Forefront Wealth Partners, LLC

CIK

2068112

Location

AUSTIN, TX

Portfolio Value

Micro $59,835,623

Diversification

Diversified

Filing Date

Global Rank

#6,244 / 8,232 ▲ 450

Top Industry

Semiconductors 21.7%

3Y Alpha vs SPY

+7.5%

Period ended 2 months ago

Filed Apr 17, 2026 · 57d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+34.0%

SPY

+23.4%

Annualised alpha

+7.5%

Max drawdown

−23.6%

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

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

Top Position

7.9%

−1.5 pts

Top 5

31.0%

−4.5 pts

Top 10

44.3%

−4.8 pts

HHI

295

Diversified−72

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.9%	$32,241,902	32
Consumer Cyclical	12.0%	$7,200,447	8
Financial Services	9.4%	$5,651,627	11
Industrials	8.8%	$5,291,170	11
Communication Services	5.5%	$3,305,042	5
Healthcare	4.9%	$2,961,407	6
Unclassified	3.0%	$1,798,262	4
Utilities	0.8%	$498,065	2
Consumer Defensive	0.7%	$436,401	2
Energy	0.4%	$231,934	1
Basic Materials	0.4%	$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
AMZN	Amazon Com Inc	+1,523	18,761	$3,907,353
AVGO	Broadcom Inc.	+1,491	7,991	$2,473,294
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
MU	Micron Technology Inc	+630	5,750	$1,942,580
TSLA	Tesla, Inc.	+567	3,282	$1,220,083
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

83 positions · $59,835,623 total · 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 83 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%	7.90%
NVDA	Nvidia Corp Technology	Added	26,677	+3,391	$4,652,468	+7.1%	7.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,761	+1,523	$3,907,353	−1.8%	6.53%
AAPL	Apple Inc. Technology	Added	10,904	+1,108	$2,767,326	+3.9%	4.62%
AVGO	Broadcom Inc. Technology	Added	7,991	+1,491	$2,473,294	+9.9%	4.13%
META	Meta Platforms, Inc. Communication Services	Added	3,478	+1,025	$1,989,868	+22.9%	3.33%
MU	Micron Technology Inc Technology	Added	5,750	+630	$1,942,580	+32.9%	3.25%
AMD	Advanced Micro Devices Inc Technology	Added	8,121	+536	$1,652,055	+1.7%	2.76%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,282	+567	$1,220,083	−0.1%	2.04%
ASML	Asml Holding NV Technology	Added	910	+79	$1,201,955	+35.2%	2.01%
GE	General Electric Co Industrials	Added	3,534	+209	$1,002,843	−2.1%	1.68%
GEV	GE Vernova Inc. Industrials	Added	1,125	+128	$982,012	+50.7%	1.64%
MELI	Mercadolibre Inc Consumer Cyclical	Added	562	+265	$971,709	+62.4%	1.62%
IBIT	iShares Bitcoin Trust ETF	Added	23,459	+16,573	$901,294	+163.6%	1.51%
ORCL	Oracle Corp Technology	Added	5,912	+922	$869,714	−10.6%	1.45%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,050	+1,396	$800,340	+161.1%	1.34%
VRT	Vertiv Holdings Co Industrials	Reduced	3,130	-1,818	$784,315	−2.2%	1.31%
PANW	Palo Alto Networks Inc Technology	Added	4,801	+1,461	$769,696	+25.1%	1.29%
SPGI	S&P Global Inc. Financial Services	Added	1,791	+3	$761,783	−18.5%	1.27%
UBER	Uber Technologies, Inc Technology	Added	10,070	+907	$724,335	−3.3%	1.21%
MA	Mastercard Inc Financial Services	Added	1,444	+141	$721,509	−3.0%	1.21%
V	Visa Inc. Financial Services	Added	2,374	+383	$717,517	+2.8%	1.20%
LLY	ELI LILLY & Co Healthcare	Added	771	+40	$709,142	−9.7%	1.19%
CRM	Salesforce, Inc. Technology	Added	3,795	+793	$708,412	−10.9%	1.18%
MRVL	Marvell Technology, Inc. Technology	Reduced	7,123	-3,695	$705,533	−23.3%	1.18%
NOW	ServiceNow, Inc. Technology	Added	6,706	+2,451	$701,112	+7.6%	1.17%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,497	+678	$690,102	+48.8%	1.15%
PLTR	Palantir Technologies Inc. Technology	Added	4,653	+2,829	$680,640	+109.9%	1.14%
ANET	Arista Networks, Inc. Technology	Added	5,454	+916	$669,642	+12.6%	1.12%
ALAB	Astera Labs, Inc. Technology	Added	6,086	+1,151	$667,025	−18.8%	1.11%
TFC	Truist Financial Corp Financial Services	Added	13,408	+509	$616,365	−2.9%	1.03%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,248	+104	$613,429	−7.5%	1.03%
SHOP	Shopify Inc. Technology	Added	4,991	+2,830	$592,032	+70.2%	0.99%
ETN	Eaton Corp plc Industrials	Reduced	1,484	-4	$530,782	+12.0%	0.89%
DDOG	Datadog, Inc. Technology	Added	4,482	+2,367	$529,100	+84.0%	0.88%
SNOW	Snowflake Inc. Technology	Added	3,449	+2,153	$520,178	+83.0%	0.87%
INTU	Intuit Inc. Technology	NEW	1,161	NEW	$501,993	NEW	0.84%
SCHW	Schwab Charles Corp Financial Services	NEW	5,304	NEW	$498,469	NEW	0.83%
BX	Blackstone Inc. Financial Services	NEW	4,323	NEW	$497,101	NEW	0.83%
KKR	KKR & Co. Inc. Financial Services	Added	5,342	+1,791	$494,135	+9.2%	0.83%
AXON	Axon Enterprise, Inc. Industrials	NEW	1,112	NEW	$472,255	NEW	0.79%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	NEW	3,726	NEW	$467,463	NEW	0.78%
NFLX	Netflix Inc Communication Services	NEW	4,719	NEW	$453,731	NEW	0.76%
APO	Apollo Global Management, Inc. Financial Services	NEW	4,037	NEW	$449,802	NEW	0.75%
DT	Dynatrace, Inc. Technology	Added	11,391	+6,712	$421,239	+107.7%	0.70%
CDNS	Cadence Design Systems Inc Technology	Reduced	1,487	-377	$413,192	−29.1%	0.69%
BSX	Boston Scientific Corp Healthcare	Added	6,499	+4,274	$407,812	+92.2%	0.68%
GLW	Corning Inc /Ny Technology	Added	2,969	+25	$403,694	+56.6%	0.67%
SPOT	Spotify Technology S.A. Communication Services	NEW	784	NEW	$380,169	NEW	0.64%
NET	Cloudflare, Inc. Technology	NEW	1,797	NEW	$370,792	NEW	0.62%