Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- Latest filing
- Aug 20, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed May 14, 2025. Long positions only.
- Positions
- 91
- No filing for Q3 2024
- Portfolio value
- $134.2M
- No filing for Q3 2024
Forefront Wealth Partners, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 24,942 | $14.7M | 10.9% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 102,470 | $9.93M | 7.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 138,263 | $9.53M | 7.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 50,069 | $4.64M | 3.5% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 53,837 | $4.32M | 3.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,307 | $3.92M | 2.9% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 44,231 | $3.88M | 2.9% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 113,386 | $3.77M | 2.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 14,037 | $3.08M | 2.3% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 65,946 | $2.98M | 2.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 21,401 | $2.87M | 2.1% | – | – | History |
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 85,374 | $2.78M | 2.1% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 77,575 | $2.78M | 2.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 39,275 | $2.76M | 2.1% | – | – | – |
| AAPLApple Inc. | Stock | 10,954 | $2.74M | 2.0% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,043 | $2.66M | 2.0% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 91,221 | $2.49M | 1.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,275 | $2.12M | 1.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,711 | $1.99M | 1.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,096 | $1.88M | 1.4% | – | – | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 59,270 | $1.81M | 1.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,965 | $1.71M | 1.3% | – | – | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 13,578 | $1.62M | 1.2% | – | – | – |
| TSLATesla, Inc. | Stock | 3,745 | $1.51M | 1.1% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 14,007 | $1.50M | 1.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,476 | $1.45M | 1.1% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 22,387 | $1.42M | 1.1% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 36,817 | $1.37M | 1.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 7,071 | $1.35M | 1.0% | – | – | History |
| AVGOBroadcom Inc. | Stock | 5,548 | $1.29M | 1.0% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,507 | $1.28M | 1.0% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 45,540 | $1.27M | 0.9% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 5,187 | $1.26M | 0.9% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 23,109 | $1.21M | 0.9% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,580 | $1.18M | 0.9% | – | – | – |
| CRMSalesforce, Inc. | Stock | 3,078 | $1.03M | 0.8% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,305 | $957.8K | 0.7% | – | – | – |
| NOWServiceNow, Inc. | Stock | 900 | $954.1K | 0.7% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,622 | $949.9K | 0.7% | – | – | History |
| SPGIS&P Global Inc. | Stock | 1,783 | $888.0K | 0.7% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,642 | $884.8K | 0.7% | – | – | – |
| MRVLMarvell Technology, Inc. | COM | 7,795 | $860.9K | 0.6% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,000 | $845.5K | 0.6% | – | – | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 18,217 | $831.1K | 0.6% | – | – | – |
| MAMastercard Inc | Stock | 1,568 | $825.6K | 0.6% | – | – | History |
| UBERUber Technologies, Inc | Stock | 13,389 | $807.6K | 0.6% | – | – | History |
| Kurv ETF Tr500948302 | TECH TIT SEL ETF | 28,920 | $787.2K | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 8,846 | $754.5K | 0.6% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 3,018 | $666.2K | 0.5% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,906 | $575.9K | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,114 | $563.5K | 0.4% | – | – | History |
| TFCTruist Financial Corp | COM | 12,535 | $543.8K | 0.4% | – | – | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 11,915 | $535.2K | 0.4% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 2,896 | $527.0K | 0.4% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 1,738 | $522.2K | 0.4% | – | – | History |
| VVisa Inc. | Stock | 1,591 | $502.8K | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 4,924 | $489.9K | 0.4% | – | – | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 18,893 | $483.3K | 0.4% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 3,315 | $479.7K | 0.4% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 907 | $472.0K | 0.4% | – | – | History |
| MELIMercadolibre Inc | COM | 277 | $471.0K | 0.4% | – | – | History |
| AMEAmetek Inc | COM | 2,511 | $452.6K | 0.3% | – | – | History |
| GEGeneral Electric Co | Stock | 2,588 | $431.7K | 0.3% | – | – | History |
| ASMLASML Holding NV | ADR | 614 | $425.6K | 0.3% | – | – | History |
| LLYEli Lilly & Co | Stock | 548 | $423.1K | 0.3% | – | – | History |
| MUMicron Technology Inc | Stock | 4,701 | $395.6K | 0.3% | – | – | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,840 | $392.0K | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 829 | $368.6K | 0.3% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,237 | $363.8K | 0.3% | – | – | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,276 | $357.3K | 0.3% | – | – | – |
| Listed FDS Tr53656F607 | WAHED FTSE ETF | 6,713 | $354.0K | 0.3% | – | – | – |
| ELVElevance Health, Inc. | Stock | 929 | $342.7K | 0.3% | – | – | History |
| BACBank of America Corp | Stock | 7,505 | $329.8K | 0.2% | – | – | History |
| First Trust Cloud Computing ETF33734X192 | ETF | 2,754 | $328.1K | 0.2% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,976 | $315.4K | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,680 | $288.2K | 0.2% | – | – | History |
| BABoeing Co | Stock | 1,523 | $269.6K | 0.2% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,510 | $268.9K | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 2,481 | $263.8K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 1,547 | $257.8K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,416 | $251.7K | 0.2% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,373 | $241.0K | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,017 | $239.9K | 0.2% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,178 | $232.6K | 0.2% | – | – | History |
| DEDeere & Co | Stock | 542 | $229.6K | 0.2% | – | – | History |
| OZKBank OZK | COM | 5,052 | $225.0K | 0.2% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 1,545 | $220.8K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 731 | $211.9K | 0.2% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 617 | $211.1K | 0.2% | – | – | History |
| EXASExact Sciences Corp | COM | 3,693 | $207.5K | 0.2% | – | – | History |
| DDD3D Systems Corp | COM NEW | 29,186 | $95.7K | 0.1% | – | – | History |