13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001696802
Total reported value
$92.0M
$92.0M
43 檔
58.4%
According to the latest 13F quarterly dataset, Forefront Analytics, LLC managed an equity portfolio of $92.0M at the end of Q3 2025, spanning 43 distinct U.S. exchange-listed positions.
Forefront Analytics, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 11 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 16.59% | -10.48% | +154.81% | |
| 2 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 10.47% | -0.45% | -28.32% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 9.26% | +3.81% | -8.20% | |
| 4 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 8.28% | -3.85% | +41.00% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.14% | +2.84% | -20.53% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.38% | +0.92% | +0.27% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 5.35% | +1.82% | -5.69% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 4.70% | +1.81% | -5.02% | |
| 9 | ESGG | Flexshares Stoxx Global Esg | ETF-Other | 4.63% | -2.55% | — | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.14% | — | -0.05% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.95% | +0.02% | +0.32% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.61% | +0.96% | -8.44% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | +1.99% | -5.90% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.34% | — | +0.33% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | — | +0.22% | |
| 16 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-Other | 1.57% | +0.86% | -24.36% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | +0.45% | +0.48% | |
| 18 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.96% | +0.09% | -12.89% | |
| 19 | EMLP | First Trust North American E | ETF-Other | 0.70% | — | -0.08% | |
| 20 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.63% | — | +1.22% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.56% | — | -4.20% | |
| 22 | DE | Deere & Co | Stock-Industrials | 0.50% | +0.23% | +0.27% | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.44% | +0.21% | +0.40% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | +0.09% | +4.11% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 0.38% | +0.03% | -4.34% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.15% | +53.95% | |
| 27 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.35% | +0.24% | +0.48% | |
| 28 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.34% | +0.13% | +1.06% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.31% | +0.15% | -6.33% | |
| 30 | INCY | Incyte CORP | Stock-Healthcare | 0.31% | +0.27% | -26.50% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.25% | — | +1.45% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.25% | +0.20% | — | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.24% | — | -9.83% | |
| 34 | IGF | Ishares Global Infrastructur | ETF-Other | 0.23% | — | — | |
| 35 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.22% | -0.04% | -15.92% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.22% | +0.07% | +0.78% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.21% | — | +0.81% | |
| 38 | ✓ | Zura Bio LTD | Stock-Other | 0.09% | +0.09% | -66.37% | |
| 39 | ANNX | Annexon Inc | Stock-Other | 0.08% | +0.02% | -1.99% | |
| 40 | NKTX | Nkarta Inc | Stock-Other | 0.08% | +0.01% | +41.01% | |
| 41 | GERN | Geron CORP | Stock-Other | 0.07% | +0.05% | +48.54% | |
| 42 | MREO | Mereo Biopharma Group Pl-adr | Stock-Other | 0.07% | -0.04% | EXIT | |
| 43 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.06% | +0.05% | -34.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +1.3% | +0.33% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | -5.90% | Trim |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | -4.20% | Add |
| 4 | EMLP | First Trust North American E | +0.1% | -0.08% | Add |
| 5 | VTV | Vanguard Value ETF | +0.1% | +0.32% | Add |
| 6 | INCY | Incyte CORP | +0.1% | -26.50% | Add |
| 7 | MDT | Medtronic plc | +0.1% | -4.34% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +0.48% | Trim |
| 9 | SSO | Proshares Ultra S&p500 | +0.1% | +0.40% | Add |
| 10 | PFE | Pfizer Inc | +0.1% | -6.33% | Add |
| 11 | UWM | Proshares Ultra Russell2000 | +0.1% | +0.48% | Add |
| 12 | NKTX | Nkarta Inc | 0% | +41.01% | Add |
| 13 | ANNX | Annexon Inc | 0% | -1.99% | Trim |
| 14 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | -5.69% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.22% | Add |
| 16 | VEA | Vanguard Ftse Developed ETF | 0% | +0.27% | Add |
| 17 | CTMX | Cytomx Therapeutics Inc | 0% | -34.62% | Trim |
| 18 | PM | Philip Morris International | 0% | +0.78% | Add |
| 19 | MREO | Mereo Biopharma Group Pl-adr | -0.1% | +73.37% | Trim |
| 20 | GERN | Geron CORP | -0.1% | +48.54% | Trim |
| 21 | ✓ | Zura Bio LTD | -0.1% | -66.37% | Trim |
| 22 | EW | Edwards Lifesciences CORP | -0.1% | +1.06% | Trim |
| 23 | UNH | Unitedhealth Group Inc | -0.1% | +53.95% | Add |
| 24 | DE | Deere & Co | -0.1% | +0.27% | Add |
| 25 | TIP | Ishares Tips Bond ETF | -0.1% | -9.83% | Trim |
| 26 | IGF | Ishares Global Infrastructur | -0.2% | — | Trim |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.4% | -8.44% | Trim |
| 28 | MTUM | Ishares Msci USA Momentum Fa | -0.5% | -8.20% | Trim |
| 29 | EES | Wisdomtree US Smallcap Fund | -0.5% | -12.89% | Trim |
| 30 | HEEM | Ishares Crncy Hedgd Msci Em | -0.5% | -24.36% | Trim |
| 31 | USMV | Ishares Msci USA Min Vol Fac | -0.7% | -0.05% | Trim |
| 32 | VWO | Vanguard Ftse Emerging Marke | -1% | -20.53% | Trim |
| 33 | HDV | Ishares Core High Dividend E | -1.3% | -5.02% | Trim |
| 34 | NULV | Nuveen Esg Large-cap Val ETF | -15.4% | -28.32% | Trim |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | — | NEW | New buy |
| 36 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | — | EXIT | Sold out |
| 37 | ESGE | Ishares Inc Ishares Esg Awar | — | NEW | New buy |
| 38 | ESGG | Flexshares Stoxx Global Esg | — | NEW | New buy |
| 39 | EDV | Vanguard Extended Dur Treas | — | NEW | New buy |
| 40 | LTPZ | Pimco 15+ Yr US Tips Indx | — | EXIT | Sold out |
| 41 | ABT | Abbott Laboratories | — | NEW | New buy |
| 42 | INDA | Ishares Msci India ETF | — | EXIT | Sold out |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 44 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 45 | DHR | Danaher CORP | — | NEW | New buy |
| 46 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 48 | LEGN | Legend Biotech Corp-adr | — | EXIT | Sold out |
| 49 | DJP | Ipath Bloomberg Commodity In | — | EXIT | Sold out |
| 50 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
According to official SEC Form 13F filings, Forefront Analytics, LLC reported a total U.S. public equity portfolio value of $92.0M across 43 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ESGD, NULV, MTUM) accounted for 58.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
ESGD
市值: $17.2M
Top Position Liquidated / Trimmed
SPYX
前期市值: $9.3M
During Q3 2025, Forefront Analytics, LLC's top holdings by market value included ESGD (16.6%)、NULV (10.5%)、MTUM (9.3%). The largest single position, ESGD, represented 16.6% of total portfolio value.
In Q3 2025, Forefront Analytics, LLC made 54 total portfolio adjustments, initiating 9 new buys, adding to 16 positions, trimming 18 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.