FOREFRONT WEALTH MANAGEMENT INC.
Filing Date
Global Rank
#5,656
/ 8,420
▼ 47
Top Industry
Software - Infrastructure
11.3%
3Y Alpha vs SPY
-3.2%
Period ended 5 months ago
Filed Jan 23, 2026 · 5mo
13 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.9%
SPY
+76.5%
Annualised alpha
-3.2%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
56 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
10.2%
−1.0 pts
Top 5
40.1%
+1.3 pts
Top 10
59.9%
+2.1 pts
HHI
477
Diversified+9
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.9% | $29,969,678 |
| Communication Services | 11.8% | $11,860,998 |
| Healthcare | 11.1% | $11,084,171 |
| Consumer Cyclical | 10.2% | $10,232,270 |
| Industrials | 8.8% | $8,830,622 |
| Unclassified | 6.6% | $6,579,925 |
| Energy | 6.0% | $6,031,690 |
| Financial Services | 5.4% | $5,434,164 |
| Basic Materials | 5.0% | $4,985,671 |
| Consumer Defensive | 4.1% | $4,076,281 |
| Utilities | 1.1% | $1,096,808 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPAI | Safe Pro Group Inc. | +37,400 | 67,900 | $282,464 | |
| AAAU | Goldman Sachs Physical Gold ETF | +2,534 | 29,401 | $1,251,012 | |
| SIVR | abrdn Silver ETF Trust | +565 | 48,510 | $3,281,216 | |
| AMZN | Amazon Com Inc | +277 | 35,734 | $8,248,121 | |
| META | Meta Platforms, Inc. | +165 | 4,545 | $3,000,109 | |
| DTM | DT Midstream, Inc. | +41 | 2,169 | $259,585 | |
| SO | Southern Co | +3 | 2,880 | $251,136 | |
| XOM | Exxon Mobil Corp | +2 | 3,737 | $449,710 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RZLV | Rezolve Ai PLC | −59,450 | 13,750 | $35,337 | |
| VG | Venture Global, Inc. | −21,620 | 96,779 | $660,032 | |
| OKE | Oneok Inc /New/ | −12,229 | 28,631 | $2,104,378 | |
| TMUS | T-Mobile US, Inc. | −2,900 | 8,415 | $1,708,581 | |
| AU | AngloGold Ashanti PLC | −1,320 | 54,572 | $4,653,900 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −1,176 | 24,945 | $7,580,536 | |
| NVDA | Nvidia Corp | −1,157 | 3,290 | $613,585 | |
| SHEL | Shell plc | −753 | 34,812 | $2,557,985 | |
| HWM | Howmet Aerospace Inc. | −691 | 19,337 | $3,964,471 | |
| GOOGL | Alphabet Inc. | −636 | 22,112 | $6,921,056 | |
| AAPL | Apple Inc. | −358 | 26,215 | $7,126,809 | |
| QQQ | Invesco Qqq Trust, Series 1 | −342 | 2,392 | $1,469,429 | |
| MSFT | Microsoft Corp | −231 | 21,200 | $10,252,744 | |
| LDOS | Leidos Holdings, Inc. | −207 | 14,896 | $2,687,238 | |
| PLTR | Palantir Technologies Inc. | −168 | 1,494 | $265,558 | |
| MCD | Mcdonalds Corp | −121 | 6,492 | $1,984,149 | |
| CAT | Caterpillar Inc | −100 | 6,751 | $3,867,445 | |
| MRK | Merck & Co., Inc. | −90 | 10,072 | $1,060,178 | |
| AMGN | Amgen Inc | −83 | 3,869 | $1,266,362 | |
| COST | Costco Wholesale Corp /New | −64 | 4,727 | $4,076,281 | |
| UNH | Unitedhealth Group Inc | −58 | 3,950 | $1,303,934 | |
| JPM | Jpmorgan Chase & Co | −55 | 9,598 | $3,092,667 | |
| UBER | Uber Technologies, Inc | −49 | 11,607 | $948,407 | |
| ABT | Abbott Laboratories | −47 | 18,828 | $2,358,960 | |
| NRG | Nrg Energy, Inc. | −45 | 1,487 | $236,789 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVO | Novo Nordisk A S | 25,451 | $1,294,946 | |
| SPY | Spdr S&P 500 ETF Trust | 848 | $578,268 | |
| TTD | Trade Desk, Inc. | 6,092 | $231,252 | |
| NEM | NEWMONT Corp /DE/ | 2,135 | $213,179 | |
| ROIV | Roivant Sciences Ltd. | 9,622 | $208,797 | |
| WFC | Wells Fargo & Company/Mn | 2,199 | $204,946 | |
| CAH | Cardinal Health Inc | 995 | $204,472 | |
| GH | Guardant Health, Inc. | 2,000 | $204,280 | |
| UAMY | United States Antimony Corp | 23,624 | $118,592 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ETHA | iShares Ethereum Trust ETF | 19,648 | $619,108 | |
| IBIT | iShares Bitcoin Trust ETF | 8,480 | $551,200 | |
| RCAT | Red Cat Holdings, Inc. | 29,000 | $300,150 | |
| VST | Vistra Corp. | 1,278 | $250,385 | |
| AXON | Axon Enterprise, Inc. | 318 | $228,209 | |
| DIS | Walt Disney Co | 1,830 | $209,535 | |
| MSI | Motorola Solutions, Inc. | 450 | $205,780 | |
| SOUN | Soundhound Ai, Inc. | 10,165 | $163,453 | |
| No positions match the current search. | ||||
56 positions ·
$100,182,278 total
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 56 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 21,200 | $10,252,744 | 10.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 35,734 | $8,248,121 | 8.23% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 24,945 | $7,580,536 | 7.57% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 26,215 | $7,126,809 | 7.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 22,112 | $6,921,056 | 6.91% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
Reduced | 54,572 | $4,653,900 | 4.65% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,727 | $4,076,281 | 4.07% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 19,337 | $3,964,471 | 3.96% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 6,751 | $3,867,445 | 3.86% | |
| SIVR |
abrdn Silver ETF Trust
|
Added | 48,510 | $3,281,216 | 3.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 9,598 | $3,092,667 | 3.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,545 | $3,000,109 | 2.99% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
Reduced | 14,896 | $2,687,238 | 2.68% | |
| SHEL |
Shell plc
Energy
|
Reduced | 34,812 | $2,557,985 | 2.55% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 18,828 | $2,358,960 | 2.35% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 2,849 | $2,199,057 | 2.20% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 28,631 | $2,104,378 | 2.10% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 6,492 | $1,984,149 | 1.98% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 8,415 | $1,708,581 | 1.71% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,392 | $1,469,429 | 1.47% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Reduced | 11,726 | $1,326,210 | 1.32% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 3,950 | $1,303,934 | 1.30% | |
| NVO |
Novo Nordisk A S
Healthcare
|
NEW | 25,451 | $1,294,946 | 1.29% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,869 | $1,266,362 | 1.26% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
Added | 29,401 | $1,251,012 | 1.25% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 10,072 | $1,060,178 | 1.06% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 11,607 | $948,407 | 0.95% | |
| VG |
Venture Global, Inc.
Energy
|
Reduced | 96,779 | $660,032 | 0.66% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,290 | $613,585 | 0.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 848 | $578,268 | 0.58% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 20,738 | $516,376 | 0.52% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 952 | $460,453 | 0.46% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 3,737 | $449,710 | 0.45% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,809 | $413,338 | 0.41% | |
| ETR |
Entergy Corp /De/
Utilities
|
Held | 4,000 | $369,720 | 0.37% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 2,013 | $310,283 | 0.31% | |
| SPAI |
Safe Pro Group Inc.
Industrials
|
Added | 67,900 | $282,464 | 0.28% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 1,494 | $265,558 | 0.27% | |
| DTM |
DT Midstream, Inc.
Energy
|
Added | 2,169 | $259,585 | 0.26% | |
| CW |
Curtiss Wright Corp
Industrials
|
Reduced | 464 | $255,789 | 0.26% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 2,195 | $254,817 | 0.25% | |
| SO |
Southern Co
Utilities
|
Added | 2,880 | $251,136 | 0.25% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 279 | $245,241 | 0.24% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 1,813 | $245,008 | 0.24% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 677 | $239,163 | 0.24% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Reduced | 1,487 | $236,789 | 0.24% | |
| TTD |
Trade Desk, Inc.
Communication Services
|
NEW | 6,092 | $231,252 | 0.23% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 724 | $214,456 | 0.21% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
NEW | 2,135 | $213,179 | 0.21% | |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
NEW | 9,622 | $208,797 | 0.21% |