Front Row Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Front Row Advisors LLC reported 576 stock positions worth $345.5 million. Its top holding was Nvidia (NVDA) at 15.1% of the portfolio, followed by Apple (AAPL, 10.8%) and Broadcom (AVGO, 5.6%). Compared with Q1 2026, it opened 50 new positions, sold out of 28, added to 61 and reduced 127. The biggest buy was Palo Alto Networks (PANW, shares +59%) and the biggest sale Costco Wholesale (COST, shares −4%).

Most Recent 13F
Q2 2026
Location
TIBURON, CA
CIK
0001729254
Portfolio Value
$345.5M (Q2 2026)
SEC Filing
0001729254-26-000003 ↗ filed Aug 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $269.6M Q1 2024 Q2 2024: $287.6M Q2 2024 Q3 2024: $280.3M Q3 2024 Q4 2024: $289.5M Q4 2024 Q1 2025: $260.2M Q1 2025 Q2 2025: $287.5M Q2 2025 Q3 2025: $297.6M Q3 2025 Q4 2025: $299.9M Q4 2025 Q1 2026: $295.6M Q1 2026 Q2 2026: $345.5M $345.5M Q2 2026

Holdings 576 stocks · $345.5M

NVDA Nvidia Corp. 15.08% 239,476 $52.1M Reduce -3.9%
AAPL Apple Inc. 10.81% 122,461 $37.3M Reduce -4.9%
AVGO Broadcom Inc. 5.63% 46,762 $19.5M Reduce -5.3%
MSFT Microsoft Corp. 3.80% 26,055 $13.1M Reduce -4.0%
TSM Taiwan Semiconductor-SP ADR 2.95% 24,184 $10.2M Reduce -7.2%
FTNT Fortinet Inc. 2.86% 61,115 $9.9M Reduce -5.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 2.34% 4,493 $8.1M Reduce -8.0%
ABBNY Abb Ltd.-Spon ADR 2.18% 74,150 $7.5M Reduce -5.3%
DELL Dell Technologies -C 2.09% 16,361 $7.2M Reduce -6.8%
GLW Corning Inc. 1.90% 41,259 $6.6M Reduce -7.3%
ABBV Abbvie Inc. 1.75% 24,207 $6.1M Reduce -4.0%
SFM Sprouts Farmers Market Inc. 1.49% 60,865 $5.1M Reduce -4.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.43% 31,650 $4.9M Reduce -1.7%
COST Costco Wholesale Corp. 1.42% 5,207 $4.9M Reduce -4.0%
MEDP Medpace Holdings Inc. 1.33% 7,581 $4.6M Reduce -3.6%
ADI Analog Devices Inc. 1.33% 11,899 $4.6M Reduce -2.8%
DOV Dover Corp. 1.20% 19,910 $4.2M Reduce -2.3%
V Visa Inc. Class A 1.17% 11,169 $4.1M Reduce -4.1%
AMZN Amazon.com Inc. 1.15% 14,565 $4.0M Reduce -3.8%
GOOG Alphabet Inc. Class C 1.12% 11,298 $3.9M Reduce -6.4%
WMT Walmart Inc. 1.11% 33,965 $3.8M Reduce -3.0%
ROK Rockwell Automation Inc. 1.08% 8,333 $3.7M Reduce -6.1%
KEYS Keysight Technologies Inc. 1.07% 10,785 $3.7M Reduce -4.6%
ANET Arista Networks Inc. 1.06% 18,465 $3.7M Reduce -1.4%
BLK BlackRock Inc. 1.06% 3,173 $3.6M Reduce -4.8%
PKG Packaging Corp. of America 1.06% 14,160 $3.6M Reduce -4.6%
AMGN Amgen Inc. 1.03% 8,625 $3.6M Reduce -3.6%
SNPS Synopsys Inc. 1.01% 8,454 $3.5M Reduce -1.6%
ETN Eaton Corp. PLC 0.97% 7,327 $3.4M Reduce -0.4%
EQIX Equinix Inc. 0.97% 3,256 $3.4M Reduce -1.8%
SCHX Schwab US Large-Cap ETF 0.93% 105,424 $3.2M Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 0.92% 5,244 $3.2M Reduce -0.9%
JPM JPMorgan Chase & Co. 0.88% 8,362 $3.0M Reduce -3.1%
TT Trane Technologies PLC 0.87% 6,176 $3.0M Add +1.3%
QQQ Invesco QQQ Trust Series 1 0.79% 3,817 $2.7M Add +0.1%
ISRG Intuitive Surgical Inc. 0.75% 6,455 $2.6M Add +0.7%
DLR Digital Realty Trust Inc. 0.69% 12,420 $2.4M Reduce -3.5%
DHR Danaher Corp. 0.66% 10,934 $2.3M Reduce -3.2%
MKSI MKS Inc. 0.65% 7,670 $2.3M Reduce -5.4%
ITW Illinois Tool Works 0.59% 6,898 $2.0M No change
TGT Target Corp. 0.57% 12,870 $2.0M Reduce -2.1%
CME Cme Group Inc. 0.52% 6,913 $1.8M Reduce -0.9%
MRSH Marsh & McLennan Cos 0.49% 8,854 $1.7M Reduce -2.3%
KO The Coca-Cola Co. 0.49% 19,557 $1.7M Reduce -5.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.47% 2,121 $1.6M Reduce -2.8%
IXN iShares Global Tech ETF 0.46% 11,332 $1.6M Reduce -15.2%
LOW Lowe's Cos Inc. 0.40% 6,270 $1.4M No change
VIG Vanguard Dividend Apprec ETF 0.40% 5,631 $1.4M Reduce -0.8%
JNJ Johnson & Johnson 0.37% 4,871 $1.3M Reduce -3.3%
IJK iShares S&P Mid-Cap 400 Grow 0.34% 10,082 $1.2M Reduce -3.9%
SCHF Schwab Intl Equity ETF 0.28% 34,816 $980K Add +2.7%
ESGU iShares ESG Aware MSCI USA 0.27% 5,549 $938K Reduce -1.9%
GOOGL Alphabet Inc. Class A 0.27% 2,680 $921K Reduce -12.2%
NEE Nextera Energy Inc. 0.26% 10,565 $906K Reduce -5.8%
SCHD Schwab US DVD Equity ETF 0.26% 26,303 $901K Reduce -2.5%
SOXX iShares Semiconductor ETF 0.26% 1,664 $889K Add +0.5%
IWD iShares Russell 1000 Value E 0.26% 3,428 $884K Add +6.2%
IVV iShares Core S&P 500 ETF 0.25% 1,118 $866K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.24% 2,967 $837K Add +6.0%
IJT iShares S&P Small-Cap 600 GR 0.23% 4,490 $792K Reduce -3.9%
FTSM First Trust Enh Short Mat FD 0.22% 12,845 $768K Reduce -6.9%
HON Honeywell International Inc. 0.21% 3,223 $742K Add +3.3%
PANW Palo Alto Networks Inc. 0.21% 1,925 $739K Add +59.0%
COWZ Pacer US Cash Cows 100 ETF 0.21% 10,403 $731K Add +2.3%
MCD McDonald's Corp. 0.21% 2,662 $730K Reduce -7.7%
VZ Verizon Communications Inc. 0.20% 14,984 $708K Reduce -8.6%
SCHG Schwab US Large-Cap Growth 0.20% 19,554 $697K Reduce -6.8%
IVW iShares S&P 500 Growth ETF 0.20% 4,852 $683K Reduce -0.4%
CCI Crown Castle Inc. 0.20% 9,250 $681K Reduce -0.6%
MCK McKesson Corp. 0.19% 712 $642K No change
VB Vanguard Most SM-Cap ETF-Usd 0.19% 2,090 $640K Add +1.7%
SCHM Schwab US Mid Cap ETF 0.18% 16,969 $611K Add +1.7%
QYLD Global X Nasd 100 Cov Call 0.17% 33,160 $602K Add +4.7%
WFC Wells Fargo & Co. 0.16% 6,293 $550K No change
EFIV SS SPDR S&P 500 ESG ETF 0.16% 7,208 $542K Add +0.2%
ABUS Arbutus Biopharma Corp. 0.15% 110,500 $516K No change
HONA Honeywell Aerospace Inc. 0.15% 3,023 $502K Reduce -3.1%
SCHB Schwab US Broad Market ETF 0.14% 16,475 $491K Reduce -0.8%
SPTS SS SPDR P St Term TSY ETF 0.14% 16,230 $469K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.13% 12,313 $453K Add +9.5%
SCHA Schwab US Small-Cap ETF 0.13% 12,953 $450K No change
SBGSY Schneider Elect SE-Unsp ADR 0.13% 6,205 $437K Add +131.1%
ICVT iShares Convertible Bond ETF 0.12% 3,597 $415K Add +4.5%
IUSV iShares Core S&P U.S. Value 0.12% 3,560 $408K No change
VEA Vanguard Ftse Developed ETF 0.11% 5,245 $381K Reduce -13.7%
HD Home Depot Inc. 0.11% 1,074 $381K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.11% 683 $367K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.11% 6,624 $365K Add +11.8%
LLY Eli Lilly & Co. 0.10% 287 $349K No change
SCHV Schwab US Large-Cap Value 0.10% 9,602 $335K Reduce -4.5%
VWO Vanguard Ftse Emerging Marke 0.09% 5,354 $322K No change
CSX CSX Corp. 0.09% 6,240 $312K No change
AGO Assured Guaranty Ltd. 0.09% 4,133 $311K Reduce -2.4%
IWR iShares Russell Mid-Cap ETF 0.09% 2,663 $302K Reduce -6.4%
USMV iShares MSCI USA Min Vol Fac 0.09% 2,970 $299K Reduce -4.0%
EADSY Airbus SE - Unsp ADR 0.09% 4,880 $298K Add +161.0%
PNC PNC Financial Services Group 0.09% 1,170 $297K No change
META Meta Platforms Inc. Class A 0.08% 489 $293K Reduce -1.2%
NBIS Nebius Group NV 0.08% 1,515 $293K Add +1206.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,200 $286K No change

Show all 576 holdings

Portfolio Sells Q1 2026 → Q2 2026

COST Costco Wholesale Corp. Reduce -4.0% 1.42% −0.41
WMT Walmart Inc. Reduce -3.0% 1.11% −0.36
TJX TJX Companies Inc. Reduce -1.7% 1.43% −0.31
GTLS Chart Industries Inc. Sold out 0.00% −0.26
AAPL Apple Inc. Reduce -4.9% 10.81% −0.25
DOV Dover Corp. Reduce -2.3% 1.20% −0.24
SFM Sprouts Farmers Market Inc. Reduce -4.7% 1.49% −0.18
CME Cme Group Inc. Reduce -0.9% 0.52% −0.18
SNPS Synopsys Inc. Reduce -1.6% 1.01% −0.15
GLW Corning Inc. Reduce -7.3% 1.90% −0.15
EQIX Equinix Inc. Reduce -1.8% 0.97% −0.13
ABBV Abbvie Inc. Reduce -4.0% 1.75% −0.10
DLR Digital Realty Trust Inc. Reduce -3.5% 0.69% −0.10
MCD McDonald's Corp. Reduce -7.7% 0.21% −0.09
NEE Nextera Energy Inc. Reduce -5.8% 0.26% −0.09
VZ Verizon Communications Inc. Reduce -8.6% 0.20% −0.07
DHR Danaher Corp. Reduce -3.2% 0.66% −0.07
CCI Crown Castle Inc. Reduce -0.6% 0.20% −0.06
FTSM First Trust Enh Short Mat FD Reduce -6.9% 0.22% −0.06
IYW iShares Ustechnology ETF Reduce -87.8% 0.01% −0.06
JNJ Johnson & Johnson Reduce -3.3% 0.37% −0.05
GOOG Alphabet Inc. Class C Reduce -6.4% 1.12% −0.05
KO The Coca-Cola Co. Reduce -5.8% 0.49% −0.05
MRSH Marsh & McLennan Cos Reduce -2.3% 0.49% −0.04
TSM Taiwan Semiconductor-SP ADR Reduce -7.2% 2.95% −0.03
CMCSA Comcast Corp. Class A Reduce -14.8% 0.06% −0.03
AMGN Amgen Inc. Reduce -3.6% 1.03% −0.03
GOOGL Alphabet Inc. Class A Reduce -12.2% 0.27% −0.03
HONA Honeywell Aerospace Inc. Reduce -3.1% 0.15% −0.03
BLK BlackRock Inc. Reduce -4.8% 1.06% −0.03
AGO Assured Guaranty Ltd. Reduce -2.4% 0.09% −0.03
IYJ iShares U.S. Industrials ETF Reduce -68.4% 0.01% −0.03
IYC iShares US Consumer Discreti Reduce -60.3% 0.01% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -90.4% 0.00% −0.02
VEA Vanguard Ftse Developed ETF Reduce -13.7% 0.11% −0.02
CVX Chevron Corp. Reduce -7.3% 0.06% −0.02
XOM Exxonmobil Holdings Corp. Reduce -16.5% 0.04% −0.02
SCHD Schwab US DVD Equity ETF Reduce -2.5% 0.26% −0.02
V Visa Inc. Class A Reduce -4.1% 1.17% −0.02
IYH iShares U.S. Healthcare ETF Reduce -37.2% 0.03% −0.02
CRM Salesforce Inc. Reduce -30.6% 0.03% −0.02
PKG Packaging Corp. of America Reduce -4.6% 1.06% −0.02
PEP Pepsico Inc. Reduce -74.3% 0.00% −0.02
IJK iShares S&P Mid-Cap 400 Grow Reduce -3.9% 0.34% −0.01
RWR SS SPDR Dow Jones REIT ETF Reduce -13.3% 0.06% −0.01
SOLS Solstice Adv Materials Inc. Reduce -7.4% 0.02% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.8% 0.40% −0.01
IXJ iShares Global Healthcare Et Reduce -9.5% 0.07% −0.01
XRPZ Franklin XRP ETF Sold out 0.00% −0.01
GXRP Grayscale XRP Trust ETF Sold out 0.00% −0.01

Portfolio Buys Q1 2026 → Q2 2026

PANW Palo Alto Networks Inc. Add +59.0% 0.21% +0.15
NBIS Nebius Group NV Add +1206.0% 0.08% +0.08
SBGSY Schneider Elect SE-Unsp ADR Add +131.1% 0.13% +0.08
SOXX iShares Semiconductor ETF Add +0.5% 0.26% +0.07
EADSY Airbus SE - Unsp ADR Add +161.0% 0.09% +0.06
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.79% +0.05
IVVW iShares S&P 500 Buywrite ETF New 0.03% +0.03
BUFD FT VST Lad Deep Buf ETF-Usdi New 0.03% +0.03
SPCX Space Exploration Techn Class A New 0.03% +0.03
BUFR FT Vest Lad Buffervetf-Usd I New 0.03% +0.03
BUFQ FT VST Lad NSDQ Buf ETF-Usdi New 0.03% +0.03
SIEGY Siemens AG-Spons ADR Add +39.2% 0.07% +0.02
IWD iShares Russell 1000 Value E Add +6.2% 0.26% +0.02
BUFT FT Vest Buffered Allocation New 0.02% +0.02
CIBR First Trust Nasdaq Cybersecu Add +11.0% 0.06% +0.02
MGC Vngrd Mrngstr MG Cap ETF-Usd Add +6.0% 0.24% +0.02
INTC Intel Corp. New 0.01% +0.01
RDVY First Trust Rising Dividend New 0.01% +0.01
QQQM Invesco Nasdaq 100 ETF Add +1871.4% 0.01% +0.01
DGRW Wisdomtree U.S. Quality Divi New 0.01% +0.01
SWKS Skyworks Solutions Inc. Add +58.0% 0.02% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +76.0% 0.03% +0.01
CRWD CrowdStrike Holdings Inc. Class A Add +300.0% 0.02% +0.01
GDX Vaneck Gold Miners ETF New 0.01% +0.01
ICSH iShares Ultra Short Duration Add +112.0% 0.02% +0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Add +11.8% 0.11% +0.01
VTV Vanguard Mrngstr Val ETF-Aui New 0.01% +0.01
TOELY Tokyo Electron Ltd.-Unsp ADR Add +750.0% 0.01% +0.01
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +34.2% 0.05% +0.01
FANUY Fanuc Corp.-Unsp ADR Add +18.4% 0.04% +0.01
FTXL First Trust Nasdaq Semicondu New 0.01% +0.01
WCMI FT WCM International ETF New 0.01% +0.01
SCHE Schwab Emrg Mrkts Eqty ETF Add +9.5% 0.13% +0.01
FNDX Schwab Fndmntl US LRG Co. ETF Add +10.3% 0.06% +0.01
TT Trane Technologies PLC Add +1.3% 0.87% +0.01
DDOG Datadog Inc. Class A Add +0.6% 0.01% +0.01
ILDR First Trust Innovation Leade New 0.00% +0.00
GLDM SPDR Gold Minishares Trust New 0.00% +0.00
GRID First TRST Nasd Class Edg Sgiif Add +202.3% 0.01% +0.00
FGD First Trust DJ GL Sel DVD New 0.00% +0.00
AIRR First Trust Rba American Ind New 0.00% +0.00
IGSB iShares 1-5Y Inv Grade Corp. Add +23.9% 0.08% +0.00
CFR Cullen/Frost Bankers Inc. New 0.00% +0.00
SAP Sap SE-Sponsored ADR Add +27.0% 0.01% +0.00
BAESF Bae Systems PLC New 0.00% +0.00
IBDT iShares Ibonds Dec 2028 ETF Add +46.9% 0.02% +0.00
EFIV SS SPDR S&P 500 ESG ETF Add +0.2% 0.16% +0.00
EIPX FT Energy Inc. Partners Strat New 0.00% +0.00
IBIT iShares Bitcoin Trust ETF Add +55.9% 0.02% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +1.7% 0.19% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 576$345.5MNVDA, AAPL, AVGO, MSFT, TSM
Q1 2026 553$295.6MNVDA, AAPL, AVGO, MSFT, TSM
Q4 2025 564$299.9MNVDA, AAPL, AVGO, MSFT, TSM
Q3 2025 553$297.6MNVDA, AAPL, AVGO, MSFT, TSM
Q2 2025 538$287.5MNVDA, AAPL, AVGO, MSFT, SFM
Q1 2025 511$260.2MAAPL, NVDA, SFM, MSFT, AVGO
Q4 2024 498$289.5MNVDA, AAPL, AVGO, MSFT, SFM
Q3 2024 499$280.3MNVDA, AAPL, MSFT, AVGO, SFM
Q2 2024 943$287.6MNVDA, AAPL, MSFT, AVGO, SFM
Q1 2024 932$269.6MNVDA, AAPL, MSFT, AVGO, SNPS