Forefront Wealth Partners, LLC

CIK

2068112

Location

AUSTIN, TX

Portfolio Value

Micro $59,835,623

Diversification

Diversified

Filing Date

Global Rank

#6,593 / 8,588 ▲ 331

Top Industry

Semiconductors 21.7%

3Y Alpha vs SPY

+6.9%

Period ended 3 months ago

Filed Apr 17, 2026 · 2mo

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

+35.3%

SPY

+25.8%

Annualised alpha

+6.7%

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
INVZ	Innoviz Technologies Ltd. Consumer Cyclical	Held	34,243	0	$21,675	−25.8%	0.04%
EVGO	EVgo Inc. Consumer Cyclical	Held	12,870	0	$22,136	−40.9%	0.04%
FICO	Fair Isaac Corp Technology	NEW	189	NEW	$201,765	NEW	0.34%
ELV	Elevance Health, Inc. Healthcare	Reduced	695	-23	$203,461	−19.2%	0.34%
KO	Coca Cola Co Consumer Defensive	NEW	2,720	NEW	$206,856	NEW	0.35%
GOOGL	Alphabet Inc. Communication Services	Added	729	+8	$209,631	−7.1%	0.35%
PWR	Quanta Services, Inc. Industrials	NEW	386	NEW	$211,921	NEW	0.35%
ARM	Arm Holdings PLC /Uk Technology	NEW	1,403	NEW	$212,245	NEW	0.35%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	617	NEW	$212,957	NEW	0.36%
NEE	Nextera Energy Inc Utilities	Reduced	2,318	-3,617	$215,295	−54.8%	0.36%
QQQ	Invesco Qqq Trust, Series 1	Added	376	+46	$217,019	+7.1%	0.36%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	3,732	-7,932	$219,366	−63.0%	0.37%
CRWV	CoreWeave, Inc. Technology	Reduced	2,898	-178	$224,508	+1.9%	0.38%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,847	-45	$229,545	+8.9%	0.38%
CVX	Chevron Corp Energy	NEW	1,121	NEW	$231,934	NEW	0.39%
OZK	Bank OZK Financial Services	Added	5,158	+22	$236,700	+0.1%	0.40%
FIX	Comfort Systems USA Inc Industrials	NEW	174	NEW	$239,944	NEW	0.40%
RTX	RTX Corp Industrials	Added	1,266	+15	$244,211	+6.4%	0.41%
TEAM	Atlassian Corp Technology	NEW	3,579	NEW	$244,266	NEW	0.41%
MCD	Mcdonalds Corp Consumer Cyclical	Added	850	+107	$264,171	+16.3%	0.44%
NBIS	Nebius Group N.V. Communication Services	NEW	2,618	NEW	$271,643	NEW	0.45%
MDB	MongoDB, Inc. Technology	Added	1,112	+109	$272,184	−35.3%	0.45%
NOC	Northrop Grumman Corp /De/ Industrials	Added	411	+2	$280,400	+20.2%	0.47%
VST	Vistra Corp. Utilities	NEW	1,881	NEW	$282,770	NEW	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	882	+6	$298,071	+12.0%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,339	-3,177	$309,026	−41.0%	0.52%
RBRK	Rubrik, Inc. Technology	NEW	6,605	NEW	$323,446	NEW	0.54%
SE	Sea Ltd Consumer Cyclical	NEW	3,935	NEW	$325,857	NEW	0.54%
DE	Deere & Co Industrials	Reduced	585	-6	$329,530	+19.8%	0.55%
GLD	Spdr Gold Trust	Reduced	779	-123	$335,195	−6.2%	0.56%
SYK	Stryker Corp Healthcare	NEW	1,027	NEW	$337,461	NEW	0.56%
EZBC	Franklin Templeton Digital Holdings Trust	Reduced	8,797	-3,694	$344,754	−45.5%	0.58%
COIN	Coinbase Global, Inc. Financial Services	NEW	2,000	NEW	$349,220	NEW	0.58%
NET	Cloudflare, Inc. Technology	NEW	1,797	NEW	$370,792	NEW	0.62%
SPOT	Spotify Technology S.A. Communication Services	NEW	784	NEW	$380,169	NEW	0.64%
GLW	Corning Inc /Ny Technology	Added	2,969	+25	$403,694	+56.6%	0.67%
BSX	Boston Scientific Corp Healthcare	Added	6,499	+4,274	$407,812	+92.2%	0.68%
CDNS	Cadence Design Systems Inc Technology	Reduced	1,487	-377	$413,192	−29.1%	0.69%
DT	Dynatrace, Inc. Technology	Added	11,391	+6,712	$421,239	+107.7%	0.70%
APO	Apollo Global Management, Inc. Financial Services	NEW	4,037	NEW	$449,802	NEW	0.75%
NFLX	Netflix Inc Communication Services	NEW	4,719	NEW	$453,731	NEW	0.76%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	NEW	3,726	NEW	$467,463	NEW	0.78%
AXON	Axon Enterprise, Inc. Industrials	NEW	1,112	NEW	$472,255	NEW	0.79%
KKR	KKR & Co. Inc. Financial Services	Added	5,342	+1,791	$494,135	+9.2%	0.83%
BX	Blackstone Inc. Financial Services	NEW	4,323	NEW	$497,101	NEW	0.83%
SCHW	Schwab Charles Corp Financial Services	NEW	5,304	NEW	$498,469	NEW	0.83%
INTU	Intuit Inc. Technology	NEW	1,161	NEW	$501,993	NEW	0.84%
SNOW	Snowflake Inc. Technology	Added	3,449	+2,153	$520,178	+83.0%	0.87%
DDOG	Datadog, Inc. Technology	Added	4,482	+2,367	$529,100	+84.0%	0.88%
ETN	Eaton Corp plc Industrials	Reduced	1,484	-4	$530,782	+12.0%	0.89%