Forefront Wealth Partners, LLC
13F Reported Value
ⓘ$238.9M
Holdings
162
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Forefront Wealth Partners, LLC disclosed 162 positions worth $238.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 24 new positions and exited 7 and a full exit from $IBKR. The portfolio is most concentrated in Other (73.1% of disclosed assets). All figures are sourced directly from Forefront Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2068112.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$28.3M369,144 shISHARES TR
—Quality
$23.5M237,137 shSCHWAB STRATEGIC TR
—Quality
$10.0M203,770 shISHARES TR
—Quality
$8.7M13,273 shLEGG MASON ETF INVT
—Quality
$7.1M174,665 sh- 83.7
Quality
$4.7M12,770 sh - 90.2
Quality
$4.7M26,677 sh FIRST TR EXCHANGE-TRADED FD
—Quality
$4.5M48,532 sh- 74.6
Quality
$3.9M18,761 sh SCHWAB STRATEGIC TR
—Quality
$3.9M133,121 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $28.3M | 369,144 |
| ISHARES TR | — | $23.5M | 237,137 |
| SCHWAB STRATEGIC TR | — | $10.0M | 203,770 |
| ISHARES TR | — | $8.7M | 13,273 |
| LEGG MASON ETF INVT | — | $7.1M | 174,665 |
 MICROSOFT CORP$MSFT | 83.7 | $4.7M | 12,770 |
 NVIDIA CORP$NVDA | 90.2 | $4.7M | 26,677 |
| FIRST TR EXCHANGE-TRADED FD | — | $4.5M | 48,532 |
 AMAZON COM INC$AMZN | 74.6 | $3.9M | 18,761 |
| SCHWAB STRATEGIC TR | — | $3.9M | 133,121 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Forefront Wealth Partners, LLC's 162 positions.
Showing top 10 of 162 holdings.
Sector Allocation
Other
$174.7M
Technology
$39.7M
Financials
$9.2M
Consumer Discretionary
$5.4M
Industrials
$5.3M
Healthcare
$2.3M
Communication Services
$833,901
Materials
$623,138
Full Holdings — Forefront Wealth Partners, LLC (Q1 2026)
All 162 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $28.3M | 11.8% | +4% | — |
| 2 | — | ISHARES TR | $23.5M | 9.8% | +17% | — |
| 3 | — | SCHWAB STRATEGIC TR | $10.0M | 4.2% | +43% | — |
| 4 | — | ISHARES TR | $8.7M | 3.6% | +18% | — |
| 5 | — | LEGG MASON ETF INVT | $7.1M | 3.0% | +6% | — |
| 6 | $MSFT | MICROSOFT CORP | $4.7M | 2.0% | +28% | 83.7 |
| 7 | $NVDA | NVIDIA CORP | $4.7M | 1.9% | +15% | 90.2 |
| 8 | — | FIRST TR EXCHANGE-TRADED FD | $4.5M | 1.9% | +3% | — |
| 9 | $AMZN | AMAZON COM INC | $3.9M | 1.6% | +9% | 74.6 |
| 10 | — | SCHWAB STRATEGIC TR | $3.9M | 1.6% | -6% | — |
| 11 | — | ISHARES TR | $3.8M | 1.6% | -10% | — |
| 12 | — | FIRST TR EXCHANGE TRADED FD | $3.5M | 1.5% | +17% | — |
| 13 | — | ISHARES TR | $3.5M | 1.5% | +6% | — |
| 14 | — | ISHARES TR | $3.5M | 1.4% | +12% | — |
| 15 | — | SPDR INDEX SHS FDS | $3.1M | 1.3% | +13% | — |
| 16 | — | ISHARES TR | $3.0M | 1.2% | +14% | — |
| 17 | — | ISHARES INC | $2.9M | 1.2% | +229% | — |
| 18 | — | ISHARES TR | $2.8M | 1.2% | -0% | — |
| 19 |  $AAPL | Apple Inc. | $2.8M | 1.2% | +11% | 76.1 |
| 20 | — | SPDR INDEX SHS FDS | $2.7M | 1.1% | +11% | — |
| 21 |  $AVGO | Broadcom Inc. | $2.5M | 1.0% | +23% | 86.4 |
| 22 |  $GOOGL | Alphabet Inc. | $2.4M | 1.0% | +25% | 80.2 |
| 23 | — | NUSHARES ETF TR | $2.3M | 0.9% | +26% | — |
| 24 | — | ETF SER SOLUTIONS | $2.2M | 0.9% | +28% | — |
| 25 | — | PACER FDS TR | $2.2M | 0.9% | +26% | — |
| 26 | — | FIRST TR EXCHANGE-TRADED FD | $2.2M | 0.9% | +20% | — |
| 27 | — | SPDR SERIES TRUST | $2.2M | 0.9% | +8% | — |
| 28 |  $WT | WisdomTree, Inc. | $2.2M | 0.9% | +0% | 62.9 |
| 29 | — | ISHARES TR | $2.1M | 0.9% | +21% | — |
| 30 | — | SPDR SERIES TRUST | $2.0M | 0.8% | +10% | — |
| 31 |  $META | Meta Platforms, Inc. | $2.0M | 0.8% | +42% | 80.9 |
| 32 | — | FIRST TR EXCHANGE-TRADED FD | $2.0M | 0.8% | -21% | — |
| 33 |  $MU | MICRON TECHNOLOGY INC | $1.9M | 0.8% | +12% | 88.4 |
| 34 | — | SCHWAB STRATEGIC TR | $1.8M | 0.8% | -2% | — |
| 35 | — | SELECT SECTOR SPDR TR | $1.7M | 0.7% | -16% | — |
| 36 | — | VANGUARD INDEX FDS | $1.7M | 0.7% | +7% | — |
| 37 |  $AMD | ADVANCED MICRO DEVICES INC | $1.7M | 0.7% | +7% | 78.8 |
| 38 | — | GLOBAL X FDS | $1.6M | 0.7% | -30% | — |
| 39 | — | VANGUARD INDEX FDS | $1.6M | 0.7% | +17% | — |
| 40 | — | PACER FDS TR | $1.5M | 0.6% | +15% | — |
| 41 | — | VANGUARD INDEX FDS | $1.5M | 0.6% | +19% | — |
| 42 | — | ISHARES TR | $1.4M | 0.6% | +1% | — |
| 43 | — | ISHARES TR | $1.3M | 0.6% | +20% | — |
| 44 | — | VANECK ETF TRUST | $1.3M | 0.6% | -4% | — |
| 45 | — | ISHARES TR | $1.3M | 0.5% | +17% | — |
| 46 | — | ISHARES TR | $1.2M | 0.5% | +343% | — |
| 47 |  $TSLA | Tesla, Inc. | $1.2M | 0.5% | +21% | 50.1 |
| 48 |  $ASML | ASML HOLDING NV | $1.2M | 0.5% | +10% | — |
| 49 | — | GLOBAL X FDS | $1.2M | 0.5% | +55% | — |
| 50 | — | ISHARES TR | $1.2M | 0.5% | +15% | — |
| 51 | — | ISHARES TR | $1.2M | 0.5% | +9% | — |
| 52 | — | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.5% | -13% | — |
| 53 | — | FIDELITY COVINGTON TRUST | $1.1M | 0.5% | -21% | — |
| 54 | — | FRANKLIN TEMPLETON ETF TR | $1.1M | 0.5% | +21% | — |
| 55 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.5% | +325% | — |
| 56 | — | ISHARES TR | $1.0M | 0.4% | +195% | — |
| 57 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.4% | +6% | 74.8 |
| 58 | — | FIRST TR EXCHANGE-TRADED FD | $982,411 | 0.4% | -20% | — |
| 59 |  $GEV | GE Vernova Inc. | $982,377 | 0.4% | +13% | 70.1 |
| 60 |  $MELI | MERCADOLIBRE INC | $971,709 | 0.4% | +89% | 77.5 |
| 61 |  $IBIT | iShares Bitcoin Trust ETF | $901,296 | 0.4% | +241% | — |
| 62 | — | VANGUARD TAX-MANAGED FDS | $898,400 | 0.4% | +12% | — |
| 63 | — | FIRST TR EXCHANGE TRADED FD | $894,009 | 0.4% | -68% | — |
| 64 |  $ORCL | ORACLE CORP | $869,686 | 0.4% | +18% | 67.2 |
| 65 | — | PACER FDS TR | $847,924 | 0.3% | +6% | — |
| 66 |  $CRWD | CrowdStrike Holdings, Inc. | $800,341 | 0.3% | +213% | 55 |
| 67 |  $VRT | Vertiv Holdings Co | $784,371 | 0.3% | -37% | 82.7 |
| 68 | — | ISHARES TR | $776,335 | 0.3% | +11% | — |
| 69 |  $PANW | Palo Alto Networks Inc | $769,697 | 0.3% | +44% | 66.5 |
| 70 |  $SPGI | S&P Global Inc. | $761,784 | 0.3% | +0% | 79.4 |
| 71 | — | ISHARES TR | $761,180 | 0.3% | +83% | — |
| 72 |  $UBER | Uber Technologies, Inc | $724,334 | 0.3% | +10% | 79.3 |
| 73 |  $MA | Mastercard Inc | $721,867 | 0.3% | +11% | 81.7 |
| 74 |  $V | VISA INC. | $717,485 | 0.3% | +19% | 83.5 |
| 75 |  $LLY | ELI LILLY & Co | $709,307 | 0.3% | +5% | 89.3 |
| 76 |  $CRM | Salesforce, Inc. | $708,448 | 0.3% | +26% | 75.2 |
| 77 |  $MRVL | Marvell Technology, Inc. | $705,549 | 0.3% | -34% | 77.3 |
| 78 |  $NOW | ServiceNow, Inc. | $701,114 | 0.3% | +58% | 76 |
| 79 |  $ISRG | INTUITIVE SURGICAL INC | $690,102 | 0.3% | +83% | 81.4 |
| 80 |  $PLTR | Palantir Technologies Inc. | $680,641 | 0.3% | +155% | 85.8 |
| 81 |  $ANET | Arista Networks, Inc. | $669,642 | 0.3% | +20% | 86 |
| 82 |  $ALAB | Astera Labs, Inc. | $667,025 | 0.3% | +23% | 77.7 |
| 83 | — | FIRST TR EXCHANGE-TRADED FD | $649,998 | 0.3% | +1% | — |
| 84 | — | FIRST TR EXCHANGE-TRADED FD | $643,198 | 0.3% | +0% | — |
| 85 |  $TFC | TRUIST FINANCIAL CORP | $616,366 | 0.3% | +4% | — |
| 86 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $613,709 | 0.3% | +9% | 63.7 |
| 87 | — | SPDR SERIES TRUST | $608,511 | 0.3% | +15% | — |
| 88 | — | FIRST TR EXCHANGE-TRADED FD | $606,654 | 0.3% | +0% | — |
| 89 |  $SHOP | SHOPIFY INC. | $592,033 | 0.3% | +131% | — |
| 90 | — | EA SERIES TRUST | $541,271 | 0.2% | NEW | — |
| 91 |  $ETN | Eaton Corp plc | $530,622 | 0.2% | -0% | — |
| 92 |  $DDOG | Datadog, Inc. | $529,101 | 0.2% | +112% | 62.9 |
| 93 |  $SNOW | Snowflake Inc. | $520,179 | 0.2% | +166% | 49.6 |
| 94 | — | SELECT SECTOR SPDR TR | $509,625 | 0.2% | -21% | — |
| 95 |  $INTU | INTUIT INC. | $501,803 | 0.2% | NEW | 82 |
| 96 |  $SCHW | SCHWAB CHARLES CORP | $498,469 | 0.2% | NEW | 77.2 |
| 97 |  $BX | Blackstone Inc. | $497,115 | 0.2% | NEW | 68 |
| 98 |  $KKR | KKR & Co. Inc. | $494,204 | 0.2% | +50% | 49.8 |
| 99 | — | ISHARES TR | $486,143 | 0.2% | -1% | — |
| 100 | — | PACER FDS TR | $478,896 | 0.2% | +22% | — |
| 101 |  $AXON | AXON ENTERPRISE, INC. | $472,255 | 0.2% | NEW | 55.6 |
| 102 |  $BABA | Alibaba Group Holding Ltd | $467,465 | 0.2% | NEW | — |
| 103 |  $NFLX | NETFLIX INC | $453,733 | 0.2% | NEW | 86.7 |
| 104 | — | SPDR SERIES TRUST | $452,998 | 0.2% | -4% | — |
| 105 |  $APO | Apollo Global Management, Inc. | $449,878 | 0.2% | NEW | 55.7 |
| 106 | — | SPDR SERIES TRUST | $438,661 | 0.2% | -2% | — |
| 107 |  $DT | Dynatrace, Inc. | $421,240 | 0.2% | +143% | 77.6 |
| 108 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $413,193 | 0.2% | -20% | 74.4 |
| 109 |  $BSX | BOSTON SCIENTIFIC CORP | $407,813 | 0.2% | +192% | 79.9 |
| 110 | — | ISHARES TR | $407,210 | 0.2% | -5% | — |
| 111 | — | VANGUARD INTL EQUITY INDEX F | $405,717 | 0.2% | +10% | — |
| 112 |  $GLW | CORNING INC /NY | $403,761 | 0.2% | +1% | 72.7 |
| 113 | — | ISHARES TR | $400,142 | 0.2% | +8% | — |
| 114 |  $SPOT | Spotify Technology S.A. | $380,168 | 0.2% | NEW | — |
| 115 | — | ISHARES TR | $378,723 | 0.2% | -66% | — |
| 116 |  $NET | Cloudflare, Inc. | $370,794 | 0.2% | NEW | 52.6 |
| 117 |  $COIN | Coinbase Global, Inc. | $349,219 | 0.1% | NEW | 68 |
| 118 |  $EZBC | Franklin Templeton Digital Holdings Trust | $344,754 | 0.1% | -30% | — |
| 119 |  $SYK | STRYKER CORP | $337,473 | 0.1% | NEW | 69.8 |
| 120 |  $GLD | SPDR GOLD TRUST | $335,197 | 0.1% | -14% | — |
| 121 | — | ISHARES TR | $331,319 | 0.1% | -12% | — |
| 122 |  $DE | DEERE & CO | $329,621 | 0.1% | -1% | 57.4 |
| 123 |  $SE | Sea Ltd | $325,859 | 0.1% | NEW | — |
| 124 |  $RBRK | Rubrik, Inc. | $323,447 | 0.1% | NEW | 49.5 |
| 125 | $META | Meta Platforms, Inc. | $321,089 | 0.1% | -12% | 80.9 |
| 126 | — | VANGUARD CHARLOTTE FDS | $309,442 | 0.1% | +6% | — |
| 127 |  $BAC | BANK OF AMERICA CORP /DE/ | $309,042 | 0.1% | -33% | 68.4 |
| 128 | — | VANECK ETF TRUST | $299,190 | 0.1% | -17% | — |
| 129 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $298,073 | 0.1% | +1% | — |
| 130 | — | VANGUARD SCOTTSDALE FDS | $290,257 | 0.1% | -18% | — |
| 131 | — | DIMENSIONAL ETF TRUST | $282,888 | 0.1% | +12% | — |
| 132 |  $VST | Vistra Corp. | $282,771 | 0.1% | NEW | 62.9 |
| 133 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $281,254 | 0.1% | +0% | 60.5 |
| 134 |  $MDB | MongoDB, Inc. | $272,184 | 0.1% | +11% | 54.6 |
| 135 |  $NBIS | Nebius Group N.V. | $271,644 | 0.1% | NEW | — |
| 136 |  $MCD | MCDONALDS CORP | $264,292 | 0.1% | +14% | 73.9 |
| 137 | — | SPDR SERIES TRUST | $256,157 | 0.1% | -8% | — |
| 138 | — | ISHARES TR | $254,070 | 0.1% | +0% | — |
| 139 |  $TEAM | Atlassian Corp | $244,266 | 0.1% | NEW | 56.8 |
| 140 |  $RTX | RTX Corp | $244,154 | 0.1% | +1% | 70 |
| 141 |  $FIX | COMFORT SYSTEMS USA INC | $240,100 | 0.1% | NEW | 79.5 |
| 142 | — | ISHARES TR | $238,257 | 0.1% | -17% | — |
| 143 | — | ISHARES TR | $238,113 | 0.1% | -87% | — |
| 144 |  $OZK | Bank OZK | $236,698 | 0.1% | +0% | — |
| 145 |  $CVX | CHEVRON CORP | $231,836 | 0.1% | NEW | 54.7 |
| 146 |  $WMT | Walmart Inc. | $229,540 | 0.1% | -2% | 63.2 |
| 147 | — | DIMENSIONAL ETF TRUST | $228,103 | 0.1% | -1% | — |
| 148 |  $CRWV | CoreWeave, Inc. | $224,507 | 0.1% | -6% | 46.5 |
| 149 |  $FCX | FREEPORT-MCMORAN INC | $219,377 | 0.1% | -68% | 73.1 |
| 150 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $217,211 | 0.1% | +14% | — |
| 151 | — | ETF SER SOLUTIONS | $216,808 | 0.1% | +5% | — |
| 152 |  $NEE | NEXTERA ENERGY INC | $215,334 | 0.1% | -61% | 71.7 |
| 153 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $212,957 | 0.1% | NEW | 66.5 |
| 154 |  $ARM | ARM HOLDINGS PLC /UK | $212,246 | 0.1% | NEW | — |
| 155 |  $PWR | QUANTA SERVICES, INC. | $211,944 | 0.1% | NEW | 62.6 |
| 156 |  $GOOG | Alphabet Inc. | $209,641 | 0.1% | +1% | 80.2 |
| 157 |  $KO | COCA COLA CO | $206,894 | 0.1% | NEW | 74 |
| 158 | — | ISHARES TR | $203,872 | 0.1% | -60% | — |
| 159 |  $ELV | Elevance Health, Inc. | $203,463 | 0.1% | -3% | 59.4 |
| 160 |  $FICO | FAIR ISAAC CORP | $201,766 | 0.1% | NEW | 75.6 |
| 161 |  $EVGO | EVgo Inc. | $22,136 | 0.0% | +0% | 39.1 |
| 162 |  $INVZ | Innoviz Technologies Ltd. | $21,659 | 0.0% | +0% | — |
New Positions (24)
$INTU INTUIT INC.$501,803$SCHW SCHWAB CHARLES CORP$498,469$BX Blackstone Inc.$497,115$AXON AXON ENTERPRISE, INC.$472,255$BABA Alibaba Group Holding Ltd$467,465$NFLX NETFLIX INC$453,733$APO Apollo Global Management, Inc.$449,878$SPOT Spotify Technology S.A.$380,168$NET Cloudflare, Inc.$370,794$COIN Coinbase Global, Inc.$349,219$SYK STRYKER CORP$337,473$SE Sea Ltd$325,859$RBRK Rubrik, Inc.$323,447$VST Vistra Corp.$282,771
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