Forefront Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Forefront Wealth Partners, LLC reported 139 stock positions worth $211.2 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.5% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 9.6%) and iShares Core S&P 500 ETF (IVV, 3.7%). Compared with Q3 2025, it opened 19 new positions, sold out of 71, added to 80 and reduced 40. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +5%) and the biggest sale Vanguard Total Intl Bond ETF (BNDX, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002068112
- Portfolio Value
- $211.2M (Q4 2025)
- SEC Filing
- 0002063364-26-000056 ↗ filed Feb 6, 2026
Holdings Value
Holdings 139 stocks · $211.2M
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.54% | 356,488 | $28.6M | Add +4.9% |
| AGG iShares Core U.S. Aggregate | 9.58% | 202,518 | $20.2M | Add +8.4% |
| IVV iShares Core S&P 500 ETF | 3.65% | 11,262 | $7.7M | Reduce -18.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.04% | 142,059 | $6.4M | Add +2.9% |
| LVHI Franklin International Low V | 2.88% | 164,982 | $6.1M | Add +19.4% |
| MSFT Microsoft Corp. | 2.28% | 9,942 | $4.8M | Add +2.7% |
| SCHG Schwab US Large-Cap Growth | 2.19% | 141,658 | $4.6M | Add +4.5% |
| FTCS First Trust Capital Strength | 2.06% | 47,055 | $4.4M | Add +8.4% |
| NVDA Nvidia Corp. | 2.06% | 23,286 | $4.3M | Reduce -6.2% |
| IUSV iShares Core S&P U.S. Value | 2.00% | 41,217 | $4.2M | Add +6.1% |
| AMZN Amazon.com Inc. | 1.88% | 17,238 | $4.0M | Add +9.9% |
| IVE iShares S&P 500 Value ETF | 1.57% | 15,617 | $3.3M | Add +19.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.45% | 34,276 | $3.1M | Add +16.5% |
| SDVY First Trust Smid Cap Rising | 1.38% | 76,308 | $2.9M | Reduce -0.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.36% | 61,511 | $2.9M | Add +1.6% |
| CIBR First Trust Nasdaq Cybersecu | 1.34% | 39,635 | $2.8M | Add +9.0% |
| RDVY First Trust Rising Dividend | 1.34% | 40,607 | $2.8M | Reduce -4.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.27% | 60,295 | $2.7M | Add +24.0% |
| AAPL Apple Inc. | 1.26% | 9,796 | $2.7M | Reduce -6.0% |
| IJH iShares Core S&P Midcap ETF | 1.20% | 38,417 | $2.5M | Add +4.8% |
| SPEM State Street SP PTF Em ETF | 1.16% | 52,564 | $2.5M | Add +28.8% |
| AVGO Broadcom Inc. | 1.07% | 6,500 | $2.2M | Reduce -2.7% |
| XLK SS Technology Select Sector | 1.04% | 15,247 | $2.2M | Add +4.1% |
| USFR Wisdomtree Floating Rate Tre | 1.02% | 42,852 | $2.2M | Add +172.9% |
| GOOG Alphabet Inc. Class C | 0.99% | 6,652 | $2.1M | Reduce -17.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.92% | 41,547 | $1.9M | Add +0.8% |
| PTLC Pacer Trendpilot US Large Ca | 0.88% | 33,526 | $1.9M | Add +24.4% |
| NUSHARES ETF TR | 0.88% | 52,160 | $1.8M | Reduce -5.0% |
| IWL iShares Russell Top 200 ETF | 0.87% | 10,738 | $1.8M | Add +11.6% |
| MSTB Lha Market State Tactical | 0.86% | 45,669 | $1.8M | Add +27.7% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.86% | 80,968 | $1.8M | Add +37.3% |
| GRID First TRST Nasd Class Edg Sgiif | 0.81% | 11,153 | $1.7M | Add +0.9% |
| SCHD Schwab US DVD Equity ETF | 0.77% | 59,613 | $1.6M | Reduce -7.3% |
| VOO Vanguard S&P 500 ETF | 0.77% | 2,591 | $1.6M | Add +6.8% |
| AMD Advanced Micro Devices | 0.77% | 7,585 | $1.6M | Add +14.3% |
| META Meta Platforms Inc. Class A | 0.77% | 2,453 | $1.6M | Add +8.6% |
| IWF iShares Russell 1000 Growth | 0.74% | 3,282 | $1.6M | Reduce -0.2% |
| MU Micron Technology Inc. | 0.69% | 5,120 | $1.5M | Reduce -0.3% |
| FDVV Fidelity High Dividend ETF | 0.68% | 25,243 | $1.4M | Add +37.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.64% | 4,662 | $1.4M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 3,932 | $1.3M | Add +25.0% |
| NXTG First Trust Indxx Nextg ETF | 0.62% | 12,174 | $1.3M | Add +8.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.61% | 29,266 | $1.3M | Add +24.1% |
| SMH Vaneck Semiconductor ETF | 0.61% | 3,575 | $1.3M | Reduce -1.9% |
| FBT First Trust Nyse Arca Biotec | 0.60% | 6,112 | $1.3M | Add +19.3% |
| TSLA Tesla Inc. | 0.58% | 2,715 | $1.2M | Reduce -29.7% |
| IQLT iShares MSCI International Q | 0.52% | 24,022 | $1.1M | Reduce -2.1% |
| IWR iShares Russell Mid-Cap ETF | 0.51% | 11,277 | $1.1M | Add +45.8% |
| MUB iShares National Muni Bond E | 0.50% | 9,802 | $1.0M | Add +1.6% |
| IJR iShares Core S&P Small-Cap E | 0.49% | 8,699 | $1.0M | Add +14.6% |
| GE General Electric filed as GE AEROSPACE | 0.48% | 3,325 | $1.0M | Add +5.0% |
| ORCL Oracle Corp. | 0.46% | 4,990 | $973K | Add +135.6% |
| FLQM Franklin U.S. Mid Cap Multif | 0.44% | 16,671 | $938K | Add +45.0% |
| SPGI S&P Global Inc. | 0.44% | 1,788 | $934K | Add +0.1% |
| MRVL Marvell Technology Inc. | 0.44% | 10,818 | $919K | Add +0.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.42% | 831 | $889K | Reduce -8.8% |
| IEMG iShares Core MSCI Emerging | 0.41% | 12,731 | $856K | Add +58.0% |
| ALAB Astera Labs Inc. | 0.39% | 4,935 | $821K | Add +4.1% |
| PTBD Pacer Trendpilot US Bond ETF | 0.39% | 41,949 | $814K | Add +31.3% |
| VRT Vertiv Holdings Co. Class A | 0.38% | 4,948 | $802K | Add +3.4% |
| CRM Salesforce Inc. | 0.38% | 3,002 | $795K | Add +1.8% |
| LLY Eli Lilly & Co. | 0.37% | 731 | $786K | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 0.37% | 12,550 | $784K | Reduce -89.8% |
| UBER Uber Technologies Inc. | 0.35% | 9,163 | $749K | Reduce -7.4% |
| MA Mastercard Inc. Class A | 0.35% | 1,303 | $744K | Reduce -0.8% |
| V Visa Inc. Class A | 0.33% | 1,991 | $699K | Add +1.2% |
| XLV SS Health Care Select Sector | 0.32% | 4,423 | $685K | Reduce -5.1% |
| DTCR Global X Data Center & Digit | 0.32% | 32,234 | $680K | New |
| USRT iShares Core US REIT ETF | 0.32% | 11,792 | $672K | Add +51.1% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 1,144 | $663K | Reduce -17.5% |
| LQTI FT Vest Invst GRD TRGT I ETF | 0.31% | 32,918 | $662K | Add +1.9% |
| RDVI FT Vest Rising Dividend Achi | 0.31% | 25,081 | $658K | Add +1.8% |
| NOW ServiceNow Inc. | 0.31% | 4,255 | $652K | Add +1.9% |
| GEV GE Vernova Inc. | 0.31% | 997 | $652K | Add +1.5% |
| TFC Truist Financial Corp. | 0.30% | 12,899 | $635K | Add +3.0% |
| EZBC Franklin Bitcoin ETF | 0.30% | 12,491 | $632K | Add +47.2% |
| PANW Palo Alto Networks Inc. | 0.29% | 3,340 | $615K | Reduce -1.3% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.29% | 12,395 | $609K | Add +0.5% |
| MELI MercadoLibre Inc. | 0.28% | 297 | $598K | Reduce -1.7% |
| ANET Arista Networks Inc. | 0.28% | 4,538 | $595K | Add +2.5% |
| FCX Freeport-McMoran Inc. | 0.28% | 11,664 | $592K | Add +3.4% |
| CDNS Cadence Design SYS Inc. | 0.28% | 1,864 | $583K | Reduce -0.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 5,395 | $576K | Add +107.6% |
| IBKR Interactive Brokers Gro Class A | 0.25% | 8,175 | $526K | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 9,516 | $523K | Add +1.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.23% | 6,265 | $486K | Add +64.6% |
| NEE Nextera Energy Inc. | 0.23% | 5,935 | $476K | Add +1.4% |
| SHM SS SPDR N Ice St Muni ETF | 0.22% | 9,887 | $474K | Add +10.3% |
| ETN Eaton Corp. PLC | 0.22% | 1,488 | $474K | Add +2.1% |
| ISRG Intuitive Surgical Inc. | 0.22% | 819 | $464K | Add +2.6% |
| KKR KKR & Co. Inc. | 0.21% | 3,551 | $453K | Add +4.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.21% | 14,952 | $452K | New |
| QUAL iShares MSCI USA Quality Fac | 0.21% | 2,240 | $445K | New |
| MDB Mongodb Inc. | 0.20% | 1,003 | $421K | Add +1.2% |
| IYF iShares US Financials ETF | 0.20% | 3,201 | $413K | Reduce -53.1% |
| IWC iShares Micro-Cap ETF | 0.19% | 2,607 | $411K | New |
| DAPP Vaneck Digital Transformatio | 0.19% | 24,207 | $400K | Add +15.9% |
| EMB iShares JP Morgan Usd Emergi | 0.18% | 3,961 | $381K | Reduce -97.4% |
| IGM iShares Expanded Tech Sector | 0.18% | 2,937 | $379K | Reduce -17.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.18% | 6,271 | $377K | Add +66.1% |
Portfolio Sells Q3 2025 → Q4 2025
| BNDX Vanguard Total Intl Bond ETF | Reduce -98.2% | 0.14% | −4.08 |
| EMB iShares JP Morgan Usd Emergi | Reduce -97.4% | 0.18% | −3.49 |
| EMLP First Trust North American E | Sold out | 0.00% | −2.50 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −2.44 |
| VNQI Vanguard GLBL Ex-US Real Est | Sold out | 0.00% | −2.36 |
| LTPZ PIMCO 15+ YR US Tips Indx | Sold out | 0.00% | −2.34 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −2.32 |
| WIP State Street SPDR Ftse Inter | Sold out | 0.00% | −2.27 |
| DJP Ipath Bloomberg Commodity Inc. | Sold out | 0.00% | −1.96 |
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −1.86 |
| MBB iShares MBS ETF | Sold out | 0.00% | −1.72 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −1.62 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −1.56 |
| VEA Vanguard Ftse Developed ETF | Reduce -89.8% | 0.37% | −1.48 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −1.18 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −1.17 |
| VWO Vanguard Ftse Emerging Marke | Reduce -92.9% | 0.17% | −1.14 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −1.11 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −1.11 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −1.09 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −1.08 |
| FLRN SS SPDR BB Ig Float RT ETF | Sold out | 0.00% | −0.87 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.79 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.78 |
| DBEF Xtrackers MSCI Eafe Hedged E | Sold out | 0.00% | −0.75 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.62 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.58 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.53 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.50 |
| VG Venture Global Inc. Class A | Sold out | 0.00% | −0.42 |
| HEEM iShares Crncy Hedgd MSCI Em | Sold out | 0.00% | −0.40 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.39 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.32 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -87.8% | 0.10% | −0.31 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.30 |
| EES Wisdomtree US Smallcap Fund | Sold out | 0.00% | −0.25 |
| NXXT Nextnrg Inc. | Sold out | 0.00% | −0.23 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.19 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.19 |
| KQQQ Kurv Tech Titans Select ETF | Sold out | 0.00% | −0.18 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.16 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.15 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.12 |
| SSO Proshares Ultra S&P500 | Sold out | 0.00% | −0.12 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.10 |
| AME Ametek Inc. | Sold out | 0.00% | −0.10 |
| UWM Proshares Ultra RUSSELL2000 | Sold out | 0.00% | −0.09 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.09 |
| RZLV Rezolve AI PLC | Sold out | 0.00% | −0.09 |
| IBTJ iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.9% | 13.54% | +6.83 |
| AGG iShares Core U.S. Aggregate | Add +8.4% | 9.58% | +4.86 |
| LVHI Franklin International Low V | Add +19.4% | 2.88% | +1.67 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +2.9% | 3.04% | +1.55 |
| SCHG Schwab US Large-Cap Growth | Add +4.5% | 2.19% | +1.10 |
| FTCS First Trust Capital Strength | Add +8.4% | 2.06% | +1.04 |
| IUSV iShares Core S&P U.S. Value | Add +6.1% | 2.00% | +1.02 |
| AMZN Amazon.com Inc. | Add +9.9% | 1.88% | +1.02 |
| MSFT Microsoft Corp. | Add +2.7% | 2.28% | +1.01 |
| IVE iShares S&P 500 Value ETF | Add +19.4% | 1.57% | +0.89 |
| USFR Wisdomtree Floating Rate Tre | Add +172.9% | 1.02% | +0.82 |
| IEFA iShares Core MSCI Eafe ETF | Add +16.5% | 1.45% | +0.80 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +24.0% | 1.27% | +0.74 |
| SPEM State Street SP PTF Em ETF | Add +28.8% | 1.16% | +0.68 |
| CIBR First Trust Nasdaq Cybersecu | Add +9.0% | 1.34% | +0.65 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +1.6% | 1.36% | +0.64 |
| IJH iShares Core S&P Midcap ETF | Add +4.8% | 1.20% | +0.60 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +37.3% | 0.86% | +0.53 |
| XLK SS Technology Select Sector | Add +4.1% | 1.04% | +0.52 |
| PTLC Pacer Trendpilot US Large Ca | Add +24.4% | 0.88% | +0.51 |
| MSTB Lha Market State Tactical | Add +27.7% | 0.86% | +0.51 |
| AMD Advanced Micro Devices | Add +14.3% | 0.77% | +0.50 |
| IWL iShares Russell Top 200 ETF | Add +11.6% | 0.87% | +0.47 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.8% | 0.92% | +0.44 |
| FDVV Fidelity High Dividend ETF | Add +37.8% | 0.68% | +0.42 |
| VOO Vanguard S&P 500 ETF | Add +6.8% | 0.77% | +0.40 |
| GRID First TRST Nasd Class Edg Sgiif | Add +0.9% | 0.81% | +0.39 |
| FBT First Trust Nyse Arca Biotec | Add +19.3% | 0.60% | +0.37 |
| VTI VG Morningstar TS MKT ETF-US | Add +25.0% | 0.62% | +0.36 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +24.1% | 0.61% | +0.35 |
| META Meta Platforms Inc. Class A | Add +8.6% | 0.77% | +0.35 |
| NXTG First Trust Indxx Nextg ETF | Add +8.4% | 0.62% | +0.33 |
| IWR iShares Russell Mid-Cap ETF | Add +45.8% | 0.51% | +0.33 |
| DTCR Global X Data Center & Digit | New | 0.32% | +0.32 |
| ORCL Oracle Corp. | Add +135.6% | 0.46% | +0.31 |
| FLQM Franklin U.S. Mid Cap Multif | Add +45.0% | 0.44% | +0.28 |
| IEMG iShares Core MSCI Emerging | Add +58.0% | 0.41% | +0.27 |
| IJR iShares Core S&P Small-Cap E | Add +14.6% | 0.49% | +0.27 |
| GE General Electric | Add +5.0% | 0.48% | +0.25 |
| MUB iShares National Muni Bond E | Add +1.6% | 0.50% | +0.24 |
| PTBD Pacer Trendpilot US Bond ETF | Add +31.3% | 0.39% | +0.23 |
| SPGI S&P Global Inc. | Add +0.1% | 0.44% | +0.22 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.21% | +0.21 |
| QUAL iShares MSCI USA Quality Fac | New | 0.21% | +0.21 |
| MRVL Marvell Technology Inc. | Add +0.8% | 0.44% | +0.21 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +107.6% | 0.27% | +0.20 |
| USRT iShares Core US REIT ETF | Add +51.1% | 0.32% | +0.20 |
| CRM Salesforce Inc. | Add +1.8% | 0.38% | +0.20 |
| VRT Vertiv Holdings Co. Class A | Add +3.4% | 0.38% | +0.20 |
| IWC iShares Micro-Cap ETF | 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 |