Forefront Wealth Partners, LLC

CIK

2068112

Location

AUSTIN, TX

Portfolio Value

Micro $63,637,481

Diversification

Diversified

Filing Date

Global Rank

#6,905 / 8,698 ▲ 359 · as of Mar 2026

Top Industry

Semiconductors 20.9%

3Y Alpha vs SPY

+20.5%

Period ended 5 months ago

Filed Apr 17, 2026 · 4mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+61.8%

SPY

+27.3%

Annualised alpha

+20.4%

Max drawdown

−23.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

86 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

−1.4 pts

Top 5

29.3%

−4.1 pts

Top 10

43.9%

−4.6 pts

HHI

280

Diversified−63

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	50.7%	$32,241,902	32
Consumer Cyclical	11.3%	$7,200,447	8
Communication Services	8.9%	$5,682,250	5
Financial Services	8.9%	$5,651,627	11
Industrials	8.3%	$5,291,170	11
Unclassified	5.1%	$3,222,912	7
Healthcare	4.7%	$2,961,407	6
Utilities	0.8%	$498,065	2
Consumer Defensive	0.7%	$436,401	2
Energy	0.4%	$231,934	1
Basic Materials	0.3%	$219,366	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+16,573	23,459	$901,294
DT	Dynatrace, Inc.	+6,712	11,391	$421,239
BSX	Boston Scientific Corp	+4,274	6,499	$407,812
NVDA	Nvidia Corp	+3,391	26,677	$4,652,468
SHOP	Shopify Inc.	+2,830	4,991	$592,032
PLTR	Palantir Technologies Inc.	+2,829	4,653	$680,640
MSFT	Microsoft Corp	+2,828	12,770	$4,727,070
NOW	ServiceNow, Inc.	+2,451	6,706	$701,112
DDOG	Datadog, Inc.	+2,367	4,482	$529,100
SNOW	Snowflake Inc.	+2,153	3,449	$520,178
KKR	KKR & Co. Inc.	+1,791	5,342	$494,135
GOOGL	Alphabet Inc.	+1,643	9,016	$2,586,839
AMZN	Amazon Com Inc	+1,523	18,761	$3,907,353
AVGO	Broadcom Inc.	+1,491	7,991	$2,473,294
VEA	Vanguard FTSE Developed Markets ETF	+1,470	14,020	$898,401
PANW	Palo Alto Networks Inc	+1,461	4,801	$769,696
CRWD	CrowdStrike Holdings, Inc.	+1,396	2,050	$800,340
ALAB	Astera Labs, Inc.	+1,151	6,086	$667,025
AAPL	Apple Inc.	+1,108	10,904	$2,767,326
META	Meta Platforms, Inc.	+1,025	3,478	$1,989,868
ORCL	Oracle Corp	+922	5,912	$869,714
ANET	Arista Networks, Inc.	+916	5,454	$669,642
UBER	Uber Technologies, Inc	+907	10,070	$724,335
CRM	Salesforce, Inc.	+793	3,795	$708,412
ISRG	Intuitive Surgical Inc	+678	1,497	$690,102
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	−7,932	3,732	$219,366
MRVL	Marvell Technology, Inc.	−3,695	7,123	$705,533
EZBC	Franklin Templeton Digital Holdings Trust	−3,694	8,797	$344,754
NEE	Nextera Energy Inc	−3,617	2,318	$215,295
BAC	Bank Of America Corp /De/	−3,177	6,339	$309,026
VRT	Vertiv Holdings Co	−1,818	3,130	$784,315
CDNS	Cadence Design Systems Inc	−377	1,487	$413,192
CRWV	CoreWeave, Inc.	−178	2,898	$224,508
GLD	Spdr Gold Trust	−123	779	$335,195
WMT	Walmart Inc.	−45	1,847	$229,545
ELV	Elevance Health, Inc.	−23	695	$203,461
DE	Deere & Co	−6	585	$329,530
ETN	Eaton Corp plc	−4	1,484	$530,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	1,161	$501,993
SCHW	Schwab Charles Corp	5,304	$498,469
BX	Blackstone Inc.	4,323	$497,101
AXON	Axon Enterprise, Inc.	1,112	$472,255
BABA	Alibaba Group Holding Ltd	3,726	$467,463
NFLX	Netflix Inc	4,719	$453,731
APO	Apollo Global Management, Inc.	4,037	$449,802
SPOT	Spotify Technology S.A.	784	$380,169
NET	Cloudflare, Inc.	1,797	$370,792
COIN	Coinbase Global, Inc.	2,000	$349,220
SYK	Stryker Corp	1,027	$337,461
SE	Sea Ltd	3,935	$325,857
RBRK	Rubrik, Inc.	6,605	$323,446
VST	Vistra Corp.	1,881	$282,770
NBIS	Nebius Group N.V.	2,618	$271,643
TEAM	Atlassian Corp	3,579	$244,266
FIX	Comfort Systems USA Inc	174	$239,944
CVX	Chevron Corp	1,121	$231,934
LHX	L3harris Technologies, Inc. /De/	617	$212,957
ARM	Arm Holdings PLC /Uk	1,403	$212,245
PWR	Quanta Services, Inc.	386	$211,921
KO	Coca Cola Co	2,720	$206,856
FICO	Fair Isaac Corp	189	$201,765
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
IBKR	Interactive Brokers Group, Inc.	8,175	$525,734
UNH	Unitedhealth Group Inc	1,137	$375,335
BA	Boeing Co	1,507	$327,199
TTD	Trade Desk, Inc.	7,794	$295,860
JPM	Jpmorgan Chase & Co	696	$224,265
BMY	Bristol Myers Squibb Co	4,156	$224,174
ROK	Rockwell Automation, Inc	550	$213,988
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $63,637,481 total · filing declares 162 positions · $238,918,427 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	12,770	+2,828	$4,727,070	−1.7%	7.43%
NVDA	Nvidia Corp Technology	Added	26,677	+3,391	$4,652,468	+7.1%	7.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,761	+1,523	$3,907,353	−1.8%	6.14%
AAPL	Apple Inc. Technology	Added	10,904	+1,108	$2,767,326	+3.9%	4.35%
GOOGL	Alphabet Inc. Communication Services	Added	9,016	+1,643	$2,586,839	+11.8%	4.06%
AVGO	Broadcom Inc. Technology	Added	7,991	+1,491	$2,473,294	+9.9%	3.89%
META	Meta Platforms, Inc. Communication Services	Added	3,478	+1,025	$1,989,868	+22.9%	3.13%
MU	Micron Technology Inc Technology	Added	5,750	+630	$1,942,580	+32.9%	3.05%
AMD	Advanced Micro Devices Inc Technology	Added	8,121	+536	$1,652,055	+1.7%	2.60%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,282	+567	$1,220,083	−0.1%	1.92%
ASML	Asml Holding NV Technology	Added	910	+79	$1,201,955	+35.2%	1.89%
GE	General Electric Co Industrials	Added	3,534	+209	$1,002,843	−2.1%	1.58%
GEV	GE Vernova Inc. Industrials	Added	1,125	+128	$982,012	+50.7%	1.54%
MELI	Mercadolibre Inc Consumer Cyclical	Added	562	+265	$971,709	+62.4%	1.53%
IBIT	iShares Bitcoin Trust ETF	Added	23,459	+16,573	$901,294	+163.6%	1.42%
VEA	Vanguard FTSE Developed Markets ETF	Added	14,020	+1,470	$898,401	+14.6%	1.41%
ORCL	Oracle Corp Technology	Added	5,912	+922	$869,714	−10.6%	1.37%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,050	+1,396	$800,340	+161.1%	1.26%
VRT	Vertiv Holdings Co Industrials	Reduced	3,130	-1,818	$784,315	−2.2%	1.23%
PANW	Palo Alto Networks Inc Technology	Added	4,801	+1,461	$769,696	+25.1%	1.21%
SPGI	S&P Global Inc. Financial Services	Added	1,791	+3	$761,783	−18.5%	1.20%
UBER	Uber Technologies, Inc Technology	Added	10,070	+907	$724,335	−3.3%	1.14%
MA	Mastercard Inc Financial Services	Added	1,444	+141	$721,509	−3.0%	1.13%
V	Visa Inc. Financial Services	Added	2,374	+383	$717,517	+2.8%	1.13%
LLY	ELI LILLY & Co Healthcare	Added	771	+40	$709,142	−9.7%	1.11%
CRM	Salesforce, Inc. Technology	Added	3,795	+793	$708,412	−10.9%	1.11%
MRVL	Marvell Technology, Inc. Technology	Reduced	7,123	-3,695	$705,533	−23.3%	1.11%
NOW	ServiceNow, Inc. Technology	Added	6,706	+2,451	$701,112	+7.6%	1.10%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,497	+678	$690,102	+48.8%	1.08%
PLTR	Palantir Technologies Inc. Technology	Added	4,653	+2,829	$680,640	+109.9%	1.07%
ANET	Arista Networks, Inc. Technology	Added	5,454	+916	$669,642	+12.6%	1.05%
ALAB	Astera Labs, Inc. Technology	Added	6,086	+1,151	$667,025	−18.8%	1.05%
TFC	Truist Financial Corp Financial Services	Added	13,408	+509	$616,365	−2.9%	0.97%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,248	+104	$613,429	−7.5%	0.96%
SHOP	Shopify Inc. Technology	Added	4,991	+2,830	$592,032	+70.2%	0.93%
ETN	Eaton Corp plc Industrials	Reduced	1,484	-4	$530,782	+12.0%	0.83%
DDOG	Datadog, Inc. Technology	Added	4,482	+2,367	$529,100	+84.0%	0.83%
SNOW	Snowflake Inc. Technology	Added	3,449	+2,153	$520,178	+83.0%	0.82%
INTU	Intuit Inc. Technology	NEW	1,161	NEW	$501,993	NEW	0.79%
SCHW	Schwab Charles Corp Financial Services	NEW	5,304	NEW	$498,469	NEW	0.78%
BX	Blackstone Inc. Financial Services	NEW	4,323	NEW	$497,101	NEW	0.78%
KKR	KKR & Co. Inc. Financial Services	Added	5,342	+1,791	$494,135	+9.2%	0.78%
AXON	Axon Enterprise, Inc. Industrials	NEW	1,112	NEW	$472,255	NEW	0.74%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	NEW	3,726	NEW	$467,463	NEW	0.73%
NFLX	Netflix Inc Communication Services	NEW	4,719	NEW	$453,731	NEW	0.71%
APO	Apollo Global Management, Inc. Financial Services	NEW	4,037	NEW	$449,802	NEW	0.71%
DT	Dynatrace, Inc. Technology	Added	11,391	+6,712	$421,239	+107.7%	0.66%
CDNS	Cadence Design Systems Inc Technology	Reduced	1,487	-377	$413,192	−29.1%	0.65%
BSX	Boston Scientific Corp Healthcare	Added	6,499	+4,274	$407,812	+92.2%	0.64%
GLW	Corning Inc /Ny Technology	Added	2,969	+25	$403,694	+56.6%	0.63%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.