Forefront Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2068112
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$322.7M
Holdings
177
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Forefront Wealth Partners, LLC disclosed 177 positions worth $322.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 28 new positions and exited 13. The portfolio is most concentrated in Other (74.6% 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
DiversifyingSPDR SERIES TRUST - STATE
11.2% weight
Held 6 quarters
ISHARES TR - CORE US AGGBD
8.9% weight
Held 6 quarters
SCHWAB STRATEGIC TR - FUND
3.4% weight
Held 6 quarters
ISHARES TR - CORE S&P500 E
3.0% weight
Held 6 quarters
LEGG MASON ETF INVT - FRAN
2.8% weight
Held 6 quarters
LEGG MASON ETF INVT - FRAN
5 quarters accumulating
SPDR SERIES TRUST - STATE
4 quarters accumulating
ISHARES TR - CORE US AGGBD
4 quarters accumulating
SCHWAB STRATEGIC TR - FUND
4 quarters accumulating
SPDR INDEX SHS FDS - STATE
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - STATE STREET SPD
—Quality
$36.0M409,741 shISHARES TR - CORE US AGGBD ET
—Quality
$28.7M290,048 shSCHWAB STRATEGIC TR - FUNDAMENTAL INTL
—Quality
$11.1M210,176 shISHARES TR - CORE S&P500 ETF
—Quality
$9.7M12,935 shLEGG MASON ETF INVT - FRANKLIN INTL LW
—Quality
$8.9M220,479 sh- 85.9
Quality
$5.8M28,832 sh SPDR INDEX SHS FDS - STATE STREET SPD
—Quality
$5.6M108,013 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$5.0M148,904 shDIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$5.0M120,122 sh- 68.7
Quality
$4.7M19,562 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - STATE STREET SPD | — | $36.0M | 409,741 |
| ISHARES TR - CORE US AGGBD ET | — | $28.7M | 290,048 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $11.1M | 210,176 |
| ISHARES TR - CORE S&P500 ETF | — | $9.7M | 12,935 |
| LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $8.9M | 220,479 |
 NVIDIA CORP$NVDA | 85.9 | $5.8M | 28,832 |
| SPDR INDEX SHS FDS - STATE STREET SPD | — | $5.6M | 108,013 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $5.0M | 148,904 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $5.0M | 120,122 |
 AMAZON COM INC$AMZN | 68.7 | $4.7M | 19,562 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Forefront Wealth Partners, LLC's 177 positions.
Showing top 10 of 177 holdings.
Sector Allocation
Other
$240.9M
Technology
$54.7M
Financials
$10.8M
Industrials
$6.1M
Consumer Discretionary
$6.0M
Healthcare
$2.3M
Materials
$763,128
Communication Services
$690,513
Full Holdings — Forefront Wealth Partners, LLC (Q2 2026)
All 177 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 - STATE STREET SPD | $36.0M | 11.2% | +11% | — |
| 2 | — | ISHARES TR - CORE US AGGBD ET | $28.7M | 8.9% | +22% | — |
| 3 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $11.1M | 3.4% | +3% | — |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $9.7M | 3.0% | -3% | — |
| 5 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $8.9M | 2.8% | +26% | — |
| 6 | $NVDA | NVIDIA CORP | $5.8M | 1.8% | +8% | 85.9 |
| 7 | — | SPDR INDEX SHS FDS - STATE STREET SPD | $5.6M | 1.7% | +85% | — |
| 8 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $5.0M | 1.6% | +12% | — |
| 9 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $5.0M | 1.5% | +1554% | — |
| 10 | $AMZN | AMAZON COM INC | $4.7M | 1.4% | +4% | 68.7 |
| 11 | — | ETF SER SOLUTIONS - LHA MKT ST TACTL | $4.7M | 1.4% | +86% | — |
| 12 |  $MSFT | MICROSOFT CORP | $4.6M | 1.4% | -3% | 79.8 |
| 13 | — | PACER FDS TR - TRENDP US LAR CP | $4.6M | 1.4% | +87% | — |
| 14 | — | ISHARES TR - CORE S&P US VLU | $4.3M | 1.3% | +6% | — |
| 15 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $4.3M | 1.3% | -6% | — |
| 16 | — | PACER FDS TR - US SMALL CAP CAS | $4.2M | 1.3% | +148% | — |
| 17 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $4.2M | 1.3% | +9% | — |
| 18 |  $AMD | ADVANCED MICRO DEVICES INC | $3.7M | 1.1% | -21% | 79.8 |
| 19 |  $MU | MICRON TECHNOLOGY INC | $3.7M | 1.1% | -44% | 86.2 |
| 20 | — | ISHARES TR - CORE MSCI EAFE | $3.7M | 1.1% | -0% | — |
| 21 | — | SPDR SERIES TRUST - STATE STREET SPD | $3.6M | 1.1% | +83% | — |
| 22 | — | ISHARES INC - CORE MSCI EMKT | $3.6M | 1.1% | +3% | — |
| 23 |  $AVGO | Broadcom Inc. | $3.5M | 1.1% | +16% | 84.5 |
| 24 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.4M | 1.1% | +81% | — |
| 25 | — | ISHARES TR - CORE S&P MCP ETF | $3.4M | 1.0% | -0% | — |
| 26 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $3.3M | 1.0% | +28% | — |
| 27 | — | ISHARES TR - NATIONAL MUN ETF | $3.2M | 1.0% | +166% | — |
| 28 |  $GOOGL | Alphabet Inc. | $3.2M | 1.0% | +8% | 78.2 |
| 29 |  $AAPL | Apple Inc. | $3.2M | 1.0% | +1% | 76.4 |
| 30 |  $WT | WisdomTree, Inc. | $3.1M | 1.0% | +45% | 59.9 |
| 31 | — | ISHARES TR - S&P 500 VAL ETF | $2.8M | 0.9% | -25% | — |
| 32 | — | ISHARES TR - CORE UNIVRSL USD | $2.8M | 0.9% | -2% | — |
| 33 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.6M | 0.8% | +43% | — |
| 34 | — | ISHARES TR - RUS MID CAP ETF | $2.6M | 0.8% | +80% | — |
| 35 | — | SPDR SERIES TRUST - STATE STREET SPD | $2.6M | 0.8% | -0% | — |
| 36 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $2.5M | 0.8% | +2% | — |
| 37 | — | ISHARES TR - RUS TOP 200 ETF | $2.4M | 0.7% | -1% | — |
| 38 | — | FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT | $2.3M | 0.7% | +102% | — |
| 39 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $2.3M | 0.7% | +89% | — |
| 40 |  $META | Meta Platforms, Inc. | $2.3M | 0.7% | +16% | 79.6 |
| 41 | — | GLOBAL X FDS - DATA CTR & DIGIT | $2.2M | 0.7% | +47% | — |
| 42 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.1M | 0.7% | +22% | — |
| 43 | — | GLOBAL X FDS - DEFENSE TECH ETF | $2.1M | 0.7% | +55% | — |
| 44 |  $MRVL | Marvell Technology, Inc. | $2.0M | 0.6% | -5% | 76.5 |
| 45 |  $ALAB | Astera Labs, Inc. | $2.0M | 0.6% | -32% | 75.1 |
| 46 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $2.0M | 0.6% | -31% | — |
| 47 | — | ISHARES TR - MICRO-CAP ETF | $1.9M | 0.6% | +101% | — |
| 48 | — | ISHARES TR - 0-3 MNTH TREASRY | $1.9M | 0.6% | NEW | — |
| 49 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.9M | 0.6% | -17% | — |
| 50 | — | ISHARES TR - CRE U S REIT ETF | $1.8M | 0.6% | +107% | — |
| 51 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.8M | 0.6% | +307% | — |
| 52 |  $ASML | ASML HOLDING NV | $1.7M | 0.5% | -6% | — |
| 53 |  $PANW | Palo Alto Networks Inc | $1.7M | 0.5% | +2% | 65.5 |
| 54 | — | SPDR SERIES TRUST - STATE STREET SPD | $1.7M | 0.5% | +124% | — |
| 55 | — | ISHARES TR - RUS 1000 GRW ETF | $1.6M | 0.5% | +297% | — |
| 56 |  $CRWD | CrowdStrike Holdings, Inc. | $1.6M | 0.5% | +1% | 67.7 |
| 57 | — | PACER FDS TR - TRENDPILOT US BD | $1.5M | 0.5% | +79% | — |
| 58 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.5M | 0.5% | +52% | — |
| 59 | — | SPDR INDEX SHS FDS - STATE STREET SPD | $1.5M | 0.5% | -56% | — |
| 60 | — | ISHARES TR - CORE S&P SCP ETF | $1.4M | 0.4% | +1% | — |
| 61 | — | ISHARES TR - EXPND TEC SC ETF | $1.4M | 0.4% | +1% | — |
| 62 |  $TSLA | Tesla, Inc. | $1.4M | 0.4% | +1% | 53.9 |
| 63 | — | ISHARES TR - MSCI INTL QUALTY | $1.4M | 0.4% | -4% | — |
| 64 |  $GEV | GE Vernova Inc. | $1.3M | 0.4% | -2% | 81.1 |
| 65 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.4% | -2% | 73.8 |
| 66 | — | ISHARES TR - EAFE SML CP ETF | $1.3M | 0.4% | +153% | — |
| 67 | — | PACER FDS TR - US CASH COWS 100 | $1.3M | 0.4% | +168% | — |
| 68 | — | ISHARES TR - LATN AMER 40 ETF | $1.2M | 0.4% | +1% | — |
| 69 |  $DDOG | Datadog, Inc. | $1.2M | 0.4% | -1% | 71.4 |
| 70 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF | $1.1M | 0.3% | -29% | — |
| 71 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $1.1M | 0.3% | -12% | — |
| 72 |  $MELI | MERCADOLIBRE INC | $1.0M | 0.3% | +10% | 80.2 |
| 73 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $1.0M | 0.3% | -1% | — |
| 74 | — | EA SERIES TRUST - TBG DIVIDEND FOC | $1.0M | 0.3% | +82% | — |
| 75 |  $PLTR | Palantir Technologies Inc. | $1.0M | 0.3% | +90% | 84.6 |
| 76 |  $VRT | Vertiv Holdings Co | $1.0M | 0.3% | -2% | 81 |
| 77 | — | SPDR SERIES TRUST - STATE STREET SPD | $1.0M | 0.3% | +124% | — |
| 78 |  $ANET | Arista Networks, Inc. | $999,915 | 0.3% | +8% | 81.9 |
| 79 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $979,413 | 0.3% | -19% | — |
| 80 |  $LLY | ELI LILLY & Co | $930,145 | 0.3% | +1% | 87.5 |
| 81 |  $SNOW | Snowflake Inc. | $921,289 | 0.3% | +5% | 54.9 |
| 82 |  $ORCL | ORACLE CORP | $909,615 | 0.3% | +5% | 66.2 |
| 83 |  $V | VISA INC. | $834,147 | 0.3% | +2% | 82.9 |
| 84 |  $IBIT | iShares Bitcoin Trust ETF | $803,188 | 0.3% | +3% | — |
| 85 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $782,299 | 0.2% | +182% | — |
| 86 |  $NBIS | Nebius Group N.V. | $766,648 | 0.2% | +6% | — |
| 87 |  $GLW | CORNING INC /NY | $763,128 | 0.2% | +1% | 73.7 |
| 88 | — | ISHARES TR - JPMORGAN USD EMG | $760,525 | 0.2% | +85% | — |
| 89 | — | ISHARES TR - ESG AWR MSCI USA | $756,810 | 0.2% | +73% | — |
| 90 |  $MA | Mastercard Inc | $743,320 | 0.2% | +0% | 85.1 |
| 91 | — | VANGUARD INDEX FDS - GROWTH ETF | $740,157 | 0.2% | NEW | — |
| 92 |  $UBER | Uber Technologies, Inc | $738,774 | 0.2% | +2% | 73.5 |
| 93 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $735,135 | 0.2% | -1% | — |
| 94 |  $AXON | AXON ENTERPRISE, INC. | $729,915 | 0.2% | +17% | 56.6 |
| 95 |  $SPGI | S&P Global Inc. | $726,555 | 0.2% | -0% | 76.1 |
| 96 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $718,493 | 0.2% | +60% | — |
| 97 |  $NOW | ServiceNow, Inc. | $717,795 | 0.2% | +8% | 72.9 |
| 98 |  $ISRG | INTUITIVE SURGICAL INC | $704,292 | 0.2% | +18% | 79.9 |
| 99 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $697,653 | 0.2% | +11% | — |
| 100 |  $TFC | TRUIST FINANCIAL CORP | $659,616 | 0.2% | -1% | 76.4 |
| 101 | — | ISHARES TR - CORE DIV GRWTH | $645,329 | 0.2% | NEW | — |
| 102 | — | FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT | $638,392 | 0.2% | -0% | — |
| 103 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $631,713 | 0.2% | +1% | 65.1 |
| 104 |  $SHOP | SHOPIFY INC. | $610,178 | 0.2% | +7% | 64.9 |
| 105 |  $CRM | Salesforce, Inc. | $600,382 | 0.2% | +1% | 77 |
| 106 |  $BABA | Alibaba Group Holding Ltd | $580,584 | 0.2% | +62% | — |
| 107 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $557,351 | 0.2% | -0% | 72.6 |
| 108 | — | SPDR SERIES TRUST - STATE STREET SPD | $551,107 | 0.2% | +26% | — |
| 109 | — | ISHARES TR - MSCI USA QLT FCT | $544,519 | 0.2% | +17% | — |
| 110 |  $BX | Blackstone Inc. | $536,693 | 0.2% | +6% | 74.4 |
| 111 |  $SCHW | SCHWAB CHARLES CORP | $533,044 | 0.2% | +9% | 79.4 |
| 112 |  $RBRK | Rubrik, Inc. | $531,533 | 0.2% | +0% | 56.6 |
| 113 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $522,869 | 0.2% | +119% | — |
| 114 |  $KKR | KKR & Co. Inc. | $519,116 | 0.2% | +6% | 54.3 |
| 115 |  $NET | Cloudflare, Inc. | $478,051 | 0.1% | +8% | 56.4 |
| 116 | — | ISHARES TR - MSCI USA QUALITY | $470,783 | 0.1% | +79% | — |
| 117 |  $BRK.B | BERKSHIRE HATHAWAY INC | $464,362 | 0.1% | NEW | 73.8 |
| 118 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | $425,216 | 0.1% | -23% | — |
| 119 |  $ROK | ROCKWELL AUTOMATION, INC | $417,847 | 0.1% | NEW | 63.6 |
| 120 | — | FIDELITY COVINGTON TRUST - FUNDAMENTAL LARG | $415,727 | 0.1% | NEW | — |
| 121 |  $SE | Sea Ltd | $412,644 | 0.1% | +9% | — |
| 122 | — | VANECK ETF TRUST - DIGI TRANSFRM | $412,096 | 0.1% | +6% | — |
| 123 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $404,024 | 0.1% | -4% | — |
| 124 |  $APO | Apollo Global Management, Inc. | $403,220 | 0.1% | -16% | 52.1 |
| 125 |  $ETN | Eaton Corp plc | $397,378 | 0.1% | -37% | — |
| 126 |  $SPY | SPDR S&P 500 ETF TRUST | $395,910 | 0.1% | NEW | — |
| 127 | — | VANECK ETF TRUST - RARE EARTH AND S | $384,355 | 0.1% | NEW | — |
| 128 | — | ISHARES TR - RUS TP200 GR ETF | $382,747 | 0.1% | NEW | — |
| 129 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $376,105 | 0.1% | NEW | — |
| 130 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $373,628 | 0.1% | +20% | — |
| 131 |  $DE | DEERE & CO | $372,474 | 0.1% | +0% | 55.4 |
| 132 | — | ISHARES TR - MSCI USA MMENTM | $364,173 | 0.1% | +7% | — |
| 133 |  $SYK | STRYKER CORP | $363,033 | 0.1% | +12% | 72.1 |
| 134 |  $CRWV | CoreWeave, Inc. | $361,033 | 0.1% | +25% | 52.2 |
| 135 | $META | Meta Platforms, Inc. | $357,139 | 0.1% | +12% | 79.6 |
| 136 |  $NFLX | NETFLIX INC | $354,429 | 0.1% | +5% | 78.8 |
| 137 |  $BAC | BANK OF AMERICA CORP /DE/ | $343,575 | 0.1% | -5% | 67.6 |
| 138 |  $GOOG | Alphabet Inc. | $340,949 | 0.1% | +31% | 78.2 |
| 139 |  $SPOT | Spotify Technology S.A. | $336,084 | 0.1% | -7% | — |
| 140 |  $JPM | JPMORGAN CHASE & CO | $326,344 | 0.1% | NEW | 70.7 |
| 141 |  $VST | Vistra Corp. | $324,239 | 0.1% | +9% | 71.9 |
| 142 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $323,475 | 0.1% | NEW | — |
| 143 | — | ISHARES TR - CORE S&P US GWT | $310,912 | 0.1% | +1% | — |
| 144 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $304,583 | 0.1% | NEW | — |
| 145 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $303,898 | 0.1% | +5% | — |
| 146 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $302,494 | 0.1% | NEW | — |
| 147 |  $ARM | ARM HOLDINGS PLC /UK | $299,965 | 0.1% | -40% | — |
| 148 |  $COIN | Coinbase Global, Inc. | $286,239 | 0.1% | -2% | 44.8 |
| 149 | — | ISHARES TR - U.S. FINLS ETF | $281,261 | 0.1% | -22% | — |
| 150 | — | VANGUARD INDEX FDS - VALUE ETF | $279,888 | 0.1% | NEW | — |
| 151 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $274,495 | 0.1% | NEW | — |
| 152 |  $TEAM | Atlassian Corp | $274,132 | 0.1% | -2% | 65.8 |
| 153 |  $OZK | Bank OZK | $269,841 | 0.1% | +0% | — |
| 154 |  $IVZ | Invesco Ltd. | $268,679 | 0.1% | NEW | — |
| 155 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $262,665 | 0.1% | NEW | — |
| 156 | — | ISHARES TR - GLOBAL TECH ETF | $262,087 | 0.1% | NEW | — |
| 157 |  $ELV | Elevance Health, Inc. | $261,429 | 0.1% | -3% | 59 |
| 158 | — | ISHARES TR - BLOCKCHAIN & TEC | $259,736 | 0.1% | -17% | — |
| 159 |  $INTU | INTUIT INC. | $258,912 | 0.1% | -15% | 79.3 |
| 160 |  $TER | TERADYNE, INC | $252,767 | 0.1% | NEW | 77.3 |
| 161 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $251,480 | 0.1% | NEW | — |
| 162 |  $FICO | FAIR ISAAC CORP | $250,903 | 0.1% | +11% | 77.7 |
| 163 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | $247,403 | 0.1% | +4% | — |
| 164 |  $RTX | RTX Corp | $246,695 | 0.1% | +3% | 73.2 |
| 165 |  $GLD | SPDR GOLD TRUST | $237,605 | 0.1% | -17% | — |
| 166 |  $CAT | CATERPILLAR INC | $236,221 | 0.1% | NEW | 66.5 |
| 167 | — | SPDR SERIES TRUST - STATE STREET SPD | $234,203 | 0.1% | -8% | — |
| 168 | — | DIMENSIONAL ETF TRUST - CORE FIXED INCOM | $231,003 | 0.1% | NEW | — |
| 169 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $227,258 | 0.1% | NEW | — |
| 170 | — | DIMENSIONAL ETF TRUST - SHORT DURATION F | $218,647 | 0.1% | NEW | — |
| 171 |  $MCD | MCDONALDS CORP | $218,411 | 0.1% | -5% | 69 |
| 172 |  $KO | COCA COLA CO | $213,917 | 0.1% | -3% | 69.5 |
| 173 | — | ISHARES TR - CORE 80/20 AGGRE | $209,988 | 0.1% | NEW | — |
| 174 | — | ETF SER SOLUTIONS - DEFIANCE QUANTUM | $209,040 | 0.1% | NEW | — |
| 175 | — | ISHARES TR - RUSSELL 2000 ETF | $202,222 | 0.1% | NEW | — |
| 176 |  $INVZ | Innoviz Technologies Ltd. | $26,066 | 0.0% | +0% | — |
| 177 |  $EVGO | EVgo Inc. | $24,582 | 0.0% | +0% | 37.2 |
New Positions (28)
ISHARES TR - 0-3 MNTH TREASRY$1.9M
VANGUARD INDEX FDS - GROWTH ETF$740,157
ISHARES TR - CORE DIV GRWTH$645,329
$BRK.B BERKSHIRE HATHAWAY INC$464,362$ROK ROCKWELL AUTOMATION, INC$417,847 FIDELITY COVINGTON TRUST - FUNDAMENTAL LARG$415,727
$SPY SPDR S&P 500 ETF TRUST$395,910 VANECK ETF TRUST - RARE EARTH AND S$384,355
ISHARES TR - RUS TP200 GR ETF$382,747
VANGUARD WHITEHALL FDS - INTL HIGH ETF$376,105
$JPM JPMORGAN CHASE & CO$326,344 INNOVATOR ETFS TRUST - DEFINED WLT SHLD$323,475
DIMENSIONAL ETF TRUST - US SMALL CAP ETF$304,583
DIMENSIONAL ETF TRUST - WORLD EX US CORE$302,494
VANGUARD INDEX FDS - VALUE ETF$279,888
Exited Positions (13)
NUSHARES ETF TR
$DT Dynatrace, Inc.
$BSX BOSTON SCIENTIFIC CORP
$EZBC Franklin Templeton Digital Holdings Trust
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AI-Powered Hedge Fund Analysis: Forefront Wealth Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Forefront Wealth Partners, LLC (SEC CIK: 2068112), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Forefront Wealth Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.