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CIK: 0002068112
Total reported value
$322.7M
$322.7M
139 檔
21.4%
According to the latest 13F quarterly dataset, Forefront Wealth Partners, LLC managed an equity portfolio of $322.7M at the end of Q4 2025, spanning 139 distinct U.S. exchange-listed positions.
In Q4 2025, Forefront Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 71 holdings to manage risk exposure.
| # | 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 | 13.54% | -0.67% | +4.86% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.58% | -0.95% | +8.43% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.65% | -0.63% | -18.43% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.04% | -0.73% | +2.91% | |
| 5 | LVHI | Franklin International Low V | ETF-Other | 2.88% | -0.19% | +19.44% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.54% | +2.69% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.19% | -0.06% | +4.51% | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 2.06% | -0.56% | +8.37% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | -0.16% | -6.23% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.00% | -0.25% | +6.10% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -0.20% | +9.90% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.57% | -0.60% | +19.36% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | -0.31% | +16.47% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.38% | -0.18% | -0.05% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.36% | -0.33% | +1.62% | |
| 16 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.34% | -0.22% | +9.04% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.34% | -0.05% | -4.45% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.27% | -0.84% | +24.03% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.26% | -0.18% | -5.97% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.20% | -0.20% | +4.84% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.16% | +0.58% | +28.81% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.04% | -2.74% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | +0.06% | +108.12% | |
| 24 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.02% | +0.07% | +172.93% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.02% | -17.82% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.92% | -0.11% | +0.84% | |
| 27 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.88% | +0.50% | +24.44% | |
| 28 | ✓ | Nushares ETF Tr | ETF-Other | 0.88% | -0.95% | EXIT | |
| 29 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.87% | -0.14% | +11.61% | |
| 30 | MSTB | Lha Market State Tactical | ETF-Other | 0.86% | +0.50% | +27.71% | |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.86% | +0.29% | +37.31% | |
| 32 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.81% | +0.10% | +0.86% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | +0.07% | -7.33% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.38% | +6.80% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.77% | +0.47% | +14.27% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.13% | +8.64% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | -0.08% | -0.21% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.69% | +0.34% | -0.27% | |
| 39 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.68% | -0.13% | +37.84% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.64% | -0.11% | -1.91% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.03% | +24.98% | |
| 42 | NXTG | First Trust Indxx Nextg ETF | ETF-Other | 0.62% | -0.14% | +8.39% | |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.61% | +0.68% | +24.10% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.61% | +0.03% | -1.89% | |
| 45 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.60% | -0.11% | +19.26% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.08% | -29.74% | |
| 47 | IQLT | Ishares Msci International Q | ETF-Other | 0.52% | -0.13% | -2.11% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.51% | +0.27% | +45.75% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | +0.50% | +1.59% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.06% | +14.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +6.8% | +4.86% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +4.9% | +8.43% | Add |
| 3 | LVHI | Franklin International Low V | +1.7% | +19.44% | Add |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +1.6% | +2.91% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +1.3% | -18.43% | Trim |
| 6 | SCHG | Schwab US Large-cap Growth | +1.1% | +4.51% | Add |
| 7 | FTCS | First Trust Capital Strength | +1% | +8.37% | Add |
| 8 | IUSV | Ishares Core S&p U.s. Value | +1% | +6.10% | Add |
| 9 | MSFT | Microsoft CORP | +1% | +2.69% | Add |
| 10 | AMZN | Amazon.com Inc | +1% | +9.90% | Add |
| 11 | IVE | Ishares S&p 500 Value ETF | +0.9% | +19.36% | Add |
| 12 | NVDA | Nvidia CORP | +0.9% | -6.23% | Trim |
| 13 | USFR | Wisdomtree Floating Rate Tre | +0.8% | +172.93% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.8% | +16.47% | Add |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | +24.03% | Add |
| 16 | SPEM | State Street Sp Ptf Em ETF | +0.7% | +28.81% | Add |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.7% | +1.62% | Add |
| 18 | SDVY | First Trust Smid Cap Rising | +0.7% | -0.05% | Trim |
| 19 | CIBR | First Trust Nasdaq Cybersecu | +0.6% | +9.04% | Add |
| 20 | RDVY | First Trust Rising Dividend | +0.6% | -4.45% | Trim |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +4.84% | Add |
| 22 | AAPL | Apple Inc | +0.6% | -5.97% | Trim |
| 23 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.5% | +37.31% | Add |
| 24 | XLK | Ss Technology Select Sector | +0.5% | +108.12% | Add |
| 25 | PTLC | Pacer Trendpilot US Large Ca | +0.5% | +24.44% | Add |
| 26 | AVGO | Broadcom Inc | +0.5% | -2.74% | Trim |
| 27 | AMD | Advanced Micro Devices | +0.5% | +14.27% | Add |
| 28 | MSTB | Lha Market State Tactical | +0.5% | +27.71% | Add |
| 29 | GOOG | Alphabet Inc-cl C | +0.5% | -17.82% | Trim |
| 30 | MU | Micron Technology Inc | +0.5% | -0.27% | Trim |
| 31 | IWL | Ishares Russell Top 200 ETF | +0.5% | +11.61% | Add |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.4% | +0.84% | Add |
| 33 | FDVV | Fidelity High Dividend ETF | +0.4% | +37.84% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | +0.4% | +6.80% | Add |
| 35 | ✓ | Nushares ETF Tr | +0.4% | -4.95% | Trim |
| 36 | GRID | First Trst Nasd Cl Edg Sgiif | +0.4% | +0.86% | Add |
| 37 | FBT | First Trust Nyse Arca Biotec | +0.4% | +19.26% | Add |
| 38 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +24.98% | Add |
| 39 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.4% | +24.10% | Add |
| 40 | META | Meta Platforms Inc-class A | +0.4% | +8.64% | Add |
| 41 | IWF | Ishares Russell 1000 Growth | +0.4% | -0.21% | Trim |
| 42 | NXTG | First Trust Indxx Nextg ETF | +0.3% | +8.39% | Add |
| 43 | SCHD | Schwab US Dvd Equity ETF | +0.3% | -7.33% | Trim |
| 44 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +45.75% | Add |
| 45 | ORCL | Oracle CORP | +0.3% | +135.60% | Add |
| 46 | SMH | Vaneck Semiconductor ETF | +0.3% | -1.89% | Trim |
| 47 | VO | Vanguard Mid-cap ETF | +0.3% | -1.91% | Trim |
| 48 | IEMG | Ishares Core Msci Emerging | +0.3% | +57.95% | Add |
| 49 | FLQM | Franklin U.s. Mid Cap Multif | +0.3% | +45.05% | Add |
| 50 | IJR | Ishares Core S&p Small-cap E | +0.3% | +14.64% | Add |
According to official SEC Form 13F filings, Forefront Wealth Partners, LLC reported a total U.S. public equity portfolio value of $322.7M across 139 disclosed positions in Q4 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, IVV) accounted for 21.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
DTCR
市值: $680.1K
Top Position Liquidated / Trimmed
EMLP
前期市值: $9.9M
During Q4 2025, Forefront Wealth Partners, LLC's top holdings by market value included SPYM (13.5%)、AGG (9.6%)、IVV (3.6%). The largest single position, SPYM, represented 13.5% of total portfolio value.
In Q4 2025, Forefront Wealth Partners, LLC made 200 total portfolio adjustments, initiating 19 new buys, adding to 74 positions, trimming 36 holdings, and fully liquidating 71 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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