Forefront Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 20, 2026, Forefront Wealth Partners, Llc disclosed 177 stock positions valued at approximately $322.75M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 177
- Portfolio Value
- $322.75M
Holdings by Sector
Forefront Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 11.16% | 409,741 | +40,597 | +11.00% | $36,008,115 |
| ISHARES TR | AGG | Other | 8.90% | 290,048 | +52,911 | +22.31% | $28,708,989 |
| SCHWAB STRATEGIC TR | FNDF | Other | 3.44% | 210,176 | +6,406 | +3.14% | $11,088,918 |
| ISHARES TR | IVV | Other | 3.00% | 12,935 | -338 | -2.55% | $9,686,493 |
| LEGG MASON ETF INVT | LVHI | Other | 2.77% | 220,479 | +45,814 | +26.23% | $8,948,146 |
| NVIDIA CORPORATION | NVDA | Technology | 1.79% | 28,832 | +2,155 | +8.08% | $5,768,968 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.73% | 108,013 | +49,542 | +84.73% | $5,592,929 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.56% | 148,904 | +15,783 | +11.86% | $5,038,909 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.54% | 120,122 | +112,861 | +1554.35% | $4,955,026 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.44% | 19,562 | +801 | +4.27% | $4,662,408 |
| ETF SER SOLUTIONS | MSTB | Other | 1.44% | 108,681 | +50,149 | +85.68% | $4,661,219 |
| MICROSOFT CORP | MSFT | Technology | 1.44% | 12,430 | -340 | -2.66% | $4,636,662 |
| PACER FDS TR | PTLC | Other | 1.43% | 79,039 | +36,730 | +86.81% | $4,604,775 |
| ISHARES TR | IUSV | Other | 1.34% | 39,329 | +2,181 | +5.87% | $4,332,079 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 1.32% | 45,501 | -3,031 | -6.25% | $4,273,493 |
| PACER FDS TR | CALF | Other | 1.31% | 83,261 | +49,630 | +147.57% | $4,213,817 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 1.29% | 96,676 | +7,708 | +8.66% | $4,170,548 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.15% | 6,417 | -1,704 | -20.98% | $3,727,700 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.15% | 3,220 | -2,530 | -44.00% | $3,717,208 |
| ISHARES TR | IEFA | Other | 1.15% | 38,264 | -114 | -0.30% | $3,695,552 |
| SPDR SERIES TRUST | SPMB | Other | 1.13% | 162,919 | +73,758 | +82.72% | $3,634,717 |
| ISHARES INC | IEMG | Other | 1.11% | 43,058 | +1,124 | +2.68% | $3,566,927 |
| BROADCOM INC | AVGO | Technology | 1.08% | 9,270 | +1,279 | +16.01% | $3,501,597 |
| VANGUARD INDEX FDS | VOO | Other | 1.07% | 5,006 | +2,235 | +80.66% | $3,438,258 |
| ISHARES TR | IJH | Other | 1.04% | 43,714 | -75 | -0.17% | $3,370,810 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 1.02% | 17,172 | +3,794 | +28.36% | $3,292,714 |
| ISHARES TR | MUB | Other | 1.00% | 30,003 | +18,725 | +166.03% | $3,228,924 |
| ALPHABET INC | GOOG | Communication Services | 0.98% | 8,990 | +703 | +8.48% | $3,176,296 |
| APPLE INC | AAPL | Technology | 0.98% | 10,974 | +70 | +0.64% | $3,175,161 |
| WISDOMTREE TR | USFR | Other | 0.97% | 62,051 | +19,137 | +44.59% | $3,124,314 |
Showing 30 of 177 holdings in the latest reporting period.