Forefront Wealth Partners, LLC
Registered adviserFiling Date
Global Rank
#5,079
/ 8,816
▲ 487
Top Industry
Semiconductors
27.7%
Period ended 4 months ago
Filed Aug 20, 2026 · 2mo
7 quarters · since Dec 2024
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$239,835,320
Main clients
Individuals and high net worth
(100% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Mar 2025 to Oct 2026 | $239,835,320 | Individuals and high net worth (100%) |
| Aug 2024 to Feb 2025 | $118,199,573 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 63.5% of the book (60%+)
Turnover
Low turnover
28.7% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 5.9 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 72.0%; sector active share 62.9% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
177 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
26.0%
−1.5 pts
Top 5
52.1%
−1.6 pts
Top 10
63.5%
−0.8 pts
HHI
970
Diversified−87
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 75.4% | $236,607,328 |
| Technology | 14.5% | $45,616,845 |
| Consumer Cyclical | 2.7% | $8,372,569 |
| Communication Services | 2.3% | $7,249,653 |
| Financial Services | 2.1% | $6,645,803 |
| Industrials | 1.9% | $6,017,696 |
| Healthcare | 0.9% | $2,890,001 |
| Utilities | 0.1% | $324,239 |
| Consumer Defensive | 0.1% | $213,983 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFAI | Dimensional International Core Equity Market ETF | +112,861 | 120,122 | $4,955,032 | |
| SPMB | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF | +73,758 | 162,919 | $3,634,722 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +52,911 | 290,048 | $28,708,951 | |
| — | +50,149 | 108,681 | $4,661,219 | ||
| CALF | Pacer US Small Cap Cash Cows 100 ETF | +49,630 | 83,261 | $4,213,839 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +49,542 | 108,013 | $5,592,913 | |
| LVHI | Franklin International Low Volatility High Dividend Index ETF | +45,814 | 220,479 | $8,948,140 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +40,597 | 409,741 | $36,008,039 | |
| PTLC | Pacer Trendpilot US Large Cap ETF | +36,730 | 79,039 | $4,604,812 | |
| PTBD | Pacer Trendpilot US Bond ETF | +35,475 | 80,150 | $1,536,475 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +24,922 | 83,215 | $2,638,747 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | +24,725 | 52,388 | $2,323,931 | |
| DTCR | Global X Data Center & Digital Infrastructure ETF | +23,412 | 73,383 | $0 | |
| FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | +20,486 | 40,594 | $2,349,783 | |
| USFR | WisdomTree Floating Rate Treasury Fund | +19,137 | 62,051 | $3,124,267 | |
| MUB | iShares National Muni Bond ETF | +18,725 | 30,003 | $3,228,922 | |
| VO | VANGUARD MID-CAP INDEX FUND | +16,761 | 22,216 | $1,789,943 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +15,783 | 148,904 | $5,038,911 | |
| USRT | iShares Core U.S. REIT ETF | +14,039 | 27,155 | $1,804,449 | |
| COWZ | Pacer US Cash Cows 100 ETF | +12,854 | 20,509 | $1,275,659 | |
| TBG | TBG Dividend Focus ETF | +12,770 | 28,297 | $1,031,708 | |
| SHLD | Global X Defense Tech ETF | +12,559 | 35,209 | $0 | |
| — | +11,724 | 21,195 | $1,016,724 | ||
| IWR | iShares Russell Mid-Cap ETF | +10,582 | 23,781 | $2,623,519 | |
| IWF | iShares Russell 1000 Growth ETF | +9,831 | 13,142 | $1,631,842 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | −38,370 | 29,779 | $1,500,563 | |
| — | −9,694 | 21,793 | $1,958,101 | ||
| IVE | iShares S&P 500 Value ETF | −4,189 | 12,401 | $2,815,771 | |
| NXTG | First Trust Indxx NextG ETF | −3,092 | 7,465 | $1,144,683 | |
| FTCS | First Trust Capital Strength ETF | −3,031 | 45,501 | $4,273,453 | |
| MU | Micron Technology Inc | −2,530 | 3,220 | $3,716,813 | |
| FDVV | Fidelity High Dividend ETF | −2,387 | 17,617 | $1,062,128 | |
| ALAB | Astera Labs, Inc. | −1,945 | 4,141 | $2,000,185 | |
| AMD | Advanced Micro Devices Inc | −1,704 | 6,417 | $3,727,699 | |
| IBLC | iShares Blockchain and Tech ETF | −1,123 | 5,397 | $259,757 | |
| IQLT | iShares MSCI Intl Quality Factor ETF | −1,080 | 27,850 | $1,379,967 | |
| IUSB | iShares Core Universal USD Bond ETF | −963 | 60,374 | $2,786,260 | |
| FBT | First Trust NYSE Arca Biotechnology Index Fund | −941 | 3,951 | $979,413 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −796 | 2,680 | $425,208 | |
| APO | Apollo Global Management, Inc. | −629 | 3,408 | $403,200 | |
| IYF | iShares U.S. Financials ETF | −610 | 2,206 | $281,287 | |
| SMH | VanEck Semiconductor ETF | −577 | 2,872 | $1,883,716 | |
| ARM | Arm Holdings PLC | −557 | 846 | $299,966 | |
| ETN | Eaton Corp plc | −551 | 933 | $397,569 | |
| MSFT | Microsoft Corp | −340 | 12,430 | $4,636,638 | |
| IVV | iShares Core S&P 500 ETF | −338 | 12,935 | $9,686,892 | |
| MRVL | Marvell Technology, Inc. | −336 | 6,787 | $2,021,779 | |
| BAC | Bank Of America Corp | −309 | 6,030 | $343,589 | |
| RDVY | First Trust Rising Dividend Achievers ETF | −188 | 12,905 | $1,046,079 | |
| XME | State Street(R) SPDR(R) S&P(R) Metals & Mining ETF | −182 | 2,190 | $234,176 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | 18,715 | $1,884,039 | |
| VUG | VANGUARD GROWTH INDEX FUND | 8,592 | $740,114 | |
| DGRO | iShares Core Dividend Growth ETF | 8,515 | $645,351 | |
| BRK-B | Berkshire Hathaway Inc | 928 | $464,361 | |
| ROK | Rockwell Automation, Inc | 844 | $417,847 | |
| FFLC | Fidelity Fundamental Large Cap Core ETF | 7,057 | $415,727 | |
| SPY | Spdr S&P 500 ETF Trust | 530 | $395,788 | |
| REMX | VanEck Rare Earth and Strategic Metals ETF | 4,343 | $384,355 | |
| — | 1,317 | $382,746 | ||
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | 3,830 | $376,106 | |
| JPM | Jpmorgan Chase & Co | 997 | $326,348 | |
| BALT | 9,439 | $323,474 | ||
| DFAS | Dimensional U.S. Small Cap ETF | 3,699 | $304,575 | |
| DFAX | Dimensional World ex. U.S. Core Equity 2 ETF | 8,211 | $302,493 | |
| VTV | VANGUARD VALUE INDEX FUND | 1,284 | $279,822 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | 7,885 | $274,476 | |
| SPHQ | Invesco S&P 500 Quality ETF | 2,982 | $268,678 | |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 718 | $262,572 | |
| IXN | iShares Global Tech ETF | 1,814 | $262,086 | |
| TER | Teradyne, Inc | 522 | $252,564 | |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 6,188 | $251,480 | |
| CAT | Caterpillar Inc | 221 | $235,342 | |
| DFCF | Dimensional Core Fixed Income ETF | 5,473 | $231,015 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 935 | $227,195 | |
| DFSD | Dimensional Short-Duration Fixed Income ETF | 4,579 | $218,647 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DT | Dynatrace, Inc. | 11,391 | $421,239 | |
| BSX | Boston Scientific Corp | 6,499 | $407,812 | |
| EZBC | Franklin Templeton Digital Holdings Trust | 8,797 | $344,754 | |
| NOC | Northrop Grumman Corp | 411 | $280,400 | |
| MDB | MongoDB, Inc. | 1,112 | $272,184 | |
| FIX | Comfort Systems USA Inc | 174 | $239,944 | |
| CVX | Chevron Corp | 1,121 | $231,934 | |
| WMT | Walmart Inc. | 1,847 | $229,545 | |
| FCX | Freeport-Mcmoran Inc | 3,732 | $219,366 | |
| NEE | Nextera Energy Inc | 2,318 | $215,295 | |
| LHX | L3harris Technologies, Inc. | 617 | $212,957 | |
| PWR | Quanta Services, Inc. | 386 | $211,921 | |
| No positions match the current search. | ||||
177 tracked positions ·
$313,938,117 total
· filing declares
177 positions · $322,747,619
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 177 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 409,741 | $36,008,039 | 11.47% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 290,048 | $28,708,951 | 9.14% | |
| FNDF |
Schwab Fundamental International Equity ETF
|
Added | 210,176 | $11,088,885 | 3.53% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 12,935 | $9,686,892 | 3.09% | |
| LVHI |
Franklin International Low Volatility High Dividend Index ETF
|
Added | 220,479 | $8,948,140 | 2.85% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 28,832 | $5,768,994 | 1.84% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
Added | 108,013 | $5,592,913 | 1.78% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 148,904 | $5,038,911 | 1.61% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
Added | 120,122 | $4,955,032 | 1.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 19,562 | $4,662,407 | 1.49% | |
|
|
Added | 108,681 | $4,661,219 | 1.48% | ||
| MSFT |
Microsoft Corp
Technology
|
Reduced | 12,430 | $4,636,638 | 1.48% | |
| PTLC |
Pacer Trendpilot US Large Cap ETF
|
Added | 79,039 | $4,604,812 | 1.47% | |
| IUSV |
iShares Core S&P U.S. Value ETF
|
Added | 39,329 | $4,332,089 | 1.38% | |
| FTCS |
First Trust Capital Strength ETF
|
Reduced | 45,501 | $4,273,453 | 1.36% | |
| CALF |
Pacer US Small Cap Cash Cows 100 ETF
|
Added | 83,261 | $4,213,839 | 1.34% | |
| SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
|
Added | 96,676 | $4,170,602 | 1.33% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 6,417 | $3,727,699 | 1.19% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 3,220 | $3,716,813 | 1.18% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 38,264 | $3,695,537 | 1.18% | |
| SPMB |
State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF
|
Added | 162,919 | $3,634,722 | 1.16% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 9,270 | $3,501,742 | 1.12% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 5,006 | $3,438,170 | 1.10% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 43,714 | $3,370,786 | 1.07% | |
| GRID |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
Added | 17,172 | $3,292,731 | 1.05% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 30,003 | $3,228,922 | 1.03% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 8,990 | $3,176,436 | 1.01% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,974 | $3,175,436 | 1.01% | |
| USFR |
WisdomTree Floating Rate Treasury Fund
|
Added | 62,051 | $3,124,267 | 1.00% | |
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 12,401 | $2,815,771 | 0.90% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
Reduced | 60,374 | $2,786,260 | 0.89% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 83,215 | $2,638,747 | 0.84% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Added | 23,781 | $2,623,519 | 0.84% | |
|
|
Reduced | 44,929 | $2,591,055 | 0.83% | ||
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 13,093 | $2,494,478 | 0.79% | |
| IWL |
iShares Russell Top 200 ETF
|
Reduced | 12,946 | $2,394,362 | 0.76% | |
| FLQM |
Franklin U.S. Mid Cap Multifactor Index ETF
|
Added | 40,594 | $2,349,783 | 0.75% | |
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Added | 52,388 | $2,323,931 | 0.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,039 | $2,275,128 | 0.72% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 5,719 | $2,116,258 | 0.67% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 6,787 | $2,021,779 | 0.64% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Reduced | 4,141 | $2,000,185 | 0.64% | |
|
|
Reduced | 21,793 | $1,958,101 | 0.62% | ||
| IWC |
iShares Micro-Cap ETF
|
Added | 9,583 | $1,916,983 | 0.61% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
NEW | 18,715 | $1,884,039 | 0.60% | |
| SMH |
VanEck Semiconductor ETF
|
Reduced | 2,872 | $1,883,716 | 0.60% | |
| USRT |
iShares Core U.S. REIT ETF
|
Added | 27,155 | $1,804,449 | 0.57% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 22,216 | $1,789,943 | 0.57% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 857 | $1,704,949 | 0.54% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 4,911 | $1,674,749 | 0.53% |
Showing the top 50 of 177 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.