Forefront Wealth Partners, LLC

CIK 0002068112 • 7 13F filings • May 14, 2025 – Aug 20, 2026

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Filer information

Filed by: Forefront Wealth Partners, LLC, Filing Agent
Address: 7500 RIALTO BLVD, BLDG 1 SUITE 250, AUSTIN, TX, 78735
Phone: 401-466-6010
AUM: $211.2M

AUM over time

$322.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $211.2M133 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$1.6M	0.8%Prev: 0.6%	7,585 SH	Increased+585 SH
ALPHABET INC	CAP STK CL A	$226K	0.1%	721 SH	New
ALPHABET INC	CAP STK CL C	$2.1M	1.0%Prev: 1.0%	6,652 SH	Increased-419 SH
AMAZON COM INC	COM	$4.0M	1.9%Prev: 2.3%	17,238 SH	Increased+3,201 SH
APPLE INC	COM	$2.7M	1.3%Prev: 2.0%	9,796 SH	Decreased-1,158 SH
ARISTA NETWORKS INC	COM SHS	$595K	0.3%	4,538 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$889K	0.4%Prev: 0.3%	831 SH	Increased+217 SH
ASTERA LABS INC	COM	$821K	0.4%	4,935 SH	New
BANK AMERICA CORP	COM	$523K	0.2%Prev: 0.2%	9,516 SH	Increased+2,011 SH
BANK OZK LITTLE ROCK ARK	COM	$236K	0.1%Prev: 0.2%	5,136 SH	Increased+84 SH
BOEING CO	COM	$327K	0.2%Prev: 0.2%	1,507 SH	Increased-16 SH
BOSTON SCIENTIFIC CORP	COM	$212K	0.1%	2,225 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$224K	0.1%	4,156 SH	New
BROADCOM INC	COM	$2.2M	1.1%Prev: 1.0%	6,500 SH	Increased+952 SH
CADENCE DESIGN SYSTEM INC	COM	$583K	0.3%Prev: 0.4%	1,864 SH	Increased+126 SH
COREWEAVE INC	COM CL A	$220K	0.1%	3,076 SH	New
CORNING INC	COM	$258K	0.1%	2,944 SH	New
CROWDSTRIKE HLDGS INC	CL A	$307K	0.1%Prev: 0.2%	654 SH	Increased+37 SH
DATADOG INC	CL A COM	$288K	0.1%Prev: 0.2%	2,115 SH	Increased+570 SH
DEERE & CO	COM	$275K	0.1%Prev: 0.2%	591 SH	Increased+49 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$257K	0.1%	6,502 SH	New
DYNATRACE INC	COM NEW	$203K	0.1%	4,679 SH	New
EATON CORP PLC	SHS	$474K	0.2%	1,488 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$252K	0.1%	718 SH	New
ELI LILLY & CO	COM	$786K	0.4%Prev: 0.3%	731 SH	Increased+183 SH
ETF SER SOLUTIONS	APTUS COLLRD INV	$215K	0.1%	4,931 SH	New
ETF SER SOLUTIONS	LHA MKT ST TACTL	$1.8M	0.9%	45,669 SH	New
EVGO INC	CL A COM	$37K	0.0%	12,870 SH	New
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.4M	0.7%	25,243 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$2.8M	1.3%Prev: 1.1%	39,635 SH	Increased+17,248 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$1.7M	0.8%Prev: 1.2%	11,153 SH	Increased-2,425 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.8M	1.3%	40,607 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$4.4M	2.1%Prev: 2.9%	47,055 SH	Increased+2,824 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$658K	0.3%	25,081 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$609K	0.3%	12,395 SH	New
FIRST TR EXCHANGE-TRADED FD	INDXX NEXTG ETF	$1.3M	0.6%	12,174 SH	New
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$1.3M	0.6%	6,112 SH	New
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$2.9M	1.4%Prev: 2.1%	76,308 SH	Increased-1,267 SH
FIRST TR EXCHANGE-TRADED FD	VEST INVESTMENT	$662K	0.3%	32,918 SH	New
FRANKLIN TEMPLETON DIGITAL H	BITCOIN ETF SHS	$632K	0.3%	12,491 SH	New
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$938K	0.4%	16,671 SH	New
FREEPORT-MCMORAN INC	CL B	$592K	0.3%	11,664 SH	New
GE AEROSPACE	COM NEW	$1.0M	0.5%Prev: 0.3%	3,325 SH	Increased+737 SH
GE VERNOVA INC	COM	$652K	0.3%	997 SH	New
GLOBAL X FDS	DATA CTR & DIGIT	$680K	0.3%	32,234 SH	New
INNOVIZ TECHNOLOGIES LTD	SHS	$29K	0.0%	34,243 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$526K	0.2%	8,175 SH	New
INTUITIVE SURGICAL INC	COM NEW	$464K	0.2%	819 SH	New
INVESCO QQQ TR	UNIT SER 1	$203K	0.1%	330 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$342K	0.2%	6,886 SH	New
ISHARES INC	CORE MSCI EMKT	$856K	0.4%Prev: 0.9%	12,731 SH	Decreased-10,378 SH
ISHARES TR	BLOCKCHAIN & TEC	$322K	0.2%	7,870 SH	New
ISHARES TR	CORE MSCI EAFE	$3.1M	1.5%Prev: 2.1%	34,276 SH	Increased-4,999 SH
ISHARES TR	CORE S&P MCP ETF	$2.5M	1.2%Prev: 1.4%	38,417 SH	Increased+8,321 SH
ISHARES TR	CORE S&P SCP ETF	$1.0M	0.5%Prev: 2.0%	8,699 SH	Decreased-14,344 SH
ISHARES TR	CORE S&P US GWT	$275K	0.1%	1,638 SH	New
ISHARES TR	CORE S&P US VLU	$4.2M	2.0%Prev: 3.5%	41,217 SH	Decreased-8,852 SH
ISHARES TR	CORE S&P500 ETF	$7.7M	3.7%Prev: 10.9%	11,262 SH	Decreased-13,680 SH
ISHARES TR	CORE UNIVRSL USD	$2.9M	1.4%	61,511 SH	New
ISHARES TR	CORE US AGGBD ET	$20.2M	9.6%Prev: 7.4%	202,518 SH	Increased+100,048 SH
ISHARES TR	CRE U S REIT ETF	$672K	0.3%	11,792 SH	New
ISHARES TR	EAFE SML CP ETF	$486K	0.2%	6,265 SH	New
ISHARES TR	EXPND TEC SC ETF	$379K	0.2%Prev: 0.3%	2,937 SH	Decreased-903 SH
ISHARES TR	JPMORGAN USD EMG	$381K	0.2%	3,961 SH	New
ISHARES TR	MICRO-CAP ETF	$411K	0.2%	2,607 SH	New
ISHARES TR	MSCI INTL QUALTY	$1.1M	0.5%Prev: 1.0%	24,022 SH	Decreased-12,795 SH
ISHARES TR	MSCI USA QLT FCT	$445K	0.2%Prev: 0.2%	2,240 SH	Increased+730 SH
ISHARES TR	NATIONAL MUN ETF	$1.0M	0.5%Prev: 1.5%	9,802 SH	Decreased-8,909 SH
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.7%Prev: 1.6%	3,282 SH	Decreased-1,993 SH
ISHARES TR	RUS MID CAP ETF	$1.1M	0.5%	11,277 SH	New
ISHARES TR	RUS TOP 200 ETF	$1.8M	0.9%Prev: 0.4%	10,738 SH	Increased+7,423 SH
ISHARES TR	S&P 500 VAL ETF	$3.3M	1.6%Prev: 1.3%	15,617 SH	Increased+6,652 SH
ISHARES TR	U.S. FINLS ETF	$413K	0.2%	3,201 SH	New
JPMORGAN CHASE & CO.	COM	$224K	0.1%	696 SH	New
KKR & CO INC	COM	$453K	0.2%	3,551 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$6.1M	2.9%Prev: 1.3%	164,982 SH	Increased+105,712 SH
MARVELL TECHNOLOGY INC	COM	$919K	0.4%Prev: 0.6%	10,818 SH	Increased+3,023 SH
MASTERCARD INCORPORATED	CL A	$744K	0.4%Prev: 0.6%	1,303 SH	Decreased-265 SH
MCDONALDS CORP	COM	$227K	0.1%Prev: 0.2%	743 SH	Increased+12 SH
MERCADOLIBRE INC	COM	$598K	0.3%Prev: 0.4%	297 SH	Increased+20 SH
META PLATFORMS INC	CL A	$1.6M	0.8%Prev: 0.7%	2,453 SH	Increased+831 SH
MICRON TECHNOLOGY INC	COM	$1.5M	0.7%Prev: 0.3%	5,120 SH	Increased+419 SH
MICROSOFT CORP	COM	$4.8M	2.3%Prev: 2.9%	9,942 SH	Increased+635 SH
MONGODB INC	CL A	$421K	0.2%	1,003 SH	New
NEXTERA ENERGY INC	COM	$476K	0.2%	5,935 SH	New
NORTHROP GRUMMAN CORP	COM	$233K	0.1%	409 SH	New
NUSHARES ETF TR	NUVEEN DIVIDEND	$1.8M	0.9%Prev: 2.1%	52,160 SH	Decreased-33,214 SH
NVIDIA CORPORATION	COM	$4.3M	2.1%Prev: 2.1%	23,286 SH	Increased+1,885 SH
ORACLE CORP	COM	$973K	0.5%Prev: 0.2%	4,990 SH	Increased+3,443 SH
PACER FDS TR	TRENDP US LAR CP	$1.9M	0.9%	33,526 SH	New
PACER FDS TR	TRENDPILOT US BD	$814K	0.4%	41,949 SH	New
PACER FDS TR	US CASH COWS 100	$377K	0.2%	6,271 SH	New
PACER FDS TR	US SMALL CAP CAS	$1.3M	0.6%	29,266 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$324K	0.2%	1,824 SH	New
PALO ALTO NETWORKS INC	COM	$615K	0.3%Prev: 0.4%	3,340 SH	Increased+444 SH
ROCKWELL AUTOMATION INC	COM	$214K	0.1%	550 SH	New
RTX CORPORATION	COM	$230K	0.1%	1,251 SH	New
S&P GLOBAL INC	COM	$934K	0.4%Prev: 0.7%	1,788 SH	Increased+5 SH
SALESFORCE INC	COM	$795K	0.4%Prev: 0.8%	3,002 SH	Decreased-76 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.4M	3.0%Prev: 2.8%	142,059 SH	Increased+28,673 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.6M	0.8%Prev: 1.9%	59,613 SH	Decreased-31,608 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.6M	2.2%Prev: 0.9%	141,658 SH	Increased+96,118 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$685K	0.3%	4,423 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$2.2M	1.0%	15,247 SH	New
SERVICENOW INC	COM	$652K	0.3%Prev: 0.7%	4,255 SH	Decreased+3,355 SH
SHOPIFY INC	CL A SUB VTG SHS	$348K	0.2%	2,161 SH	New
SNOWFLAKE INC	COM SHS	$284K	0.1%	1,296 SH	New
SPDR GOLD TR	GOLD SHS	$357K	0.2%	902 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$2.7M	1.3%	60,295 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.5M	1.2%	52,564 SH	New
SPDR INDEX SHS FDS	S&P EMKTSC ETF	$263K	0.1%	4,013 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$34.1M	16.2%	511,819 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$266K	0.1%Prev: 0.2%	876 SH	Increased-302 SH
TESLA INC	COM	$1.2M	0.6%Prev: 1.1%	2,715 SH	Decreased-1,030 SH
THE TRADE DESK INC	COM CL A	$296K	0.1%	7,794 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$663K	0.3%Prev: 0.4%	1,144 SH	Increased+237 SH
TRUIST FINL CORP	COM	$635K	0.3%Prev: 0.4%	12,899 SH	Increased+364 SH
UBER TECHNOLOGIES INC	COM	$749K	0.4%Prev: 0.6%	9,163 SH	Decreased-4,226 SH
UNITEDHEALTH GROUP INC	COM	$375K	0.2%Prev: 0.4%	1,137 SH	Decreased+23 SH
VANECK ETF TRUST	DIGI TRANSFRM	$400K	0.2%	24,207 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.3M	0.6%Prev: 0.9%	3,575 SH	Increased-1,612 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$368K	0.2%	4,667 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$292K	0.1%	6,052 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.6%Prev: 1.1%	4,662 SH	Decreased-814 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	0.8%Prev: 0.7%	2,591 SH	Increased+949 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.6%Prev: 0.7%	3,932 SH	Increased+627 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$366K	0.2%	6,815 SH	New
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$210K	0.1%	4,452 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$784K	0.4%Prev: 0.2%	12,550 SH	Increased+7,533 SH
VERTIV HOLDINGS CO	COM CL A	$802K	0.4%	4,948 SH	New
VISA INC	COM CL A	$699K	0.3%Prev: 0.4%	1,991 SH	Increased+400 SH
WALMART INC	COM	$211K	0.1%	1,892 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$2.2M	1.0%	42,852 SH	New

Sold (vs prior filing)

3-D SYS CORP DEL — $96K
ABBVIE INC — $252K
ADOBE INC — $369K
AMETEK INC — $453K
APPLIED MATLS INC — $364K
ELEVANCE HEALTH INC — $343K
EXACT SCIENCES CORP — $208K
EXXON MOBIL CORP — $288K
FIRST TR EXCHANGE TRADED FD — $328K
FIRST TR EXCHANGE TRADED FD — $754K
ISHARES TR — $3.0M
ISHARES TR — $1.5M
ISHARES TR — $241K
ISHARES TR — $315K
KURV ETF TR — $787K
LISTED FD TR — $354K
MERCK & CO INC — $490K
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $1.3M
SHOPIFY INC — $264K
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0002063364-26-000056	$211.2M	View
May 14, 2025	Q4 2024	13F-HR	0002063364-25-000087	$134.2M	View
Oct 20, 2025	Q3 2025