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CIK: 0002068112
Total reported value
$322.7M
$322.7M
191 檔
26.8%
As reported in its official Q3 2025 Form 13F filing, Forefront Wealth Partners, LLC's tracked investment portfolio stood at $322.7M with 191 total positions.
In Q3 2025, Forefront Wealth Partners, LLC displayed an active expansion posture, initiating 85 new positions and adding to 64 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.70% | -0.67% | +141.73% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.71% | -0.95% | +78.75% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.22% | -0.01% | — | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 3.67% | +0.07% | — | |
| 5 | EMLP | First Trust North American E | ETF-Other | 2.50% | — | — | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.44% | +0.01% | +3156.64% | |
| 7 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 2.36% | — | — | |
| 8 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 2.34% | — | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.33% | -0.63% | -49.94% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.32% | — | — | |
| 11 | WIP | State Street Spdr Ftse Inter | ETF-Other | 2.27% | — | — | |
| 12 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 1.95% | — | — | |
| 13 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.86% | — | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.85% | +0.09% | +2349.57% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.72% | — | — | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.62% | — | — | |
| 17 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.56% | — | — | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.49% | -0.73% | +21.75% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.32% | +0.05% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.54% | -5.50% | |
| 21 | LVHI | Franklin International Low V | ETF-Other | 1.21% | -0.19% | +61.29% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-Other | 1.18% | — | — | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.17% | — | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | -0.16% | +16.03% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.11% | — | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.11% | — | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.09% | — | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.09% | -0.06% | +197.64% | |
| 29 | IGF | Ishares Global Infrastructur | ETF-Other | 1.08% | — | — | |
| 30 | FTCS | First Trust Capital Strength | ETF-Other | 1.02% | -0.56% | -26.36% | |
| 31 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.98% | -0.25% | -22.42% | |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.87% | — | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.20% | +11.73% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.79% | — | — | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.78% | +0.09% | NEW | |
| 36 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.75% | — | — | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.73% | -0.18% | -1.59% | |
| 38 | RDVY | First Trust Rising Dividend | ETF-Other | 0.72% | -0.05% | — | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.71% | -0.33% | -8.21% | |
| 40 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.70% | -0.22% | +14.58% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.60% | +12.81% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.67% | -0.18% | -5.88% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | -0.31% | -25.07% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | — | — | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | -0.20% | +19.69% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.58% | — | — | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.04% | +20.46% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.53% | — | — | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.52% | -0.84% | +608.56% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | +0.06% | -3.71% |
According to official SEC Form 13F filings, Forefront Wealth Partners, LLC reported a total U.S. public equity portfolio value of $322.7M across 191 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 SPYM, AGG, BNDX) accounted for 26.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
EMB
市值: $14.6M
Top Position Liquidated / Trimmed
VCIT
前期市值: $4.1M
During Q3 2025, Forefront Wealth Partners, LLC's top holdings by market value included SPYM (6.7%)、AGG (4.7%)、BNDX (4.2%). The largest single position, SPYM, represented 6.7% of total portfolio value.
In Q3 2025, Forefront Wealth Partners, LLC made 199 total portfolio adjustments, initiating 85 new buys, adding to 64 positions, trimming 28 holdings, and fully liquidating 22 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.
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