Front Row Advisors LLC

Front Row Advisors LLC entered Q1 with a $300M, 553-name 13F whose defining structural feature is extreme concentration in two AI-and-platform-compounder names: Nvidia (NVDA, 14.7%) and Apple (AAPL, 11.1%) together occupy 25.8% of the book — a dual-weight that is among the largest single-name concentrations in this cycle. The third-through-fifth positions (Broadcom AVGO at 5.2%, Microsoft MSFT at 3.4%, Taiwan Semiconductor TSM at 3.0%) add another 11.6% in semiconductor-and-platform-and-compute exposure, creating a top-five tech core at 37.4% of assets. The book's 553 single-stock holdings span every major sector with zero ETF scaffolding in the conviction layer, and the Q1 changes are active: 28 increased positions alongside 17 decreased, with new initiations and exits distributed across the secondary and tertiary conviction tiers. The whaleScore of 51.75 reflects genuine concentration density in a single-stock book where the top two names alone command more than one-quarter of AUM. This fund belongs on smart-money surfaces — the NVDA+AAPL dual-conviction at these weights in a $300M book is exactly the kind of high-conviction signal the product is designed to surface.