Forefront Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 14, 2025), Forefront Wealth Partners, LLC reported 91 stock positions worth $134.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 7.4%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 7.1%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002068112
- Portfolio Value
- $134.2M (Q4 2024)
- SEC Filing
- 0002063364-25-000087 ↗ filed May 14, 2025
Holdings Value
Holdings 91 stocks · $134.2M
| IVV iShares Core S&P 500 ETF | 10.94% | 24,942 | $14.7M | — |
| AGG iShares Core U.S. Aggregate | 7.40% | 102,470 | $9.9M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.10% | 138,263 | $9.5M | — |
| IUSV iShares Core S&P U.S. Value | 3.45% | 50,069 | $4.6M | — |
| VCIT Vanguard Int-Term Corporate | 3.22% | 53,837 | $4.3M | — |
| MSFT Microsoft Corp. | 2.92% | 9,307 | $3.9M | — |
| FTCS First Trust Capital Strength | 2.89% | 44,231 | $3.9M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 2.81% | 113,386 | $3.8M | — |
| AMZN Amazon.com Inc. | 2.29% | 14,037 | $3.1M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.22% | 65,946 | $3.0M | — |
| NVDA Nvidia Corp. | 2.14% | 21,401 | $2.9M | — |
| NUSHARES ETF TR | 2.07% | 85,374 | $2.8M | — |
| SDVY First Trust Smid Cap Rising | 2.07% | 77,575 | $2.8M | — |
| IEFA iShares Core MSCI Eafe ETF | 2.06% | 39,275 | $2.8M | — |
| AAPL Apple Inc. | 2.04% | 10,954 | $2.7M | — |
| IJR iShares Core S&P Small-Cap E | 1.98% | 23,043 | $2.7M | — |
| SCHD Schwab US DVD Equity ETF | 1.86% | 91,221 | $2.5M | — |
| IWF iShares Russell 1000 Growth | 1.58% | 5,275 | $2.1M | — |
| MUB iShares National Muni Bond E | 1.49% | 18,711 | $2.0M | — |
| IJH iShares Core S&P Midcap ETF | 1.40% | 30,096 | $1.9M | — |
| LVHI Franklin International Low V | 1.35% | 59,270 | $1.8M | — |
| IVE iShares S&P 500 Value ETF | 1.27% | 8,965 | $1.7M | — |
| GRID First TRST Nasd Class Edg Sgiif | 1.21% | 13,578 | $1.6M | — |
| TSLA Tesla Inc. | 1.13% | 3,745 | $1.5M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.11% | 14,007 | $1.5M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.08% | 5,476 | $1.4M | — |
| CIBR First Trust Nasdaq Cybersecu | 1.06% | 22,387 | $1.4M | — |
| IQLT iShares MSCI International Q | 1.02% | 36,817 | $1.4M | — |
| GOOG Alphabet Inc. Class C | 1.00% | 7,071 | $1.3M | — |
| AVGO Broadcom Inc. | 0.96% | 5,548 | $1.3M | — |
| XLK SS Technology Select Sector | 0.95% | 5,507 | $1.3M | — |
| SCHG Schwab US Large-Cap Growth | 0.95% | 45,540 | $1.3M | — |
| SMH Vaneck Semiconductor ETF | 0.94% | 5,187 | $1.3M | — |
| IEMG iShares Core MSCI Emerging | 0.90% | 23,109 | $1.2M | — |
| XLV SS Health Care Select Sector | 0.88% | 8,580 | $1.2M | — |
| CRM Salesforce Inc. | 0.77% | 3,078 | $1.0M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.71% | 3,305 | $958K | — |
| NOW ServiceNow Inc. | 0.71% | 900 | $954K | — |
| META Meta Platforms Inc. Class A | 0.71% | 1,622 | $950K | — |
| SPGI S&P Global Inc. | 0.66% | 1,783 | $888K | — |
| VOO Vanguard S&P 500 ETF | 0.66% | 1,642 | $885K | — |
| MRVL Marvell Technology Inc. | 0.64% | 7,795 | $861K | — |
| AMD Advanced Micro Devices | 0.63% | 7,000 | $846K | — |
| TFI SS SPDR N Ice Muni Bond ETF | 0.62% | 18,217 | $831K | — |
| MA Mastercard Inc. Class A | 0.62% | 1,568 | $826K | — |
| UBER Uber Technologies Inc. | 0.60% | 13,389 | $808K | — |
| KQQQ Kurv Tech Titans Select ETF | 0.59% | 28,920 | $787K | — |
| NXTG First Trust Indxx Nextg ETF | 0.56% | 8,846 | $754K | — |
| TMUS T-Mobile US Inc. | 0.50% | 3,018 | $666K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.43% | 2,906 | $576K | — |
| UNH Unitedhealth Group Inc. | 0.42% | 1,114 | $563K | — |
| TFC Truist Financial Corp. | 0.41% | 12,535 | $544K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.40% | 11,915 | $535K | — |
| PANW Palo Alto Networks Inc. | 0.39% | 2,896 | $527K | — |
| CDNS Cadence Design SYS Inc. | 0.39% | 1,738 | $522K | — |
| V Visa Inc. Class A | 0.37% | 1,591 | $503K | — |
| MRK Merck & Co. Inc. | 0.36% | 4,924 | $490K | — |
| HYMB SS SPDR N Ice HY Muni ETF | 0.36% | 18,893 | $483K | — |
| IWL iShares Russell Top 200 ETF | 0.36% | 3,315 | $480K | — |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 907 | $472K | — |
| MELI MercadoLibre Inc. | 0.35% | 277 | $471K | — |
| AME Ametek Inc. | 0.34% | 2,511 | $453K | — |
| GE General Electric filed as GE AEROSPACE | 0.32% | 2,588 | $432K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 614 | $426K | — |
| LLY Eli Lilly & Co. | 0.32% | 548 | $423K | — |
| MU Micron Technology Inc. | 0.29% | 4,701 | $396K | — |
| IGM iShares Expanded Tech Sector | 0.29% | 3,840 | $392K | — |
| ADBE Adobe Inc. | 0.27% | 829 | $369K | — |
| AMAT Applied Materials Inc. | 0.27% | 2,237 | $364K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.27% | 1,276 | $357K | — |
| HLAL Wahed Ftse USA Shariah ETF | 0.26% | 6,713 | $354K | — |
| ELV Elevance Health Inc. | 0.26% | 929 | $343K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 7,505 | $330K | — |
| SKYY First Trust Cloud Computing | 0.24% | 2,754 | $328K | — |
| IYW iShares Ustechnology ETF | 0.23% | 1,976 | $315K | — |
| XOM Exxon Mobil Corp. | 0.21% | 2,680 | $288K | — |
| BA The Boeing Co. | 0.20% | 1,523 | $270K | — |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 1,510 | $269K | — |
| SHOP Shopify Inc. Class A | 0.20% | 2,481 | $264K | — |
| ORCL Oracle Corp. | 0.19% | 1,547 | $258K | — |
| ABBV Abbvie Inc. | 0.19% | 1,416 | $252K | — |
| IVW iShares S&P 500 Growth ETF | 0.18% | 2,373 | $241K | — |
| VEA Vanguard Ftse Developed ETF | 0.18% | 5,017 | $240K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,178 | $233K | — |
| DE Deere & Co. | 0.17% | 542 | $230K | — |
| OZK Bank Ozk | 0.17% | 5,052 | $225K | — |
| DDOG Datadog Inc. Class A | 0.16% | 1,545 | $221K | — |
| MCD McDonald's Corp. | 0.16% | 731 | $212K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 617 | $211K | — |
| EXAS Exact Sciences Corp. | 0.15% | 3,693 | $208K | — |
| DDD 3D Systems Corp. filed as 3-D SYS CORP DEL | 0.07% | 29,186 | $96K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $322.7M | SPYM, AGG, FNDF, IVV, LVHI |
| Q1 2026 | 162 | $238.9M | SPYM, AGG, FNDF, IVV, LVHI |
| Q4 2025 | 139 | $211.2M | SPYM, AGG, IVV, FNDF, LVHI |
| Q3 2025 | 191 | $397.3M | SPYM, AGG, BNDX, EMB, EMLP |
| Q2 2025 | 98 | $145.7M | IVV, AGG, SPYM, FTCS, IUSV |
| Q1 2025 | 128 | $146.9M | IVV, AGG, SPYM, FNDF, IUSV |
| Q4 2024 | 91 | $134.2M | IVV, AGG, SPYM, IUSV, VCIT |