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

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $134.2M Q4 2024 Q1 2025: $146.9M $146.9M Q1 2025 Q2 2025: $145.7M Q2 2025 Q3 2025: $397.3M Q3 2025 Q4 2025: $211.2M Q4 2025 Q1 2026: $238.9M Q1 2026 Q2 2026: $322.7M Q2 2026

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
QUAL iShares MSCI USA Quality Fac 0.18% 1,528 $261K Add +1.2%
SKYY First Trust Cloud Computing 0.18% 2,538 $259K Reduce -7.8%
MUNI PIMCO Intermediate Municipal 0.18% 5,025 $259K New
DE Deere & Co. 0.18% 548 $257K Add +1.1%
IBKR Interactive Brokers Gro Class A 0.17% 1,508 $250K New
ANET Arista Networks Inc. 0.17% 3,222 $250K New
GEV GE Vernova Inc. 0.17% 816 $249K New
BMY Bristol-Myers Squibb Co. 0.17% 4,074 $248K New
SHOP Shopify Inc. Class A 0.17% 2,555 $244K Add +3.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 656 $243K New
EWX State Street SPDR S&P Emergi 0.16% 4,180 $237K New
SRLN SS Blackstone Sr Loan ETF 0.16% 5,743 $236K New
USRT iShares Core US REIT ETF 0.16% 4,057 $234K New
ORCL Oracle Corp. 0.16% 1,652 $231K Add +6.8%
MCD McDonald's Corp. 0.16% 734 $229K Add +0.4%
ONTO Onto Innovation Inc. 0.15% 1,816 $220K New
OZK Bank Ozk 0.15% 5,070 $220K Add +0.4%
APP AppLovin Corp. Class A 0.15% 829 $220K New
IBIT iShares Bitcoin Trust ETF 0.14% 4,549 $213K New
CRWD CrowdStrike Holdings Inc. Class A 0.14% 603 $213K Reduce -2.3%
IYW iShares Ustechnology ETF 0.14% 1,510 $212K Reduce -23.6%
ZTS Zoetis Inc. 0.14% 1,258 $207K New
DAPP Vaneck Digital Transformatio 0.14% 22,796 $206K New
HLAL Wahed Ftse USA Shariah ETF 0.14% 4,195 $205K Reduce -37.5%
VXUS Vanguard Total Intl Stock 0.14% 3,224 $200K New
RANI Rani Therapeutics Holdings Class A 0.06% 65,000 $82K New
DDD 3D Systems Corp. filed as 3-D SYS CORP DEL 0.04% 30,831 $65K Add +5.6%
LAES Sealsq Corp. 0.02% 10,100 $26K 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$322.7MSPYM, AGG, FNDF, IVV, LVHI
Q1 2026 162$238.9MSPYM, AGG, FNDF, IVV, LVHI
Q4 2025 139$211.2MSPYM, AGG, IVV, FNDF, LVHI
Q3 2025 191$397.3MSPYM, AGG, BNDX, EMB, EMLP
Q2 2025 98$145.7MIVV, AGG, SPYM, FTCS, IUSV
Q1 2025 128$146.9MIVV, AGG, SPYM, FNDF, IUSV
Q4 2024 91$134.2MIVV, AGG, SPYM, IUSV, VCIT