Forefront Wealth Partners, LLC
CIK: 0002068112Latest portfolio: $211.2M · Q4 2025
Holdings
139
Total Value
$211.2M
New Positions
138
Closed Positions
0
Top Holdings
View All 139 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 356,488 | $28.6M | 13.54% | NEW | |
| 2 | AGGISHARES TR | 202,518 | $20.2M | 9.58% | NEW | |
| 3 | IVVISHARES TR | 11,262 | $7.7M | 3.65% | NEW | |
| 4 | FNDFSCHWAB STRATEGIC TR | 142,059 | $6.4M | 3.04% | NEW | |
| 5 | LVHILEGG MASON ETF INVT | 164,982 | $6.1M | 2.88% | NEW | |
| 6 | MSFTMICROSOFT CORP | 9,942 | $4.8M | 2.28% | NEW | |
| 7 | SCHGSCHWAB STRATEGIC TR | 141,658 | $4.6M | 2.19% | NEW | |
| 8 | FTCSFIRST TR EXCHANGE-TRADED FD | 47,055 | $4.4M | 2.06% | NEW | |
| 9 | NVDANVIDIA CORPORATION | 23,286 | $4.3M | 2.06% | NEW | |
| 10 | IUSVISHARES TR | 41,217 | $4.2M | 2.00% | NEW | |
| 11 | AMZNAMAZON COM INC | 17,238 | $4.0M | 1.88% | NEW | |
| 12 | IVEISHARES TR | 15,617 | $3.3M | 1.57% | NEW | |
| 13 | AQLTISHARES TR | 34,276 | $3.1M | 1.45% | NEW | |
| 14 | SDVYFIRST TR EXCHANGE-TRADED FD | 76,308 | $2.9M | 1.38% | NEW | |
| 15 | IUSBISHARES TR | 61,511 | $2.9M | 1.35% | NEW | |
| 16 | CIBRFIRST TR EXCHANGE TRADED FD | 39,635 | $2.8M | 1.34% | NEW | |
| 17 | RDVYFIRST TR EXCHANGE TRADED FD | 40,607 | $2.8M | 1.34% | NEW | |
| 18 | SPDWSPDR INDEX SHS FDS | 60,295 | $2.7M | 1.27% | NEW | |
| 19 | AAPLAPPLE INC | 9,796 | $2.7M | 1.26% | NEW | |
| 20 | IJHISHARES TR | 38,417 | $2.5M | 1.20% | NEW | |
| 21 | SPEMSPDR INDEX SHS FDS | 52,564 | $2.5M | 1.16% | NEW | |
| 22 | AVGOBROADCOM INC | 6,500 | $2.2M | 1.06% | NEW | |
| 23 | XLKSELECT SECTOR SPDR TR | 15,247 | $2.2M | 1.04% | NEW | |
| 24 | USFRWISDOMTREE TR | 42,852 | $2.2M | 1.02% | NEW | |
| 25 | GOOGALPHABET INC | 6,652 | $2.1M | 0.99% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.8597202277713643e+270T)
Technology0.0% ($4.807434326632249e+77T)
Industrials0.0% ($1024801473327275.3T)
Healthcare0.0% ($786663463375.3T)
Unknown0.0% ($30661832.6T)
Consumer Cyclical0.0% ($397812.2T)
Communication Services0.0% ($20.9T)
Utilities0.0% ($651.5M)
Basic Materials0.0% ($592K)
Consumer Defensive0.0% ($210K)
Filing History
Fund Information
Forefront Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $211.2M across 139 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 13.5% of the portfolio. Compared to the previous quarter, the fund opened 139 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.