Position in MDB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$272,184
-$148,765 QoQ
Shares Held
1,112
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Forefront Wealth Partners, LLC holds $11,194,167 across 8 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,430 | $4,636,638 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,911 | $1,674,749 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
8,244 | $1,572,831 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
8,827 | $1,029,846 | |
| 5 | ORCL |
Oracle Corp
|
6,206 | $909,489 | |
| 6 | RBRK |
Rubrik, Inc.
|
6,621 | $531,533 | |
| 7 | NET |
Cloudflare, Inc.
|
1,949 | $478,050 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,627 | $361,031 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,184 | 1,112 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $420,949 | 1,003 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $307,586 | 991 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||