Forefront Wealth Partners, LLC

Est. AUM

$238.0M

13F long equity, this entity only

Positions

160

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$28.3M	369144	11.87%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$23.5M	237137	9.89%	SOLE
3	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$10.0M	203770	4.19%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$8.7M	13273	3.64%	SOLE
5	LEGG MASON ETF INVT	FRANKLIN INTL LW	$7.1M	174665	2.98%	SOLE
6	MICROSOFT CORP	COM	$4.7M	12770	1.99%	SOLE
7	NVIDIA CORPORATION	COM	$4.7M	26677	1.96%	SOLE
8	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$4.5M	48532	1.89%	SOLE
9	AMAZON COM INC	COM	$3.9M	18761	1.64%	SOLE
10	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.9M	133121	1.63%	SOLE
11	ISHARES TR	CORE S&P US VLU	$3.8M	37148	1.60%	SOLE
12	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$3.5M	88968	1.47%	SOLE
13	ISHARES TR	S&P 500 VAL ETF	$3.5M	16590	1.47%	SOLE
14	ISHARES TR	CORE MSCI EAFE	$3.5M	38378	1.46%	SOLE
15	SPDR INDEX SHS FDS	STATE STREET SPD	$3.1M	68149	1.31%	SOLE
16	ISHARES TR	CORE S&P MCP ETF	$3.0M	43789	1.24%	SOLE
17	ISHARES INC	CORE MSCI EMKT	$2.9M	41934	1.23%	SOLE
18	ISHARES TR	CORE UNIVRSL USD	$2.8M	61337	1.19%	SOLE
19	APPLE INC	COM	$2.8M	10904	1.16%	SOLE
20	SPDR INDEX SHS FDS	STATE STREET SPD	$2.7M	58471	1.15%	SOLE
21	BROADCOM INC	COM	$2.5M	7991	1.04%	SOLE
22	ALPHABET INC	CAP STK CL C	$2.4M	8287	1.00%	SOLE
23	NUSHARES ETF TR	NUVEEN DIVIDEND	$2.3M	65627	0.95%	SOLE
24	ETF SER SOLUTIONS	LHA MKT ST TACTL	$2.2M	58532	0.94%	SOLE
25	PACER FDS TR	TRENDP US LAR CP	$2.2M	42309	0.93%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$2.2M	13378	0.92%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	45071	0.92%	SOLE
28	WISDOMTREE TR	FLOATNG RAT TREA	$2.2M	42914	0.91%	SOLE
29	ISHARES TR	RUS TOP 200 ETF	$2.1M	13032	0.88%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	89161	0.84%	SOLE
31	META PLATFORMS INC	CL A	$2.0M	3478	0.84%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$2.0M	31487	0.83%	SOLE
33	MICRON TECHNOLOGY INC	COM	$1.9M	5750	0.82%	SOLE
34	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.8M	58293	0.75%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.7M	12809	0.72%	SOLE
36	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	2771	0.70%	SOLE
37	ADVANCED MICRO DEVICES INC	COM	$1.7M	8121	0.69%	SOLE
38	GLOBAL X FDS	DEFENSE TECH ETF	$1.6M	22650	0.67%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$1.6M	5455	0.66%	SOLE
40	PACER FDS TR	US SMALL CAP CAS	$1.5M	33631	0.63%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4686	0.63%	SOLE
42	ISHARES TR	RUS 1000 GRW ETF	$1.4M	3311	0.59%	SOLE
43	ISHARES TR	MSCI INTL QUALTY	$1.3M	28930	0.56%	SOLE
44	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.3M	3449	0.56%	SOLE
45	ISHARES TR	RUS MID CAP ETF	$1.3M	13199	0.54%	SOLE
46	ISHARES TR	LATN AMER 40 ETF	$1.2M	34878	0.52%	SOLE
47	TESLA INC	COM	$1.2M	3282	0.51%	SOLE
48	ASML HLDG NV	N Y REGISTRY SHS	$1.2M	910	0.51%	SOLE
49	ISHARES TR	NATIONAL MUN ETF	$1.2M	11278	0.50%	SOLE
50	GLOBAL X FDS	DATA CTR & DIGIT	$1.2M	49971	0.50%	SOLE

1–50 of 160

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.