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Forefront Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Forefront Wealth Partners, LLC

Investment Activity

  • Forefront Wealth Partners, LLC has $322.75 million in total holdings as of June 30, 2026.
  • Forefront Wealth Partners, LLC owns shares of 177 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
  • Approximately 20.20% of the portfolio was purchased this quarter.
  • About 5.42% of the portfolio was sold this quarter.
  • This quarter, Forefront Wealth Partners, LLC has purchased 162 new stocks and bought additional shares in 99 stocks.
  • Forefront Wealth Partners, LLC sold shares of 48 stocks and completely divested from 13 stocks this quarter.

Largest New Holdings this Quarter

46436E718 - iShares 0-3 Month Treasury Bond ETF
$1,884,050 Holding
922908736 - Vanguard Growth ETF
$740,157 Holding
46434V621 - iShares Core Dividend Growth ETF
$645,329 Holding
084670702 - Berkshire Hathaway
$464,362 Holding
773903109 - Rockwell Automation
$417,847 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
52,911 shares (about $5.24M)
SPDR Portfolio S&P 500 ETF
40,597 shares (about $3.57M)
SPDR Portfolio Emerging Markets ETF
49,542 shares (about $2.57M)
Pacer US Small Cap Cash Cows ETF
49,630 shares (about $2.51M)

Largest Sales this Quarter

Micron Technology
2,530 shares (about $2.92M)
SPDR Portfolio Developed World ex-US ETF
38,370 shares (about $1.93M)
Advanced Micro Devices
1,704 shares (about $989.87K)
iShares S&P 500 Value ETF
4,189 shares (about $951.19K)
ASTERA LABS INC
1,945 shares (about $939.47K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofForefront Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$36,008,115$3,567,672 â–²11.0%409,74111.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$28,708,989$5,237,138 â–²22.3%290,0488.9%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$11,088,918$337,982 â–²3.1%210,1763.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,686,493$253,114 â–¼-2.5%12,9353.0%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$8,948,146$1,859,362 â–²26.2%220,4792.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,768,968$431,192 â–²8.1%28,8321.8%Technology
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$5,592,929$2,565,292 â–²84.7%108,0131.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$5,038,909$534,096 â–²11.9%148,9041.6%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$4,955,026$4,655,510 â–²1,554.3%120,1221.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,662,408$190,910 â–²4.3%19,5621.4%Consumer Discretionary
MSTB
LHA Market State Tactical Beta ETF
$4,661,219$2,150,840 â–²85.7%108,6811.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,636,662$126,827 â–¼-2.7%12,4301.4%Technology
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$4,604,775$2,139,873 â–²86.8%79,0391.4%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$4,332,079$240,237 â–²5.9%39,3291.3%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$4,273,493$284,674 â–¼-6.2%45,5011.3%ETF
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$4,213,817$2,511,761 â–²147.6%83,2611.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$4,170,548$332,519 â–²8.7%96,6761.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,727,700$989,871 â–¼-21.0%6,4171.2%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,717,208$2,920,663 â–¼-44.0%3,2201.2%Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,695,552$11,010 â–¼-0.3%38,2641.1%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$3,634,717$1,645,538 â–²82.7%162,9191.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$3,566,927$93,112 â–²2.7%43,0581.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$3,501,597$483,122 â–²16.0%9,2701.1%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,438,258$1,535,059 â–²80.7%5,0061.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,370,810$5,783 â–¼-0.2%43,7141.0%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$3,292,714$727,496 â–²28.4%17,1721.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$3,228,924$2,015,185 â–²166.0%30,0031.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,176,296$248,380 â–²8.5%8,9901.0%Communication Services
Apple Inc. stock logo
AAPL
Apple
$3,175,161$20,253 â–²0.6%10,9741.0%Technology
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$3,124,314$963,562 â–²44.6%62,0511.0%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,815,889$951,194 â–¼-25.3%12,4010.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,786,269$44,443 â–¼-1.6%60,3740.9%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,638,765$790,282 â–²42.8%83,2150.8%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,623,557$1,167,423 â–²80.2%23,7810.8%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,591,093$8,189 â–¼-0.3%44,9290.8%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,494,408$54,106 â–²2.2%13,0930.8%ETF
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$2,394,420$15,906 â–¼-0.7%12,9460.7%ETF
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$2,349,784$1,185,832 â–²101.9%40,5940.7%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$2,323,931$1,096,801 â–²89.4%52,3880.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,275,471$316,053 â–²16.1%4,0390.7%Communication Services
VPN
Global X Data Center & Digital Infrastructure ETF
$2,228,640$711,022 â–²46.9%73,3830.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,116,406$382,278 â–²22.0%5,7190.7%ETF
GLOBAL X FDS
$2,102,329$749,898 â–²55.4%35,2090.7%DEFENSE TECH ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$2,021,767$100,090 â–¼-4.7%6,7870.6%Technology
ASTERA LABS INC
$2,000,186$939,474 â–¼-32.0%4,1410.6%COM
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$1,958,018$870,969 â–¼-30.8%21,7930.6%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$1,916,981$962,991 â–²100.9%9,5830.6%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,884,050$1,884,050 â–²New Holding18,7150.6%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,883,769$378,459 â–¼-16.7%2,8720.6%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,804,452$932,893 â–²107.0%27,1550.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,789,952$1,350,440 â–²307.3%22,2160.6%ETF
ASML Holding N.V. stock logo
ASML
ASML
$1,704,951$105,440 â–¼-5.8%8570.5%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,674,748$37,512 â–²2.3%4,9110.5%Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,659,659$920,142 â–²124.4%13,9480.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,631,959$1,220,803 â–²296.9%13,1420.5%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$1,572,832$8,395 â–²0.5%2,0610.5%Technology
Pacer Trendpilot US Bond ETF stock logo
PTBD
Pacer Trendpilot US Bond ETF
$1,536,488$680,061 â–²79.4%80,1500.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,515,946$517,001 â–²51.8%21,2760.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,500,562$1,933,462 â–¼-56.3%29,7790.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,433,400$20,763 â–²1.5%9,6650.4%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$1,424,782$7,198 â–²0.5%8,7100.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,400,597$20,189 â–²1.5%3,3300.4%Consumer Discretionary
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,379,953$53,513 â–¼-3.7%27,8500.4%ETF
GE VERNOVA INC
$1,296,633$24,664 â–¼-1.9%1,1040.4%COM
GE Aerospace stock logo
GE
GE Aerospace
$1,296,165$24,668 â–¼-1.9%3,4680.4%Industrials
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$1,287,956$777,874 â–²152.5%15,6550.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,275,671$799,526 â–²167.9%20,5090.4%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$1,191,978$14,850 â–²1.3%35,3180.4%ETF
Datadog, Inc. stock logo
DDOG
Datadog
$1,155,738$11,195 â–¼-1.0%4,4390.4%Technology
First Trust Indxx NextG ETF stock logo
NXTG
First Trust Indxx NextG ETF
$1,144,761$474,160 â–¼-29.3%7,4650.4%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$1,062,102$143,909 â–¼-11.9%17,6170.3%ETF
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,047,289$93,356 â–²9.8%6170.3%Consumer Discretionary
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,046,140$15,240 â–¼-1.4%12,9050.3%ETF
EA SERIES TRUST
$1,031,709$465,594 â–²82.2%28,2970.3%TBG DIVIDEND FOC
PALANTIR TECHNOLOGIES INC
$1,029,847$486,981 â–²89.7%8,8270.3%CL A
Vertiv Holdings Co. stock logo
VRT
Vertiv
$1,025,022$23,106 â–¼-2.2%3,0610.3%Industrials
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$1,016,618$562,342 â–²123.8%21,1950.3%ETF
ARISTA NETWORKS INC
$999,915$73,388 â–²7.9%5,8860.3%COM SHS
First Trust NYSE Arca Biotechnology Index Fund stock logo
FBT
First Trust NYSE Arca Biotechnology Index Fund
$979,413$233,264 â–¼-19.2%3,9510.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$930,145$4,801 â–²0.5%7750.3%Healthcare
Snowflake Inc. stock logo
SNOW
Snowflake
$921,289$43,519 â–²5.0%3,6200.3%Technology
Oracle Corporation stock logo
ORCL
Oracle
$909,615$43,092 â–²5.0%6,2060.3%Technology
Visa Inc. stock logo
V
Visa
$834,147$19,558 â–²2.4%2,4310.3%Finance
ISHARES BITCOIN TRUST ETF
$803,188$22,238 â–²2.8%24,1270.2%SHS BEN INT
Invesco QQQ stock logo
QQQ
Invesco QQQ
$782,299$505,327 â–²182.4%1,0620.2%ETF
Yandex stock logo
YNDX
Yandex
$766,648$43,635 â–²6.0%2,7760.2%Technology
Corning Incorporated stock logo
GLW
Corning
$763,128$4,853 â–²0.6%2,9880.2%Technology
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$760,525$349,691 â–²85.1%7,8860.2%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$756,810$318,502 â–²72.7%4,6240.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$743,320$1,541 â–²0.2%1,4470.2%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$740,157$740,157 â–²New Holding8,5920.2%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$738,774$12,123 â–²1.7%10,2380.2%Industrials
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$735,135$4,969 â–¼-0.7%25,0050.2%ETF
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$729,915$106,516 â–²17.1%1,3020.2%Industrials
S&P Global Inc. stock logo
SPGI
S&P Global
$726,555$2,851 â–¼-0.4%1,7840.2%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$718,493$270,457 â–²60.4%12,0370.2%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$717,795$52,023 â–²7.8%7,2300.2%Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$704,292$108,964 â–²18.3%1,7710.2%Healthcare
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$697,653$68,730 â–²10.9%13,8150.2%ETF
Truist Financial Corporation stock logo
TFC
Truist Financial
$659,616$8,370 â–¼-1.3%13,2400.2%Finance

Showing largest 100 holdings. View all holdings.
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