Institutions / Forefront Wealth Partners, LLC

Forefront Wealth Partners, LLC

CIK 2068112 · Institution · as of Dec 31, 2025

Portfolio value

$211.23M

Positions

139

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 139 →

Company	Class	Value	Shares	% of portfolio
SPDR Series Trust	—	$28.60M	356,488	13.5%
iShares Tr	—	$20.23M	202,518	9.6%
iShares Tr	—	$7.71M	11,262	3.7%
Schwab Strategic Tr	—	$6.42M	142,059	3.0%
Legg Mason ETF Invt	—	$6.07M	164,982	2.9%
Microsoft Corp	—	$4.81M	9,942	2.3%
Schwab Strategic Tr	—	$4.62M	141,658	2.2%
First Tr Exchange-Traded Fd	—	$4.35M	47,055	2.1%
NVIDIA Corp	—	$4.34M	23,286	2.1%
iShares Tr	—	$4.23M	41,217	2.0%
Amazon.com Inc	—	$3.98M	17,238	1.9%
iShares Tr	—	$3.31M	15,617	1.6%
iShares Tr	—	$3.07M	34,276	1.5%
First Tr Exchange-Traded Fd	—	$2.92M	76,308	1.4%
iShares Tr	—	$2.86M	61,511	1.4%
First Tr Exchange Traded Fd	—	$2.83M	39,635	1.3%
First Tr Exchange Traded Fd	—	$2.82M	40,607	1.3%
SPDR Index Shs Fds	—	$2.68M	60,295	1.3%
Apple Inc.	—	$2.66M	9,796	1.3%
iShares Tr	—	$2.54M	38,417	1.2%
SPDR Index Shs Fds	—	$2.46M	52,564	1.2%
Broadcom Inc.	—	$2.25M	6,500	1.1%
Select Sector SPDR Tr	—	$2.20M	15,247	1.0%
WisdomTree Tr	—	$2.16M	42,852	1.0%
Alphabet Inc.	—	$2.09M	6,652	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.