Institutions / Forefront Wealth Management Inc.

Forefront Wealth Management Inc.

CIK 1904828 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$139.37M
Positions
71
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
J P Morgan Exchange Traded Fโ€”$10.47M182,9067.5%
Microsoft Corpโ€”$10.25M21,2007.4%
Amazon.com Incโ€”$8.25M35,7345.9%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$7.58M24,9455.4%
Apple Inc.โ€”$7.13M26,2155.1%
Alphabet Inc.โ€”$6.92M22,1125.0%
J P Morgan Exchange Traded Fโ€”$6.86M118,0174.9%
Anglogold Ashanti PLCโ€”$4.65M54,5723.3%
Costco Wholesale Corp /Newโ€”$4.08M4,7272.9%
Howmet Aerospace Inc.โ€”$3.96M19,3372.8%
Caterpillar Incโ€”$3.87M6,7512.8%
J P Morgan Exchange Traded Fโ€”$3.39M73,1472.4%
Abrdn Silver ETF Trustโ€”$3.28M48,5102.4%
JPMorgan Chase & Coโ€”$3.09M9,5982.2%
Meta Platforms Incโ€”$3.00M4,5452.2%
First Tr Exchange-Traded Fdโ€”$2.71M155,0601.9%
iShares MSCI UAE ETFโ€”$2.71M68,1381.9%
SPDR Index Shs Fdsโ€”$2.69M41,8211.9%
Leidos Holdings Incโ€”$2.69M14,8961.9%
Shell PLCโ€”$2.56M34,8121.8%
WisdomTree Trโ€”$2.51M54,1261.8%
Abbott Laboratoriesโ€”$2.36M18,8281.7%
Goldman Sachs ETF Trโ€”$2.23M42,1721.6%
Regeneron Pharmaceuticals, Inc.โ€”$2.20M2,8491.6%
Vanguard World Fdโ€”$2.14M2,8331.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.