Forefront Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$238.9M
Q ending 2026-03-31
Prior quarter
$211.2M
Q ending 2025-12-31
Change
+13.1% QoQ · +62.7% YoY
Positions
162
reported holdings
Largest positions
Top 100 of 162 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $28.3M | 369K |
| Ishares Tr | AGG | Shares | $23.5M | 237K |
| Schwab Strategic Tr | FNDF | Shares | $10.0M | 204K |
| Ishares Tr | IVV | Shares | $8.7M | 13K |
| Legg Mason Etf Invt | LVHI | Shares | $7.1M | 175K |
| Microsoft Corp | MSFT | Shares | $4.7M | 13K |
| Nvidia Corporation | NVDA | Shares | $4.7M | 27K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $4.5M | 49K |
| Amazon Com Inc | AMZN | Shares | $3.9M | 19K |
| Schwab Strategic Tr | SCHG | Shares | $3.9M | 133K |
| Ishares Tr | IUSV | Shares | $3.8M | 37K |
| First Tr Exchange Traded Fd | SDVY | Shares | $3.5M | 89K |
| Ishares Tr | IVE | Shares | $3.5M | 17K |
| Ishares Tr | IEFA | Shares | $3.5M | 38K |
| Spdr Index Shs Fds | SPDW | Shares | $3.1M | 68K |
| Ishares Tr | IJH | Shares | $3.0M | 44K |
| Ishares Inc | IEMG | Shares | $2.9M | 42K |
| Ishares Tr | IUSB | Shares | $2.8M | 61K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Spdr Index Shs Fds | SPEM | Shares | $2.7M | 58K |
| Broadcom Inc | AVGO | Shares | $2.5M | 8K |
| Alphabet Inc | GOOG | Shares | $2.4M | 8K |
| Nushares Etf Tr | Shares | $2.3M | 66K | |
| Etf Ser Solutions | MSTB | Shares | $2.2M | 59K |
| Pacer Fds Tr | PTLC | Shares | $2.2M | 42K |
| First Tr Exchange-Traded Fd | GRID | Shares | $2.2M | 13K |
| Spdr Series Trust | SPSM | Shares | $2.2M | 45K |
| Wisdomtree Tr | USFR | Shares | $2.2M | 43K |
| Ishares Tr | IWL | Shares | $2.1M | 13K |
| Spdr Series Trust | SPMB | Shares | $2.0M | 89K |
| Meta Platforms Inc | META | Shares | $2.0M | 3K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $2.0M | 31K |
| Micron Technology Inc | MU | Shares | $1.9M | 6K |
| Schwab Strategic Tr | SCHD | Shares | $1.8M | 58K |
| Select Sector Spdr Tr | XLK | Shares | $1.7M | 13K |
| Vanguard Index Fds | VOO | Shares | $1.7M | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $1.7M | 8K |
| Global X Fds | SHLD | Shares | $1.6M | 23K |
| Vanguard Index Fds | VO | Shares | $1.6M | 5K |
| Pacer Fds Tr | CALF | Shares | $1.5M | 34K |
| Vanguard Index Fds | VTI | Shares | $1.5M | 5K |
| Ishares Tr | IWF | Shares | $1.4M | 3K |
| Ishares Tr | IQLT | Shares | $1.3M | 29K |
| Vaneck Etf Trust | SMH | Shares | $1.3M | 3K |
| Ishares Tr | IWR | Shares | $1.3M | 13K |
| Ishares Tr | ILF | Shares | $1.2M | 35K |
| Tesla Inc | TSLA | Shares | $1.2M | 3K |
| Asml Hldg Nv | Shares | $1.2M | 910 | |
| Global X Fds | DTCR | Shares | $1.2M | 50K |
| Ishares Tr | MUB | Shares | $1.2M | 11K |
| Ishares Tr | IJR | Shares | $1.2M | 10K |
| First Tr Exchange-Traded Fd | NXTG | Shares | $1.2M | 11K |
| Fidelity Covington Trust | FDVV | Shares | $1.1M | 20K |
| Franklin Templeton Etf Tr | FLQM | Shares | $1.1M | 20K |
| Dimensional Etf Trust | DFAC | Shares | $1.1M | 28K |
| Ishares Tr | IGM | Shares | $1.0M | 9K |
| Ge Aerospace | GE | Shares | $1.0M | 4K |
| First Tr Exchange-Traded Fd | FBT | Shares | $982K | 5K |
| Ge Vernova Inc | GEV | Shares | $982K | 1K |
| Mercadolibre Inc | MELI | Shares | $972K | 562 |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $901K | 23K |
| Vanguard Tax-Managed Fds | VEA | Shares | $898K | 14K |
| First Tr Exchange Traded Fd | RDVY | Shares | $894K | 13K |
| Oracle Corp | ORCL | Shares | $870K | 6K |
| Pacer Fds Tr | PTBD | Shares | $848K | 45K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $800K | 2K |
| Vertiv Holdings Co | VRT | Shares | $784K | 3K |
| Ishares Tr | USRT | Shares | $776K | 13K |
| Palo Alto Networks Inc | PANW | Shares | $770K | 5K |
| S&P Global Inc | SPGI | Shares | $762K | 2K |
| Ishares Tr | IWC | Shares | $761K | 5K |
| Uber Technologies Inc | UBER | Shares | $724K | 10K |
| Mastercard Incorporated | MA | Shares | $722K | 1K |
| Visa Inc | V | Shares | $717K | 2K |
| Eli Lilly & Co | LLY | Shares | $709K | 771 |
| Salesforce Inc | CRM | Shares | $708K | 4K |
| Marvell Technology Inc | MRVL | Shares | $706K | 7K |
| Servicenow Inc | NOW | Shares | $701K | 7K |
| Intuitive Surgical Inc | ISRG | Shares | $690K | 1K |
| Palantir Technologies Inc | PLTR | Shares | $681K | 5K |
| Arista Networks Inc | ANET | Shares | $670K | 5K |
| Astera Labs Inc | ALAB | Shares | $667K | 6K |
| First Tr Exchange-Traded Fd | LQTI | Shares | $650K | 33K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $643K | 25K |
| Truist Finl Corp | TFC | Shares | $616K | 13K |
| Thermo Fisher Scientific Inc | TMO | Shares | $614K | 1K |
| Spdr Series Trust | SPYG | Shares | $609K | 6K |
| First Tr Exchange-Traded Fd | KNG | Shares | $607K | 12K |
| Shopify Inc | SHOP | Shares | $592K | 5K |
| Ea Series Trust | TBG | Shares | $541K | 16K |
| Eaton Corp Plc | Shares | $531K | 1K | |
| Datadog Inc | DDOG | Shares | $529K | 4K |
| Snowflake Inc | SNOW | Shares | $520K | 3K |
| Select Sector Spdr Tr | XLV | Shares | $510K | 3K |
| Intuit | INTU | Shares | $502K | 1K |
| Schwab Charles Corp | SCHW | Shares | $498K | 5K |
| Blackstone Inc | BX | Shares | $497K | 4K |
| Kkr & Co Inc | KKR | Shares | $494K | 5K |
| Ishares Tr | SCZ | Shares | $486K | 6K |
| Pacer Fds Tr | COWZ | Shares | $479K | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.