Forefront Wealth Partners

Forefront Wealth Partners as of March 31, 2026

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