Forefront Wealth Partners

Forefront Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for Forefront Wealth Partners

Forefront Wealth Partners holds 191 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 6.7 $27M 340k 78.34
Ishares Tr Core Us Aggbd Et (AGG) 4.7 $19M 187k 100.25
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.2 $17M 339k 49.46
Ishares Tr Jpmorgan Usd Emg (EMB) 3.7 $15M 153k 95.19
First Tr Exchange-traded No Amer Energy (EMLP) 2.5 $9.9M 259k 38.29
Ishares Tr Msci Usa Mmentm (MTUM) 2.4 $9.7M 38k 256.45
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 2.4 $9.4M 197k 47.74
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 2.3 $9.3M 175k 53.28
Ishares Tr Core S&p500 Etf (IVV) 2.3 $9.2M 14k 669.29
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.3 $9.2M 157k 58.85
Spdr Series Trust Ftse Int Gvt Etf (WIP) 2.3 $9.0M 230k 39.21
Barclays Bank Djubs Cmdt Etn36 (DJP) 2.0 $7.8M 219k 35.44
Vanguard World Extended Dur (EDV) 1.9 $7.4M 108k 68.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $7.4M 123k 59.92
Ishares Tr Mbs Etf (MBB) 1.7 $6.8M 72k 95.15
Ishares Tr Tips Bd Etf (TIP) 1.6 $6.5M 58k 111.22
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.6 $6.2M 296k 20.93
Schwab Strategic Tr Fundamental Intl (FNDF) 1.5 $5.9M 138k 42.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $5.2M 96k 54.18
Microsoft Corporation (MSFT) 1.3 $5.0M 9.7k 517.93
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.2 $4.8M 138k 34.75
Ishares Tr Core High Dv Etf (HDV) 1.2 $4.7M 38k 122.45
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $4.6M 39k 119.51
NVIDIA Corporation (NVDA) 1.2 $4.6M 25k 186.58
Spdr Series Trust Portfli High Yld (SPHY) 1.1 $4.4M 184k 23.94
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $4.4M 48k 91.42
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $4.3M 46k 95.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $4.3M 136k 31.91
Ishares Tr Glb Infrastr Etf (IGF) 1.1 $4.3M 70k 61.12
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.0 $4.1M 43k 93.64
Ishares Tr Core S&p Us Vlu (IUSV) 1.0 $3.9M 39k 99.95
Spdr Series Trust Bloomberg Invt (FLRN) 0.9 $3.5M 112k 30.86
Amazon (AMZN) 0.9 $3.4M 16k 219.57
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $3.1M 30k 103.36
Vanguard Index Fds Value Etf (VTV) 0.8 $3.1M 17k 186.50
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.7 $3.0M 64k 46.42
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.7 $2.9M 76k 38.02
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.7 $2.9M 43k 67.26
Ishares Tr Core Total Usd (IUSB) 0.7 $2.8M 61k 46.71
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.7 $2.8M 36k 76.01
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $2.7M 13k 206.51
Apple (AAPL) 0.7 $2.7M 10k 254.65
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.6M 29k 87.31
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.5M 9.7k 254.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $2.4M 37k 65.26
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $2.3M 45k 51.09
Broadcom (AVGO) 0.6 $2.2M 6.7k 329.91
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $2.1M 22k 96.46
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $2.1M 49k 42.79
Select Sector Spdr Tr Technology (XLK) 0.5 $2.1M 7.3k 281.85
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.0M 8.1k 243.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.0M 3.0k 666.21
Nushares Etf Tr Nuveen Dividend (NDVG) 0.5 $1.9M 55k 35.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.9M 41k 46.81
Spdr Series Trust Portfolio S&p600 (SPSM) 0.5 $1.9M 41k 46.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.8M 64k 27.30
Tesla Motors (TSLA) 0.4 $1.7M 3.9k 444.72
Venture Global Com Cl A (VG) 0.4 $1.7M 118k 14.19
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.4 $1.7M 11k 151.08
Meta Platforms Cl A (META) 0.4 $1.7M 2.3k 734.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.6M 2.7k 600.37
Ishares Cur Hd Msci Em (HEEM) 0.4 $1.6M 48k 33.65
Ishares Tr Rus Top 200 Etf (IWL) 0.4 $1.6M 9.6k 166.10
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.6M 14k 111.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.5M 3.3k 468.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.5M 2.4k 612.38
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.4 $1.5M 27k 54.76
Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.4 $1.4M 36k 39.77
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.4M 4.8k 293.72
Spdr Series Trust Port Mtg Bk Etf (SPMB) 0.3 $1.3M 59k 22.44
Spdr Series Trust Bloomberg High Y (JNK) 0.3 $1.3M 13k 97.99
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $1.2M 3.6k 326.32
Ishares Gold Tr Ishares New (IAU) 0.3 $1.2M 16k 72.77
First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.3 $1.2M 11k 103.58
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $1.1M 25k 44.19
Advanced Micro Devices (AMD) 0.3 $1.1M 6.6k 161.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M 3.1k 328.22
Pacer Fds Tr Us Small Cap Cas (CALF) 0.3 $1.0M 24k 43.78
Ishares Tr National Mun Etf (MUB) 0.3 $1.0M 9.6k 106.49
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $1.0M 18k 55.71
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $996k 18k 55.87
Uber Technologies (UBER) 0.2 $969k 9.9k 97.97
Ge Aerospace Com New (GE) 0.2 $953k 3.2k 300.84
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $950k 15k 65.00
Astera Labs (ALAB) 0.2 $928k 4.7k 195.80
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $919k 5.1k 179.29
NextNRG (NXXT) 0.2 $917k 501k 1.83
Marvell Technology (MRVL) 0.2 $902k 11k 84.07
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $902k 7.6k 118.82
Asml Holding N V N Y Registry Shs (ASML) 0.2 $882k 911.00 968.09
S&p Global (SPGI) 0.2 $869k 1.8k 486.71
Ishares Tr U.s. Finls Etf (IYF) 0.2 $864k 6.8k 126.64
Micron Technology (MU) 0.2 $859k 5.1k 167.34
UnitedHealth (UNH) 0.2 $796k 2.3k 345.30
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $789k 16k 50.27
Servicenow (NOW) 0.2 $768k 835.00 920.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $752k 9.3k 81.19
Mastercard Incorporated Cl A (MA) 0.2 $748k 1.3k 568.90
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $747k 7.7k 96.55
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $741k 18k 42.13
Kurv Etf Tr Technology Titan (KQQQ) 0.2 $722k 25k 29.15
Vertiv Holdings Com Cl A (VRT) 0.2 $722k 4.8k 150.86
MercadoLibre (MELI) 0.2 $706k 302.00 2336.94
salesforce (CRM) 0.2 $699k 3.0k 237.08
Palo Alto Networks (PANW) 0.2 $689k 3.4k 203.62
Thermo Fisher Scientific (TMO) 0.2 $673k 1.4k 485.07
Visa Com Cl A (V) 0.2 $672k 2.0k 341.35
Cadence Design Systems (CDNS) 0.2 $660k 1.9k 351.26
First Tr Exchange-traded Vest Investment (LQTI) 0.2 $659k 32k 20.41
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.2 $649k 12k 56.45
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $649k 4.7k 139.16
Arista Networks Com Shs (ANET) 0.2 $645k 4.4k 145.71
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $637k 25k 25.85
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.2 $634k 32k 19.83
Ishares Ethereum Tr SHS (ETHA) 0.2 $628k 20k 31.51
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.2 $608k 12k 49.31
Ge Vernova (GEV) 0.2 $604k 982.00 614.91
Oracle Corporation (ORCL) 0.1 $596k 2.1k 281.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $578k 6.5k 89.37
Truist Financial Corp equities (TFC) 0.1 $573k 13k 45.72
Eli Lilly & Co. (LLY) 0.1 $566k 741.00 763.28
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.1 $562k 8.5k 66.21
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $551k 8.0k 68.81
Eaton Corp SHS (ETN) 0.1 $545k 1.5k 374.14
Ishares Core Msci Emkt (IEMG) 0.1 $531k 8.1k 65.92
Bank of America Corporation (BAC) 0.1 $486k 9.4k 51.58
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $475k 7.1k 67.29
Abbott Laboratories (ABT) 0.1 $468k 3.5k 133.93
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $458k 7.8k 58.72
Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $457k 4.1k 112.12
Vaneck Etf Trust Digi Transfrm (DAPP) 0.1 $454k 21k 21.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $452k 1.6k 279.29
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $447k 3.6k 125.95
The Trade Desk Com Cl A (TTD) 0.1 $447k 9.1k 49.01
Kkr & Co (KKR) 0.1 $444k 3.4k 129.96
Freeport-mcmoran CL B (FCX) 0.1 $443k 11k 39.22
Nextera Energy (NEE) 0.1 $442k 5.9k 75.50
Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $432k 9.0k 48.22
Ishares Tr Blockchain & Tec (IBLC) 0.1 $423k 7.6k 55.39
Medtronic SHS (MDT) 0.1 $408k 4.3k 95.23
Ametek (AME) 0.1 $404k 2.1k 188.01
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $391k 2.6k 148.61
Proshares Tr Pshs Ultruss2000 (UWM) 0.1 $368k 7.9k 46.36
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $365k 8.8k 41.58
Rezolve Ai Ord Shs (RZLV) 0.1 $365k 73k 4.98
Intuitive Surgical Com New (ISRG) 0.1 $357k 798.00 447.23
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $355k 16k 21.96
Edwards Lifesciences (EW) 0.1 $349k 4.5k 77.77
Onto Innovation (ONTO) 0.1 $335k 2.6k 129.22
Crowdstrike Hldgs Cl A (CRWD) 0.1 $327k 667.00 490.38
Pfizer (PFE) 0.1 $327k 13k 25.48
Regeneron Pharmaceuticals (REGN) 0.1 $326k 579.00 562.58
Boeing Company (BA) 0.1 $319k 1.5k 215.83
Incyte Corporation (INCY) 0.1 $318k 3.7k 84.81
Mongodb Cl A (MDB) 0.1 $308k 991.00 310.38
Spdr Gold Tr Gold Shs (GLD) 0.1 $300k 845.00 355.47
Red Cat Hldgs (RCAT) 0.1 $300k 29k 10.35
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $297k 3.8k 78.91
Vanguard World Inf Tech Etf (VGT) 0.1 $293k 393.00 746.63
Danaher Corporation (DHR) 0.1 $292k 1.5k 198.24
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $292k 3.8k 76.72
Datadog Cl A Com (DDOG) 0.1 $289k 2.0k 142.40
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $272k 2.6k 104.51
Snowflake Com Shs (SNOW) 0.1 $268k 1.2k 225.55
Bank Ozk (OZK) 0.1 $261k 5.1k 50.98
Deere & Company (DE) 0.1 $258k 564.00 457.34
Chevron Corporation (CVX) 0.1 $252k 1.6k 155.25
Blackstone Group Inc Com Cl A (BX) 0.1 $250k 1.5k 170.88
Corning Incorporated (GLW) 0.1 $248k 3.0k 82.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $247k 491.00 502.74
Anthem (ELV) 0.1 $247k 763.00 323.23
Spdr Series Trust S&p Metals Mng (XME) 0.1 $233k 2.5k 93.20
Abbvie (ABBV) 0.1 $227k 978.00 231.67
Applovin Corp Com Cl A (APP) 0.1 $226k 314.00 718.54
Northrop Grumman Corporation (NOC) 0.1 $225k 369.00 610.05
Zoetis Cl A (ZTS) 0.1 $223k 1.5k 146.33
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $222k 1.2k 189.70
McDonald's Corporation (MCD) 0.1 $222k 729.00 303.89
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $218k 2.4k 89.77
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $217k 3.8k 57.47
Safe Pro Group (SPAI) 0.1 $214k 31k 7.02
AeroVironment (AVAV) 0.1 $206k 655.00 314.89
Boston Scientific Corporation (BSX) 0.1 $206k 2.1k 97.63
Exxon Mobil Corporation (XOM) 0.1 $205k 1.8k 112.71
Soundhound Ai Class A Com (SOUN) 0.0 $190k 12k 16.08
Zura Bio Class A Ord Shs (ZURA) 0.0 $93k 22k 4.33
Annexon (ANNX) 0.0 $82k 27k 3.05
Nkarta (NKTX) 0.0 $82k 40k 2.07
Geron Corporation (GERN) 0.0 $72k 52k 1.37
Mereo Biopharma Group Spon Ads (MREO) 0.0 $68k 33k 2.06
Cytomx Therapeutics (CTMX) 0.0 $58k 18k 3.19