Forefront Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Forefront Wealth Partners, LLC reported 191 stock positions worth $397.3 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 6.7% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 4.7%) and Vanguard Total Intl Bond ETF (BNDX, 4.2%). Compared with Q2 2025, it opened 110 new positions, sold out of 17, added to 42 and reduced 39. The biggest buy was a new position in Vanguard Total Intl Bond ETF (BNDX) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002068112
- Portfolio Value
- $397.3M (Q3 2025)
- SEC Filing
- 0002063364-25-000240 ↗ filed Oct 20, 2025
Holdings Value
Holdings 191 stocks · $397.3M
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.70% | 339,972 | $26.6M | Add +141.7% |
| AGG iShares Core U.S. Aggregate | 4.71% | 186,772 | $18.7M | Add +78.8% |
| BNDX Vanguard Total Intl Bond ETF | 4.22% | 338,765 | $16.8M | New |
| EMB iShares JP Morgan Usd Emergi | 3.67% | 153,148 | $14.6M | New |
| EMLP First Trust North American E | 2.50% | 259,434 | $9.9M | New |
| MTUM iShares MSCI USA Momentum Fa | 2.44% | 37,777 | $9.7M | Add +3156.6% |
| VNQI Vanguard GLBL Ex-US Real Est | 2.36% | 196,638 | $9.4M | New |
| LTPZ PIMCO 15+ YR US Tips Indx | 2.34% | 174,669 | $9.3M | New |
| IVV iShares Core S&P 500 ETF | 2.33% | 13,806 | $9.2M | Reduce -49.9% |
| VGSH Vanguard Short-Term Treasury | 2.32% | 156,787 | $9.2M | New |
| WIP State Street SPDR Ftse Inter | 2.27% | 229,938 | $9.0M | New |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 1.96% | 219,140 | $7.8M | New |
| EDV Vanguard Extended Dur Treas | 1.86% | 108,119 | $7.4M | New |
| VEA Vanguard Ftse Developed ETF | 1.85% | 122,895 | $7.4M | Add +2349.6% |
| MBB iShares MBS ETF | 1.72% | 71,706 | $6.8M | New |
| TIP iShares Tips Bond ETF | 1.62% | 58,015 | $6.5M | New |
| BKLN Invesco Senior Loan ETF | 1.56% | 296,443 | $6.2M | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.49% | 138,043 | $5.9M | Add +21.8% |
| VWO Vanguard Ftse Emerging Marke | 1.32% | 96,441 | $5.2M | New |
| MSFT Microsoft Corp. | 1.26% | 9,682 | $5.0M | Reduce -5.5% |
| LVHI Franklin International Low V | 1.21% | 138,126 | $4.8M | Add +61.3% |
| HDV iShares Core High Dividend E | 1.18% | 38,137 | $4.7M | New |
| IEI iShares 3-7 Year Treasury Bo | 1.17% | 38,807 | $4.6M | New |
| NVDA Nvidia Corp. | 1.17% | 24,832 | $4.6M | Add +16.0% |
| SPHY SS SPDR P High Yield ETF | 1.11% | 184,037 | $4.4M | New |
| VNQ Vanguard Real Estate ETF | 1.11% | 48,097 | $4.4M | New |
| USMV iShares MSCI USA Min Vol Fac | 1.09% | 45,630 | $4.3M | New |
| SCHG Schwab US Large-Cap Growth | 1.09% | 135,546 | $4.3M | Add +197.6% |
| IGF iShares Global Infrastructur | 1.08% | 70,383 | $4.3M | New |
| FTCS First Trust Capital Strength | 1.02% | 43,421 | $4.1M | Reduce -26.4% |
| IUSV iShares Core S&P U.S. Value | 0.98% | 38,846 | $3.9M | Reduce -22.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.87% | 112,253 | $3.5M | New |
| AMZN Amazon.com Inc. | 0.87% | 15,685 | $3.4M | Add +11.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.79% | 30,420 | $3.1M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.78% | 16,623 | $3.1M | New |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.75% | 64,146 | $3.0M | New |
| SDVY First Trust Smid Cap Rising | 0.73% | 76,343 | $2.9M | Reduce -1.6% |
| RDVY First Trust Rising Dividend | 0.72% | 42,499 | $2.9M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.71% | 60,529 | $2.8M | Reduce -8.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.70% | 36,349 | $2.8M | Add +14.6% |
| IVE iShares S&P 500 Value ETF | 0.68% | 13,084 | $2.7M | Add +12.8% |
| AAPL Apple Inc. | 0.67% | 10,418 | $2.7M | Reduce -5.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.65% | 29,428 | $2.6M | Reduce -25.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.62% | 9,721 | $2.5M | New |
| IJH iShares Core S&P Midcap ETF | 0.60% | 36,644 | $2.4M | Add +19.7% |
| FLOT iShares Floating Rate Bond E | 0.58% | 45,126 | $2.3M | New |
| AVGO Broadcom Inc. | 0.56% | 6,683 | $2.2M | Add +20.5% |
| IEF iShares 7-10 Year Treasury B | 0.53% | 22,027 | $2.1M | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.52% | 48,614 | $2.1M | Add +608.6% |
| XLK SS Technology Select Sector | 0.52% | 7,326 | $2.1M | Reduce -3.7% |
| GOOG Alphabet Inc. Class C | 0.50% | 8,094 | $2.0M | Add +14.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 2,956 | $2.0M | New |
| NUSHARES ETF TR | 0.49% | 54,874 | $1.9M | Reduce -45.7% |
| SPEM State Street SP PTF Em ETF | 0.48% | 40,808 | $1.9M | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.48% | 41,202 | $1.9M | Add +245.8% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 64,325 | $1.8M | Reduce -29.5% |
| TSLA Tesla Inc. | 0.43% | 3,864 | $1.7M | Add +3.2% |
| VG Venture Global Inc. Class A | 0.42% | 118,399 | $1.7M | New |
| GRID First TRST Nasd Class Edg Sgiif | 0.42% | 11,058 | $1.7M | Reduce -18.6% |
| META Meta Platforms Inc. Class A | 0.42% | 2,258 | $1.7M | Add +39.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 2,695 | $1.6M | New |
| HEEM iShares Crncy Hedgd MSCI Em | 0.40% | 47,743 | $1.6M | New |
| IWL iShares Russell Top 200 ETF | 0.40% | 9,621 | $1.6M | Add +63.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.39% | 13,916 | $1.6M | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.39% | 3,289 | $1.5M | Reduce -37.6% |
| VOO Vanguard S&P 500 ETF | 0.37% | 2,426 | $1.5M | Add +47.8% |
| PTLC Pacer Trendpilot US Large Ca | 0.37% | 26,942 | $1.5M | New |
| MSTB Lha Market State Tactical | 0.36% | 35,759 | $1.4M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 4,753 | $1.4M | Reduce -13.2% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.33% | 58,968 | $1.3M | New |
| JNK SS SPDR BB High Yield Bond | 0.32% | 12,873 | $1.3M | New |
| SMH Vaneck Semiconductor ETF | 0.30% | 3,644 | $1.2M | Reduce -29.8% |
| IAU iShares Gold Trust | 0.30% | 16,201 | $1.2M | New |
| NXTG First Trust Indxx Nextg ETF | 0.29% | 11,232 | $1.2M | Reduce -6.6% |
| IQLT iShares MSCI International Q | 0.27% | 24,540 | $1.1M | Reduce -33.4% |
| AMD Advanced Micro Devices | 0.27% | 6,638 | $1.1M | Reduce -5.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 3,146 | $1.0M | Reduce -4.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.26% | 23,582 | $1.0M | New |
| MUB iShares National Muni Bond E | 0.26% | 9,649 | $1.0M | Reduce -48.4% |
| FDVV Fidelity High Dividend ETF | 0.26% | 18,313 | $1.0M | Add +270.3% |
| EES Wisdomtree US Smallcap Fund | 0.25% | 17,832 | $996K | New |
| UBER Uber Technologies Inc. | 0.24% | 9,895 | $969K | Reduce -26.1% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 3,166 | $952K | Add +22.3% |
| IBIT iShares Bitcoin Trust ETF | 0.24% | 14,617 | $950K | New |
| ALAB Astera Labs Inc. | 0.23% | 4,739 | $928K | New |
| FBT First Trust Nyse Arca Biotec | 0.23% | 5,125 | $919K | Add +64.5% |
| NXXT Nextnrg Inc. | 0.23% | 501,000 | $917K | New |
| MRVL Marvell Technology Inc. | 0.23% | 10,728 | $902K | Add +37.6% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 7,588 | $902K | Reduce -67.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 911 | $882K | Add +48.4% |
| SPGI S&P Global Inc. | 0.22% | 1,786 | $869K | Reduce -48.9% |
| IYF iShares US Financials ETF | 0.22% | 6,826 | $864K | Add +123.2% |
| MU Micron Technology Inc. | 0.22% | 5,134 | $859K | Add +9.2% |
| UNH Unitedhealth Group Inc. | 0.20% | 2,306 | $796K | Add +107.0% |
| USFR Wisdomtree Floating Rate Tre | 0.20% | 15,701 | $789K | New |
| NOW ServiceNow Inc. | 0.19% | 835 | $768K | Reduce -7.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.19% | 9,267 | $752K | New |
| MA Mastercard Inc. Class A | 0.19% | 1,314 | $748K | Reduce -16.2% |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 7,737 | $747K | New |
| XLRE SS Real Estate Select Sector | 0.19% | 17,591 | $741K | New |
Portfolio Sells Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Reduce -49.9% | 2.33% | −8.87 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −2.97 |
| FTCS First Trust Capital Strength | Reduce -26.4% | 1.02% | −2.56 |
| IUSV iShares Core S&P U.S. Value | Reduce -22.4% | 0.98% | −2.20 |
| NUSHARES ETF TR | Reduce -45.7% | 0.49% | −1.78 |
| MSFT Microsoft Corp. | Reduce -5.5% | 1.26% | −1.75 |
| IJR iShares Core S&P Small-Cap E | Reduce -67.1% | 0.23% | −1.60 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -8.2% | 0.71% | −1.33 |
| SCHD Schwab US DVD Equity ETF | Reduce -29.5% | 0.44% | −1.27 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -25.1% | 0.65% | −1.25 |
| AAPL Apple Inc. | Reduce -5.9% | 0.67% | −1.23 |
| SDVY First Trust Smid Cap Rising | Reduce -1.6% | 0.73% | −1.18 |
| MUB iShares National Muni Bond E | Reduce -48.4% | 0.26% | −1.11 |
| IWF iShares Russell 1000 Growth | Reduce -37.6% | 0.39% | −1.07 |
| SPGI S&P Global Inc. | Reduce -48.9% | 0.22% | −1.01 |
| XLV SS Health Care Select Sector | Reduce -52.0% | 0.16% | −0.75 |
| XLK SS Technology Select Sector | Reduce -3.7% | 0.52% | −0.72 |
| IEMG iShares Core MSCI Emerging | Reduce -65.1% | 0.13% | −0.69 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -18.6% | 0.42% | −0.69 |
| IQLT iShares MSCI International Q | Reduce -33.4% | 0.27% | −0.66 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -13.2% | 0.35% | −0.64 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.7% | 0.39% | −0.64 |
| TFI SS SPDR N Ice Muni Bond ETF | Sold out | 0.00% | −0.57 |
| SMH Vaneck Semiconductor ETF | Reduce -29.8% | 0.30% | −0.56 |
| CRM Salesforce Inc. | Reduce -4.2% | 0.18% | −0.53 |
| NOW ServiceNow Inc. | Reduce -7.2% | 0.19% | −0.46 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.46 |
| NXTG First Trust Indxx Nextg ETF | Reduce -6.6% | 0.29% | −0.44 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.8% | 0.26% | −0.40 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.40 |
| MA Mastercard Inc. Class A | Reduce -16.2% | 0.19% | −0.38 |
| IGM iShares Expanded Tech Sector | Reduce -46.1% | 0.11% | −0.37 |
| KQQQ Kurv Tech Titans Select ETF | Reduce -14.3% | 0.18% | −0.36 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.34 |
| HYMB SS SPDR N Ice HY Muni ETF | Sold out | 0.00% | −0.33 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −0.31 |
| UBER Uber Technologies Inc. | Reduce -26.1% | 0.24% | −0.31 |
| AMD Advanced Micro Devices | Reduce -5.2% | 0.27% | −0.31 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.25 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.25 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.25 |
| HLAL Wahed Ftse USA Shariah ETF | Sold out | 0.00% | −0.24 |
| TFC Truist Financial Corp. | Reduce -0.1% | 0.14% | −0.23 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.22 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.21 |
| AME Ametek Inc. | Reduce -14.5% | 0.10% | −0.21 |
| MCD McDonald's Corp. | Reduce -38.0% | 0.06% | −0.18 |
| ELV Elevance Health Inc. | Reduce -17.9% | 0.06% | −0.17 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.17 |
| QQEW First TR Nasdaq-100 Sel Eq | Sold out | 0.00% | −0.15 |
Portfolio Buys Q2 2025 → Q3 2025
| BNDX Vanguard Total Intl Bond ETF | New | 4.22% | +4.22 |
| EMB iShares JP Morgan Usd Emergi | New | 3.67% | +3.67 |
| EMLP First Trust North American E | New | 2.50% | +2.50 |
| VNQI Vanguard GLBL Ex-US Real Est | New | 2.36% | +2.36 |
| LTPZ PIMCO 15+ YR US Tips Indx | New | 2.34% | +2.34 |
| VGSH Vanguard Short-Term Treasury | New | 2.32% | +2.32 |
| WIP State Street SPDR Ftse Inter | New | 2.27% | +2.27 |
| MTUM iShares MSCI USA Momentum Fa | Add +3156.6% | 2.44% | +2.27 |
| DJP Ipath Bloomberg Commodity Inc. | New | 1.96% | +1.96 |
| EDV Vanguard Extended Dur Treas | New | 1.86% | +1.86 |
| MBB iShares MBS ETF | New | 1.72% | +1.72 |
| VEA Vanguard Ftse Developed ETF | Add +2349.6% | 1.85% | +1.69 |
| TIP iShares Tips Bond ETF | New | 1.62% | +1.62 |
| BKLN Invesco Senior Loan ETF | New | 1.56% | +1.56 |
| VWO Vanguard Ftse Emerging Marke | New | 1.32% | +1.32 |
| HDV iShares Core High Dividend E | New | 1.18% | +1.18 |
| IEI iShares 3-7 Year Treasury Bo | New | 1.17% | +1.17 |
| SPHY SS SPDR P High Yield ETF | New | 1.11% | +1.11 |
| VNQ Vanguard Real Estate ETF | New | 1.11% | +1.11 |
| USMV iShares MSCI USA Min Vol Fac | New | 1.09% | +1.09 |
| IGF iShares Global Infrastructur | New | 1.08% | +1.08 |
| FLRN SS SPDR BB Ig Float RT ETF | New | 0.87% | +0.87 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.79% | +0.79 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.78% | +0.78 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.75% | +0.75 |
| RDVY First Trust Rising Dividend | New | 0.72% | +0.72 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.62% | +0.62 |
| FLOT iShares Floating Rate Bond E | New | 0.58% | +0.58 |
| IEF iShares 7-10 Year Treasury B | New | 0.53% | +0.53 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.50% | +0.50 |
| SPEM State Street SP PTF Em ETF | New | 0.48% | +0.48 |
| VG Venture Global Inc. Class A | New | 0.42% | +0.42 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.41% | +0.41 |
| HEEM iShares Crncy Hedgd MSCI Em | New | 0.40% | +0.40 |
| PTLC Pacer Trendpilot US Large Ca | New | 0.37% | +0.37 |
| MSTB Lha Market State Tactical | New | 0.36% | +0.36 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +608.6% | 0.52% | +0.35 |
| SPMB SS SPDR P Mort Back Bond ETF | New | 0.33% | +0.33 |
| JNK SS SPDR BB High Yield Bond | New | 0.32% | +0.32 |
| IAU iShares Gold Trust | New | 0.30% | +0.30 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.26% | +0.26 |
| EES Wisdomtree US Smallcap Fund | New | 0.25% | +0.25 |
| IBIT iShares Bitcoin Trust ETF | New | 0.24% | +0.24 |
| ALAB Astera Labs Inc. | New | 0.23% | +0.23 |
| NXXT Nextnrg Inc. | New | 0.23% | +0.23 |
| SCHG Schwab US Large-Cap Growth | Add +197.6% | 1.09% | +0.22 |
| USFR Wisdomtree Floating Rate Tre | New | 0.20% | +0.20 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.19% | +0.19 |
| IWR iShares Russell Mid-Cap ETF | New | 0.19% | +0.19 |
| XLRE SS Real Estate Select Sector | New | 0.19% | +0.19 |
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 |