Forefront Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Forefront Wealth Partners, LLC reported 128 stock positions worth $146.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 7.6%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 7.4%). Compared with Q4 2024, it opened 43 new positions, sold out of 6, added to 46 and reduced 38. The biggest buy was a new position in First Trust Rising Dividend (RDVY) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002068112
- Portfolio Value
- $146.9M (Q1 2025)
- SEC Filing
- 0002063364-25-000089 ↗ filed May 14, 2025
Holdings Value
Holdings 128 stocks · $146.9M
| IVV iShares Core S&P 500 ETF | 8.41% | 21,993 | $12.4M | Reduce -11.8% |
| AGG iShares Core U.S. Aggregate | 7.57% | 112,401 | $11.1M | Add +9.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.39% | 165,060 | $10.9M | Add +19.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.43% | 139,426 | $5.0M | Add +23.0% |
| IUSV iShares Core S&P U.S. Value | 3.10% | 49,383 | $4.6M | Reduce -1.4% |
| VCIT Vanguard Int-Term Corporate | 2.82% | 50,598 | $4.1M | Reduce -6.0% |
| FTCS First Trust Capital Strength | 2.53% | 41,528 | $3.7M | Reduce -6.1% |
| MSFT Microsoft Corp. | 2.45% | 9,574 | $3.6M | Add +2.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.07% | 65,886 | $3.0M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 2.04% | 39,638 | $3.0M | Add +0.9% |
| AMZN Amazon.com Inc. | 1.89% | 14,590 | $2.8M | Add +3.9% |
| SDVY First Trust Smid Cap Rising | 1.79% | 78,268 | $2.6M | Add +0.9% |
| NVDA Nvidia Corp. | 1.70% | 23,102 | $2.5M | Add +8.0% |
| SCHD Schwab US DVD Equity ETF | 1.67% | 87,667 | $2.5M | Reduce -3.9% |
| AAPL Apple Inc. | 1.65% | 10,938 | $2.4M | Reduce -0.1% |
| NUSHARES ETF TR | 1.63% | 74,710 | $2.4M | Reduce -12.5% |
| IJR iShares Core S&P Small-Cap E | 1.58% | 22,250 | $2.3M | Reduce -3.4% |
| RDVY First Trust Rising Dividend | 1.51% | 37,887 | $2.2M | New |
| VOO Vanguard S&P 500 ETF | 1.48% | 4,223 | $2.2M | Add +157.2% |
| IJH iShares Core S&P Midcap ETF | 1.34% | 33,853 | $2.0M | Add +12.5% |
| LVHI Franklin International Low V | 1.22% | 55,131 | $1.8M | Reduce -7.0% |
| CIBR First Trust Nasdaq Cybersecu | 1.17% | 27,309 | $1.7M | Add +22.0% |
| MUB iShares National Muni Bond E | 1.12% | 15,550 | $1.6M | Reduce -16.9% |
| IVE iShares S&P 500 Value ETF | 1.09% | 8,416 | $1.6M | Reduce -6.1% |
| GRID First TRST Nasd Class Edg Sgiif | 1.06% | 13,823 | $1.6M | Add +1.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.99% | 13,313 | $1.4M | Reduce -5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.97% | 5,537 | $1.4M | Add +1.1% |
| IQLT iShares MSCI International Q | 0.92% | 34,134 | $1.4M | Reduce -7.3% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.89% | 59,831 | $1.3M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.88% | 16,290 | $1.3M | New |
| IWF iShares Russell 1000 Growth | 0.84% | 3,430 | $1.2M | Reduce -35.0% |
| XLK SS Technology Select Sector | 0.81% | 5,782 | $1.2M | Add +5.0% |
| GOOG Alphabet Inc. Class C | 0.80% | 7,479 | $1.2M | Add +5.8% |
| XLV SS Health Care Select Sector | 0.79% | 7,957 | $1.2M | Reduce -7.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.74% | 3,980 | $1.1M | Add +20.4% |
| META Meta Platforms Inc. Class A | 0.72% | 1,848 | $1.1M | Add +13.9% |
| TSLA Tesla Inc. | 0.71% | 4,044 | $1.0M | Add +8.0% |
| AVGO Broadcom Inc. | 0.66% | 5,750 | $963K | Add +3.6% |
| SPGI S&P Global Inc. | 0.62% | 1,782 | $905K | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.59% | 17,141 | $871K | Add +241.7% |
| CRM Salesforce Inc. | 0.59% | 3,220 | $864K | Add +4.6% |
| UBER Uber Technologies Inc. | 0.58% | 11,766 | $857K | Reduce -12.1% |
| MA Mastercard Inc. Class A | 0.57% | 1,522 | $834K | Reduce -2.9% |
| IEMG iShares Core MSCI Emerging | 0.57% | 15,399 | $831K | Reduce -33.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.54% | 21,774 | $793K | New |
| AMD Advanced Micro Devices | 0.54% | 7,659 | $787K | Add +9.4% |
| NOW ServiceNow Inc. | 0.50% | 922 | $734K | Add +2.4% |
| TMUS T-Mobile US Inc. | 0.50% | 2,748 | $733K | Reduce -8.9% |
| NXTG First Trust Indxx Nextg ETF | 0.47% | 8,151 | $692K | Reduce -7.9% |
| SCHG Schwab US Large-Cap Growth | 0.47% | 27,415 | $686K | Reduce -39.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.46% | 15,046 | $678K | Reduce -17.4% |
| IWL iShares Russell Top 200 ETF | 0.46% | 4,898 | $673K | Add +47.8% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.45% | 30,298 | $668K | New |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.43% | 16,927 | $635K | New |
| PTIN Pacer Trendpilot Intl ETF | 0.42% | 21,205 | $622K | New |
| PTLC Pacer Trendpilot US Large Ca | 0.41% | 11,726 | $603K | New |
| SPEM State Street SP PTF Em ETF | 0.40% | 14,999 | $591K | New |
| MELI MercadoLibre Inc. | 0.40% | 302 | $589K | Add +9.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.39% | 14,053 | $573K | Add +17.9% |
| GE General Electric filed as GE AEROSPACE | 0.39% | 2,859 | $572K | Add +10.5% |
| V Visa Inc. Class A | 0.39% | 1,617 | $567K | Add +1.6% |
| SFLR Innovator Eqty MGD Floor ETF | 0.38% | 17,971 | $564K | New |
| UNH Unitedhealth Group Inc. | 0.37% | 1,048 | $549K | Reduce -5.9% |
| LLY Eli Lilly & Co. | 0.37% | 653 | $539K | Add +19.2% |
| MRVL Marvell Technology Inc. | 0.36% | 8,689 | $535K | Add +11.5% |
| USFR Wisdomtree Floating Rate Tre | 0.36% | 10,496 | $528K | New |
| TFC Truist Financial Corp. | 0.35% | 12,552 | $517K | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.35% | 2,981 | $509K | Add +2.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.35% | 2,726 | $508K | Reduce -6.2% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 990 | $493K | Add +9.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 717 | $475K | Add +16.8% |
| KQQQ Kurv Tech Titans Select ETF | 0.32% | 20,417 | $475K | Reduce -29.4% |
| SMH Vaneck Semiconductor ETF | 0.30% | 2,117 | $448K | Reduce -59.2% |
| MU Micron Technology Inc. | 0.30% | 5,000 | $434K | Add +6.4% |
| IWR iShares Russell Mid-Cap ETF | 0.29% | 5,055 | $430K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.29% | 8,802 | $430K | New |
| CDNS Cadence Design SYS Inc. | 0.29% | 1,674 | $426K | Reduce -3.7% |
| PTMC Pacer Trendpilot US Mid Cap | 0.28% | 11,962 | $414K | New |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 8,242 | $373K | New |
| PTBD Pacer Trendpilot US Bond ETF | 0.24% | 17,827 | $358K | New |
| IGM iShares Expanded Tech Sector | 0.24% | 3,840 | $348K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.24% | 7,295 | $347K | New |
| XOM Exxon Mobil Corp. | 0.23% | 2,820 | $335K | Add +5.2% |
| FCX Freeport-McMoran Inc. | 0.23% | 8,762 | $332K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 7,923 | $331K | Add +5.6% |
| ADBE Adobe Inc. | 0.22% | 861 | $330K | Add +3.9% |
| KKR KKR & Co. Inc. | 0.22% | 2,812 | $325K | New |
| ELV Elevance Health Inc. | 0.22% | 745 | $324K | Reduce -19.8% |
| MRK Merck & Co. Inc. | 0.22% | 3,591 | $322K | Reduce -27.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.22% | 5,865 | $321K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.22% | 1,269 | $319K | Reduce -0.6% |
| ETN Eaton Corp. PLC | 0.21% | 1,136 | $309K | New |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 3,919 | $307K | New |
| NEE Nextera Energy Inc. | 0.21% | 4,295 | $304K | New |
| HYMB SS SPDR N Ice HY Muni ETF | 0.20% | 11,532 | $291K | Reduce -39.0% |
| ABBV Abbvie Inc. | 0.20% | 1,374 | $288K | Reduce -3.0% |
| VRT Vertiv Holdings Co. Class A | 0.18% | 3,758 | $271K | New |
| EZBC Franklin Bitcoin ETF | 0.18% | 5,600 | $267K | New |
| BA The Boeing Co. | 0.18% | 1,547 | $264K | Add +1.6% |
| ISRG Intuitive Surgical Inc. | 0.18% | 532 | $263K | New |
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -11.8% | 8.41% | −2.53 |
| IWF iShares Russell 1000 Growth | Reduce -35.0% | 0.84% | −0.73 |
| SMH Vaneck Semiconductor ETF | Reduce -59.2% | 0.30% | −0.63 |
| SCHG Schwab US Large-Cap Growth | Reduce -39.8% | 0.47% | −0.48 |
| NUSHARES ETF TR | Reduce -12.5% | 1.63% | −0.45 |
| VCIT Vanguard Int-Term Corporate | Reduce -6.0% | 2.82% | −0.40 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.4% | 1.58% | −0.39 |
| AAPL Apple Inc. | Reduce -0.1% | 1.65% | −0.39 |
| MUB iShares National Muni Bond E | Reduce -16.9% | 1.12% | −0.37 |
| FTCS First Trust Capital Strength | Reduce -6.1% | 2.53% | −0.36 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.4% | 3.10% | −0.35 |
| AME Ametek Inc. | Sold out | 0.00% | −0.34 |
| IEMG iShares Core MSCI Emerging | Reduce -33.4% | 0.57% | −0.33 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.27 |
| KQQQ Kurv Tech Titans Select ETF | Reduce -29.4% | 0.32% | −0.26 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.9% | 1.67% | −0.19 |
| IVE iShares S&P 500 Value ETF | Reduce -6.1% | 1.09% | −0.18 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.17 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.16 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -39.0% | 0.20% | −0.16 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -17.4% | 0.46% | −0.16 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.1% | 2.07% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -27.1% | 0.22% | −0.15 |
| LVHI Franklin International Low V | Reduce -7.0% | 1.22% | −0.13 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -5.0% | 0.99% | −0.13 |
| HLAL Wahed Ftse USA Shariah ETF | Reduce -37.5% | 0.14% | −0.12 |
| CDNS Cadence Design SYS Inc. | Reduce -3.7% | 0.29% | −0.10 |
| IQLT iShares MSCI International Q | Reduce -7.3% | 0.92% | −0.10 |
| NXTG First Trust Indxx Nextg ETF | Reduce -7.9% | 0.47% | −0.09 |
| IYW iShares Ustechnology ETF | Reduce -23.6% | 0.14% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -7.3% | 0.79% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.2% | 0.35% | −0.08 |
| SKYY First Trust Cloud Computing | Reduce -7.8% | 0.18% | −0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.6% | 0.22% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -2.9% | 0.57% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -5.9% | 0.37% | −0.05 |
| SPGI S&P Global Inc. | Reduce -0.1% | 0.62% | −0.05 |
| ELV Elevance Health Inc. | Reduce -19.8% | 0.22% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -12.1% | 0.58% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.3% | 0.14% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -8.9% | 0.50% | +0.00 |
| ABBV Abbvie Inc. | Reduce -3.0% | 0.20% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| RDVY First Trust Rising Dividend | New | 1.51% | +1.51 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.89% | +0.89 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.88% | +0.88 |
| VOO Vanguard S&P 500 ETF | Add +157.2% | 1.48% | +0.82 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +23.0% | 3.43% | +0.63 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.54% | +0.54 |
| SPMB SS SPDR P Mort Back Bond ETF | New | 0.45% | +0.45 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.43% | +0.43 |
| PTIN Pacer Trendpilot Intl ETF | New | 0.42% | +0.42 |
| VEA Vanguard Ftse Developed ETF | Add +241.7% | 0.59% | +0.41 |
| PTLC Pacer Trendpilot US Large Ca | New | 0.41% | +0.41 |
| SPEM State Street SP PTF Em ETF | New | 0.40% | +0.40 |
| SFLR Innovator Eqty MGD Floor ETF | New | 0.38% | +0.38 |
| USFR Wisdomtree Floating Rate Tre | New | 0.36% | +0.36 |
| IWR iShares Russell Mid-Cap ETF | New | 0.29% | +0.29 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.29% | +0.29 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +19.4% | 7.39% | +0.29 |
| PTMC Pacer Trendpilot US Mid Cap | New | 0.28% | +0.28 |
| VWO Vanguard Ftse Emerging Marke | New | 0.25% | +0.25 |
| PTBD Pacer Trendpilot US Bond ETF | New | 0.24% | +0.24 |
| SHM SS SPDR N Ice St Muni ETF | New | 0.24% | +0.24 |
| FCX Freeport-McMoran Inc. | New | 0.23% | +0.23 |
| KKR KKR & Co. Inc. | New | 0.22% | +0.22 |
| TTD Trade Desk Inc./the Class A | New | 0.22% | +0.22 |
| ETN Eaton Corp. PLC | New | 0.21% | +0.21 |
| BSV Vanguard Short-Term Bond ETF | New | 0.21% | +0.21 |
| NEE Nextera Energy Inc. | New | 0.21% | +0.21 |
| VRT Vertiv Holdings Co. Class A | New | 0.18% | +0.18 |
| EZBC Franklin Bitcoin ETF | New | 0.18% | +0.18 |
| ISRG Intuitive Surgical Inc. | New | 0.18% | +0.18 |
| MUNI PIMCO Intermediate Municipal | New | 0.18% | +0.18 |
| AGG iShares Core U.S. Aggregate | Add +9.7% | 7.57% | +0.17 |
| ANET Arista Networks Inc. | New | 0.17% | +0.17 |
| IBKR Interactive Brokers Gro Class A | New | 0.17% | +0.17 |
| GEV GE Vernova Inc. | New | 0.17% | +0.17 |
| BMY Bristol-Myers Squibb Co. | New | 0.17% | +0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.17% | +0.17 |
| EWX State Street SPDR S&P Emergi | New | 0.16% | +0.16 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.16% | +0.16 |
| USRT iShares Core US REIT ETF | New | 0.16% | +0.16 |
| ONTO Onto Innovation Inc. | New | 0.15% | +0.15 |
| APP AppLovin Corp. Class A | New | 0.15% | +0.15 |
| IBIT iShares Bitcoin Trust ETF | New | 0.14% | +0.14 |
| ZTS Zoetis Inc. | New | 0.14% | +0.14 |
| DAPP Vaneck Digital Transformatio | New | 0.14% | +0.14 |
| VXUS Vanguard Total Intl Stock | New | 0.14% | +0.14 |
| CIBR First Trust Nasdaq Cybersecu | Add +22.0% | 1.17% | +0.11 |
| IWL iShares Russell Top 200 ETF | Add +47.8% | 0.46% | +0.10 |
| GE General Electric | Add +10.5% | 0.39% | +0.07 |
| RANI Rani Therapeutics Holdings Class A | New | 0.06% | +0.06 |
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 |