Forefront Wealth Partners

Forefront Wealth Partners as of June 30, 2026

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