
Eaton Corp SHS (ETN)	0.1	$397k	-37%	933.00	425.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$396k	NEW	530.00	747.00	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.1	$384k	NEW	4.3k	88.50	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$383k	NEW	1.3k	290.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$376k	NEW	3.8k	98.20	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$374k	+19%	7.7k	48.43	View chart
Deere & Company (DE)	0.1	$373k		587.00	634.54	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$364k	+7%	1.1k	342.59	View chart
Stryker Corporation (SYK)	0.1	$363k	+12%	1.2k	314.86	View chart
Coreweave Com Cl A (CRWV)	0.1	$361k	+25%	3.6k	99.54	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$357k	+11%	4.6k	77.91	View chart
Netflix (NFLX)	0.1	$354k	+5%	5.0k	71.40	View chart
Bank of America Corporation (BAC)	0.1	$344k	-4%	6.0k	56.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$341k	+30%	954.00	357.39	View chart
Spotify Technology S A SHS (SPOT)	0.1	$336k	-6%	732.00	459.13	View chart
JPMorgan Chase & Co. (JPM)	0.1	$326k	NEW	997.00	327.33	View chart
Vistra Energy (VST)	0.1	$324k	+8%	2.0k	158.63	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$324k	NEW	9.4k	34.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$311k		1.7k	188.09	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$305k	NEW	3.7k	82.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$304k	+5%	3.8k	79.04	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$303k	NEW	8.2k	36.84	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$300k	-39%	846.00	354.57	View chart
Coinbase Global Com Cl A (COIN)	0.1	$286k	-2%	2.0k	146.19	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$281k	-21%	2.2k	127.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$280k	NEW	1.3k	217.98	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$275k	NEW	7.9k	34.81	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$274k		3.5k	77.79	View chart
Bank Ozk (OZK)	0.1	$270k		5.2k	52.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$269k	NEW	3.0k	90.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$263k	NEW	718.00	365.83	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$262k	NEW	1.8k	144.48	View chart
Anthem (ELV)	0.1	$261k	-2%	676.00	386.73	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.1	$260k	-17%	5.4k	48.13	View chart
Intuit (INTU)	0.1	$259k	-14%	992.00	261.00	View chart
Teradyne (TER)	0.1	$253k	NEW	522.00	484.23	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$252k	NEW	6.2k	40.64	View chart
Fair Isaac Corporation (FICO)	0.1	$251k	+11%	210.00	1194.78	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$247k	+3%	5.4k	46.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$247k	+2%	1.3k	189.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$238k	-17%	645.00	368.38	View chart
Caterpillar (CAT)	0.1	$236k	NEW	221.00	1068.87	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$234k	-7%	2.2k	106.94	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$231k	NEW	5.5k	42.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$227k	NEW	935.00	243.06	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$219k	NEW	4.6k	47.75	View chart
McDonald's Corporation (MCD)	0.1	$218k	-4%	808.00	270.31	View chart
Coca-Cola Company (KO)	0.1	$214k	-3%	2.6k	81.24	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$210k	NEW	2.2k	97.58	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$209k	NEW	1.3k	165.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$202k	NEW	673.00	300.48	View chart
Innoviz Technologies SHS (INVZ)	0.0	$26k		34k	0.76	View chart
Evgo Cl A Com (EVGO)	0.0	$25k		13k	1.91	View chart

Past Filings by Forefront Wealth Partners

SEC 13F filings are viewable for Forefront Wealth Partners going back to 2025

Forefront Wealth Partners 2026 Q2 filed Aug. 20, 2026
Forefront Wealth Partners 2026 Q1 filed April 17, 2026
Forefront Wealth Partners 2025 Q4 filed Feb. 6, 2026
Forefront Wealth Partners 2025 Q3 filed Oct. 20, 2025
Forefront Wealth Partners 2025 Q2 filed Aug. 20, 2025

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