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CIK: 0002068112
Total reported value
$322.7M
$322.7M
162 檔
24.0%
As reported in its official Q1 2026 Form 13F filing, Forefront Wealth Partners, LLC's tracked investment portfolio stood at $322.7M with 162 total positions.
In Q1 2026, Forefront Wealth Partners, LLC displayed an active expansion posture, initiating 32 new positions and adding to 93 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 | 11.83% | -0.67% | +3.55% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.85% | -0.95% | +17.09% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.17% | -0.73% | +43.44% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.63% | -0.63% | +17.86% | |
| 5 | LVHI | Franklin International Low V | ETF-Other | 2.96% | -0.19% | +5.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.54% | +28.45% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | -0.16% | +14.56% | |
| 8 | FTCS | First Trust Capital Strength | ETF-Other | 1.88% | -0.56% | +3.14% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | -0.20% | +8.84% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.62% | -0.06% | -6.03% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.59% | -0.25% | -9.87% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.47% | -0.18% | +16.59% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.47% | -0.60% | +6.23% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | -0.31% | +11.97% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.30% | -0.84% | +13.03% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.24% | -0.20% | +13.98% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.22% | -0.11% | +229.38% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.19% | -0.33% | -0.28% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.16% | -0.18% | +11.31% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.15% | +0.58% | +11.24% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.04% | +22.94% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.02% | +24.58% | |
| 23 | ✓ | Nushares ETF Tr | ETF-Other | 0.95% | -0.95% | EXIT | |
| 24 | MSTB | Lha Market State Tactical | ETF-Other | 0.94% | +0.50% | +28.17% | |
| 25 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.93% | +0.50% | +26.20% | |
| 26 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.92% | +0.10% | +19.95% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.91% | -0.11% | +8.48% | |
| 28 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.90% | +0.07% | +0.14% | |
| 29 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.88% | -0.14% | +21.36% | |
| 30 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.84% | +0.29% | +10.12% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.13% | +41.79% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.83% | -0.22% | -20.56% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.81% | +0.34% | +12.30% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.75% | +0.07% | -2.21% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.06% | -15.99% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.38% | +6.95% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.69% | +0.47% | +7.07% | |
| 38 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.67% | -0.02% | — | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | -0.11% | +17.01% | |
| 40 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.63% | +0.68% | +14.91% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.03% | +19.18% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | -0.08% | +0.88% | |
| 43 | IQLT | Ishares Msci International Q | ETF-Other | 0.56% | -0.13% | +20.43% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.55% | +0.03% | -3.52% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.54% | +0.27% | +17.04% | |
| 46 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.52% | -0.15% | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.08% | +20.88% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.50% | +0.03% | +9.51% | |
| 49 | DTCR | Global X Data Center & Digit | ETF-Other | 0.50% | +0.19% | +55.03% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | +0.50% | +15.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +1.1% | +43.44% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.8% | +229.38% | Add |
| 3 | DFAC | Dimensional US Core Equity 2 | +0.3% | +325.45% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.3% | +17.09% | Add |
| 5 | IGM | Ishares Expanded Tech Sector | +0.3% | +195.06% | Add |
| 6 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +240.68% | Add |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +213.46% | Add |
| 8 | DTCR | Global X Data Center & Digit | +0.2% | +55.03% | Add |
| 9 | MELI | Mercadolibre Inc | +0.1% | +89.23% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | +155.10% | Add |
| 11 | IWC | Ishares Micro-cap ETF | +0.1% | +82.93% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | +12.30% | Add |
| 13 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +19.95% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | +12.84% | Add |
| 15 | SDVY | First Trust Smid Cap Rising | +0.1% | +16.59% | Add |
| 16 | SHOP | Shopify Inc - Class A | +0.1% | +130.96% | Add |
| 17 | SNOW | Snowflake Inc | +0.1% | +166.13% | Add |
| 18 | LVHI | Franklin International Low V | +0.1% | +5.87% | Add |
| 19 | MSTB | Lha Market State Tactical | +0.1% | +28.17% | Add |
| 20 | ASML | ASML Holding N.V. | +0.1% | +9.51% | Add |
| 21 | DDOG | Datadog Inc - Class A | +0.1% | +111.91% | Add |
| 22 | DT | Dynatrace Inc | +0.1% | +143.45% | Add |
| 23 | ✓ | Nushares ETF Tr | +0.1% | +25.82% | Add |
| 24 | ISRG | Intuitive Surgical Inc | +0.1% | +82.78% | Add |
| 25 | BSX | Boston Scientific CORP | +0.1% | +192.09% | Add |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +41.79% | Add |
| 27 | PTLC | Pacer Trendpilot US Large Ca | +0.1% | +26.20% | Add |
| 28 | GLW | Corning Inc | +0.1% | +0.85% | Add |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | +13.98% | Add |
| 30 | IQLT | Ishares Msci International Q | 0% | +20.43% | Add |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +13.03% | Add |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | +17.04% | Add |
| 33 | PANW | Palo Alto Networks Inc | 0% | +43.74% | Add |
| 34 | VO | Vanguard Mid-cap ETF | 0% | +17.01% | Add |
| 35 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | +14.91% | Add |
| 36 | FLQM | Franklin U.s. Mid Cap Multif | 0% | +20.62% | Add |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +22.07% | Add |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +24.58% | Add |
| 39 | IWL | Ishares Russell Top 200 ETF | 0% | +21.36% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | +19.18% | Add |
| 41 | VEA | Vanguard Ftse Developed ETF | 0% | +11.71% | Add |
| 42 | DE | Deere & Co | 0% | -1.02% | Trim |
| 43 | NOC | Northrop Grumman CORP | 0% | +0.49% | Add |
| 44 | IEFA | Ishares Core Msci Eafe ETF | — | +11.97% | Add |
| 45 | MUB | Ishares National Muni Bond E | — | +15.06% | Add |
| 46 | IJR | Ishares Core S&p Small-cap E | — | +9.50% | Add |
| 47 | USRT | Ishares Core US Reit ETF | — | +11.23% | Add |
| 48 | ANET | Arista Networks Inc | — | +20.19% | Add |
| 49 | ETN | Eaton Corporation plc | — | -0.27% | Trim |
| 50 | KKR | Kkr & Co Inc | — | +50.44% | 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 162 disclosed positions in Q1 2026.
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, FNDF) accounted for 24.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
SHLD
市值: $1.6M
Top Position Liquidated / Trimmed
IBKR
前期市值: $525.8K
During Q1 2026, Forefront Wealth Partners, LLC's top holdings by market value included SPYM (11.8%)、AGG (9.8%)、FNDF (4.2%). The largest single position, SPYM, represented 11.8% of total portfolio value.
In Q1 2026, Forefront Wealth Partners, LLC made 168 total portfolio adjustments, initiating 32 new buys, adding to 93 positions, trimming 34 holdings, and fully liquidating 9 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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