DOSSIER · 13F-HR · Q2 2026

Forefront Wealth Partners, LLC

$323M in tracked AUM across 177 positions as of Q2 2026.

FW
CIK 0002068112 · last filed Jun 30, 2026
Total AUM
$323M
as of Q2 2026
Holdings
177
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Forefront Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$36M410K11.2%
02
AGG
ISHARES TR
$29M290K8.9%
03
FNDF
SCHWAB STRATEGIC TR
$11M210K3.4%
04
IVV
ISHARES TR
$10M13K3.0%
05
LVHI
LEGG MASON ETF INVT
$9M220K2.8%
06
NVDA
NVIDIA CORPORATION
$6M29K1.8%
07
SPEM
SPDR INDEX SHS FDS
$6M108K1.7%
08
SCHG
SCHWAB STRATEGIC TR
$5M149K1.6%
09
DFAI
DIMENSIONAL ETF TRUST
$5M120K1.5%
10
AMZN
AMAZON COM INC
$5M20K1.4%

Filing history

2026Q2Jun 30
$323M 35.1%
177 positionsView →
2026Q1Mar 31
$239M 13.1%
162 positionsView →
2025Q4Dec 31
$211M 2.0%
139 positionsView →
2025Q3Sep 30
$215M 47.9%
107 positionsView →
2025Q2Jun 30
$146M 111.3%
98 positionsLocked
2025Q1Mar 31
$69M 19.5%
75 positionsLocked
2024Q4Dec 31
$58M
47 positionsLocked