Forefront Wealth Partners, LLC
Sector Allocation
- Other74.6%$240.9M
- Technology16.4%$52.8M
- Financials3.4%$10.8M
- Consumer Discretionary2.5%$7.9M
- Industrials1.7%$5.4M
- Healthcare0.9%$2.9M
- Materials0.2%$763,128
- Communication Services0.2%$690,513
- Utilities0.1%$324,239
- Consumer Staples0.1%$213,917
AUM History
13fpro.ai/research/fund/forefront-wealth-partners-llc-2068112
Conviction and streaks
Diversifying · top 10 = 37.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$36.0M
- ISHARES$28.7M
- SCHWAB$11.1M
- ISHARES$9.7M
- LEGG$8.9M
NVDA
$5.8M- SPDR$5.6M
- SCHWAB$5.0M
- DIMENSIONAL$5.0M
AMZN
$4.7M- ETF$4.7M
MSFT
$4.6M- PACER$4.6M
- ISHARES$4.3M
- FIRST$4.3M
- PACER$4.2M
- FIRST$4.2M
AMD
$3.7MMU
$3.7M- ISHARES$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/forefront-wealth-partners-llc-2068112
Forefront Wealth Partners, LLC 13F holdings — Q2 2026
$322.7M portfolio (+35.1% QoQ) · 177 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
- 1
SPDR SERIES TRUST - STATE STREET SPD
$36.0M
11.2% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE US AGGBD ET
$28.7M
8.9% of stocks
+22%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$11.1M
3.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P500 ETF
$9.7M
3.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
LEGG MASON ETF INVT - FRANKLIN INTL LW
$8.9M
2.8% of stocks
+26%This quarter—Since filed—HeldAIQuality—Est. buy— $5.8M
1.8% of stocks
+8%This quarter-0.4%Since filed6+ qtrsHeld- 7
SPDR INDEX SHS FDS - STATE STREET SPD
$5.6M
1.7% of stocks
+85%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US LCAP GR ETF
$5.0M
1.6% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$5.0M
1.5% of stocks
+1554%This quarter—Since filed—HeldAIQuality—Est. buy— $4.7M
1.4% of stocks
+4%This quarter-4.2%Since filed6+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $5.8M | 1.8% | +8% | -0.4% | 6+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 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 | $4.7M | 1.4% | +4% | -4.2% | 6+ qtrsAdded 4 qtrs in a row | 67.5#363 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Forefront Wealth Partners, LLC (Q2 2026)
177 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ETF SER SOLUTIONS - LHA MKT ST TACTLetf/fund | — | $4.7M | 1.4% | 109K | +86% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $4.6M | 1.4% | 12K | -3% | 6+ qtrs | 79.8 | 13F | |
| 13 | — | PACER FDS TR - TRENDP US LAR CP | — | $4.6M | 1.4% | 79K | +87% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P US VLUetf/fund | — | $4.3M | 1.3% | 39K | +6% | — | — | 13F |
| 15 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETFetf/fund | — | $4.3M | 1.3% | 46K | -6% | — | — | 13F |
| 16 | — | PACER FDS TR - US SMALL CAP CAS | — | $4.2M | 1.3% | 83K | +148% | — | — | 13F |
| 17 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETFetf/fund | — | $4.2M | 1.3% | 97K | +9% | — | — | 13F |
| 18 | ADVANCED MICRO DEVICES INC | Technology | $3.7M | 1.1% | 6,417 | -21% | 6+ qtrs | 79.8 | 13F | |
| 19 | MICRON TECHNOLOGY INC | Technology | $3.7M | 1.1% | 3,220 | -44% | 6+ qtrs | 89.7 | 13F | |
| 20 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $3.7M | 1.1% | 38K | -0.3% | — | — | 13F |
| 21 | — | SPDR SERIES TRUST - STATE STREET SPDetf/fund | — | $3.6M | 1.1% | 163K | +83% | — | — | 13F |
| 22 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $3.6M | 1.1% | 43K | +3% | — | — | 13F |
| 23 | Broadcom Inc. | Technology | $3.5M | 1.1% | 9,270 | +16% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $3.4M | 1.1% | 5,006 | +81% | — | — | 13F |
| 25 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $3.4M | 1.0% | 44K | -0.2% | — | — | 13F |
| 26 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $3.3M | 1.0% | 17K | +28% | |||
| 27 | — | ISHARES TR - NATIONAL MUN ETF | — | $3.2M | 1.0% | 30K | +166% | |||
| 28 | $GOOG | Alphabet Inc. | Technology | $3.2M | 1.0% | 8,990 | +8% | |||
| 29 | $AAPL | Apple Inc. | Technology | $3.2M | 1.0% | 11K | +0.6% | |||
| 30 | $WT | WisdomTree, Inc. | Financials | $3.1M | 1.0% | 62K | +45% | |||
| 31 | — | ISHARES TR - S&P 500 VAL ETF | — | $2.8M | 0.9% | 12K | -25% | |||
| 32 | — | ISHARES TR - CORE UNIVRSL USD | — | $2.8M | 0.9% | 60K | -2% | |||
| 33 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.6M | 0.8% | 83K | +43% | |||
| 34 | — | ISHARES TR - RUS MID CAP ETF | — | $2.6M | 0.8% | 24K | +80% | |||
| 35 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $2.6M | 0.8% | 45K | -0.3% | |||
| 36 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | — | $2.5M | 0.8% | 13K | +2% | |||
| 37 | — | ISHARES TR - RUS TOP 200 ETF | — | $2.4M | 0.7% | 13K | -0.7% | |||
| 38 | — | FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT | — | $2.3M | 0.7% | 41K | +102% | |||
| 39 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | — | $2.3M | 0.7% | 52K | +89% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $2.3M | 0.7% | 4,039 | +16% | |||
| 41 | — | GLOBAL X FDS - DATA CTR & DIGIT | — | $2.2M | 0.7% | 73K | +47% | |||
| 42 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.1M | 0.7% | 5,719 | +22% | |||
| 43 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $2.1M | 0.7% | 35K | +55% | |||
| 44 | $MRVL | Marvell Technology, Inc. | Technology | $2.0M | 0.6% | 6,787 | -5% | |||
| 45 | $ALAB | Astera Labs, Inc. | Technology | $2.0M | 0.6% | 4,141 | -32% | |||
| 46 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $2.0M | 0.6% | 22K | -31% | |||
| 47 | — | ISHARES TR - MICRO-CAP ETF | — | $1.9M | 0.6% | 9,583 | +101% | |||
| 48 | — | ISHARES TR - 0-3 MNTH TREASRY | — | $1.9M | 0.6% | 19K | New | |||
| 49 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.9M | 0.6% | 2,872 | -17% | |||
| 50 | — | ISHARES TR - CRE U S REIT ETF | — | $1.8M | 0.6% | 27K | +107% | |||
| 51 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.8M | 0.6% | 22K | +307% | |||
| 52 | $ASML | ASML HOLDING NV | Technology | $1.7M | 0.5% | 857 | -6% | |||
| 53 | $PANW | Palo Alto Networks Inc | Technology | $1.7M | 0.5% | 4,911 | +2% | |||
| 54 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $1.7M | 0.5% | 14K | +124% | |||
| 55 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.6M | 0.5% | 13K | +297% | |||
| 56 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.6M | 0.5% | 2,061 | +0.5% | |||
| 57 | — | PACER FDS TR - TRENDPILOT US BD | — | $1.5M | 0.5% | 80K | +79% | |||
| 58 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.5M | 0.5% | 21K | +52% | |||
| 59 | — | SPDR INDEX SHS FDS - STATE STREET SPD | — | $1.5M | 0.5% | 30K | -56% | |||
| 60 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.4M | 0.4% | 9,665 | +1% | |||
| 61 | — | ISHARES TR - EXPND TEC SC ETF | — | $1.4M | 0.4% | 8,710 | +0.5% | |||
| 62 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.4M | 0.4% | 3,330 | +1% | |||
| 63 | — | ISHARES TR - MSCI INTL QUALTY | — | $1.4M | 0.4% | 28K | -4% | |||
| 64 | $GEV | GE Vernova Inc. | Industrials | $1.3M | 0.4% | 1,104 | -2% | |||
| 65 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.4% | 3,468 | -2% | |||
| 66 | — | ISHARES TR - EAFE SML CP ETF | — | $1.3M | 0.4% | 16K | +153% | |||
| 67 | — | PACER FDS TR - US CASH COWS 100 | — | $1.3M | 0.4% | 21K | +168% | |||
| 68 | — | ISHARES TR - LATN AMER 40 ETF | — | $1.2M | 0.4% | 35K | +1% | |||
| 69 | $DDOG | Datadog, Inc. | Technology | $1.2M | 0.4% | 4,439 | -1.0% | |||
| 70 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF | — | $1.1M | 0.3% | 7,465 | -29% | |||
| 71 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $1.1M | 0.3% | 18K | -12% | |||
| 72 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.0M | 0.3% | 617 | +10% | |||
| 73 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $1.0M | 0.3% | 13K | -1% | |||
| 74 | — | EA SERIES TRUST - TBG DIVIDEND FOC | — | $1.0M | 0.3% | 28K | +82% | |||
| 75 | $PLTR | Palantir Technologies Inc. | Technology | $1.0M | 0.3% | 8,827 | +90% | |||
| 76 | $VRT | Vertiv Holdings Co | Technology | $1.0M | 0.3% | 3,061 | -2% | |||
| 77 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $1.0M | 0.3% | 21K | +124% | |||
| 78 | $ANET | Arista Networks, Inc. | Technology | $1000K | 0.3% | 5,886 | +8% | |||
| 79 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | — | $979K | 0.3% | 3,951 | -19% | |||
| 80 | $LLY | ELI LILLY & Co | Healthcare | $930K | 0.3% | 775 | +0.5% | |||
| 81 | $SNOW | Snowflake Inc. | Technology | $921K | 0.3% | 3,620 | +5% | |||
| 82 | $ORCL | ORACLE CORP | Technology | $910K | 0.3% | 6,206 | +5% | |||
| 83 | $V | VISA INC. | Financials | $834K | 0.3% | 2,431 | +2% | |||
| 84 | $IBIT | iShares Bitcoin Trust ETF | Financials | $803K | 0.3% | 24K | +3% | |||
| 85 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $782K | 0.2% | 1,062 | +182% | |||
| 86 | $NBIS | Nebius Group N.V. | Technology | $767K | 0.2% | 2,776 | +6% | |||
| 87 | $GLW | CORNING INC /NY | Materials | $763K | 0.2% | 2,988 | +0.6% | |||
| 88 | — | ISHARES TR - JPMORGAN USD EMG | — | $761K | 0.2% | 7,886 | +85% | |||
| 89 | — | ISHARES TR - ESG AWR MSCI USA | — | $757K | 0.2% | 4,624 | +73% | |||
| 90 | $MA | Mastercard Inc | Financials | $743K | 0.2% | 1,447 | +0.2% | |||
| 91 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $740K | 0.2% | 8,592 | New | |||
| 92 | $UBER | Uber Technologies, Inc | Technology | $739K | 0.2% | 10K | +2% | |||
| 93 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $735K | 0.2% | 25K | -0.7% | |||
| 94 | $AXON | AXON ENTERPRISE, INC. | Industrials | $730K | 0.2% | 1,302 | +17% | |||
| 95 | $SPGI | S&P Global Inc. | Financials | $727K | 0.2% | 1,784 | -0.4% | |||
| 96 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $718K | 0.2% | 12K | +60% | |||
| 97 | $NOW | ServiceNow, Inc. | Technology | $718K | 0.2% | 7,230 | +8% | |||
| 98 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $704K | 0.2% | 1,771 | +18% | |||
| 99 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $698K | 0.2% | 14K | +11% | |||
| 100 | $TFC | TRUIST FINANCIAL CORP | Financials | $660K | 0.2% | 13K | -1% | |||
| 101 | — | ISHARES TR - CORE DIV GRWTH | — | $645K | 0.2% | 8,515 | New | |||
| 102 | — | FIRST TR EXCHANGE-TRADED FD - VEST INVESTMENT | — | $638K | 0.2% | 33K | -0.4% | |||
| 103 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $632K | 0.2% | 1,260 | +1.0% | |||
| 104 | $SHOP | SHOPIFY INC. | Technology | $610K | 0.2% | 5,344 | +7% | |||
| 105 | $CRM | Salesforce, Inc. | Technology | $600K | 0.2% | 3,832 | +1.0% | |||
| 106 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $581K | 0.2% | 6,049 | +62% | |||
| 107 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $557K | 0.2% | 1,485 | -0.1% | |||
| 108 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $551K | 0.2% | 18K | +26% | |||
| 109 | — | ISHARES TR - MSCI USA QLT FCT | — | $545K | 0.2% | 2,481 | +17% | |||
| 110 | $BX | Blackstone Inc. | Financials | $537K | 0.2% | 4,561 | +6% | |||
| 111 | $SCHW | SCHWAB CHARLES CORP | Financials | $533K | 0.2% | 5,777 | +9% | |||
| 112 | $RBRK | Rubrik, Inc. | Technology | $532K | 0.2% | 6,621 | +0.2% | |||
| 113 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $523K | 0.2% | 14K | +119% | |||
| 114 | $KKR | KKR & Co. Inc. | Financials | $519K | 0.2% | 5,656 | +6% | |||
| 115 | $NET | Cloudflare, Inc. | Technology | $478K | 0.1% | 1,949 | +8% | |||
| 116 | — | ISHARES TR - MSCI USA QUALITY | — | $471K | 0.1% | 5,703 | +79% | |||
| 117 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $464K | 0.1% | 928 | New | |||
| 118 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | — | $425K | 0.1% | 2,680 | -23% | |||
| 119 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $418K | 0.1% | 844 | New | |||
| 120 | — | FIDELITY COVINGTON TRUST - FUNDAMENTAL LARG | — | $416K | 0.1% | 7,057 | New | |||
| 121 | $SE | Sea Ltd | Industrials | $413K | 0.1% | 4,306 | +9% | |||
| 122 | — | VANECK ETF TRUST - DIGI TRANSFRM | — | $412K | 0.1% | 21K | +6% | |||
| 123 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $404K | 0.1% | 846 | -4% | |||
| 124 | $APO | Apollo Global Management, Inc. | Financials | $403K | 0.1% | 3,408 | -16% | |||
| 125 | $ETN | Eaton Corp plc | Industrials | $397K | 0.1% | 933 | -37% | |||
| 126 | $SPY | SPDR S&P 500 ETF TRUST | — | $396K | 0.1% | 530 | New | |||
| 127 | — | VANECK ETF TRUST - RARE EARTH AND S | — | $384K | 0.1% | 4,343 | New | |||
| 128 | — | ISHARES TR - RUS TP200 GR ETF | — | $383K | 0.1% | 1,317 | New | |||
| 129 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $376K | 0.1% | 3,830 | New | |||
| 130 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $374K | 0.1% | 7,715 | +20% | |||
| 131 | $DE | DEERE & CO | Industrials | $372K | 0.1% | 587 | +0.3% | |||
| 132 | — | ISHARES TR - MSCI USA MMENTM | — | $364K | 0.1% | 1,063 | +7% | |||
| 133 | $SYK | STRYKER CORP | Healthcare | $363K | 0.1% | 1,153 | +12% | |||
| 134 | $CRWV | CoreWeave, Inc. | Technology | $361K | 0.1% | 3,627 | +25% | |||
| 135 | $META | Meta Platforms, Inc. | Technology | $357K | 0.1% | 4,584 | +12% | |||
| 136 | $NFLX | NETFLIX INC | Communication Services | $354K | 0.1% | 4,964 | +5% | |||
| 137 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $344K | 0.1% | 6,030 | -5% | |||
| 138 | $GOOGL | Alphabet Inc. | Technology | $341K | 0.1% | 954 | +31% | |||
| 139 | $SPOT | Spotify Technology S.A. | Communication Services | $336K | 0.1% | 732 | -7% | |||
| 140 | $JPM | JPMORGAN CHASE & CO | Financials | $326K | 0.1% | 997 | New | |||
| 141 | $VST | Vistra Corp. | Utilities | $324K | 0.1% | 2,044 | +9% | |||
| 142 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $323K | 0.1% | 9,439 | New | |||
| 143 | — | ISHARES TR - CORE S&P US GWT | — | $311K | 0.1% | 1,653 | +0.9% | |||
| 144 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $305K | 0.1% | 3,699 | New | |||
| 145 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $304K | 0.1% | 3,845 | +5% | |||
| 146 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $302K | 0.1% | 8,211 | New | |||
| 147 | $ARM | ARM HOLDINGS PLC /UK | Technology | $300K | 0.1% | 846 | -40% | |||
| 148 | $COIN | Coinbase Global, Inc. | Financials | $286K | 0.1% | 1,958 | -2% | |||
| 149 | — | ISHARES TR - U.S. FINLS ETF | — | $281K | 0.1% | 2,206 | -22% | |||
| 150 | — | VANGUARD INDEX FDS - VALUE ETF | — | $280K | 0.1% | 1,284 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 28 new, 99 added to, 48 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (28)
- ISHARES TR - 0-3 MNTH TREASRY$1.9M
first bought this quarter
- VANGUARD INDEX FDS - GROWTH ETF$740K
first bought this quarter
- ISHARES TR - CORE DIV GRWTH$645K
first bought this quarter
$BRK.BBERKSHIRE HATHAWAY INC$464K
first bought this quarter
$ROKROCKWELL AUTOMATION, INC$418K
first bought this quarter
- FIDELITY COVINGTON TRUST - FUNDAMENTAL LARG$416K
first bought this quarter
+22 more in the Excel export
Added to (99)
- ISHARES TR - CORE US AGGBD ET+22%
now $28.7M
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK+1554%
now $5.0M
- SPDR SERIES TRUST - STATE STREET SPD+11%
now $36.0M
- SPDR INDEX SHS FDS - STATE STREET SPD+85%
now $5.6M
- PACER FDS TR - US SMALL CAP CAS+148%
now $4.2M
- ETF SER SOLUTIONS - LHA MKT ST TACTL+86%
now $4.7M
+93 more in the Excel export
Trimmed (48)
now $3.7M · held 6+ qtrs
now $3.7M · held 6+ qtrs
- ISHARES TR - S&P 500 VAL ETF-25%
now $2.8M
$ALABAstera Labs, Inc.-32%
now $2.0M · held 4 qtrs
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF-31%
now $2.0M
- FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF-29%
now $1.1M
+42 more in the Excel export
Holdings by quarter
Every 13F Forefront Wealth Partners, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Forefront Wealth Partners's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+1.2%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 31% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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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 an AI quality ranking built from its SEC filings (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.