Forefront Wealth Partners, Llc Portfolio Stock Holdings
Forefront Wealth Partners, Llc disclosed 162 stock positions valued at approximately $238.9 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 162
- Portfolio Value
- $238.9M
Holdings by Sector
Forefront Wealth Partners, Llc Portfolio Holdings in Q1 2026
156 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 11.83% | 369,144 | +12,656 | +3.55% | $28,254,293 |
| ISHARES TR | AGG | Other | 9.85% | 237,137 | +34,619 | +17.09% | $23,540,560 |
| SCHWAB STRATEGIC TR | FNDF | Other | 4.17% | 203,770 | +61,711 | +43.44% | $9,970,503 |
| ISHARES TR | IVV | Other | 3.63% | 13,273 | +2,011 | +17.86% | $8,670,017 |
| LEGG MASON ETF INVT | LVHI | Other | 2.96% | 174,665 | +9,683 | +5.87% | $7,080,921 |
| MICROSOFT CORP | MSFT | Technology | 1.98% | 12,770 | +2,828 | +28.44% | $4,727,213 |
| NVIDIA CORPORATION | NVDA | Technology | 1.95% | 26,677 | +3,391 | +14.56% | $4,652,630 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 1.88% | 48,532 | +1,477 | +3.14% | $4,501,914 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.64% | 18,761 | +1,523 | +8.84% | $3,907,352 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.62% | 133,121 | -8,537 | -6.03% | $3,877,803 |
| ISHARES TR | IUSV | Other | 1.59% | 37,148 | -4,069 | -9.87% | $3,798,355 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 1.47% | 88,968 | +12,660 | +16.59% | $3,507,986 |
| ISHARES TR | IVE | Other | 1.47% | 16,590 | +973 | +6.23% | $3,503,169 |
| ISHARES TR | IEFA | Other | 1.45% | 38,378 | +4,102 | +11.97% | $3,474,383 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.30% | 68,149 | +7,854 | +13.03% | $3,110,983 |
| ISHARES TR | IJH | Other | 1.24% | 43,789 | +5,372 | +13.98% | $2,957,117 |
| ISHARES INC | IEMG | Other | 1.22% | 41,934 | +29,203 | +229.38% | $2,924,892 |
| ISHARES TR | IUSB | Other | 1.19% | 61,337 | -174 | -0.28% | $2,833,161 |
| APPLE INC | AAPL | Technology | 1.16% | 10,904 | +1,108 | +11.31% | $2,767,129 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.15% | 58,471 | +5,907 | +11.24% | $2,742,885 |
| BROADCOM INC | AVGO | Technology | 1.04% | 7,991 | +1,491 | +22.94% | $2,473,449 |
| ALPHABET INC | GOOG | Communication Services | 0.99% | 8,287 | +1,635 | +24.58% | $2,377,182 |
| ETF SER SOLUTIONS | MSTB | Other | 0.94% | 58,532 | +12,863 | +28.17% | $2,241,772 |
| PACER FDS TR | PTLC | Other | 0.93% | 42,309 | +8,783 | +26.20% | $2,219,519 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.92% | 13,378 | +2,225 | +19.95% | $2,188,353 |
| SPDR SERIES TRUST | SPSM | Other | 0.91% | 45,071 | +3,524 | +8.48% | $2,177,824 |
| WISDOMTREE TR | USFR | Other | 0.90% | 42,914 | +62 | +0.14% | $2,160,304 |
| ISHARES TR | IWL | Other | 0.88% | 13,032 | +2,294 | +21.36% | $2,091,427 |
| SPDR SERIES TRUST | SPMB | Other | 0.84% | 89,161 | +8,193 | +10.12% | $1,996,315 |
| META PLATFORMS INC | META | Communication Services | 0.83% | 3,478 | +1,025 | +41.79% | $1,990,561 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.83% | 31,487 | -8,148 | -20.56% | $1,973,596 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.81% | 5,750 | +630 | +12.30% | $1,942,739 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.75% | 58,293 | -1,320 | -2.21% | $1,788,405 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.71% | 12,809 | -2,438 | -15.99% | $1,702,310 |
| VANGUARD INDEX FDS | VOO | Other | 0.69% | 2,771 | +180 | +6.95% | $1,656,043 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.69% | 8,121 | +536 | +7.07% | $1,652,056 |
| GLOBAL X FDS | SHLD | Other | 0.67% | 22,650 | +22,650 | +100.00% | $1,604,524 |
| VANGUARD INDEX FDS | VO | Other | 0.66% | 5,455 | +793 | +17.01% | $1,566,736 |
| PACER FDS TR | CALF | Other | 0.63% | 33,631 | +4,365 | +14.91% | $1,509,023 |
| VANGUARD INDEX FDS | VTI | Other | 0.63% | 4,686 | +754 | +19.18% | $1,503,078 |
| ISHARES TR | IWF | Other | 0.59% | 3,311 | +29 | +0.88% | $1,412,060 |
| ISHARES TR | IQLT | Other | 0.56% | 28,930 | +4,908 | +20.43% | $1,337,392 |
| VANECK ETF TRUST | SMH | Other | 0.55% | 3,449 | -126 | -3.52% | $1,322,134 |
| ISHARES TR | IWR | Other | 0.54% | 13,199 | +1,922 | +17.04% | $1,283,367 |
| ISHARES TR | ILF | Other | 0.52% | 34,878 | +34,878 | +100.00% | $1,238,866 |
| TESLA INC | TSLA | Consumer Cyclical | 0.51% | 3,282 | +567 | +20.88% | $1,220,084 |
| ASML HLDG NV | ASML | Other | 0.50% | 910 | +79 | +9.51% | $1,201,956 |
| GLOBAL X FDS | DTCR | Other | 0.50% | 49,971 | +17,737 | +55.03% | $1,197,306 |
| ISHARES TR | MUB | Other | 0.50% | 11,278 | +1,476 | +15.06% | $1,197,159 |
| ISHARES TR | IJR | Other | 0.50% | 9,525 | +826 | +9.50% | $1,184,025 |
| FIRST TR EXCHANGE-TRADED FD | NXTG | Other | 0.49% | 10,557 | -1,617 | -13.28% | $1,181,626 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.46% | 20,004 | -5,239 | -20.75% | $1,105,024 |
| FRANKLIN TEMPLETON ETF TR | FLQM | Other | 0.46% | 20,108 | +3,437 | +20.62% | $1,104,533 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.45% | 27,663 | +21,161 | +325.45% | $1,074,984 |
| ISHARES TR | IGM | Other | 0.43% | 8,666 | +5,729 | +195.06% | $1,027,008 |
| GE AEROSPACE | GE | Industrials | 0.42% | 3,534 | +209 | +6.29% | $1,003,126 |
| FIRST TR EXCHANGE-TRADED FD | FBT | Other | 0.41% | 4,892 | -1,220 | -19.96% | $982,411 |
| GE VERNOVA INC | GEV | Utilities | 0.41% | 1,125 | +128 | +12.84% | $982,377 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.41% | 562 | +265 | +89.23% | $971,709 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.38% | 23,459 | +16,573 | +240.68% | $901,296 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.38% | 14,020 | +1,470 | +11.71% | $898,400 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.37% | 13,093 | -27,514 | -67.76% | $894,009 |
| ORACLE CORP | ORCL | Technology | 0.36% | 5,912 | +922 | +18.48% | $869,686 |
| PACER FDS TR | PTBD | Other | 0.35% | 44,675 | +2,726 | +6.50% | $847,924 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.33% | 2,050 | +1,396 | +213.46% | $800,341 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.33% | 3,130 | -1,818 | -36.74% | $784,371 |
| ISHARES TR | USRT | Other | 0.32% | 13,116 | +1,324 | +11.23% | $776,335 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.32% | 4,801 | +1,461 | +43.74% | $769,697 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.32% | 1,791 | +3 | +0.17% | $761,784 |
| ISHARES TR | IWC | Other | 0.32% | 4,769 | +2,162 | +82.93% | $761,180 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.30% | 10,070 | +907 | +9.90% | $724,334 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.30% | 1,444 | +141 | +10.82% | $721,867 |
| VISA INC | V | Financial Services | 0.30% | 2,374 | +383 | +19.24% | $717,485 |
| ELI LILLY & CO | LLY | Healthcare | 0.30% | 771 | +40 | +5.47% | $709,307 |
| SALESFORCE INC | CRM | Technology | 0.30% | 3,795 | +793 | +26.42% | $708,448 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.30% | 7,123 | -3,695 | -34.16% | $705,549 |
| SERVICENOW INC | NOW | Technology | 0.29% | 6,706 | +2,451 | +57.60% | $701,114 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.29% | 1,497 | +678 | +82.78% | $690,102 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.28% | 4,653 | +2,829 | +155.10% | $680,641 |
| ARISTA NETWORKS INC | ANET | Other | 0.28% | 5,454 | +916 | +20.19% | $669,642 |
| ASTERA LABS INC | ALAB | Technology | 0.28% | 6,086 | +1,151 | +23.32% | $667,025 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 0.27% | 25,174 | +93 | +0.37% | $643,198 |
| TRUIST FINL CORP | TFC | Financial Services | 0.26% | 13,408 | +509 | +3.95% | $616,366 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.26% | 1,248 | +104 | +9.09% | $613,709 |
| SPDR SERIES TRUST | SPYG | Other | 0.25% | 6,215 | +820 | +15.20% | $608,511 |
| FIRST TR EXCHANGE-TRADED FD | KNG | Other | 0.25% | 12,454 | +59 | +0.48% | $606,654 |
| SHOPIFY INC | SHOP | Technology | 0.25% | 4,991 | +2,830 | +130.96% | $592,033 |
| EATON CORP PLC | ETN | Other | 0.22% | 1,484 | -4 | -0.27% | $530,622 |
| DATADOG INC | DDOG | Technology | 0.22% | 4,482 | +2,367 | +111.91% | $529,101 |
| SNOWFLAKE INC | SNOW | Technology | 0.22% | 3,449 | +2,153 | +166.13% | $520,179 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.21% | 3,476 | -947 | -21.41% | $509,625 |
| INTUIT | INTU | Technology | 0.21% | 1,161 | +1,161 | +100.00% | $501,803 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.21% | 5,304 | +5,304 | +100.00% | $498,469 |
| BLACKSTONE INC | BX | Financial Services | 0.21% | 4,323 | +4,323 | +100.00% | $497,115 |
| KKR & CO INC | KKR | Financial Services | 0.21% | 5,342 | +1,791 | +50.44% | $494,204 |
| ISHARES TR | SCZ | Other | 0.20% | 6,200 | -65 | -1.04% | $486,143 |
| PACER FDS TR | COWZ | Other | 0.20% | 7,655 | +1,384 | +22.07% | $478,896 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.20% | 1,112 | +1,112 | +100.00% | $472,255 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.20% | 3,726 | +3,726 | +100.00% | $467,465 |
| NETFLIX INC. | NFLX | Communication Services | 0.19% | 4,719 | +4,719 | +100.00% | $453,733 |