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 32.44% of Forefront Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG, FNDF, IEMG, SHLD, IVV, ILF, MSFT, SPYM, DFAC, IGM.
- Started 32 new stock positions in SYK, BABA, BX, ESGU, SHLD, NET, INTU, VST, DFAI, COIN.
- Reduced shares in these 10 stocks: RDVY, , CIBR, FCX, VRT, IUSV, , MRVL, NEE, BA.
- Sold out of its positions in BA, BMY, IBKR, JPM, ROK, EWX, TTD, UNH, VMBS.
- Forefront Wealth Partners was a net buyer of stock by $34M.
- Forefront Wealth Partners has $239M in assets under management (AUM), dropping by 13.11%.
- Central Index Key (CIK): 0002068112
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Portfolio Holdings for Forefront Wealth Partners
Forefront Wealth Partners holds 162 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 11.8 | $28M | +3% | 369k | 76.54 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 9.9 | $24M | +17% | 237k | 99.27 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 4.2 | $10M | +43% | 204k | 48.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $8.7M | +17% | 13k | 653.21 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 3.0 | $7.1M | +5% | 175k | 40.54 |
|
| Microsoft Corporation (MSFT) | 2.0 | $4.7M | +28% | 13k | 370.18 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $4.7M | +14% | 27k | 174.41 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.9 | $4.5M | +3% | 49k | 92.76 |
|
| Amazon (AMZN) | 1.6 | $3.9M | +8% | 19k | 208.27 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.6 | $3.9M | -6% | 133k | 29.13 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.6 | $3.8M | -9% | 37k | 102.25 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 1.5 | $3.5M | +16% | 89k | 39.43 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.5 | $3.5M | +6% | 17k | 211.16 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $3.5M | +11% | 38k | 90.53 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 1.3 | $3.1M | +13% | 68k | 45.65 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $3.0M | +13% | 44k | 67.53 |
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $2.9M | +229% | 42k | 69.75 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.2 | $2.8M | 61k | 46.19 |
|
|
| Apple (AAPL) | 1.2 | $2.8M | +11% | 11k | 253.77 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 1.1 | $2.7M | +11% | 59k | 46.91 |
|
| Broadcom (AVGO) | 1.0 | $2.5M | +22% | 8.0k | 309.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.4M | +24% | 8.3k | 286.86 |
|
| Nushares Etf Tr Nuveen Dividend | 1.0 | $2.3M | +25% | 66k | 34.60 |
|
| Etf Ser Solutions Lha Mkt St Tactl (MSTB) | 0.9 | $2.2M | +28% | 59k | 38.30 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.9 | $2.2M | +26% | 42k | 52.46 |
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.9 | $2.2M | +19% | 13k | 163.58 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.9 | $2.2M | +8% | 45k | 48.32 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.9 | $2.2M | 43k | 50.34 |
|
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.9 | $2.1M | +21% | 13k | 160.48 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.8 | $2.0M | +10% | 89k | 22.39 |
|
| Meta Platforms Cl A (META) | 0.8 | $2.0M | +41% | 3.5k | 572.33 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.8 | $2.0M | -20% | 32k | 62.68 |
|
| Micron Technology (MU) | 0.8 | $1.9M | +12% | 5.8k | 337.87 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $1.8M | -2% | 58k | 30.68 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.7 | $1.7M | -15% | 13k | 132.90 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $1.7M | +6% | 2.8k | 597.63 |
|
| Advanced Micro Devices (AMD) | 0.7 | $1.7M | +7% | 8.1k | 203.43 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.7 | $1.6M | NEW | 23k | 70.84 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $1.6M | +17% | 5.5k | 287.21 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.6 | $1.5M | +14% | 34k | 44.87 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.5M | +19% | 4.7k | 320.76 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $1.4M | 3.3k | 426.48 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $1.3M | +20% | 29k | 46.23 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $1.3M | -3% | 3.4k | 383.34 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.3M | +17% | 13k | 97.23 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.5 | $1.2M | NEW | 35k | 35.52 |
|
| Tesla Motors (TSLA) | 0.5 | $1.2M | +20% | 3.3k | 371.75 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $1.2M | +9% | 910.00 | 1320.83 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.5 | $1.2M | +55% | 50k | 23.96 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $1.2M | +15% | 11k | 106.15 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.2M | +9% | 9.5k | 124.31 |
|
| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.5 | $1.2M | -13% | 11k | 111.93 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.5 | $1.1M | -20% | 20k | 55.24 |
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.5 | $1.1M | +20% | 20k | 54.93 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $1.1M | +325% | 28k | 38.86 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.4 | $1.0M | +195% | 8.7k | 118.51 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.0M | +6% | 3.5k | 283.85 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.4 | $982k | -19% | 4.9k | 200.82 |
|
| Ge Vernova (GEV) | 0.4 | $982k | +12% | 1.1k | 873.22 |
|
| MercadoLibre (MELI) | 0.4 | $972k | +89% | 562.00 | 1729.02 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $901k | +240% | 24k | 38.42 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $898k | +11% | 14k | 64.08 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.4 | $894k | -67% | 13k | 68.28 |
|
| Oracle Corporation (ORCL) | 0.4 | $870k | +18% | 5.9k | 147.11 |
|
| Pacer Fds Tr Trendpilot Us Bd (PTBD) | 0.4 | $848k | +6% | 45k | 18.98 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $800k | +213% | 2.1k | 390.41 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $784k | -36% | 3.1k | 250.60 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $776k | +11% | 13k | 59.19 |
|
| Palo Alto Networks (PANW) | 0.3 | $770k | +43% | 4.8k | 160.32 |
|
| S&p Global (SPGI) | 0.3 | $762k | 1.8k | 425.34 |
|
|
| Ishares Tr Micro-cap Etf (IWC) | 0.3 | $761k | +82% | 4.8k | 159.61 |
|
| Uber Technologies (UBER) | 0.3 | $724k | +9% | 10k | 71.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $722k | +10% | 1.4k | 499.91 |
|
| Visa Com Cl A (V) | 0.3 | $718k | +19% | 2.4k | 302.23 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $709k | +5% | 771.00 | 919.98 |
|
| salesforce (CRM) | 0.3 | $708k | +26% | 3.8k | 186.68 |
|
| Marvell Technology (MRVL) | 0.3 | $706k | -34% | 7.1k | 99.05 |
|
| Servicenow (NOW) | 0.3 | $701k | +57% | 6.7k | 104.55 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $690k | +82% | 1.5k | 460.99 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $681k | +155% | 4.7k | 146.28 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $670k | +20% | 5.5k | 122.78 |
|
| Astera Labs (ALAB) | 0.3 | $667k | +23% | 6.1k | 109.60 |
|
| First Tr Exchange-traded Vest Investment (LQTI) | 0.3 | $650k | 33k | 19.58 |
|
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.3 | $643k | 25k | 25.55 |
|
|
| Truist Financial Corp equities (TFC) | 0.3 | $616k | +3% | 13k | 45.97 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $614k | +9% | 1.2k | 491.75 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $609k | +15% | 6.2k | 97.91 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.3 | $607k | 13k | 48.71 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $592k | +130% | 5.0k | 118.62 |
|
| Ea Series Trust Tbg Dividend Foc (TBG) | 0.2 | $541k | NEW | 16k | 34.86 |
|
| Eaton Corp SHS (ETN) | 0.2 | $531k | 1.5k | 357.56 |
|
|
| Datadog Cl A Com (DDOG) | 0.2 | $529k | +111% | 4.5k | 118.05 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $520k | +166% | 3.4k | 150.82 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $510k | -21% | 3.5k | 146.61 |
|
| Intuit (INTU) | 0.2 | $502k | NEW | 1.2k | 432.22 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $499k | NEW | 5.3k | 93.98 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $497k | NEW | 4.3k | 114.99 |
|
| Kkr & Co (KKR) | 0.2 | $494k | +50% | 5.3k | 92.51 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $486k | 6.2k | 78.41 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $479k | +22% | 7.7k | 62.56 |
|
| Axon Enterprise (AXON) | 0.2 | $472k | NEW | 1.1k | 424.69 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $468k | NEW | 3.7k | 125.46 |
|
| Netflix (NFLX) | 0.2 | $454k | NEW | 4.7k | 96.15 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.2 | $453k | -4% | 9.5k | 47.83 |
|
| Apollo Global Mgmt (APO) | 0.2 | $450k | NEW | 4.0k | 111.44 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.2 | $439k | -2% | 15k | 30.07 |
|
| Dynatrace Com New (DT) | 0.2 | $421k | +143% | 11k | 36.98 |
|
| Cadence Design Systems (CDNS) | 0.2 | $413k | -20% | 1.5k | 277.87 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $408k | +192% | 6.5k | 62.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $407k | -5% | 2.1k | 191.81 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $406k | +10% | 7.5k | 54.05 |
|
| Corning Incorporated (GLW) | 0.2 | $404k | 3.0k | 135.99 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $400k | +7% | 4.3k | 93.93 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $380k | NEW | 784.00 | 484.91 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $379k | NEW | 2.7k | 141.42 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $371k | NEW | 1.8k | 206.34 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $349k | NEW | 2.0k | 174.61 |
|
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.1 | $345k | -29% | 8.8k | 39.19 |
|
| Stryker Corporation (SYK) | 0.1 | $338k | NEW | 1.0k | 328.60 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $335k | -13% | 779.00 | 430.29 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $331k | -12% | 2.8k | 117.66 |
|
| Deere & Company (DE) | 0.1 | $330k | 585.00 | 563.45 |
|
|
| Sea Sponsord Ads (SE) | 0.1 | $326k | NEW | 3.9k | 82.81 |
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| Rubrik Cl A (RBRK) | 0.1 | $323k | NEW | 6.6k | 48.97 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $321k | -12% | 4.1k | 78.41 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $309k | +6% | 6.4k | 48.05 |
|
| Bank of America Corporation (BAC) | 0.1 | $309k | -33% | 6.3k | 48.75 |
|
| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.1 | $299k | -17% | 20k | 14.92 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $298k | 882.00 | 337.95 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $290k | NEW | 3.7k | 79.28 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $283k | NEW | 7.3k | 38.96 |
|
| Vistra Energy (VST) | 0.1 | $283k | NEW | 1.9k | 150.33 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $281k | 411.00 | 684.32 |
|
|
| Mongodb Cl A (MDB) | 0.1 | $272k | +10% | 1.1k | 244.77 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $272k | NEW | 2.6k | 103.76 |
|
| McDonald's Corporation (MCD) | 0.1 | $264k | +14% | 850.00 | 310.93 |
|
| Spdr Series Trust State Street Spd (XME) | 0.1 | $256k | -8% | 2.4k | 107.99 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $254k | 1.6k | 155.11 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $244k | NEW | 3.6k | 68.25 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $244k | 1.3k | 192.85 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $240k | NEW | 174.00 | 1379.89 |
|
| Ishares Tr Blockchain & Tec (IBLC) | 0.1 | $238k | -17% | 6.5k | 36.54 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $238k | NEW | 993.00 | 239.79 |
|
| Bank Ozk (OZK) | 0.1 | $237k | 5.2k | 45.89 |
|
|
| Chevron Corporation (CVX) | 0.1 | $232k | NEW | 1.1k | 206.81 |
|
| Wal-Mart Stores (WMT) | 0.1 | $230k | -2% | 1.8k | 124.28 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $228k | NEW | 6.4k | 35.53 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $225k | -5% | 2.9k | 77.47 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $219k | -68% | 3.7k | 58.78 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $217k | +13% | 376.00 | 577.69 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $217k | +4% | 5.2k | 41.96 |
|
| Nextera Energy (NEE) | 0.1 | $215k | -60% | 2.3k | 92.90 |
|
| L3harris Technologies (LHX) | 0.1 | $213k | NEW | 617.00 | 345.15 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $212k | NEW | 1.4k | 151.28 |
|
| Quanta Services (PWR) | 0.1 | $212k | NEW | 386.00 | 549.08 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $210k | 729.00 | 287.57 |
|
|
| Coca-Cola Company (KO) | 0.1 | $207k | NEW | 2.7k | 76.06 |
|
| Ishares Tr Msci Usa Quality (GARP) | 0.1 | $204k | NEW | 3.2k | 63.97 |
|
| Anthem (ELV) | 0.1 | $204k | -3% | 695.00 | 292.75 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $202k | NEW | 189.00 | 1067.55 |
|
| Evgo Cl A Com (EVGO) | 0.0 | $22k | 13k | 1.72 |
|
|
| Innoviz Technologies SHS (INVZ) | 0.0 | $22k | 34k | 0.63 |
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Past Filings by Forefront Wealth Partners
SEC 13F filings are viewable for Forefront Wealth Partners going back to 2025
- 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