Forefront Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Forefront Wealth Partners, LLC held in its portfolio 133 assets valued at $211,229,248 (i.e. $211.23M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($34.13M), ISHARES TR ($20.23M), and ISHARES TR ($7.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 133 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Forefront Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 511819 | 34128498 | STATE STREET SPD |
| ISHARES TR | 202518 | 20227384 | CORE US AGGBD ET |
| ISHARES TR | 11262 | 7713750 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 142059 | 6422521 | FUNDAMENTAL INTL |
| LEGG MASON ETF INVT | 164982 | 6074616 | FRANKLIN INTL LW |
| MICROSOFT CORP | 9942 | 4807981 | COM |
| SCHWAB STRATEGIC TR | 141658 | 4620890 | US LCAP GR ETF |
| FIRST TR EXCHANGE-TRADED FD | 47055 | 4353210 | CAP STRENGTH ETF |
| NVIDIA CORPORATION | 23286 | 4343011 | COM |
| ISHARES TR | 41217 | 4226343 | CORE S&P US VLU |
| AMAZON COM INC | 17238 | 3978876 | COM |
| ISHARES TR | 15617 | 3312061 | S&P 500 VAL ETF |
| ISHARES TR | 34276 | 3066372 | CORE MSCI EAFE |
| FIRST TR EXCHANGE-TRADED FD | 76308 | 2924124 | SMID RISNG ETF |
| ISHARES TR | 61511 | 2862735 | CORE UNIVRSL USD |
| FIRST TR EXCHANGE TRADED FD | 39635 | 2831986 | NASDAQ CYB ETF |
| FIRST TR EXCHANGE TRADED FD | 40607 | 2820959 | RISNG DIVD ACHIV |
| SPDR INDEX SHS FDS | 60295 | 2677683 | PORTFOLIO DEVLPD |
| APPLE INC | 9796 | 2663371 | COM |
| ISHARES TR | 38417 | 2535475 | CORE S&P MCP ETF |
| SPDR INDEX SHS FDS | 52564 | 2460530 | PORTFOLIO EMG MK |
| BROADCOM INC | 6500 | 2249895 | COM |
| SELECT SECTOR SPDR TR | 15247 | 2195102 | STATE STREET TEC |
| WISDOMTREE TR | 42852 | 2156316 | FLOATNG RAT TREA |
| ALPHABET INC | 6652 | 2087373 | CAP STK CL C |
| PACER FDS TR | 33526 | 1863375 | TRENDP US LAR CP |
| NUSHARES ETF TR | 52160 | 1849798 | NUVEEN DIVIDEND |
| ISHARES TR | 10738 | 1832210 | RUS TOP 200 ETF |
| ETF SER SOLUTIONS | 45669 | 1823107 | LHA MKT ST TACTL |
| FIRST TR EXCHANGE TRADED FD | 11153 | 1706768 | NASDQ CLN EDGE |
| SCHWAB STRATEGIC TR | 59613 | 1635192 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 2591 | 1624895 | S&P 500 ETF SHS |
| ADVANCED MICRO DEVICES INC | 7585 | 1624403 | COM |
| META PLATFORMS INC | 2453 | 1619232 | CL A |
| ISHARES TR | 3282 | 1553666 | RUS 1000 GRW ETF |
| MICRON TECHNOLOGY INC | 5120 | 1461490 | COM |
| FIDELITY COVINGTON TRUST | 25243 | 1431022 | HIGH DIVID ETF |
| VANGUARD INDEX FDS | 4662 | 1352818 | MID CAP ETF |
| VANGUARD INDEX FDS | 3932 | 1318344 | TOTAL STK MKT |
| FIRST TR EXCHANGE-TRADED FD | 12174 | 1311958 | INDXX NEXTG ETF |
| PACER FDS TR | 29266 | 1298555 | US SMALL CAP CAS |
| VANECK ETF TRUST | 3575 | 1287299 | SEMICONDUCTR ETF |
| FIRST TR EXCHANGE-TRADED FD | 6112 | 1262251 | NY ARCA BIOTECH |
| TESLA INC | 2715 | 1220990 | COM |
| ISHARES TR | 24022 | 1091759 | MSCI INTL QUALTY |
| ISHARES TR | 11277 | 1085657 | RUS MID CAP ETF |
| ISHARES TR | 9802 | 1049891 | NATIONAL MUN ETF |
| ISHARES TR | 8699 | 1045496 | CORE S&P SCP ETF |
| GE AEROSPACE | 3325 | 1024302 | COM NEW |
| ORACLE CORP | 4990 | 972705 | COM |
| FRANKLIN TEMPLETON ETF TR | 16671 | 937909 | US MID CP MLTFCT |
| S&P GLOBAL INC | 1788 | 934391 | COM |
| MARVELL TECHNOLOGY INC | 10818 | 919360 | COM |
| ASML HOLDING N V | 831 | 889054 | N Y REGISTRY SHS |
| ISHARES INC | 12731 | 855723 | CORE MSCI EMKT |
| ASTERA LABS INC | 4935 | 820987 | COM |
| PACER FDS TR | 41949 | 813791 | TRENDPILOT US BD |
| VERTIV HOLDINGS CO | 4948 | 801622 | COM CL A |
| SALESFORCE INC | 3002 | 795445 | COM |
| ELI LILLY & CO | 731 | 786348 | COM |
| VANGUARD TAX-MANAGED FDS | 12550 | 783997 | VAN FTSE DEV MKT |
| UBER TECHNOLOGIES INC | 9163 | 748708 | COM |
| MASTERCARD INCORPORATED | 1303 | 743722 | CL A |
| VISA INC | 1991 | 698528 | COM CL A |
| SELECT SECTOR SPDR TR | 4423 | 684678 | STATE STREET HEA |
| GLOBAL X FDS | 32234 | 680137 | DATA CTR & DIGIT |
| ISHARES TR | 11792 | 671672 | CRE U S REIT ETF |
| THERMO FISHER SCIENTIFIC INC | 1144 | 663050 | COM |
| FIRST TR EXCHANGE-TRADED FD | 32918 | 662302 | VEST INVESTMENT |
| FIRST TR EXCHANGE-TRADED FD | 25081 | 658124 | FT VEST RIS |
| SERVICENOW INC | 4255 | 651824 | COM |
| GE VERNOVA INC | 997 | 651679 | COM |
| TRUIST FINL CORP | 12899 | 634759 | COM |
| FRANKLIN TEMPLETON DIGITAL H | 12491 | 632045 | BITCOIN ETF SHS |
| PALO ALTO NETWORKS INC | 3340 | 615228 | COM |
| FIRST TR EXCHANGE-TRADED FD | 12395 | 609232 | FT VEST S&P 500 |
| MERCADOLIBRE INC | 297 | 598235 | COM |
| ARISTA NETWORKS INC | 4538 | 594613 | COM SHS |
| FREEPORT-MCMORAN INC | 11664 | 592390 | CL B |
| CADENCE DESIGN SYSTEM INC | 1864 | 582649 | COM |
| INTERACTIVE BROKERS GROUP IN | 8175 | 525769 | COM CL A |
| BANK AMERICA CORP | 9516 | 523365 | COM |
| ISHARES TR | 6265 | 485725 | EAFE SML CP ETF |
| NEXTERA ENERGY INC | 5935 | 476472 | COM |
| EATON CORP PLC | 1488 | 473799 | SHS |
| INTUITIVE SURGICAL INC | 819 | 463849 | COM NEW |
| KKR & CO INC | 3551 | 452742 | COM |
| ISHARES TR | 2240 | 444906 | MSCI USA QLT FCT |
| MONGODB INC | 1003 | 420948 | CL A |
| ISHARES TR | 3201 | 412693 | U.S. FINLS ETF |
| ISHARES TR | 2607 | 411125 | MICRO-CAP ETF |
| VANECK ETF TRUST | 24207 | 400142 | DIGI TRANSFRM |
| ISHARES TR | 3961 | 381366 | JPMORGAN USD EMG |
| ISHARES TR | 2937 | 379343 | EXPND TEC SC ETF |
| PACER FDS TR | 6271 | 377327 | US CASH COWS 100 |
| UNITEDHEALTH GROUP INC | 1137 | 375452 | COM |
| VANGUARD BD INDEX FDS | 4667 | 367807 | SHORT TRM BOND |
| VANGUARD INTL EQUITY INDEX F | 6815 | 366392 | FTSE EMR MKT ETF |
| SPDR GOLD TR | 902 | 357470 | GOLD SHS |
| SHOPIFY INC | 2161 | 347855 | CL A SUB VTG SHS |
| ISHARES BITCOIN TRUST ETF | 6886 | 341890 | SHS BEN INT |
| BOEING CO | 1507 | 327199 | COM |
| PALANTIR TECHNOLOGIES INC | 1824 | 324215 | CL A |
| ISHARES TR | 7870 | 321979 | BLOCKCHAIN & TEC |
| CROWDSTRIKE HLDGS INC | 654 | 306569 | CL A |
| THE TRADE DESK INC | 7794 | 295860 | COM CL A |
| VANGUARD CHARLOTTE FDS | 6052 | 292432 | TOTAL INT BD ETF |
| DATADOG INC | 2115 | 287619 | CL A COM |
| SNOWFLAKE INC | 1296 | 284290 | COM SHS |
| DEERE & CO | 591 | 275216 | COM |
| ISHARES TR | 1638 | 275086 | CORE S&P US GWT |
| TAIWAN SEMICONDUCTOR MFG LTD | 876 | 266209 | SPONSORED ADS |
| SPDR INDEX SHS FDS | 4013 | 263478 | S&P EMKTSC ETF |
| CORNING INC | 2944 | 257808 | COM |
| DIMENSIONAL ETF TRUST | 6502 | 257414 | US CORE EQUITY 2 |
| ELEVANCE HEALTH INC FORMERLY | 718 | 251832 | COM |
| BANK OZK LITTLE ROCK ARK | 5136 | 236347 | COM |
| NORTHROP GRUMMAN CORP | 409 | 233470 | COM |
| RTX CORPORATION | 1251 | 229533 | COM |
| MCDONALDS CORP | 743 | 227084 | COM |
| ALPHABET INC | 721 | 225678 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 696 | 224267 | COM |
| BRISTOL-MYERS SQUIBB CO | 4156 | 224175 | COM |
| COREWEAVE INC | 3076 | 220272 | COM CL A |
| ETF SER SOLUTIONS | 4931 | 215484 | APTUS COLLRD INV |
| ROCKWELL AUTOMATION INC | 550 | 213989 | COM |
| BOSTON SCIENTIFIC CORP | 2225 | 212155 | COM |
| WALMART INC | 1892 | 210909 | COM |
| VANGUARD SCOTTSDALE FDS | 4452 | 209601 | MTG-BKD SECS ETF |
| DYNATRACE INC | 4679 | 202787 | COM NEW |
| INVESCO QQQ TR | 330 | 202742 | UNIT SER 1 |
| EVGO INC | 12870 | 37452 | CL A COM |
| INNOVIZ TECHNOLOGIES LTD | 34243 | 29213 | SHS |
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