Front Row Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Front Row Advisors LLC reported 564 stock positions worth $299.9 million. Its top holding was Nvidia (NVDA) at 15.7% of the portfolio, followed by Apple (AAPL, 11.7%) and Broadcom (AVGO, 5.8%). Compared with Q3 2025, it opened 20 new positions, sold out of 10, added to 48 and reduced 70. The biggest buy was Alphabet Class C (GOOG, shares +0%) and the biggest sale Sprouts Farmers Market (SFM, shares −0%).

Most Recent 13F
Q2 2026
Location
TIBURON, CA
CIK
0001729254
Portfolio Value
$299.9M (Q4 2025)
SEC Filing
0001729254-26-000001 ↗ filed Feb 12, 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 $299.9M Q4 2025 Q1 2026: $295.6M Q1 2026 Q2 2026: $345.5M Q2 2026

Holdings 564 stocks · $299.9M
NVDA Nvidia Corp. 15.65% 251,700 $46.9M Reduce -1.3%
AAPL Apple Inc. 11.74% 129,571 $35.2M Reduce -0.7%
AVGO Broadcom Inc. 5.76% 49,899 $17.3M Reduce -2.9%
MSFT Microsoft Corp. 4.30% 26,641 $12.9M Reduce -1.6%
TSM Taiwan Semiconductor-SP ADR 2.66% 26,139 $8.0M Reduce -1.7%
ABBNY Abb Ltd.-Spon ADR 1.93% 78,340 $5.8M Reduce -1.4%
ABBV Abbvie Inc. 1.91% 25,138 $5.7M Reduce -1.3%
ASML ASML Holding NV-NY Reg SHS 1.74% 4,889 $5.2M Reduce -2.1%
FTNT Fortinet Inc. 1.72% 65,085 $5.2M Reduce -1.3%
SFM Sprouts Farmers Market Inc. 1.72% 64,784 $5.2M Reduce -0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.65% 32,226 $5.0M Reduce -2.2%
COST Costco Wholesale Corp. 1.57% 5,447 $4.7M Reduce -0.3%
MEDP Medpace Holdings Inc. 1.49% 7,933 $4.5M Reduce -0.1%
V Visa Inc. Class A 1.38% 11,791 $4.1M Add +0.1%
SNPS Synopsys Inc. 1.35% 8,634 $4.1M Add +0.6%
DOV Dover Corp. 1.33% 20,375 $4.0M Reduce -1.2%
GLW Corning Inc. 1.31% 44,954 $3.9M Reduce -1.3%
WMT Walmart Inc. 1.31% 35,147 $3.9M Reduce -2.1%
GOOG Alphabet Inc. Class C 1.27% 12,108 $3.8M Add +0.0%
ISRG Intuitive Surgical Inc. 1.21% 6,427 $3.6M Add +0.9%
BLK BlackRock Inc. 1.20% 3,359 $3.6M Reduce -1.4%
AMZN Amazon.com Inc. 1.16% 15,089 $3.5M Add +0.2%
ROK Rockwell Automation Inc. 1.14% 8,760 $3.4M Reduce -1.1%
ADI Analog Devices Inc. 1.10% 12,185 $3.3M Reduce -0.7%
PKG Packaging Corp. of America 1.03% 14,865 $3.1M Reduce -3.8%
TMO Thermo Fisher Scientific Inc. 1.02% 5,285 $3.1M Add +0.1%
AMGN Amgen Inc. 0.97% 8,895 $2.9M Reduce -1.3%
SCHX Schwab US Large-Cap ETF 0.95% 105,626 $2.8M Reduce -1.6%
JPM JPMorgan Chase & Co. 0.93% 8,656 $2.8M Add +0.6%
DHR Danaher Corp. 0.86% 11,316 $2.6M Add +0.1%
EQIX Equinix Inc. 0.84% 3,305 $2.5M Add +0.1%
ANET Arista Networks Inc. 0.83% 18,954 $2.5M Add +0.3%
TT Trane Technologies PLC 0.80% 6,127 $2.4M No change
QQQ Invesco QQQ Trust Series 1 0.78% 3,816 $2.3M Add +0.1%
ETN Eaton Corp. PLC 0.78% 7,306 $2.3M Reduce -1.9%
KEYS Keysight Technologies Inc. 0.77% 11,408 $2.3M No change
DELL Dell Technologies -C 0.74% 17,601 $2.2M Reduce -1.7%
DLR Digital Realty Trust Inc. 0.68% 13,020 $2.0M Reduce -1.5%
CME Cme Group Inc. 0.64% 6,988 $1.9M Reduce -0.4%
ITW Illinois Tool Works 0.57% 6,898 $1.7M No change
MRSH Marsh & McLennan Cos 0.56% 9,065 $1.7M Reduce -1.8%
LOW Lowe's Cos Inc. 0.50% 6,270 $1.5M Reduce -2.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.50% 2,197 $1.5M Reduce -7.7%
IXN iShares Global Tech ETF 0.49% 14,075 $1.5M Reduce -4.0%
KO The Coca-Cola Co. 0.48% 20,760 $1.5M Reduce -1.5%
TGT Target Corp. 0.43% 13,185 $1.3M Reduce -4.8%
MKSI MKS Inc. 0.42% 7,910 $1.3M Add +1.6%
VIG Vanguard Dividend Apprec ETF 0.41% 5,587 $1.2M Add +1.8%
HON Honeywell International Inc. 0.39% 6,002 $1.2M Reduce -0.7%
JNJ Johnson & Johnson 0.35% 5,035 $1.0M Reduce -2.1%
IJK iShares S&P Mid-Cap 400 Grow 0.35% 10,686 $1.0M Reduce -3.6%
GOOGL Alphabet Inc. Class A 0.33% 3,160 $989K Reduce -2.5%
FTSM First Trust Enh Short Mat FD 0.32% 16,000 $959K Add +39.1%
GTLS Chart Industries Inc. 0.30% 4,402 $908K Reduce -16.1%
NEE Nextera Energy Inc. 0.29% 11,010 $884K Reduce -3.1%
MCD McDonald's Corp. 0.29% 2,883 $881K No change
ESGU iShares ESG Aware MSCI USA 0.29% 5,790 $863K No change
CCI Crown Castle Inc. 0.27% 9,175 $815K Reduce -1.4%
SCHF Schwab Intl Equity ETF 0.27% 33,733 $811K Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.26% 1,118 $766K Reduce -4.1%
SCHD Schwab US DVD Equity ETF 0.25% 27,337 $750K Add +2.6%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.23% 2,800 $703K Reduce -4.5%
SCHG Schwab US Large-Cap Growth 0.23% 20,980 $684K Add +0.0%
IJT iShares S&P Small-Cap 600 GR 0.23% 4,798 $677K No change
VZ Verizon Communications Inc. 0.23% 16,613 $677K Reduce -5.0%
IVW iShares S&P 500 Growth ETF 0.21% 5,072 $625K No change
WFC Wells Fargo & Co. 0.20% 6,293 $587K No change
MCK McKesson Corp. 0.19% 712 $585K No change
IWD iShares Russell 1000 Value E 0.19% 2,695 $567K No change
QYLD Global X Nasd 100 Cov Call 0.19% 31,660 $559K No change
COWZ Pacer US Cash Cows 100 ETF 0.18% 8,858 $538K Add +0.8%
VB Vanguard Most SM-Cap ETF-Usd 0.18% 2,055 $530K No change
SOXX iShares Semiconductor ETF 0.17% 1,666 $502K Reduce -0.3%
SCHM Schwab US Mid Cap ETF 0.17% 16,684 $502K No change
EFIV SS SPDR S&P 500 ESG ETF 0.16% 7,186 $475K Reduce -2.5%
SPTS SS SPDR P St Term TSY ETF 0.16% 16,230 $475K No change
SCHB Schwab US Broad Market ETF 0.15% 16,756 $440K Add +0.2%
AGO Assured Guaranty Ltd. 0.13% 4,233 $380K No change
HD Home Depot Inc. 0.12% 1,074 $370K No change
IUSV iShares Core S&P U.S. Value 0.12% 3,560 $365K No change
SCHA Schwab US Small-Cap ETF 0.12% 12,809 $365K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,200 $355K No change
ICVT iShares Convertible Bond ETF 0.11% 3,442 $339K Add +1.5%
SCHE Schwab Emrg Mrkts Eqty ETF 0.11% 10,253 $336K Add +0.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.11% 680 $327K No change
VEA Vanguard Ftse Developed ETF 0.11% 5,159 $322K No change
META Meta Platforms Inc. Class A 0.11% 486 $321K No change
LLY Eli Lilly & Co. 0.10% 282 $303K No change
SCHV Schwab US Large-Cap Value 0.10% 9,987 $296K No change
USMV iShares MSCI USA Min Vol Fac 0.10% 3,093 $291K No change
VWO Vanguard Ftse Emerging Marke 0.10% 5,354 $288K No change
DUK Duke Energy Corp. 0.09% 2,342 $275K No change
AGNC AGNC Investment Corp. 0.09% 25,000 $271K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.09% 5,924 $268K Add +3.7%
CMCSA Comcast Corp. Class A 0.09% 8,866 $265K Add +0.0%
ORCL Oracle Corp. 0.09% 1,350 $263K Reduce -10.0%
IWR iShares Russell Mid-Cap ETF 0.09% 2,694 $259K No change
PG The Procter & Gamble Co. 0.08% 1,727 $247K No change
PNC PNC Financial Services Group 0.08% 1,170 $244K Reduce -11.7%
IXJ iShares Global Healthcare Et 0.08% 2,499 $243K Add +8.5%

Show all 564 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $231 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 12$231New

Total filed on the 13F, all lines: $299.9M.

Portfolio Sells Q3 2025 → Q4 2025
SFM Sprouts Farmers Market Inc. Reduce -0.0% 1.72% −0.65
MSFT Microsoft Corp. Reduce -1.6% 4.30% −0.42
NVDA Nvidia Corp. Reduce -1.3% 15.65% −0.34
ETN Eaton Corp. PLC Reduce -1.9% 0.78% −0.16
FTNT Fortinet Inc. Reduce -1.3% 1.72% −0.14
BLK BlackRock Inc. Reduce -1.4% 1.20% −0.14
COST Costco Wholesale Corp. Reduce -0.3% 1.57% −0.13
DELL Dell Technologies -C Reduce -1.7% 0.74% −0.11
PKG Packaging Corp. of America Reduce -3.8% 1.03% −0.11
DLR Digital Realty Trust Inc. Reduce -1.5% 0.68% −0.09
ABBV Abbvie Inc. Reduce -1.3% 1.91% −0.07
MRSH Marsh & McLennan Cos Reduce -1.8% 0.56% −0.06
ORCL Oracle Corp. Reduce -10.0% 0.09% −0.05
GTLS Chart Industries Inc. Reduce -16.1% 0.30% −0.05
LOW Lowe's Cos Inc. Reduce -2.3% 0.50% −0.04
XRPI XRP ETF Sold out 0.00% −0.04
HON Honeywell International Inc. Reduce -0.7% 0.39% −0.04
RXI iShares Global Consumer Disc Reduce -35.6% 0.06% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.7% 0.50% −0.03
VZ Verizon Communications Inc. Reduce -5.0% 0.23% −0.03
CCI Crown Castle Inc. Reduce -1.4% 0.27% −0.03
RITM Rithm Capital Corp. Reduce -32.3% 0.05% −0.03
IBDQ iShares Ibonds Dec 2025 Term Sold out 0.00% −0.02
IXN iShares Global Tech ETF Reduce -4.0% 0.49% −0.02
IJK iShares S&P Mid-Cap 400 Grow Reduce -3.6% 0.35% −0.01
ACLLY Accelleron Industries AG Reduce -8.8% 0.06% −0.01
IBIT iShares Bitcoin Trust ETF Reduce -21.7% 0.01% −0.01
RWR SS SPDR Dow Jones REIT ETF Reduce -8.5% 0.08% −0.01
PNC PNC Financial Services Group Reduce -11.7% 0.08% −0.01
IVV iShares Core S&P 500 ETF Reduce -4.1% 0.26% −0.01
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -4.5% 0.23% −0.01
SPOT Spotify Technology SA Sold out 0.00% −0.01
SBUX Starbucks Corp. Reduce -9.2% 0.05% −0.01
CIBR First Trust Nasdaq Cybersecu Reduce -4.4% 0.04% −0.01
UPS United Parcel Service Class B Reduce -83.3% 0.00% −0.00
IXG iShares Global Financials Et Reduce -8.5% 0.07% −0.00
DAL Delta Air Lines Inc. Sold out 0.00% −0.00
ETH Grayscale Ethereum Staking M Sold out 0.00% −0.00
O Realty Income Corp. Reduce -7.6% 0.02% −0.00
GS Goldman Sachs Group Inc. Reduce -24.7% 0.02% −0.00
SOLZ Solana ETF Sold out 0.00% −0.00
SCHX Schwab US Large-Cap ETF Reduce -1.6% 0.95% −0.00
DJP Ipath Bloomberg Commodity Inc. Sold out 0.00% −0.00
IWF iShares Russell 1000 Growth Reduce -3.7% 0.07% −0.00
STX Seagate Technology Holdings Reduce -28.6% 0.01% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.8% 0.03% −0.00
SOLS Solstice Adv Materials Inc. Reduce -8.2% 0.02% −0.00
KXI iShares Global Consumer Stap Reduce -3.5% 0.04% −0.00
SCHP Schwab U.S. Tips ETF Reduce -4.4% 0.02% −0.00
ROBT First Trust Nasdaq Artificia Reduce -2.2% 0.03% −0.00

Portfolio Buys Q3 2025 → Q4 2025
GOOG Alphabet Inc. Class C Add +0.0% 1.27% +0.28
ISRG Intuitive Surgical Inc. Add +0.9% 1.21% +0.26
TMO Thermo Fisher Scientific Inc. Add +0.1% 1.02% +0.16
DHR Danaher Corp. Add +0.1% 0.86% +0.11
MKSI MKS Inc. Add +1.6% 0.42% +0.10
FTSM First Trust Enh Short Mat FD Add +39.1% 0.32% +0.09
AMZN Amazon.com Inc. Add +0.2% 1.16% +0.05
V Visa Inc. Class A Add +0.1% 1.38% +0.03
PANW Palo Alto Networks Inc. Add +112.3% 0.06% +0.03
VGK Vanguard Ftse Europe ETF Add +183.2% 0.04% +0.02
JPM JPMorgan Chase & Co. Add +0.6% 0.93% +0.02
XRPZ Franklin XRP ETF New 0.02% +0.02
GXRP Grayscale XRP Trust ETF New 0.02% +0.02
IXJ iShares Global Healthcare Et Add +8.5% 0.08% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.78% +0.01
SIEGY Siemens AG-Spons ADR Add +29.6% 0.04% +0.01
VHT Vanguard Health Care ETF Add +56.3% 0.02% +0.01
ZS Zscaler Inc. Add +68.9% 0.05% +0.01
COWZ Pacer US Cash Cows 100 ETF Add +0.8% 0.18% +0.01
VIG Vanguard Dividend Apprec ETF Add +1.8% 0.41% +0.01
MIELY Mitsubishi Electric-Unsp ADR New 0.01% +0.01
SPEM State Street SP PTF Em ETF Add +64.8% 0.02% +0.01
CGCP Cap Group Core Plus Income New 0.01% +0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Add +3.7% 0.09% +0.01
SUSB iShares ESG Aware 1-5 Year U Add +14.6% 0.05% +0.01
SCHD Schwab US DVD Equity ETF Add +2.6% 0.25% +0.01
SCHG Schwab US Large-Cap Growth Add +0.0% 0.23% +0.00
ASMIY Asm International-NY Reg SHS Add +150.0% 0.01% +0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Add +16.0% 0.02% +0.00
SCHB Schwab US Broad Market ETF Add +0.2% 0.15% +0.00
SAP Sap SE-Sponsored ADR Add +166.7% 0.00% +0.00
SCCO Southern Copper Corp. Add +0.4% 0.01% +0.00
SONY Sony Group Corp. - SP ADR Add +200.0% 0.00% +0.00
IWM iShares Russell 2000 ETF Add +1.1% 0.07% +0.00
AIFD TCW Artificial Intel ETF New 0.00% +0.00
DWAHY Daiwa House Indus-Unsp ADR Add +50.0% 0.00% +0.00
FG F&G Annuities & Life Inc. New 0.00% +0.00
SBGSY Schneider Elect SE-Unsp ADR Add +12.5% 0.01% +0.00
AIQ Global X Art Intel & Tech Add +2.0% 0.01% +0.00
SCHC Schwab Intl Small-Cap Equity Add +3.8% 0.01% +0.00
SQQQ Proshares Ultrapro Short QQQ New 0.00% +0.00
TVRD Tvardi Therapeutics Inc. New 0.00% 0.00
CSGH China Sun Group High-Tech Co. New 0.00% 0.00
CLRN Clarent Corp. New 0.00% 0.00
NOTE Fiscalnote Holdings Inc. Add +300.0% 0.00% 0.00
FSRNQ Fisker Inc. New 0.00% 0.00
GADS Gadsden Properties Inc. New 0.00% 0.00
GRANITESHARES ETF TR New 0.00% 0.00
GRANITESHARES ETF TR New 0.00% 0.00
HYDN Hayden Hall Inc. New 0.00% 0.00

Notes & Other Activity Q3 2025 → Q4 2025
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 New 12 $231

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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