Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- Latest filing
- Aug 20, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 128
- +37 vs. Q4 2024
- Portfolio value
- $146.9M
- +$12.7M (+9.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 21,993 | $12.4M | 8.4% | −2,949−11.8% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 112,401 | $11.1M | 7.6% | +9,931+9.7% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 165,060 | $10.9M | 7.4% | +26,797+19.4% | Added | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 139,426 | $5.04M | 3.4% | +26,040+23.0% | Added | – |
| iShares Core S&P US Value ETF464287663 | ETF | 49,383 | $4.56M | 3.1% | −686−1.4% | Reduced | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 50,598 | $4.14M | 2.8% | −3,239−6.0% | Reduced | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 41,528 | $3.72M | 2.5% | −2,703−6.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 9,574 | $3.59M | 2.4% | +267+2.9% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 65,886 | $3.04M | 2.1% | −60−0.1% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 39,638 | $3.00M | 2.0% | +363+0.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 14,590 | $2.78M | 1.9% | +553+3.9% | Added | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 78,268 | $2.62M | 1.8% | +693+0.9% | Added | – |
| NVDANVIDIA Corp | Stock | 23,102 | $2.50M | 1.7% | +1,701+7.9% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 87,667 | $2.45M | 1.7% | −3,554−3.9% | Reduced | – |
| AAPLApple Inc. | Stock | 10,938 | $2.43M | 1.7% | −16−0.1% | Reduced | History |
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 74,710 | $2.39M | 1.6% | −10,664−12.5% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,250 | $2.33M | 1.6% | −793−3.4% | Reduced | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 37,887 | $2.22M | 1.5% | +37,887 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,223 | $2.17M | 1.5% | +2,581+157.2% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 33,853 | $1.98M | 1.3% | +3,757+12.5% | Added | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 55,131 | $1.78M | 1.2% | −4,139−7.0% | Reduced | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 27,309 | $1.72M | 1.2% | +4,922+22.0% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,550 | $1.64M | 1.1% | −3,161−16.9% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,416 | $1.60M | 1.1% | −549−6.1% | Reduced | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 13,823 | $1.56M | 1.1% | +245+1.8% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,313 | $1.45M | 1.0% | −694−5.0% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,537 | $1.43M | 1.0% | +61+1.1% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 34,134 | $1.35M | 0.9% | −2,683−7.3% | Reduced | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 59,831 | $1.30M | 0.9% | +59,831 | New | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,290 | $1.29M | 0.9% | +16,290 | New | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,430 | $1.24M | 0.8% | −1,845−35.0% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,782 | $1.19M | 0.8% | +275+5.0% | Added | – |
| GOOGAlphabet Inc. | Stock | 7,479 | $1.17M | 0.8% | +408+5.8% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,957 | $1.16M | 0.8% | −623−7.3% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,980 | $1.09M | 0.7% | +675+20.4% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,848 | $1.06M | 0.7% | +226+13.9% | Added | History |
| TSLATesla, Inc. | Stock | 4,044 | $1.05M | 0.7% | +299+8.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 5,750 | $962.7K | 0.7% | +202+3.6% | Added | History |
| SPGIS&P Global Inc. | Stock | 1,782 | $905.4K | 0.6% | −1−0.1% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,141 | $871.3K | 0.6% | +12,124+241.7% | Added | – |
| CRMSalesforce, Inc. | Stock | 3,220 | $864.3K | 0.6% | +142+4.6% | Added | History |
| UBERUber Technologies, Inc | Stock | 11,766 | $857.3K | 0.6% | −1,623−12.1% | Reduced | History |
| MAMastercard Inc | Stock | 1,522 | $834.2K | 0.6% | −46−2.9% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 15,399 | $831.1K | 0.6% | −7,710−33.4% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 21,774 | $792.8K | 0.5% | +21,774 | New | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,659 | $786.9K | 0.5% | +659+9.4% | Added | History |
| NOWServiceNow, Inc. | Stock | 922 | $734.0K | 0.5% | +22+2.4% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 2,748 | $733.1K | 0.5% | −270−8.9% | Reduced | History |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 8,151 | $691.7K | 0.5% | −695−7.9% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,415 | $686.5K | 0.5% | −18,125−39.8% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 15,046 | $678.1K | 0.5% | −3,171−17.4% | Reduced | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 4,898 | $673.0K | 0.5% | +1,583+47.8% | Added | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 30,298 | $668.1K | 0.5% | +30,298 | New | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 16,927 | $634.8K | 0.4% | +16,927 | New | – |
| Pacer Trendpilot International ETF69374H683 | ETF | 21,205 | $621.7K | 0.4% | +21,205 | New | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 11,726 | $603.3K | 0.4% | +11,726 | New | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 14,999 | $590.5K | 0.4% | +14,999 | New | – |
| MELIMercadolibre Inc | COM | 302 | $589.2K | 0.4% | +25+9.0% | Added | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 14,053 | $572.8K | 0.4% | +2,138+17.9% | Added | – |
| GEGeneral Electric Co | Stock | 2,859 | $572.2K | 0.4% | +271+10.5% | Added | History |
| VVisa Inc. | Stock | 1,617 | $566.7K | 0.4% | +26+1.6% | Added | History |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 17,971 | $564.1K | 0.4% | +17,971 | New | – |
| UNHUnitedHealth Group Inc | Stock | 1,048 | $549.1K | 0.4% | −66−5.9% | Reduced | History |
| LLYEli Lilly & Co | Stock | 653 | $539.4K | 0.4% | +105+19.2% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 8,689 | $535.0K | 0.4% | +894+11.5% | Added | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 10,496 | $528.3K | 0.4% | +10,496 | New | – |
| TFCTruist Financial Corp | COM | 12,552 | $516.5K | 0.4% | +17+0.1% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 2,981 | $508.7K | 0.3% | +85+2.9% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,726 | $508.0K | 0.3% | −180−6.2% | Reduced | – |
| TMOThermo Fisher Scientific Inc. | Stock | 990 | $492.7K | 0.3% | +83+9.2% | Added | History |
| ASMLASML Holding NV | ADR | 717 | $475.1K | 0.3% | +103+16.8% | Added | History |
| Kurv ETF Tr500948302 | TECH TIT SEL ETF | 20,417 | $474.9K | 0.3% | −8,503−29.4% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,117 | $447.6K | 0.3% | −3,070−59.2% | Reduced | – |
| MUMicron Technology Inc | Stock | 5,000 | $434.5K | 0.3% | +299+6.4% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,055 | $430.0K | 0.3% | +5,055 | New | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,802 | $429.7K | 0.3% | +8,802 | New | – |
| CDNSCadence Design Systems Inc | Stock | 1,674 | $425.7K | 0.3% | −64−3.7% | Reduced | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 11,962 | $413.9K | 0.3% | +11,962 | New | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,242 | $373.1K | 0.3% | +8,242 | New | – |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 17,827 | $357.6K | 0.2% | +17,827 | New | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,840 | $348.2K | 0.2% | 00.0% | Unchanged | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 7,295 | $347.2K | 0.2% | +7,295 | New | – |
| XOMExxonMobil Holdings Corp | COM | 2,820 | $335.3K | 0.2% | +140+5.2% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 8,762 | $331.7K | 0.2% | +8,762 | New | History |
| BACBank of America Corp | Stock | 7,923 | $330.6K | 0.2% | +418+5.6% | Added | History |
| ADBEAdobe Inc. | Stock | 861 | $330.2K | 0.2% | +32+3.9% | Added | History |
| KKRKKR & Co. Inc. | COM | 2,812 | $325.1K | 0.2% | +2,812 | New | History |
| ELVElevance Health, Inc. | Stock | 745 | $324.0K | 0.2% | −184−19.8% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 3,591 | $322.3K | 0.2% | −1,333−27.1% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 5,865 | $320.9K | 0.2% | +5,865 | New | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,269 | $319.5K | 0.2% | −7−0.5% | Reduced | – |
| ETNEaton Corp plc | Stock | 1,136 | $308.8K | 0.2% | +1,136 | New | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,919 | $306.8K | 0.2% | +3,919 | New | – |
| NEENextera Energy Inc | Stock | 4,295 | $304.5K | 0.2% | +4,295 | New | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 11,532 | $290.8K | 0.2% | −7,361−39.0% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 1,374 | $287.9K | 0.2% | −42−3.0% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 3,758 | $271.3K | 0.2% | +3,758 | New | History |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 5,600 | $267.5K | 0.2% | +5,600 | New | History |
| BABoeing Co | Stock | 1,547 | $263.8K | 0.2% | +24+1.6% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 532 | $263.5K | 0.2% | +532 | New | History |
Sold out since Q4 2024 (6)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| AMEAmetek Inc | COM | 2,511 | $452.6K | 0.3% | History |
| AMATApplied Materials Inc | Stock | 2,237 | $363.8K | 0.3% | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,373 | $241.0K | 0.2% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,178 | $232.6K | 0.2% | History |
| DDOGDatadog, Inc. | CL A COM | 1,545 | $220.8K | 0.2% | History |
| EXASExact Sciences Corp | COM | 3,693 | $207.5K | 0.2% | History |