Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- Latest filing
- Aug 20, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 17, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 162
- +23 vs. Q4 2025
- Portfolio value
- $238.9M
- +$27.7M (+13.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INVZInnoviz Technologies Ltd. | SHS | 34,243 | $21.7K | <0.1% | 00.0% | Unchanged | History |
| EVGOEVgo Inc. | CL A COM | 12,870 | $22.1K | <0.1% | 00.0% | Unchanged | History |
| FICOFair Isaac Corp | COM | 189 | $201.8K | 0.1% | +189 | New | History |
| ELVElevance Health, Inc. | Stock | 695 | $203.5K | 0.1% | −23−3.2% | Reduced | History |
| iShares Tr46436E403 | MSCI US GARP ETF | 3,187 | $203.9K | 0.1% | +3,187 | New | – |
| KOCoca Cola Co | Stock | 2,720 | $206.9K | 0.1% | +2,720 | New | History |
| GOOGLAlphabet Inc. | Stock | 729 | $209.6K | 0.1% | +8+1.1% | Added | History |
| PWRQuanta Services, Inc. | COM | 386 | $211.9K | 0.1% | +386 | New | History |
| ARMArm Holdings PLC | ADR | 1,403 | $212.2K | 0.1% | +1,403 | New | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 617 | $213.0K | 0.1% | +617 | New | History |
| NEENextera Energy Inc | Stock | 2,318 | $215.3K | 0.1% | −3,617−60.9% | Reduced | History |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 5,167 | $216.8K | 0.1% | +236+4.8% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 376 | $217.2K | 0.1% | +46+13.9% | Added | – |
| FCXFreeport-McMoran Inc | Stock | 3,732 | $219.4K | 0.1% | −7,932−68.0% | Reduced | History |
| CRWVCoreWeave, Inc. | Stock | 2,898 | $224.5K | 0.1% | −178−5.8% | Reduced | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 6,420 | $228.1K | 0.1% | +6,420 | New | – |
| WMTWalmart Inc. | Stock | 1,847 | $229.5K | 0.1% | −45−2.4% | Reduced | History |
| CVXChevron Corp | Stock | 1,121 | $231.8K | 0.1% | +1,121 | New | History |
| OZKBank OZK | COM | 5,158 | $236.7K | 0.1% | +22+0.4% | Added | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 993 | $238.1K | 0.1% | +993 | New | – |
| iShares Tr46436E361 | BLOCKCHAIN & TEC | 6,520 | $238.3K | 0.1% | −1,350−17.2% | Reduced | – |
| FIXComfort Systems USA Inc | COM | 174 | $240.1K | 0.1% | +174 | New | History |
| RTXRTX Corp | Stock | 1,266 | $244.2K | 0.1% | +15+1.2% | Added | History |
| TEAMAtlassian Corp | CL A | 3,579 | $244.3K | 0.1% | +3,579 | New | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,638 | $254.1K | 0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,372 | $256.2K | 0.1% | −210−8.1% | Reduced | – |
| MCDMcDonalds Corp | Stock | 850 | $264.3K | 0.1% | +107+14.4% | Added | History |
| NBISNebius Group N.V. | Stock | 2,618 | $271.6K | 0.1% | +2,618 | New | History |
| MDBMongoDB, Inc. | CL A | 1,112 | $272.2K | 0.1% | +109+10.9% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 411 | $281.3K | 0.1% | +2+0.5% | Added | History |
| VSTVistra Corp. | Stock | 1,881 | $282.8K | 0.1% | +1,881 | New | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 7,261 | $282.9K | 0.1% | +7,261 | New | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,661 | $290.3K | 0.1% | +3,661 | New | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 882 | $298.1K | 0.1% | +6+0.7% | Added | History |
| VanEck Vectors ETF Tr92189H821 | DIGI TRANS ETF | 20,053 | $299.2K | 0.1% | −4,154−17.2% | Reduced | – |
| BACBank of America Corp | Stock | 6,339 | $309.0K | 0.1% | −3,177−33.4% | Reduced | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,440 | $309.4K | 0.1% | +388+6.4% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,095 | $321.1K | 0.1% | −572−12.3% | Reduced | – |
| RBRKRubrik, Inc. | Stock | 6,605 | $323.4K | 0.1% | +6,605 | New | History |
| SESea Ltd | SPONSORD ADS | 3,935 | $325.9K | 0.1% | +3,935 | New | History |
| DEDeere & Co | Stock | 585 | $329.6K | 0.1% | −6−1.0% | Reduced | History |
| iShares Tr464287788 | U.S. FINLS ETF | 2,816 | $331.3K | 0.1% | −385−12.0% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 779 | $335.2K | 0.1% | −123−13.6% | Reduced | History |
| SYKStryker Corp | Stock | 1,027 | $337.5K | 0.1% | +1,027 | New | History |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 8,797 | $344.8K | 0.1% | −3,694−29.6% | Reduced | History |
| COINCoinbase Global, Inc. | COM CL A | 2,000 | $349.2K | 0.1% | +2,000 | New | History |
| NETCloudflare, Inc. | CL A COM | 1,797 | $370.8K | 0.2% | +1,797 | New | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,678 | $378.7K | 0.2% | +2,678 | New | – |
| SPOTSpotify Technology S.A. | Stock | 784 | $380.2K | 0.2% | +784 | New | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,260 | $400.1K | 0.2% | +299+7.5% | Added | – |
| GLWCorning Inc | COM | 2,969 | $403.8K | 0.2% | +25+0.8% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,506 | $405.7K | 0.2% | +691+10.1% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,123 | $407.2K | 0.2% | −117−5.2% | Reduced | – |
| BSXBoston Scientific Corp | Stock | 6,499 | $407.8K | 0.2% | +4,274+192.1% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 1,487 | $413.2K | 0.2% | −377−20.2% | Reduced | History |
| DTDynatrace, Inc. | Stock | 11,391 | $421.2K | 0.2% | +6,712+143.4% | Added | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 14,588 | $438.7K | 0.2% | −364−2.4% | Reduced | – |
| APOApollo Global Management, Inc. | COM | 4,037 | $449.9K | 0.2% | +4,037 | New | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,471 | $453.0K | 0.2% | −416−4.2% | Reduced | – |
| NFLXNetflix Inc | Stock | 4,719 | $453.7K | 0.2% | +4,719 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 3,726 | $467.5K | 0.2% | +3,726 | New | History |
| AXONAxon Enterprise, Inc. | COM | 1,112 | $472.3K | 0.2% | +1,112 | New | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,655 | $478.9K | 0.2% | +1,384+22.1% | Added | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,200 | $486.1K | 0.2% | −65−1.0% | Reduced | – |
| KKRKKR & Co. Inc. | COM | 5,342 | $494.2K | 0.2% | +1,791+50.4% | Added | History |
| BXBlackstone Inc. | COM | 4,323 | $497.1K | 0.2% | +4,323 | New | History |
| SCHWSchwab Charles Corp | Stock | 5,304 | $498.5K | 0.2% | +5,304 | New | History |
| INTUIntuit Inc. | Stock | 1,161 | $501.8K | 0.2% | +1,161 | New | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,476 | $509.6K | 0.2% | −947−21.4% | Reduced | – |
| SNOWSnowflake Inc. | Stock | 3,449 | $520.2K | 0.2% | +2,153+166.1% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 4,482 | $529.1K | 0.2% | +2,367+111.9% | Added | History |
| ETNEaton Corp plc | Stock | 1,484 | $530.6K | 0.2% | −4−0.3% | Reduced | History |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 15,527 | $541.3K | 0.2% | +15,527 | New | – |
| SHOPShopify Inc. | Stock | 4,991 | $592.0K | 0.2% | +2,830+131.0% | Added | History |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 12,454 | $606.7K | 0.3% | +59+0.5% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,215 | $608.5K | 0.3% | +820+15.2% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,248 | $613.7K | 0.3% | +104+9.1% | Added | History |
| TFCTruist Financial Corp | COM | 13,408 | $616.4K | 0.3% | +509+3.9% | Added | History |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 25,174 | $643.2K | 0.3% | +93+0.4% | Added | – |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 33,197 | $650.0K | 0.3% | +279+0.8% | Added | – |
| ALABAstera Labs, Inc. | Stock | 6,086 | $667.0K | 0.3% | +1,151+23.3% | Added | History |
| ANETArista Networks, Inc. | Stock | 5,454 | $669.6K | 0.3% | +916+20.2% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 4,653 | $680.6K | 0.3% | +2,829+155.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,497 | $690.1K | 0.3% | +678+82.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 6,706 | $701.1K | 0.3% | +2,451+57.6% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 7,123 | $705.5K | 0.3% | −3,695−34.2% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 3,795 | $708.4K | 0.3% | +793+26.4% | Added | History |
| LLYEli Lilly & Co | Stock | 771 | $709.3K | 0.3% | +40+5.5% | Added | History |
| VVisa Inc. | Stock | 2,374 | $717.5K | 0.3% | +383+19.2% | Added | History |
| MAMastercard Inc | Stock | 1,444 | $721.9K | 0.3% | +141+10.8% | Added | History |
| UBERUber Technologies, Inc | Stock | 10,070 | $724.3K | 0.3% | +907+9.9% | Added | History |
| iShares Tr464288869 | MICRO-CAP ETF | 4,769 | $761.2K | 0.3% | +2,162+82.9% | Added | – |
| SPGIS&P Global Inc. | Stock | 1,791 | $761.8K | 0.3% | +3+0.2% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 4,801 | $769.7K | 0.3% | +1,461+43.7% | Added | History |
| iShares Tr464288521 | CRE U S REIT ETF | 13,116 | $776.3K | 0.3% | +1,324+11.2% | Added | – |
| VRTVertiv Holdings Co | COM CL A | 3,130 | $784.4K | 0.3% | −1,818−36.7% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,050 | $800.3K | 0.3% | +1,396+213.5% | Added | History |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 44,675 | $847.9K | 0.4% | +2,726+6.5% | Added | – |
| ORCLOracle Corp | Stock | 5,912 | $869.7K | 0.4% | +922+18.5% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,093 | $894.0K | 0.4% | −27,514−67.8% | Reduced | – |
Sold out since Q4 2025 (9)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| IBKRInteractive Brokers Group, Inc. | Stock | 8,175 | $525.8K | 0.2% | History |
| UNHUnitedHealth Group Inc | Stock | 1,137 | $375.5K | 0.2% | History |
| BABoeing Co | Stock | 1,507 | $327.2K | 0.2% | History |
| TTDTrade Desk, Inc. | Stock | 7,794 | $295.9K | 0.1% | History |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 4,013 | $263.5K | 0.1% | – |
| JPMJPMorgan Chase & Co | Stock | 696 | $224.3K | 0.1% | History |
| BMYBristol Myers Squibb Co | Stock | 4,156 | $224.2K | 0.1% | History |
| ROKRockwell Automation, Inc | Stock | 550 | $214.0K | 0.1% | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,452 | $209.6K | 0.1% | – |