Forefront Wealth Partners, LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$238.9M

Reporting period: 2026-03-31 · Number of holdings: 162

Forefront Wealth Partners, LLC disclosed 162 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $238.9M and a quarterly turnover rate of 22.7%.

Personality snowflake

Concentration: 13.35
Portfolio Stability: 22.66
Momentum/Contrarian: 100
Sector conviction: 97.39
Diversification: 100
Sizing Uniformity: 78.94

Recent moves

Trim SPYM
+3.6%　-$343.2K
Add FNDF
+43.4%　$3.5M
Trim RDVY
-67.8%　-$1.9M
Add IEMG
+229.4%　$2.1M
Trim SCHG
-6.0%　-$743.1K
Trim CIBR
-20.6%　-$858.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	11.83%	-1.71%	+3.55%
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	9.85%	+0.27%	+17.09%
3	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	4.17%	+1.13%	+43.44%
4	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.63%	-0.02%	+17.86%
5	LVHI	Franklin International Low V	ETF-Other	2.96%	+0.08%	+5.87%
6	MSFT	Microsoft CORP	Stock-Tech	1.98%	—	+28.45%
7	NVDA	Nvidia CORP	Stock-Tech	1.95%	—	+14.56%
8	FTCS	First Trust Capital Strength	ETF-Other	1.88%	—	+3.14%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	1.64%	—	+8.84%
10	SCHG	Schwab US Large-cap Growth	ETF-Other	1.62%	-0.57%	-6.03%
11	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.59%	-0.41%	-9.87%
12	SDVY	First Trust Smid Cap Rising	ETF-Other	1.47%	+0.09%	+16.59%
13	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	1.47%	—	+6.23%
14	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.45%	—	+11.97%
15	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.30%	+0.03%	+13.03%
16	IJH	Ishares Core S&p Midcap ETF	ETF-Other	1.24%	+0.04%	+13.98%
17	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.22%	+0.81%	+229.38%
18	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.19%	—	-0.28%
19	AAPL	Apple INC	Stock-Tech	1.16%	—	+11.31%
20	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.15%	—	+11.24%
21	AVGO	Broadcom INC	Stock-Tech	1.04%	—	+22.94%
22	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.99%	—	+24.58%
23	✓	Nushares ETF Tr	ETF-Other	0.95%	+0.07%	+25.82%
24	MSTB	Lha Market State Tactical	ETF-Other	0.94%	+0.08%	+28.17%
25	PTLC	Pacer Trendpilot US Large Ca	ETF-Other	0.93%	+0.05%	+26.20%
26	GRID	First Trst Nasd Cl Edg Sgiif	ETF-Other	0.92%	+0.11%	+19.95%
27	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	0.91%	—	+8.48%
28	USFR	Wisdomtree Floating Rate Tre	ETF-Other	0.90%	—	+0.14%
29	IWL	Ishares Russell Top 200 ETF	ETF-Other	0.88%	—	+21.36%
30	SPMB	Ss Spdr P Mort Back Bond ETF	ETF-Other	0.84%	—	+10.12%
31	META	Meta Platforms Inc-class A	Stock-Comm Services	0.83%	+0.06%	+41.79%
32	CIBR	First Trust Nasdaq Cybersecu	ETF-Tech	0.83%	-0.51%	-20.56%
33	MU	Micron Technology INC	Stock-Tech	0.81%	+0.12%	+12.30%
34	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.75%	—	-2.21%
35	XLK	Ss Technology Select Sector	ETF-Tech	0.71%	-0.33%	-15.99%
36	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.69%	—	+6.95%
37	AMD	Advanced Micro Devices	Stock-Tech	0.69%	—	+7.07%
38	SHLD	Global X Defense Tech ETF	ETF-Tech	0.67%	+0.67%	NEW
39	VO	Vanguard Mid-cap ETF	ETF-Other	0.66%	—	+17.01%
40	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-Other	0.63%	—	+14.91%
41	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.63%	—	+19.18%
42	IWF	Ishares Russell 1000 Growth	ETF-Other	0.59%	—	+0.88%
43	IQLT	Ishares Msci International Q	ETF-Other	0.56%	—	+20.43%
44	SMH	Vaneck Semiconductor ETF	ETF-Other	0.55%	—	-3.52%
45	IWR	Ishares Russell Mid-cap ETF	ETF-Other	0.54%	—	+17.04%
46	ILF	Ishares Latin America 40 ETF	ETF-Other	0.52%	+0.52%	NEW
47	TSLA	Tesla INC	Stock-Consumer Disc	0.51%	—	+20.88%
48	ASML	ASML Holding N.V.	Stock-Tech	0.50%	—	+9.51%
49	DTCR	Global X Data Center & Digit	ETF-Other	0.50%	+0.18%	+55.03%
50	MUB	Ishares National Muni Bond E	ETF-Other	0.50%	—	+15.06%

1–50 of 162

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	162	$238.9M	23	1SPYM 2AGG 3FNDF Top holdings2026-03-31 1.SPYM 2.AGG 3.FNDF 4.IVV 5.LVHI 6.MSFT 7.NVDA 8.FTCS 9.AMZN 10.SCHG
2025-12-31	139	$211.2M	77	1SPYM 2AGG 3IVV Top holdings2025-12-31 1.SPYM 2.AGG 3.IVV 4.FNDF 5.LVHI 6.MSFT 7.SCHG 8.FTCS 9.NVDA 10.IUSV
2025-09-30	191	$397.3M	100	1SPYM 2AGG 3BNDX Top holdings2025-09-30 1.SPYM 2.AGG 3.BNDX 4.EMB 5.EMLP 6.MTUM 7.VNQI 8.LTPZ 9.IVV 10.VGSH
2025-06-30	98	$145.7M	0	1IVV 2AGG 3SPYM Top holdings2025-06-30 1.IVV 2.AGG 3.SPYM 4.FTCS 5.IUSV 6.MSFT 7.VCIT 8.FNDF 9.67092P 10.AMZN
2025-03-31	128	$146.9M	28	1IVV 2AGG 3SPYM Top holdings2025-03-31 1.IVV 2.AGG 3.SPYM 4.FNDF 5.IUSV 6.VCIT 7.FTCS 8.MSFT 9.IUSB 10.IEFA
2024-12-31	91	$134.2M	0	1IVV 2AGG 3SPYM Top holdings2024-12-31 1.IVV 2.AGG 3.SPYM 4.IUSV 5.VCIT 6.MSFT 7.FTCS 8.FNDF 9.AMZN 10.IUSB

Holding changes this quarter

Forefront Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: Global X Defense Tech ETF (SHLD); New buy: Ishares Latin America 40 ETF (ILF); New buy: Tbg Dividend Focus ETF (TBG); Sold out: Interactive Brokers Gro-cl A (IBKR); New buy: Intuit INC (INTU).

Position changes disclosed by Forefront Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	LVHI	Franklin International Low V	+0.1%	+5.87%	Add
17	MSTB	Lha Market State Tactical	+0.1%	+28.17%	Add
18	✓	Nushares ETF Tr	+0.1%	+25.82%	Add
19	META	Meta Platforms Inc-class A	+0.1%	+41.79%	Add
20	PTLC	Pacer Trendpilot US Large Ca	+0.1%	+26.20%	Add
21	IJH	Ishares Core S&p Midcap ETF	0%	+13.98%	Add
22	SPDW	Ste Str Spdr Pt Dw EU ETF	0%	+13.03%	Add
23	IEFA	Ishares Core Msci Eafe ETF	—	+11.97%	Add
24	IVV	Ishares Core S&p 500 ETF	0%	+17.86%	Add
25	FCX	Freeport-mcmoran INC	-0.2%	-68.00%	Trim
26	FDVV	Fidelity High Dividend ETF	-0.2%	-20.75%	Trim
27	XLK	Ss Technology Select Sector	-0.3%	-15.99%	Trim
28	IUSV	Ishares Core S&p U.s. Value	-0.4%	-9.87%	Trim
29	CIBR	First Trust Nasdaq Cybersecu	-0.5%	-20.56%	Trim
30	SCHG	Schwab US Large-cap Growth	-0.6%	-6.03%	Trim
31	RDVY	First Trust Rising Dividend	-1%	-67.76%	Trim
32	SPYM	Ste Str Spdr Pt S&p 500 ETF	-1.7%	+3.55%	Add
33	SHLD	Global X Defense Tech ETF	—	NEW	New buy
34	ILF	Ishares Latin America 40 ETF	—	NEW	New buy
35	TBG	Tbg Dividend Focus ETF	—	NEW	New buy
36	IBKR	Interactive Brokers Gro-cl A	—	EXIT	Sold out
37	INTU	Intuit INC	—	NEW	New buy
38	SCHW	Schwab (charles) CORP	—	NEW	New buy
39	BX	Blackstone INC	—	NEW	New buy
40	AXON	Axon Enterprise INC	—	NEW	New buy
41	BABA	Alibaba Group Holding-sp Adr	—	NEW	New buy
42	NFLX	Netflix INC	—	NEW	New buy
43	APO	Apollo Global Management INC	—	NEW	New buy
44	SPOT	Spotify Technology S.A.	—	NEW	New buy
45	ESGU	Ishares Esg Aware Msci USA	—	NEW	New buy
46	UNH	Unitedhealth Group INC	—	EXIT	Sold out
47	NET	Cloudflare INC - Class A	—	NEW	New buy
48	COIN	Coinbase Global INC -class A	—	NEW	New buy
49	SYK	Stryker CORP	—	NEW	New buy
50	BA	Boeing Co/the	—	EXIT	Sold out

FAQ

What is Forefront Wealth Partners, LLC and what type of investor is it?

Forefront Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $238.9M, spread across 162 disclosed positions.

What are Forefront Wealth Partners, LLC's largest equity positions?

Based on the latest 13F filing, Forefront Wealth Partners, LLC's top holdings by market value are: 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $28.3M (11.8%) 2. Ishares Core U.s. Aggregate (AGG) — $23.5M (9.8%) 3. Schwab Fndmn Intl Lrg Co ETF (FNDF) — $10.0M (4.2%) 4. Ishares Core S&p 500 ETF (IVV) — $8.7M (3.6%) 5. Franklin International Low V (LVHI) — $7.1M (3.0%)

What changes did Forefront Wealth Partners, LLC make in its most recent portfolio filing?

In the latest reported quarter, Forefront Wealth Partners, LLC made 50 notable position adjustments: 15 new positions were initiated, 25 existing holdings were added to, 7 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Global X Defense Tech ETF (SHLD); New buy: Ishares Latin America 40 ETF (ILF); New buy: Tbg Dividend Focus ETF (TBG); Sold out: Interactive Brokers Gro-cl A (IBKR); New buy: Intuit INC (INTU)

What sectors does Forefront Wealth Partners, LLC focus on?

Forefront Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 53.0% • Consumer Discretionary: 13.2% • Communication Services: 10.3% • Financials: 8.3% • Industrials: 7.8% • Health Care: 5.1%