Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- Latest filing
- Aug 20, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 20, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 177
- +15 vs. Q1 2026
- Portfolio value
- $322.7M
- +$83.8M (+35.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 21,195 | $1.02M | 0.3% | +11,724+123.8% | Added | – |
| VRTVertiv Holdings Co | COM CL A | 3,061 | $1.03M | 0.3% | −69−2.2% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 8,827 | $1.03M | 0.3% | +4,174+89.7% | Added | History |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 28,297 | $1.03M | 0.3% | +12,770+82.2% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 12,905 | $1.05M | 0.3% | −188−1.4% | Reduced | – |
| MELIMercadolibre Inc | COM | 617 | $1.05M | 0.3% | +55+9.8% | Added | History |
| Fidelity High Dividend ETF316092840 | ETF | 17,617 | $1.06M | 0.3% | −2,387−11.9% | Reduced | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 7,465 | $1.14M | 0.4% | −3,092−29.3% | Reduced | – |
| DDOGDatadog, Inc. | CL A COM | 4,439 | $1.16M | 0.4% | −43−1.0% | Reduced | History |
| iShares Tr464287390 | LATN AMER 40 ETF | 35,318 | $1.19M | 0.4% | +440+1.3% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 20,509 | $1.28M | 0.4% | +12,854+167.9% | Added | – |
| iShares Tr464288273 | EAFE SML CP ETF | 15,655 | $1.29M | 0.4% | +9,455+152.5% | Added | – |
| GEGeneral Electric Co | Stock | 3,468 | $1.30M | 0.4% | −66−1.9% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 1,104 | $1.30M | 0.4% | −21−1.9% | Reduced | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 27,850 | $1.38M | 0.4% | −1,080−3.7% | Reduced | – |
| TSLATesla, Inc. | Stock | 3,330 | $1.40M | 0.4% | +48+1.5% | Added | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 8,710 | $1.42M | 0.4% | +44+0.5% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,665 | $1.43M | 0.4% | +140+1.5% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 29,779 | $1.50M | 0.5% | −38,370−56.3% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 21,276 | $1.52M | 0.5% | +7,256+51.8% | Added | – |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 80,150 | $1.54M | 0.5% | +35,475+79.4% | Added | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,061 | $1.57M | 0.5% | +11+0.5% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,142 | $1.63M | 0.5% | −102−0.8% | ReducedConverted for a 4-for-1 split | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 13,948 | $1.66M | 0.5% | +7,733+124.4% | Added | – |
| PANWPalo Alto Networks Inc | Stock | 4,911 | $1.67M | 0.5% | +110+2.3% | Added | History |
| ASMLASML Holding NV | ADR | 857 | $1.70M | 0.5% | −53−5.8% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 22,216 | $1.79M | 0.6% | +396+1.8% | AddedConverted for a 4-for-1 split | – |
| iShares Tr464288521 | CRE U S REIT ETF | 27,155 | $1.80M | 0.6% | +14,039+107.0% | Added | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,872 | $1.88M | 0.6% | −577−16.7% | Reduced | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 18,715 | $1.88M | 0.6% | +18,715 | New | – |
| iShares Tr464288869 | MICRO-CAP ETF | 9,583 | $1.92M | 0.6% | +4,814+100.9% | Added | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 21,793 | $1.96M | 0.6% | −9,694−30.8% | Reduced | – |
| ALABAstera Labs, Inc. | Stock | 4,141 | $2.00M | 0.6% | −1,945−32.0% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 6,787 | $2.02M | 0.6% | −336−4.7% | Reduced | History |
| Global X FDS37960A529 | DEFENSE TECH ETF | 35,209 | $2.10M | 0.7% | +12,559+55.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,719 | $2.12M | 0.7% | +1,033+22.0% | Added | – |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 73,383 | $2.23M | 0.7% | +23,412+46.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 4,039 | $2.28M | 0.7% | +561+16.1% | Added | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 52,388 | $2.32M | 0.7% | +24,725+89.4% | Added | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 40,594 | $2.35M | 0.7% | +20,486+101.9% | Added | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 12,946 | $2.39M | 0.7% | −86−0.7% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,093 | $2.49M | 0.8% | +284+2.2% | Added | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 44,929 | $2.59M | 0.8% | −142−0.3% | Reduced | – |
| iShares Russell Midcap ETF464287499 | ETF | 23,781 | $2.62M | 0.8% | +10,582+80.2% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 83,215 | $2.64M | 0.8% | +24,922+42.8% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 60,374 | $2.79M | 0.9% | −963−1.6% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 12,401 | $2.82M | 0.9% | −4,189−25.3% | Reduced | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 62,051 | $3.12M | 1.0% | +19,137+44.6% | Added | – |
| AAPLApple Inc. | Stock | 10,974 | $3.18M | 1.0% | +70+0.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 8,990 | $3.18M | 1.0% | +703+8.5% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,003 | $3.23M | 1.0% | +18,725+166.0% | Added | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 17,172 | $3.29M | 1.0% | +3,794+28.4% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 43,714 | $3.37M | 1.0% | −75−0.2% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,006 | $3.44M | 1.1% | +2,235+80.7% | Added | – |
| AVGOBroadcom Inc. | Stock | 9,270 | $3.50M | 1.1% | +1,279+16.0% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 43,058 | $3.57M | 1.1% | +1,124+2.7% | Added | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 162,919 | $3.63M | 1.1% | +73,758+82.7% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 38,264 | $3.70M | 1.1% | −114−0.3% | Reduced | – |
| MUMicron Technology Inc | Stock | 3,220 | $3.72M | 1.2% | −2,530−44.0% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 6,417 | $3.73M | 1.2% | −1,704−21.0% | Reduced | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 96,676 | $4.17M | 1.3% | +7,708+8.7% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 83,261 | $4.21M | 1.3% | +49,630+147.6% | Added | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 45,501 | $4.27M | 1.3% | −3,031−6.2% | Reduced | – |
| iShares Core S&P US Value ETF464287663 | ETF | 39,329 | $4.33M | 1.3% | +2,181+5.9% | Added | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 79,039 | $4.60M | 1.4% | +36,730+86.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 12,430 | $4.64M | 1.4% | −340−2.7% | Reduced | History |
| ETF Ser Solutions26922B105 | LHA MKT ST TACTL | 108,681 | $4.66M | 1.4% | +50,149+85.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 19,562 | $4.66M | 1.4% | +801+4.3% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 120,122 | $4.96M | 1.5% | +112,861+1,554.3% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 148,904 | $5.04M | 1.6% | +15,783+11.9% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 108,013 | $5.59M | 1.7% | +49,542+84.7% | Added | – |
| NVDANVIDIA Corp | Stock | 28,832 | $5.77M | 1.8% | +2,155+8.1% | Added | History |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 220,479 | $8.95M | 2.8% | +45,814+26.2% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,935 | $9.69M | 3.0% | −338−2.5% | Reduced | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 210,176 | $11.1M | 3.4% | +6,406+3.1% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 290,048 | $28.7M | 8.9% | +52,911+22.3% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 409,741 | $36.0M | 11.2% | +40,597+11.0% | Added | – |
Sold out since Q1 2026 (13)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 65,627 | $2.27M | 1.0% | – |
| DTDynatrace, Inc. | Stock | 11,391 | $421.2K | 0.2% | History |
| BSXBoston Scientific Corp | Stock | 6,499 | $407.8K | 0.2% | History |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 8,797 | $344.8K | 0.1% | History |
| NOCNorthrop Grumman Corp | Stock | 411 | $281.3K | 0.1% | History |
| MDBMongoDB, Inc. | CL A | 1,112 | $272.2K | 0.1% | History |
| FIXComfort Systems USA Inc | COM | 174 | $240.1K | 0.1% | History |
| CVXChevron Corp | Stock | 1,121 | $231.8K | 0.1% | History |
| WMTWalmart Inc. | Stock | 1,847 | $229.5K | 0.1% | History |
| FCXFreeport-McMoran Inc | Stock | 3,732 | $219.4K | 0.1% | History |
| NEENextera Energy Inc | Stock | 2,318 | $215.3K | 0.1% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 617 | $213.0K | 0.1% | History |
| PWRQuanta Services, Inc. | COM | 386 | $211.9K | 0.1% | History |