Forefront Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Forefront Wealth Partners, LLC reported 162 stock positions worth $238.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 11.8% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 9.9%) and Schwab Fndmn Intl LRG Co. ETF (FNDF, 4.2%). Compared with Q4 2025, it opened 32 new positions, sold out of 9, added to 93 and reduced 34. The biggest buy was Schwab Fndmn Intl LRG Co. ETF (FNDF, shares +43%) and the biggest sale First Trust Rising Dividend (RDVY, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002068112
- Portfolio Value
- $238.9M (Q1 2026)
- SEC Filing
- 0002063364-26-000107 ↗ filed Apr 17, 2026
Holdings Value
Holdings 162 stocks · $238.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.83% | 369,144 | $28.3M | Add +3.5% |
| AGG iShares Core U.S. Aggregate | 9.85% | 237,137 | $23.5M | Add +17.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 4.17% | 203,770 | $10.0M | Add +43.4% |
| IVV iShares Core S&P 500 ETF | 3.63% | 13,273 | $8.7M | Add +17.9% |
| LVHI Franklin International Low V | 2.96% | 174,665 | $7.1M | Add +5.9% |
| MSFT Microsoft Corp. | 1.98% | 12,770 | $4.7M | Add +28.4% |
| NVDA Nvidia Corp. | 1.95% | 26,677 | $4.7M | Add +14.6% |
| FTCS First Trust Capital Strength | 1.88% | 48,532 | $4.5M | Add +3.1% |
| AMZN Amazon.com Inc. | 1.64% | 18,761 | $3.9M | Add +8.8% |
| SCHG Schwab US Large-Cap Growth | 1.62% | 133,121 | $3.9M | Reduce -6.0% |
| IUSV iShares Core S&P U.S. Value | 1.59% | 37,148 | $3.8M | Reduce -9.9% |
| SDVY First Trust Smid Cap Rising | 1.47% | 88,968 | $3.5M | Add +16.6% |
| IVE iShares S&P 500 Value ETF | 1.47% | 16,590 | $3.5M | Add +6.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.45% | 38,378 | $3.5M | Add +12.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.30% | 68,149 | $3.1M | Add +13.0% |
| IJH iShares Core S&P Midcap ETF | 1.24% | 43,789 | $3.0M | Add +14.0% |
| IEMG iShares Core MSCI Emerging | 1.22% | 41,934 | $2.9M | Add +229.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.19% | 61,337 | $2.8M | Reduce -0.3% |
| AAPL Apple Inc. | 1.16% | 10,904 | $2.8M | Add +11.3% |
| SPEM State Street SP PTF Em ETF | 1.15% | 58,471 | $2.7M | Add +11.2% |
| AVGO Broadcom Inc. | 1.04% | 7,991 | $2.5M | Add +22.9% |
| GOOG Alphabet Inc. Class C | 0.99% | 8,287 | $2.4M | Add +24.6% |
| NUSHARES ETF TR | 0.95% | 65,627 | $2.3M | Add +25.8% |
| MSTB Lha Market State Tactical | 0.94% | 58,532 | $2.2M | Add +28.2% |
| PTLC Pacer Trendpilot US Large Ca | 0.93% | 42,309 | $2.2M | Add +26.2% |
| GRID First TRST Nasd Class Edg Sgiif | 0.92% | 13,378 | $2.2M | Add +19.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.91% | 45,071 | $2.2M | Add +8.5% |
| USFR Wisdomtree Floating Rate Tre | 0.90% | 42,914 | $2.2M | Add +0.1% |
| IWL iShares Russell Top 200 ETF | 0.88% | 13,032 | $2.1M | Add +21.4% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.84% | 89,161 | $2.0M | Add +10.1% |
| META Meta Platforms Inc. Class A | 0.83% | 3,478 | $2.0M | Add +41.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.83% | 31,487 | $2.0M | Reduce -20.6% |
| MU Micron Technology Inc. | 0.81% | 5,750 | $1.9M | Add +12.3% |
| SCHD Schwab US DVD Equity ETF | 0.75% | 58,293 | $1.8M | Reduce -2.2% |
| XLK SS Technology Select Sector | 0.71% | 12,809 | $1.7M | Reduce -16.0% |
| VOO Vanguard S&P 500 ETF | 0.69% | 2,771 | $1.7M | Add +7.0% |
| AMD Advanced Micro Devices | 0.69% | 8,121 | $1.7M | Add +7.1% |
| SHLD Global X Defense Tech ETF | 0.67% | 22,650 | $1.6M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 5,455 | $1.6M | Add +17.0% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.63% | 33,631 | $1.5M | Add +14.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 4,686 | $1.5M | Add +19.2% |
| IWF iShares Russell 1000 Growth | 0.59% | 3,311 | $1.4M | Add +0.9% |
| IQLT iShares MSCI International Q | 0.56% | 28,930 | $1.3M | Add +20.4% |
| SMH Vaneck Semiconductor ETF | 0.55% | 3,449 | $1.3M | Reduce -3.5% |
| IWR iShares Russell Mid-Cap ETF | 0.54% | 13,199 | $1.3M | Add +17.0% |
| ILF iShares Latin America 40 ETF | 0.52% | 34,878 | $1.2M | New |
| TSLA Tesla Inc. | 0.51% | 3,282 | $1.2M | Add +20.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.50% | 910 | $1.2M | Add +9.5% |
| DTCR Global X Data Center & Digit | 0.50% | 49,971 | $1.2M | Add +55.0% |
| MUB iShares National Muni Bond E | 0.50% | 11,278 | $1.2M | Add +15.1% |
| IJR iShares Core S&P Small-Cap E | 0.50% | 9,525 | $1.2M | Add +9.5% |
| NXTG First Trust Indxx Nextg ETF | 0.49% | 10,557 | $1.2M | Reduce -13.3% |
| FDVV Fidelity High Dividend ETF | 0.46% | 20,004 | $1.1M | Reduce -20.8% |
| FLQM Franklin U.S. Mid Cap Multif | 0.46% | 20,108 | $1.1M | Add +20.6% |
| DFAC Dimensional US Core Equity 2 | 0.45% | 27,663 | $1.1M | Add +325.4% |
| IGM iShares Expanded Tech Sector | 0.43% | 8,666 | $1.0M | Add +195.1% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 3,534 | $1.0M | Add +6.3% |
| FBT First Trust Nyse Arca Biotec | 0.41% | 4,892 | $982K | Reduce -20.0% |
| GEV GE Vernova Inc. | 0.41% | 1,125 | $982K | Add +12.8% |
| MELI MercadoLibre Inc. | 0.41% | 562 | $972K | Add +89.2% |
| IBIT iShares Bitcoin Trust ETF | 0.38% | 23,459 | $901K | Add +240.7% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 14,020 | $898K | Add +11.7% |
| RDVY First Trust Rising Dividend | 0.37% | 13,093 | $894K | Reduce -67.8% |
| ORCL Oracle Corp. | 0.36% | 5,912 | $870K | Add +18.5% |
| PTBD Pacer Trendpilot US Bond ETF | 0.35% | 44,675 | $848K | Add +6.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.34% | 2,050 | $800K | Add +213.5% |
| VRT Vertiv Holdings Co. Class A | 0.33% | 3,130 | $784K | Reduce -36.7% |
| USRT iShares Core US REIT ETF | 0.32% | 13,116 | $776K | Add +11.2% |
| PANW Palo Alto Networks Inc. | 0.32% | 4,801 | $770K | Add +43.7% |
| SPGI S&P Global Inc. | 0.32% | 1,791 | $762K | Add +0.2% |
| IWC iShares Micro-Cap ETF | 0.32% | 4,769 | $761K | Add +82.9% |
| UBER Uber Technologies Inc. | 0.30% | 10,070 | $724K | Add +9.9% |
| MA Mastercard Inc. Class A | 0.30% | 1,444 | $722K | Add +10.8% |
| V Visa Inc. Class A | 0.30% | 2,374 | $717K | Add +19.2% |
| LLY Eli Lilly & Co. | 0.30% | 771 | $709K | Add +5.5% |
| CRM Salesforce Inc. | 0.30% | 3,795 | $708K | Add +26.4% |
| MRVL Marvell Technology Inc. | 0.30% | 7,123 | $706K | Reduce -34.2% |
| NOW ServiceNow Inc. | 0.29% | 6,706 | $701K | Add +57.6% |
| ISRG Intuitive Surgical Inc. | 0.29% | 1,497 | $690K | Add +82.8% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 4,653 | $681K | Add +155.1% |
| ANET Arista Networks Inc. | 0.28% | 5,454 | $670K | Add +20.2% |
| ALAB Astera Labs Inc. | 0.28% | 6,086 | $667K | Add +23.3% |
| LQTI FT Vest Invst GRD TRGT I ETF | 0.27% | 33,197 | $650K | Add +0.8% |
| RDVI FT Vest Rising Dividend Achi | 0.27% | 25,174 | $643K | Add +0.4% |
| TFC Truist Financial Corp. | 0.26% | 13,408 | $616K | Add +4.0% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 1,248 | $614K | Add +9.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 6,215 | $609K | Add +15.2% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.25% | 12,454 | $607K | Add +0.5% |
| SHOP Shopify Inc. Class A | 0.25% | 4,991 | $592K | Add +131.0% |
| TBG TBG Dividend Focus ETF | 0.23% | 15,527 | $541K | New |
| ETN Eaton Corp. PLC | 0.22% | 1,484 | $531K | Reduce -0.3% |
| DDOG Datadog Inc. Class A | 0.22% | 4,482 | $529K | Add +111.9% |
| SNOW Snowflake Inc. | 0.22% | 3,449 | $520K | Add +166.1% |
| XLV SS Health Care Select Sector | 0.21% | 3,476 | $510K | Reduce -21.4% |
| INTU Intuit Inc. | 0.21% | 1,161 | $502K | New |
| SCHW Schwab (charles) Corp. | 0.21% | 5,304 | $498K | New |
| BX Blackstone Inc. | 0.21% | 4,323 | $497K | New |
| KKR KKR & Co. Inc. | 0.21% | 5,342 | $494K | Add +50.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.20% | 6,200 | $486K | Reduce -1.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.20% | 7,655 | $479K | Add +22.1% |
Portfolio Sells Q4 2025 → Q1 2026
| RDVY First Trust Rising Dividend | Reduce -67.8% | 0.37% | −0.96 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.0% | 1.62% | −0.56 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -20.6% | 0.83% | −0.51 |
| IUSV iShares Core S&P U.S. Value | Reduce -9.9% | 1.59% | −0.41 |
| XLK SS Technology Select Sector | Reduce -16.0% | 0.71% | −0.33 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.25 |
| FDVV Fidelity High Dividend ETF | Reduce -20.8% | 0.46% | −0.21 |
| FCX Freeport-McMoran Inc. | Reduce -68.0% | 0.09% | −0.19 |
| FBT First Trust Nyse Arca Biotec | Reduce -20.0% | 0.41% | −0.19 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.18 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.3% | 1.19% | −0.17 |
| BA The Boeing Co. | Sold out | 0.00% | −0.15 |
| EZBC Franklin Bitcoin ETF | Reduce -29.6% | 0.14% | −0.15 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.14 |
| MRVL Marvell Technology Inc. | Reduce -34.2% | 0.30% | −0.14 |
| NEE Nextera Energy Inc. | Reduce -60.9% | 0.09% | −0.14 |
| NXTG First Trust Indxx Nextg ETF | Reduce -13.3% | 0.49% | −0.13 |
| EWX State Street SPDR S&P Emergi | Sold out | 0.00% | −0.12 |
| BAC Bank of America Corp. | Reduce -33.4% | 0.13% | −0.12 |
| XLV SS Health Care Select Sector | Reduce -21.4% | 0.21% | −0.11 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.11 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.11 |
| CDNS Cadence Design SYS Inc. | Reduce -20.2% | 0.17% | −0.10 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.10 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.10 |
| DAPP Vaneck Digital Transformatio | Reduce -17.2% | 0.13% | −0.06 |
| IYF iShares US Financials ETF | Reduce -12.0% | 0.14% | −0.06 |
| SMH Vaneck Semiconductor ETF | Reduce -3.5% | 0.55% | −0.06 |
| IBLC iShares Blockchain & Tech | Reduce -17.1% | 0.10% | −0.05 |
| VRT Vertiv Holdings Co. Class A | Reduce -36.7% | 0.33% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -5.2% | 0.17% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -12.3% | 0.13% | −0.04 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -4.2% | 0.19% | −0.04 |
| ELV Elevance Health Inc. | Reduce -3.2% | 0.09% | −0.03 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -2.4% | 0.18% | −0.03 |
| GLD SPDR Gold Shares | Reduce -13.6% | 0.14% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -1.0% | 0.20% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.2% | 0.75% | −0.03 |
| XME SS SPDR S&P Metals Mining | Reduce -8.1% | 0.11% | −0.02 |
| CRWV Coreweave Inc. Class A | Reduce -5.8% | 0.09% | −0.01 |
| WMT Walmart Inc. | Reduce -2.4% | 0.10% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -0.3% | 0.22% | −0.00 |
| DE Deere & Co. | Reduce -1.0% | 0.14% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +43.4% | 4.17% | +1.13 |
| IEMG iShares Core MSCI Emerging | Add +229.4% | 1.22% | +0.82 |
| SHLD Global X Defense Tech ETF | New | 0.67% | +0.67 |
| ILF iShares Latin America 40 ETF | New | 0.52% | +0.52 |
| DFAC Dimensional US Core Equity 2 | Add +325.4% | 0.45% | +0.33 |
| AGG iShares Core U.S. Aggregate | Add +17.1% | 9.85% | +0.28 |
| IGM iShares Expanded Tech Sector | Add +195.1% | 0.43% | +0.25 |
| TBG TBG Dividend Focus ETF | New | 0.23% | +0.23 |
| IBIT iShares Bitcoin Trust ETF | Add +240.7% | 0.38% | +0.22 |
| INTU Intuit Inc. | New | 0.21% | +0.21 |
| SCHW Schwab (charles) Corp. | New | 0.21% | +0.21 |
| BX Blackstone Inc. | New | 0.21% | +0.21 |
| AXON Axon Enterprise Inc. | New | 0.20% | +0.20 |
| BABA Alibaba Group Holding-SP ADR | New | 0.20% | +0.20 |
| NFLX Netflix Inc. | New | 0.19% | +0.19 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +213.5% | 0.34% | +0.19 |
| APO Apollo Global Management Inc. | New | 0.19% | +0.19 |
| DTCR Global X Data Center & Digit | Add +55.0% | 0.50% | +0.18 |
| SPOT Spotify Technology SA | New | 0.16% | +0.16 |
| ESGU iShares ESG Aware MSCI USA | New | 0.16% | +0.16 |
| NET Cloudflare Inc. Class A | New | 0.16% | +0.16 |
| COIN Coinbase Global Inc. Class A | New | 0.15% | +0.15 |
| SYK Stryker Corp. | New | 0.14% | +0.14 |
| SE Sea Ltd.-ADR | New | 0.14% | +0.14 |
| RBRK Rubrik Inc. Class A | New | 0.14% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +155.1% | 0.28% | +0.13 |
| IWC iShares Micro-Cap ETF | Add +82.9% | 0.32% | +0.12 |
| MELI MercadoLibre Inc. | Add +89.2% | 0.41% | +0.12 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.12% | +0.12 |
| MU Micron Technology Inc. | Add +12.3% | 0.81% | +0.12 |
| DFAI Dimensional International Co. | New | 0.12% | +0.12 |
| VST Vistra Corp. | New | 0.12% | +0.12 |
| NBIS Nebius Group NV | New | 0.11% | +0.11 |
| GRID First TRST Nasd Class Edg Sgiif | Add +19.9% | 0.92% | +0.11 |
| GEV GE Vernova Inc. | Add +12.8% | 0.41% | +0.10 |
| TEAM Atlassian Corp. Class A | New | 0.10% | +0.10 |
| FIX Comfort Systems USA Inc. | New | 0.10% | +0.10 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.10% | +0.10 |
| CVX Chevron Corp. | New | 0.10% | +0.10 |
| DFIC Dimensional International Co. | New | 0.10% | +0.10 |
| LHX L3HARRIS Technologies Inc. | New | 0.09% | +0.09 |
| ARM Arm Holdings PLC-ADR | New | 0.09% | +0.09 |
| PWR Quanta Services Inc. | New | 0.09% | +0.09 |
| LVHI Franklin International Low V | Add +5.9% | 2.96% | +0.09 |
| KO The Coca-Cola Co. | New | 0.09% | +0.09 |
| DDOG Datadog Inc. Class A | Add +111.9% | 0.22% | +0.09 |
| GARP iShares MSCI USA Quality Gar | New | 0.09% | +0.09 |
| FICO Fair Isaac Corp. | New | 0.08% | +0.08 |
| SDVY First Trust Smid Cap Rising | Add +16.6% | 1.47% | +0.08 |
| SHOP Shopify Inc. Class A | Add +131.0% | 0.25% | +0.08 |
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 |