Forefront Wealth Partners, LLC
CIK: 0002068112SEC EDGAR →
Portfolio Value
$211.2M
Holdings
139
As of
Q4 2025
New Positions
139
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 356,488 | $28.6M | 13.54% |
| 2 | ISHARES TR | 202,518 | $20.2M | 9.58% |
| 3 | ISHARES TR | 11,262 | $7.7M | 3.65% |
| 4 | SCHWAB STRATEGIC TR | 142,059 | $6.4M | 3.04% |
| 5 | LEGG MASON ETF INVT | 164,982 | $6.1M | 2.88% |
| 6 | MICROSOFT CORP | 9,942 | $4.8M | 2.28% |
| 7 | SCHWAB STRATEGIC TR | 141,658 | $4.6M | 2.19% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 47,055 | $4.4M | 2.06% |
| 9 | NVIDIA CORPORATION | 23,286 | $4.3M | 2.06% |
| 10 | ISHARES TR | 41,217 | $4.2M | 2.00% |
Quarterly Changes
New Positions (139)
$28.6M · 356K shares
$20.2M · 203K shares
$7.7M · 11K shares
$6.4M · 142K shares
$6.1M · 165K shares
$4.8M · 10K shares
$4.6M · 142K shares
$4.4M · 47K shares
$4.3M · 23K shares
$4.2M · 41K shares
$4.0M · 17K shares
$3.3M · 16K shares
$3.1M · 34K shares
$2.9M · 76K shares
$2.9M · 62K shares
$2.8M · 40K shares
$2.8M · 41K shares
$2.7M · 60K shares
$2.7M · 10K shares
$2.5M · 38K shares
$2.5M · 53K shares
$2.2M · 7K shares
$2.2M · 15K shares
$2.2M · 43K shares
$2.1M · 7K shares
$1.9M · 42K shares
$1.9M · 34K shares
$1.8M · 52K shares
$1.8M · 11K shares
$1.8M · 46K shares
$1.8M · 81K shares
$1.7M · 11K shares
$1.6M · 60K shares
$1.6M · 8K shares
$1.6M · 3K shares
$1.6M · 2K shares
$1.6M · 3K shares
$1.5M · 5K shares
$1.4M · 25K shares
$1.4M · 5K shares
$1.3M · 4K shares
$1.3M · 12K shares
$1.3M · 29K shares
$1.3M · 4K shares
$1.3M · 6K shares
$1.2M · 3K shares
$1.1M · 24K shares
$1.1M · 11K shares
$1.0M · 10K shares
$1.0M · 9K shares
$1.0M · 3K shares
$972K · 5K shares
$937K · 17K shares
$934K · 2K shares
$919K · 11K shares
$889K · 831 shares
$855K · 13K shares
$820K · 5K shares
$813K · 42K shares
$801K · 5K shares
$795K · 3K shares
$786K · 731 shares
$783K · 13K shares
$748K · 9K shares
$743K · 1K shares
$698K · 2K shares
$684K · 4K shares
$680K · 32K shares
$671K · 12K shares
$663K · 1K shares
$662K · 33K shares
$658K · 25K shares
$651K · 997 shares
$651K · 4K shares
$634K · 13K shares
$632K · 12K shares
$615K · 3K shares
$609K · 12K shares
$598K · 297 shares
$594K · 5K shares
$592K · 12K shares
$582K · 2K shares
$575K · 5K shares
$525K · 8K shares
$523K · 10K shares
$485K · 6K shares
$476K · 6K shares
$474K · 10K shares
$473K · 1K shares
$463K · 819 shares
$452K · 4K shares
$451K · 15K shares
$444K · 2K shares
$420K · 1K shares
$412K · 3K shares
$411K · 3K shares
$400K · 24K shares
$381K · 4K shares
$379K · 3K shares
$377K · 6K shares
$375K · 1K shares
$367K · 5K shares
$366K · 7K shares
$357K · 902 shares
$347K · 2K shares
$341K · 7K shares
$327K · 2K shares
$324K · 2K shares
$321K · 8K shares
$306K · 654 shares
$295K · 8K shares
$292K · 6K shares
$287K · 2K shares
$284K · 1K shares
$275K · 591 shares
$275K · 2K shares
$267K · 3K shares
$266K · 876 shares
$263K · 4K shares
$257K · 3K shares
$257K · 7K shares
$251K · 718 shares
$236K · 5K shares
$233K · 409 shares
$229K · 1K shares
$227K · 743 shares
$225K · 721 shares
$224K · 696 shares
$224K · 4K shares
$220K · 3K shares
$215K · 5K shares
$213K · 550 shares
$212K · 2K shares
$210K · 2K shares
$209K · 4K shares
$202K · 5K shares
$202K · 330 shares
$37K · 13K shares
$29K · 34K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $159.3M | 75.4% |
| Technology | 27 | $27.9M | 13.2% |
| Unknown | 5 | $6.1M | 2.9% |
| Consumer Cyclical | 5 | $5.5M | 2.6% |
| Communication Services | 3 | $3.9M | 1.9% |
| Industrials | 8 | $3.6M | 1.7% |
| Healthcare | 7 | $3.0M | 1.4% |
| Utilities | 2 | $1.1M | 0.5% |
| Basic Materials | 1 | $592K | 0.3% |
| Consumer Defensive | 1 | $210K | 0.1% |