DOSSIER · 13F-HR · Q1 2026

Forefront Wealth Partners, LLC

$239M in tracked AUM across 162 positions as of Q1 2026.

FW
CIK 0002068112 · last filed Mar 31, 2026
Total AUM
$239M
as of Q1 2026
Holdings
162
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Forefront Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$28M369K11.8%
02
AGG
ISHARES TR
$24M237K9.9%
03
FNDF
SCHWAB STRATEGIC TR
$10M204K4.2%
04
IVV
ISHARES TR
$9M13K3.6%
05
LVHI
LEGG MASON ETF INVT
$7M175K3.0%
06
MSFT
MICROSOFT CORP
$5M13K2.0%
07
NVDA
NVIDIA CORPORATION
$5M27K1.9%
08
FTCS
FIRST TR EXCHANGE-TRADED FD
$5M49K1.9%
09
AMZN
AMAZON COM INC
$4M19K1.6%
10
SCHG
SCHWAB STRATEGIC TR
$4M133K1.6%

Filing history

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