§ 13F · FUND PROFILE
FOREFRONT WEALTH MANAGEMENT INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $136M (13F)Positions · 69Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | 183K | $10M | 7.5% | +7% |
| 2 | MSFT | MICROSOFT CORP | 21K | $10M | 7.4% | −1% |
| 3 | AMZN | AMAZON COM INC | 36K | $8M | 5.9% | +1% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 25K | $8M | 5.4% | −4% |
| 5 | AAPL | APPLE INC | 26K | $7M | 5.1% | −1% |
| 6 | GOOGL | ALPHABET INC | 22K | $7M | 5.0% | −3% |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 118K | $7M | 4.9% | +1% |
| 8 | AU | ANGLOGOLD ASHANTI PLC | 55K | $5M | 3.3% | −2% |
| 9 | COST | COSTCO WHSL CORP NEW | 5K | $4M | 2.9% | −1% |
| 10 | HWM | HOWMET AEROSPACE INC | 19K | $4M | 2.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOREFRONT SIGNAL
AC read
FOREFRONT WEALTH MANAGEMENT INC. is a Other fund managing $136 million in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed