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Livermore
Livermore
ZHEN

Forefront Wealth Partners, LLC

SEC CIK
0002068112
Latest filing
Aug 20, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 20, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
191
+93 vs. Q2 2025
Portfolio value
$397.3M
+$251.5M (+172.6%) vs. Q2 2025
Filed
Oct 20, 2025
SEC
Holdings of Forefront Wealth Partners, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
CTMXCytomX Therapeutics, Inc.COM18,109$57.8K<0.1%+18,109NewHistory
MREOMereo BioPharma Group plcSPON ADS33,180$68.4K<0.1%+33,180NewHistory
GERNGeron CorpCOM52,258$71.6K<0.1%+52,258NewHistory
NKTXNkarta, Inc.COM39,452$81.7K<0.1%+39,452NewHistory
ANNXAnnexon, Inc.COM27,027$82.4K<0.1%+27,027NewHistory
ZURAZura Bio LtdCLASS A ORD SHS21,518$93.2K<0.1%+21,518NewHistory
SOUNSoundhound AI, Inc.CLASS A COM11,818$190.0K<0.1%+11,818NewHistory
XOMExxonMobil Holdings CorpCOM1,821$205.2K0.1%−859−32.1%ReducedHistory
BSXBoston Scientific CorpStock2,107$205.7K0.1%+2,107NewHistory
AVAVAeroVironment IncCOM655$206.3K0.1%+655NewHistory
SPAISafe Pro Group Inc.COM30,500$214.1K0.1%+30,500NewHistory
Pacer US Cash Cows 100 ETF69374H881ETF3,775$216.9K0.1%+3,775New–
GBTCGrayscale Bitcoin Trust ETFETF2,425$217.7K0.1%+2,425NewHistory
MCDMcDonalds CorpStock729$221.5K0.1%−446−38.0%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,170$221.9K0.1%+1,170New–
ZTSZoetis Inc.Stock1,526$223.3K0.1%−54−3.4%ReducedHistory
NOCNorthrop Grumman CorpStock369$225.1K0.1%+369NewHistory
APPAppLovin CorpCOM CL A314$225.6K0.1%+314NewHistory
ABBVAbbVie Inc.Stock978$226.6K0.1%−438−30.9%ReducedHistory
SPDR Series Trust78464A755ST STR SP METAL2,498$232.8K0.1%+2,498New–
ELVElevance Health, Inc.Stock763$246.6K0.1%−166−17.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock491$246.8K0.1%+491NewHistory
GLWCorning IncCOM3,027$248.3K0.1%+3,027NewHistory
BXBlackstone Inc.COM1,464$250.2K0.1%+1,464NewHistory
CVXChevron CorpStock1,624$252.1K0.1%+1,624NewHistory
DEDeere & CoStock564$257.9K0.1%+22+4.1%AddedHistory
OZKBank OZKCOM5,113$260.7K0.1%+61+1.2%AddedHistory
SNOWSnowflake Inc.Stock1,188$268.0K0.1%+1,188NewHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,599$271.6K0.1%+2,599New–
DDOGDatadog, Inc.CL A COM2,026$288.5K0.1%+481+31.1%AddedHistory
iShares Tr464288273EAFE SML CP ETF3,806$292.0K0.1%+3,806New–
DHRDanaher CorpStock1,475$292.4K0.1%+1,475NewHistory
Vanguard Information Technology ETF92204A702ETF393$293.4K0.1%+393New–
Vanguard Short-Term Bond ETF921937827ETF3,767$297.3K0.1%+3,767New–
RCATRed Cat Holdings, Inc.Stock29,000$300.1K0.1%+29,000NewHistory
GLDSPDR Gold TrustETF845$300.4K0.1%+845NewHistory
MDBMongoDB, Inc.CL A991$307.6K0.1%+991NewHistory
INCYIncyte CorpCOM3,744$317.5K0.1%+3,744NewHistory
BABoeing CoStock1,480$319.4K0.1%−43−2.8%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM579$325.7K0.1%+579NewHistory
PFEPfizer IncStock12,830$326.9K0.1%+12,830NewHistory
CRWDCrowdStrike Holdings, Inc.Stock667$327.1K0.1%+50+8.1%AddedHistory
ONTOOnto Innovation Inc.COM2,591$334.8K0.1%+2,591NewHistory
EWEdwards Lifesciences CorpStock4,492$349.3K0.1%+4,492NewHistory
iShares Tr46436E825IBONDS 29 TRM TS16,162$354.8K0.1%+16,162New–
ISRGIntuitive Surgical IncCOM NEW798$356.9K0.1%+798NewHistory
RZLVRezolve AI PLCORD SHS73,200$364.5K0.1%+73,200NewHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF8,780$365.1K0.1%+8,780New–
ProShares Tr74347R842PSHS ULTRUSS20007,945$368.3K0.1%+7,945New–
SHOPShopify Inc.Stock2,630$390.8K0.1%+149+6.0%AddedHistory
AMEAmetek IncCOM2,146$403.5K0.1%−365−14.5%ReducedHistory
MDTMedtronic plcStock4,279$407.5K0.1%+4,279NewHistory
iShares Tr46436E361BLOCKCHAIN & TEC7,630$422.6K0.1%+7,630New–
SPDR Series Trust78468R739ST NUVE TERM ETF8,965$432.3K0.1%+8,965New–
NEENextera Energy IncStock5,851$441.7K0.1%+5,851NewHistory
FCXFreeport-McMoran IncStock11,284$442.6K0.1%+11,284NewHistory
KKRKKR & Co. Inc.COM3,415$443.8K0.1%+3,415NewHistory
TTDTrade Desk, Inc.Stock9,111$446.5K0.1%+9,111NewHistory
iShares Tr464287549EXPND TEC SC ETF3,550$447.1K0.1%−3,038−46.1%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,617$451.6K0.1%+439+37.3%AddedHistory
VanEck Vectors ETF Tr92189H821DIGI TRANS ETF20,894$454.4K0.1%+20,894New–
ProShares Tr74347R107PSHS ULT S&P 5004,079$457.4K0.1%+4,079New–
iShares Tr464288521CRE U S REIT ETF7,805$458.3K0.1%+7,805New–
ABTAbbott LaboratoriesStock3,493$467.8K0.1%+3,493NewHistory
SPDR Index Shs FDS78463X756ST MARKE CAP ETF7,052$474.5K0.1%+7,052New–
BACBank of America CorpStock9,414$485.6K0.1%+1,909+25.4%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF8,060$531.3K0.1%−15,049−65.1%Reduced–
ETNEaton Corp plcStock1,457$545.1K0.1%+1,457NewHistory
IBKRInteractive Brokers Group, Inc.Stock8,006$550.9K0.1%+8,006NewHistory
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS8,486$561.9K0.1%+8,486NewHistory
LLYEli Lilly & CoStock741$565.6K0.1%+193+35.2%AddedHistory
TFCTruist Financial CorpCOM12,526$572.7K0.1%−9−0.1%ReducedHistory
iShares Tr46428743220 YR TR BD ETF6,464$577.7K0.1%+6,464New–
ORCLOracle CorpStock2,118$595.7K0.1%+559+35.9%AddedHistory
GEVGE Vernova Inc.Stock982$603.8K0.2%+982NewHistory
First Tr Exchange-Traded FD33739Q705FT VEST S&P 50012,330$608.0K0.2%+12,330New–
ETHAiShares Ethereum Trust ETFSHS19,923$627.8K0.2%+19,923NewHistory
Pacer Trendpilot US Bond ETF69374H642ETF31,953$633.6K0.2%+31,953New–
First Tr Exchange-Traded FD33738D879FT VEST RIS24,638$636.9K0.2%+24,638New–
ANETArista Networks, Inc.Stock4,425$644.8K0.2%+4,425NewHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,660$648.5K0.2%−5,049−52.0%Reduced–
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT11,493$648.8K0.2%+11,493New–
First Tr Exchange-Traded FD33738D747VEST INVESTMENT32,297$659.0K0.2%+32,297New–
CDNSCadence Design Systems IncStock1,879$660.0K0.2%+141+8.1%AddedHistory
VVisa Inc.Stock1,968$671.8K0.2%+377+23.7%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,387$672.8K0.2%+480+52.9%AddedHistory
PANWPalo Alto Networks IncStock3,384$689.0K0.2%+488+16.9%AddedHistory
CRMSalesforce, Inc.Stock2,950$699.4K0.2%−128−4.2%ReducedHistory
MELIMercadolibre IncCOM302$705.8K0.2%+25+9.0%AddedHistory
VRTVertiv Holdings CoCOM CL A4,786$722.0K0.2%+4,786NewHistory
Kurv ETF Tr500948302TECH TIT SEL ETF24,776$722.1K0.2%−4,144−14.3%Reduced–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF17,591$741.1K0.2%+17,591New–
iShares Russell Midcap ETF464287499ETF7,737$747.0K0.2%+7,737New–
MAMastercard IncStock1,314$747.5K0.2%−254−16.2%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF9,267$752.4K0.2%+9,267New–
NOWServiceNow, Inc.Stock835$768.4K0.2%−65−7.2%ReducedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA15,701$789.3K0.2%+15,701New–
UNHUnitedHealth Group IncStock2,306$796.3K0.2%+1,192+107.0%AddedHistory
MUMicron Technology IncStock5,134$859.1K0.2%+433+9.2%AddedHistory
iShares Tr464287788U.S. FINLS ETF6,826$864.4K0.2%+3,768+123.2%Added–

Sold out since Q2 2025 (17)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Forefront Wealth Partners, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF53,837$4.32M3.0%–
SPDR Series Trust78468R721STATE STREET SPD18,217$831.1K0.6%–
TMUST-Mobile US, Inc.Stock3,018$666.2K0.5%History
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,906$575.9K0.4%–
MRKMerck & Co., Inc.Stock4,924$489.9K0.3%History
SPDR Series Trust78464A284ST NUVE HIGH ETF18,893$483.3K0.3%–
First Trust Cloud Computing ETF33734X192ETF3,793$454.5K0.3%–
ADBEAdobe Inc.Stock829$368.6K0.3%History
AMATApplied Materials IncStock2,237$363.8K0.2%History
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,276$357.3K0.2%–
Listed FDS Tr53656F607WAHED FTSE ETF6,713$354.0K0.2%–
iShares Tr464287721U.S. TECH ETF1,976$315.4K0.2%–
iShares MSCI USA Quality Factor ETF46432F339ETF1,725$308.2K0.2%–
iShares S&P 500 Growth ETF464287309ETF2,373$241.0K0.2%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL1,693$219.5K0.2%–
EXASExact Sciences CorpCOM3,693$207.5K0.1%History
DDD3D Systems CorpCOM NEW29,186$95.7K0.1%History