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

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $134.2M Q4 2024 Q1 2025: $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 $238.9M Q1 2026 Q2 2026: $322.7M Q2 2026

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%
AXON Axon Enterprise Inc. 0.20% 1,112 $472K New
BABA Alibaba Group Holding-SP ADR 0.20% 3,726 $467K New
NFLX Netflix Inc. 0.19% 4,719 $454K New
SHM SS SPDR N Ice St Muni ETF 0.19% 9,471 $453K Reduce -4.2%
APO Apollo Global Management Inc. 0.19% 4,037 $450K New
SPSB SS SPDR P St C Corp. ETF 0.18% 14,588 $439K Reduce -2.4%
DT Dynatrace Inc. 0.18% 11,391 $421K Add +143.4%
CDNS Cadence Design SYS Inc. 0.17% 1,487 $413K Reduce -20.2%
BSX Boston Scientific Corp. 0.17% 6,499 $408K Add +192.1%
QUAL iShares MSCI USA Quality Fac 0.17% 2,123 $407K Reduce -5.2%
VWO Vanguard Ftse Emerging Marke 0.17% 7,506 $406K Add +10.1%
GLW Corning Inc. 0.17% 2,969 $404K Add +0.8%
EMB iShares JP Morgan Usd Emergi 0.17% 4,260 $400K Add +7.5%
SPOT Spotify Technology SA 0.16% 784 $380K New
ESGU iShares ESG Aware MSCI USA 0.16% 2,678 $379K New
NET Cloudflare Inc. Class A 0.16% 1,797 $371K New
COIN Coinbase Global Inc. Class A 0.15% 2,000 $349K New
EZBC Franklin Bitcoin ETF 0.14% 8,797 $345K Reduce -29.6%
SYK Stryker Corp. 0.14% 1,027 $337K New
GLD SPDR Gold Shares 0.14% 779 $335K Reduce -13.6%
IYF iShares US Financials ETF 0.14% 2,816 $331K Reduce -12.0%
DE Deere & Co. 0.14% 585 $330K Reduce -1.0%
SE Sea Ltd.-ADR 0.14% 3,935 $326K New
RBRK Rubrik Inc. Class A 0.14% 6,605 $323K New
BSV Vanguard Short-Term Bond ETF 0.13% 4,095 $321K Reduce -12.3%
BNDX Vanguard Total Intl Bond ETF 0.13% 6,440 $309K Add +6.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 6,339 $309K Reduce -33.4%
DAPP Vaneck Digital Transformatio 0.13% 20,053 $299K Reduce -17.2%
TSM Taiwan Semiconductor-SP ADR 0.12% 882 $298K Add +0.7%
VCSH Vanguard S/T Corp. Bond ETF 0.12% 3,661 $290K New
DFAI Dimensional International Co. 0.12% 7,261 $283K New
VST Vistra Corp. 0.12% 1,881 $283K New
NOC Northrop Grumman Corp. 0.12% 411 $281K Add +0.5%
MDB Mongodb Inc. 0.11% 1,112 $272K Add +10.9%
NBIS Nebius Group NV 0.11% 2,618 $272K New
MCD McDonald's Corp. 0.11% 850 $264K Add +14.4%
XME SS SPDR S&P Metals Mining 0.11% 2,372 $256K Reduce -8.1%
IUSG iShares Core S&P U.S. Growth 0.11% 1,638 $254K No change
TEAM Atlassian Corp. Class A 0.10% 3,579 $244K New
RTX RTX Corp. 0.10% 1,266 $244K Add +1.2%
FIX Comfort Systems USA Inc. 0.10% 174 $240K New
IBLC iShares Blockchain & Tech 0.10% 6,520 $238K Reduce -17.1%
MTUM iShares MSCI USA Momentum Fa 0.10% 993 $238K New
OZK Bank Ozk 0.10% 5,158 $237K Add +0.4%
CVX Chevron Corp. 0.10% 1,121 $232K New
WMT Walmart Inc. 0.10% 1,847 $230K Reduce -2.4%
DFIC Dimensional International Co. 0.10% 6,420 $228K New
CRWV Coreweave Inc. Class A 0.09% 2,898 $225K Reduce -5.8%
FCX Freeport-McMoran Inc. 0.09% 3,732 $219K Reduce -68.0%
QQQ Invesco QQQ Trust Series 1 0.09% 376 $217K Add +13.9%
ACIO Aptus Collared Invest Opp 0.09% 5,167 $217K Add +4.8%
NEE Nextera Energy Inc. 0.09% 2,318 $215K Reduce -60.9%
LHX L3HARRIS Technologies Inc. 0.09% 617 $213K New
ARM Arm Holdings PLC-ADR 0.09% 1,403 $212K New
PWR Quanta Services Inc. 0.09% 386 $212K New
GOOGL Alphabet Inc. Class A 0.09% 729 $210K Add +1.1%
KO The Coca-Cola Co. 0.09% 2,720 $207K New
GARP iShares MSCI USA Quality Gar 0.09% 3,187 $204K New
ELV Elevance Health Inc. 0.09% 695 $203K Reduce -3.2%
FICO Fair Isaac Corp. 0.08% 189 $202K New
EVGO Evgo Inc. 0.01% 12,870 $22K No change
INVZ Innoviz Technologies Ltd. 0.01% 34,243 $22K No change

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

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