§ 13F · FUND PROFILE
Forefront Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $145.7T (13F)Positions · 98Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$211.2T 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 FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 356K | $28.6T | 13.5% | NEW |
| 2 | AGG | ISHARES TR | 203K | $20.2T | 9.6% | NEW |
| 3 | IVV | ISHARES TR | 11K | $7.7T | 3.7% | NEW |
| 4 | FNDF | SCHWAB STRATEGIC TR | 142K | $6.4T | 3.0% | NEW |
| 5 | LVHI | LEGG MASON ETF INVT | 165K | $6.1T | 2.9% | NEW |
| 6 | MSFT | MICROSOFT CORP | 10K | $4.8T | 2.3% | NEW |
| 7 | SCHG | SCHWAB STRATEGIC TR | 142K | $4.6T | 2.2% | NEW |
| 8 | FTCS | FIRST TR EXCHANGE-TRADED FD | 47K | $4.4T | 2.1% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 23K | $4.3T | 2.1% | NEW |
| 10 | IUSV | ISHARES TR | 41K | $4.2T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOREFRONT SIGNAL
AC read
Forefront Wealth Partners, LLC is a Other fund managing $145709.5 trillion in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 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
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed