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: 0002068112
Total reported value
$322.7M
$322.7M
98 檔
14.3%
The Q2 2025 SEC filing reveals that Forefront Wealth Partners, LLC held a total portfolio value of $322.7M, covering 98 public equity positions.
During Q2 2025, Forefront Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.20% | -0.63% | +25.39% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.95% | -0.95% | -7.04% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.66% | -0.67% | -14.79% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 3.58% | -0.56% | +41.99% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.18% | -0.25% | +1.39% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.54% | +7.02% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.97% | — | +6.40% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.58% | -0.73% | -18.68% | |
| 9 | ✓ | Nushares ETF Tr | ETF-Other | 2.27% | -0.95% | EXIT | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.11% | -0.20% | -3.78% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.05% | -0.33% | +0.09% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | -0.16% | -7.36% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.91% | -0.18% | -0.89% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.90% | -0.18% | +1.20% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.89% | -0.31% | -0.92% | |
| 16 | LVHI | Franklin International Low V | ETF-Other | 1.83% | -0.19% | +55.33% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.82% | -0.06% | +3.56% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.71% | +0.07% | +4.05% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.53% | -0.60% | +37.81% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.46% | -0.22% | +16.16% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.45% | -0.08% | +53.79% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.37% | +0.50% | +20.33% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.31% | -0.20% | -9.56% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 1.24% | +0.06% | +31.58% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 1.23% | -0.09% | +96.13% | |
| 26 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.11% | +0.10% | -1.77% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | -0.08% | -7.39% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.03% | — | +5.21% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.99% | -0.11% | -1.10% | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.94% | -0.13% | +7.86% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | -0.02% | -5.46% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.91% | -0.08% | +22.02% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.04% | -3.51% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.87% | -0.06% | +66.11% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.86% | +0.03% | +145.02% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | -0.11% | +50.07% | |
| 37 | NXTG | First Trust Indxx Nextg ETF | ETF-Other | 0.73% | -0.14% | +47.50% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.11% | -4.41% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.03% | -16.96% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.65% | -0.07% | -2.39% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.13% | -12.23% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.38% | -61.12% | |
| 43 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.60% | -0.14% | +20.36% | |
| 44 | MRVL | Marvell Technology Inc | Stock-Tech | 0.59% | +0.33% | -10.29% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.58% | +0.47% | -8.55% | |
| 46 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.57% | — | +21.08% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.07% | +3.02% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.55% | -0.07% | +13.88% | |
| 49 | KQQQ | Kurv Tech Titans Select ETF | ETF-Tech | 0.54% | — | +41.65% | |
| 50 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.48% | +0.01% | +71.56% |
According to official SEC Form 13F filings, Forefront Wealth Partners, LLC reported a total U.S. public equity portfolio value of $322.7M across 98 disclosed positions in Q2 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 IVV, AGG, SPYM) accounted for 14.3% of total reported equity market value during Q2 2025.
During Q2 2025, Forefront Wealth Partners, LLC's top holdings by market value included IVV (11.2%)、AGG (7.0%)、SPYM (6.7%). The largest single position, IVV, represented 11.2% of total portfolio value.
In Q2 2025, Forefront Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.