Forefront Wealth Partners, LLC Top Holdings and 13F Report (2026) About Forefront Wealth Partners, LLCInvestment ActivityForefront Wealth Partners, LLC has $238.92 million in total holdings as of March 31, 2026.Forefront Wealth Partners, LLC owns shares of 162 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 18.03% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Forefront Wealth Partners, LLC has purchased 139 new stocks and bought additional shares in 93 stocks.Forefront Wealth Partners, LLC sold shares of 34 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $28,254,293iShares Core U.S. Aggregate Bond ETF $23,540,560Schwab Fundamental International Equity ETF $9,970,503iShares Core S&P 500 ETF $8,670,017Franklin International Low Volatility High Dividend Index ETF $7,080,921 Largest New Holdings this Quarter 37960A529 - GLOBAL X FDS $1,604,524 Holding464287390 - iShares Latin America 40 ETF $1,238,866 Holding02072L375 - EA SERIES TRUST $541,271 Holding461202103 - Intuit $501,803 Holding808513105 - Charles Schwab $498,469 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 34,619 shares (about $3.44M)Schwab Fundamental International Equity ETF 61,711 shares (about $3.02M)iShares Core MSCI Emerging Markets ETF 29,203 shares (about $2.04M)GLOBAL X FDS 22,650 shares (about $1.60M)iShares Core S&P 500 ETF 2,011 shares (about $1.31M) Largest Sales this Quarter First Trust Rising Dividend Achievers ETF 27,514 shares (about $1.88M)First Trust Nasdaq Cybersecurity ETF 8,148 shares (about $510.71K)Freeport-McMoRan 7,932 shares (about $466.26K)Vertiv 1,818 shares (about $455.59K)iShares Core S&P U.S. Value ETF 4,069 shares (about $416.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForefront Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$28,254,293$968,691 â–²3.6%369,14411.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$23,540,560$3,436,624 â–²17.1%237,1379.9%FinanceFNDFSchwab Fundamental International Equity ETF$9,970,503$3,019,530 â–²43.4%203,7704.2%ETFIVViShares Core S&P 500 ETF$8,670,017$1,313,599 â–²17.9%13,2733.6%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$7,080,921$392,549 â–²5.9%174,6653.0%ETFMSFTMicrosoft$4,727,213$1,046,872 â–²28.4%12,7702.0%Computer and TechnologyNVDANVIDIA$4,652,630$591,411 â–²14.6%26,6771.9%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$4,501,914$137,009 â–²3.1%48,5321.9%ETFAMZNAmazon.com$3,907,352$317,195 â–²8.8%18,7611.6%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$3,877,803$248,682 â–¼-6.0%133,1211.6%ETFIUSViShares Core S&P U.S. Value ETF$3,798,355$416,052 â–¼-9.9%37,1481.6%ManufacturingSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,507,986$499,181 â–²16.6%88,9681.5%ETFIVEiShares S&P 500 Value ETF$3,503,169$205,460 â–²6.2%16,5901.5%ETFIEFAiShares Core MSCI EAFE ETF$3,474,383$371,356 â–²12.0%38,3781.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,110,983$358,533 â–²13.0%68,1491.3%ETFIJHiShares Core S&P Mid-Cap ETF$2,957,117$362,777 â–²14.0%43,7891.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,924,892$2,036,906 â–²229.4%41,9341.2%ETFIUSBiShares Core Total USD Bond Market ETF$2,833,161$8,037 â–¼-0.3%61,3371.2%ManufacturingAAPLApple$2,767,129$281,179 â–²11.3%10,9041.2%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$2,742,885$277,098 â–²11.2%58,4711.1%ETFAVGOBroadcom$2,473,449$461,508 â–²22.9%7,9911.0%Computer and TechnologyGOOGAlphabet$2,377,182$469,011 â–²24.6%8,2871.0%Computer and TechnologyNDVGNuveen Dividend Growth ETF$2,270,489$465,916 â–²25.8%65,6271.0%ETFMSTBLHA Market State Tactical Beta ETF$2,241,772$492,652 â–²28.2%58,5320.9%ETFPTLCPacer Trendpilot US Large Cap ETF$2,219,519$460,754 â–²26.2%42,3090.9%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$2,188,353$363,962 â–²19.9%13,3780.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,177,824$170,279 â–²8.5%45,0710.9%ETFUSFRWisdomTree Floating Rate Treasury Fund$2,160,304$3,121 â–²0.1%42,9140.9%FinanceIWLiShares Russell Top 200 ETF$2,091,427$368,150 â–²21.4%13,0320.9%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$1,996,315$183,441 â–²10.1%89,1610.8%ETFMETAMeta Platforms$1,990,561$586,637 â–²41.8%3,4780.8%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$1,973,596$510,714 â–¼-20.6%31,4870.8%ManufacturingMUMicron Technology$1,942,739$212,857 â–²12.3%5,7500.8%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,788,405$40,497 â–¼-2.2%58,2930.7%ETFXLKTechnology Select Sector SPDR Fund$1,702,310$324,009 â–¼-16.0%12,8090.7%ETFVOOVanguard S&P 500 ETF$1,656,043$107,574 â–²6.9%2,7710.7%ETFAMDAdvanced Micro Devices$1,652,056$109,039 â–²7.1%8,1210.7%Computer and TechnologyGLOBAL X FDS$1,604,524$1,604,524 â–²New Holding22,6500.7%DEFENSE TECH ETFVOVanguard Mid-Cap ETF$1,566,736$227,758 â–²17.0%5,4550.7%ETFCALFPacer US Small Cap Cash Cows ETF$1,509,023$195,858 â–²14.9%33,6310.6%ETFVTIVanguard Total Stock Market ETF$1,503,078$241,852 â–²19.2%4,6860.6%ETFIWFiShares Russell 1000 Growth ETF$1,412,060$12,368 â–²0.9%3,3110.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,337,392$226,890 â–²20.4%28,9300.6%ETFSMHVanEck Semiconductor ETF$1,322,134$48,301 â–¼-3.5%3,4490.6%ManufacturingIWRiShares Russell Mid-Cap ETF$1,283,367$186,880 â–²17.0%13,1990.5%ETFILFiShares Latin America 40 ETF$1,238,866$1,238,866 â–²New Holding34,8780.5%ETFTSLATesla$1,220,084$210,782 â–²20.9%3,2820.5%Auto/Tires/TrucksASMLASML$1,201,956$104,346 â–²9.5%9100.5%Computer and TechnologyVPNGlobal X Data Center & Digital Infrastructure ETF$1,197,306$424,979 â–²55.0%49,9710.5%ManufacturingMUBiShares National Muni Bond ETF$1,197,159$156,677 â–²15.1%11,2780.5%ETFIJRiShares Core S&P Small-Cap ETF$1,184,025$102,678 â–²9.5%9,5250.5%ETFNXTGFirst Trust Indxx NextG ETF$1,181,626$180,988 â–¼-13.3%10,5570.5%ManufacturingFDVVFidelity High Dividend ETF$1,105,024$289,403 â–¼-20.8%20,0040.5%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$1,104,533$188,795 â–²20.6%20,1080.5%ETFDFACDimensional U.S. Core Equity 2 ETF$1,074,984$822,316 â–²325.5%27,6630.4%ETFIGMiShares Expanded Tech Sector ETF$1,027,008$678,944 â–²195.1%8,6660.4%ETFGEGE Aerospace$1,003,126$59,325 â–²6.3%3,5340.4%AerospaceFBTFirst Trust NYSE Arca Biotechnology Index Fund$982,411$245,000 â–¼-20.0%4,8920.4%ETFGE VERNOVA INC$982,377$111,773 â–²12.8%1,1250.4%COMMELIMercadoLibre$971,709$458,190 â–²89.2%5620.4%Retail/WholesaleISHARES BITCOIN TRUST ETF$901,296$636,736 â–²240.7%23,4590.4%SHS BEN INTVEAVanguard FTSE Developed Markets ETF$898,400$94,197 â–²11.7%14,0200.4%ETFRDVYFirst Trust Rising Dividend Achievers ETF$894,009$1,878,696 â–¼-67.8%13,0930.4%ManufacturingORCLOracle$869,686$135,631 â–²18.5%5,9120.4%Computer and TechnologyPTBDPacer Trendpilot US Bond ETF$847,924$51,739 â–²6.5%44,6750.4%ETFCRWDCrowdStrike$800,341$545,013 â–²213.5%2,0500.3%Computer and TechnologyVRTVertiv$784,371$455,587 â–¼-36.7%3,1300.3%Computer and TechnologyUSRTiShares Core U.S. REIT ETF$776,335$78,367 â–²11.2%13,1160.3%ETFPANWPalo Alto Networks$769,697$234,228 â–²43.7%4,8010.3%Computer and TechnologySPGIS&P Global$761,784$1,276 â–²0.2%1,7910.3%FinanceIWCiShares Micro-Cap ETF$761,180$345,077 â–²82.9%4,7690.3%ETFUBERUber Technologies$724,334$65,240 â–²9.9%10,0700.3%Computer and TechnologyMAMastercard$721,867$70,487 â–²10.8%1,4440.3%Business ServicesVVisa$717,485$115,753 â–²19.2%2,3740.3%Business ServicesLLYEli Lilly and Company$709,307$36,799 â–²5.5%7710.3%MedicalCRMSalesforce$708,448$148,037 â–²26.4%3,7950.3%Computer and TechnologyMRVLMarvell Technology$705,549$365,998 â–¼-34.2%7,1230.3%Computer and TechnologyNOWServiceNow$701,114$256,253 â–²57.6%6,7060.3%Computer and TechnologyISRGIntuitive Surgical$690,102$312,551 â–²82.8%1,4970.3%MedicalPALANTIR TECHNOLOGIES INC$680,641$413,826 â–²155.1%4,6530.3%CL AARISTA NETWORKS INC$669,642$112,466 â–²20.2%5,4540.3%COM SHSASTERA LABS INC$667,025$126,149 â–²23.3%6,0860.3%COMFIRST TR EXCHANGE-TRADED FD$649,998$5,463 â–²0.8%33,1970.3%VEST INVESTMENTRDVIFT Vest Rising Dividend Achievers Target Income ETF$643,198$2,376 â–²0.4%25,1740.3%ETFTFCTruist Financial$616,366$23,399 â–²3.9%13,4080.3%FinanceTMOThermo Fisher Scientific$613,709$51,142 â–²9.1%1,2480.3%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$608,511$80,286 â–²15.2%6,2150.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$606,654$2,874 â–²0.5%12,4540.3%ETFSHOPIFY INC$592,033$335,695 â–²131.0%4,9910.2%CL A SUB VTG SHSEA SERIES TRUST$541,271$541,271 â–²New Holding15,5270.2%TBG DIVIDEND FOCETNEaton$530,622$1,430 â–¼-0.3%1,4840.2%IndustrialsDDOGDatadog$529,101$279,425 â–²111.9%4,4820.2%Computer and TechnologySNOWSnowflake$520,179$324,716 â–²166.1%3,4490.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$509,625$138,842 â–¼-21.4%3,4760.2%ETFINTUIntuit$501,803$501,803 â–²New Holding1,1610.2%Computer and TechnologySCHWCharles Schwab$498,469$498,469 â–²New Holding5,3040.2%FinanceBXBlackstone$497,115$497,115 â–²New Holding4,3230.2%FinanceKKRKKR & Co. Inc.$494,204$165,691 â–²50.4%5,3420.2%FinanceSCZiShares MSCI EAFE Small-Cap ETF$486,143$5,097 â–¼-1.0%6,2000.2%ETFCOWZPacer US Cash Cows 100 ETF$478,896$86,583 â–²22.1%7,6550.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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