§ 13F · FUND PROFILE
Forefront Wealth Partners, LLC.
AUM · $323M (13F)Positions · 177Turnover · n/a · Q2Filed · Aug 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 410K | $36M | 11.2% | +11% |
| 2 | AGG | ISHARES TR | 290K | $29M | 8.9% | +22% |
| 3 | FNDF | SCHWAB STRATEGIC TR | 210K | $11M | 3.4% | +3% |
| 4 | IVV | ISHARES TR | 13K | $10M | 3.0% | −3% |
| 5 | LVHI | LEGG MASON ETF INVT | 220K | $9M | 2.8% | +26% |
| 6 | NVDA | NVIDIA CORPORATION | 29K | $6M | 1.8% | +8% |
| 7 | SPEM | SPDR INDEX SHS FDS | 108K | $6M | 1.7% | +85% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 149K | $5M | 1.6% | +12% |
| 9 | DFAI | DIMENSIONAL ETF TRUST | 120K | $5M | 1.5% | +1554% |
| 10 | AMZN | AMAZON COM INC | 20K | $5M | 1.4% | +4% |
§ 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 $323 million in assets. The fund runs a portfolio of 177 positions.
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