§ 13F · FUND PROFILE
Forefront Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146M (13F)Positions · 98Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 369K | $28M | 11.8% | +4% |
| 2 | AGG | ISHARES TR | 237K | $24M | 9.9% | +17% |
| 3 | FNDF | SCHWAB STRATEGIC TR | 204K | $10M | 4.2% | +43% |
| 4 | IVV | ISHARES TR | 13K | $9M | 3.6% | +18% |
| 5 | LVHI | LEGG MASON ETF INVT | 175K | $7M | 3.0% | +6% |
| 6 | MSFT | MICROSOFT CORP | 13K | $5M | 2.0% | +28% |
| 7 | NVDA | NVIDIA CORPORATION | 27K | $5M | 1.9% | +15% |
| 8 | FTCS | FIRST TR EXCHANGE-TRADED FD | 49K | $5M | 1.9% | +3% |
| 9 | AMZN | AMAZON COM INC | 19K | $4M | 1.6% | +9% |
| 10 | SCHG | SCHWAB STRATEGIC TR | 133K | $4M | 1.6% | −6% |
§ 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 $146 million in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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