Front Row Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 19, 2026), Front Row Advisors LLC reported 553 stock positions worth $295.6 million. Its top holding was Nvidia (NVDA) at 14.7% of the portfolio, followed by Apple (AAPL, 11.1%) and Broadcom (AVGO, 5.2%). Compared with Q4 2025, it opened 22 new positions, sold out of 34, added to 64 and reduced 57. The biggest buy was Equinix (EQIX, shares +0%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TIBURON, CA
- CIK
- 0001729254
- Portfolio Value
- $295.6M (Q1 2026)
- SEC Filing
- 0001729254-26-000002 ↗ filed May 19, 2026
Holdings Value
Holdings 553 stocks · $295.6M
| NVDA Nvidia Corp. | 14.70% | 249,161 | $43.5M | Reduce -1.0% |
| AAPL Apple Inc. | 11.05% | 128,757 | $32.7M | Reduce -0.6% |
| AVGO Broadcom Inc. | 5.17% | 49,378 | $15.3M | Reduce -1.0% |
| MSFT Microsoft Corp. | 3.40% | 27,135 | $10.0M | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 2.99% | 26,059 | $8.8M | Reduce -0.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.18% | 4,886 | $6.5M | Reduce -0.1% |
| ABBNY Abb Ltd.-Spon ADR | 2.16% | 78,340 | $6.4M | No change |
| GLW Corning Inc. | 2.05% | 44,514 | $6.1M | Reduce -1.0% |
| ABBV Abbvie Inc. | 1.85% | 25,204 | $5.5M | Add +0.3% |
| COST Costco Wholesale Corp. | 1.83% | 5,425 | $5.4M | Reduce -0.4% |
| FTNT Fortinet Inc. | 1.79% | 64,835 | $5.3M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.74% | 32,194 | $5.1M | Reduce -0.1% |
| SFM Sprouts Farmers Market Inc. | 1.67% | 63,850 | $4.9M | Reduce -1.4% |
| WMT Walmart Inc. | 1.47% | 35,000 | $4.4M | Reduce -0.4% |
| DOV Dover Corp. | 1.44% | 20,375 | $4.2M | No change |
| ADI Analog Devices Inc. | 1.32% | 12,235 | $3.9M | Add +0.4% |
| MEDP Medpace Holdings Inc. | 1.28% | 7,863 | $3.8M | Reduce -0.9% |
| V Visa Inc. Class A | 1.19% | 11,649 | $3.5M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 1.17% | 12,068 | $3.5M | Reduce -0.3% |
| SNPS Synopsys Inc. | 1.15% | 8,594 | $3.4M | Reduce -0.5% |
| EQIX Equinix Inc. | 1.10% | 3,317 | $3.3M | Add +0.4% |
| BLK BlackRock Inc. | 1.08% | 3,333 | $3.2M | Reduce -0.8% |
| KEYS Keysight Technologies Inc. | 1.08% | 11,303 | $3.2M | Reduce -0.9% |
| ROK Rockwell Automation Inc. | 1.08% | 8,871 | $3.2M | Add +1.3% |
| PKG Packaging Corp. of America | 1.07% | 14,840 | $3.2M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.07% | 15,134 | $3.2M | Add +0.3% |
| AMGN Amgen Inc. | 1.07% | 8,950 | $3.1M | Add +0.6% |
| ISRG Intuitive Surgical Inc. | 1.00% | 6,412 | $3.0M | Reduce -0.2% |
| DELL Dell Technologies -C | 0.97% | 17,551 | $2.9M | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 0.92% | 105,629 | $2.7M | Add +0.0% |
| ETN Eaton Corp. PLC | 0.89% | 7,357 | $2.6M | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.88% | 5,290 | $2.6M | Add +0.1% |
| TT Trane Technologies PLC | 0.86% | 6,100 | $2.5M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.86% | 8,632 | $2.5M | Reduce -0.3% |
| DLR Digital Realty Trust Inc. | 0.78% | 12,870 | $2.3M | Reduce -1.1% |
| ANET Arista Networks Inc. | 0.78% | 18,737 | $2.3M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 3,815 | $2.2M | Reduce -0.0% |
| DHR Danaher Corp. | 0.73% | 11,295 | $2.1M | Reduce -0.2% |
| CME Cme Group Inc. | 0.70% | 6,978 | $2.1M | Reduce -0.1% |
| MKSI MKS Inc. | 0.63% | 8,105 | $1.9M | Add +2.5% |
| ITW Illinois Tool Works | 0.61% | 6,898 | $1.8M | No change |
| TGT Target Corp. | 0.54% | 13,150 | $1.6M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.54% | 20,760 | $1.6M | No change |
| MRSH Marsh & McLennan Cos | 0.53% | 9,065 | $1.6M | No change |
| LOW Lowe's Cos Inc. | 0.50% | 6,270 | $1.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 2,182 | $1.4M | Reduce -0.7% |
| HON Honeywell International Inc. | 0.48% | 6,242 | $1.4M | Add +4.0% |
| IXN iShares Global Tech ETF | 0.45% | 13,365 | $1.3M | Reduce -5.0% |
| JNJ Johnson & Johnson | 0.42% | 5,035 | $1.2M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.41% | 5,677 | $1.2M | Add +1.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.36% | 10,486 | $1.1M | Reduce -1.9% |
| NEE Nextera Energy Inc. | 0.35% | 11,210 | $1.0M | Add +1.8% |
| MCD McDonald's Corp. | 0.30% | 2,883 | $896K | No change |
| GOOGL Alphabet Inc. Class A | 0.30% | 3,052 | $878K | Reduce -3.4% |
| SCHF Schwab Intl Equity ETF | 0.28% | 33,913 | $839K | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 26,987 | $828K | Reduce -1.3% |
| FTSM First Trust Enh Short Mat FD | 0.28% | 13,800 | $828K | Reduce -13.8% |
| VZ Verizon Communications Inc. | 0.28% | 16,397 | $823K | Reduce -1.3% |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 5,657 | $800K | Reduce -2.3% |
| CCI Crown Castle Inc. | 0.26% | 9,305 | $757K | Add +1.4% |
| GTLS Chart Industries Inc. | 0.26% | 3,652 | $755K | Reduce -17.0% |
| IVV iShares Core S&P 500 ETF | 0.25% | 1,118 | $730K | No change |
| IWD iShares Russell 1000 Value E | 0.23% | 3,228 | $690K | Add +19.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.23% | 4,674 | $676K | Reduce -2.6% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.22% | 2,800 | $662K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.22% | 10,170 | $636K | Add +14.8% |
| MCK McKesson Corp. | 0.21% | 712 | $617K | No change |
| SCHG Schwab US Large-Cap Growth | 0.21% | 20,982 | $611K | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 4,872 | $551K | Reduce -3.9% |
| SOXX iShares Semiconductor ETF | 0.18% | 1,656 | $544K | Reduce -0.6% |
| QYLD Global X Nasd 100 Cov Call | 0.18% | 31,660 | $543K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 2,055 | $538K | No change |
| SCHM Schwab US Mid Cap ETF | 0.17% | 16,684 | $517K | No change |
| WFC Wells Fargo & Co. | 0.17% | 6,293 | $501K | No change |
| ABUS Arbutus Biopharma Corp. | 0.17% | 110,500 | $497K | Add +952.4% |
| SPTS SS SPDR P St Term TSY ETF | 0.16% | 16,230 | $474K | No change |
| EFIV SS SPDR S&P 500 ESG ETF | 0.15% | 7,194 | $454K | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.14% | 16,606 | $417K | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.13% | 6,075 | $389K | Add +17.8% |
| SCHA Schwab US Small-Cap ETF | 0.13% | 12,953 | $377K | Add +1.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.13% | 11,244 | $370K | Add +9.7% |
| IUSV iShares Core S&P U.S. Value | 0.12% | 3,560 | $364K | No change |
| HD Home Depot Inc. | 0.12% | 1,074 | $353K | No change |
| ICVT iShares Convertible Bond ETF | 0.12% | 3,442 | $350K | No change |
| AGO Assured Guaranty Ltd. | 0.12% | 4,233 | $345K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.11% | 683 | $317K | Add +0.4% |
| SCHV Schwab US Large-Cap Value | 0.10% | 10,052 | $307K | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,200 | $291K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.10% | 5,924 | $290K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 5,354 | $289K | No change |
| DUK Duke Energy Corp. | 0.10% | 2,202 | $288K | Reduce -6.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.10% | 3,093 | $287K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 495 | $283K | Add +1.9% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 2,844 | $277K | Add +5.6% |
| CMCSA Comcast Corp. Class A | 0.09% | 9,367 | $269K | Add +5.7% |
| LLY Eli Lilly & Co. | 0.09% | 287 | $264K | Add +1.8% |
| CSX CSX Corp. | 0.09% | 6,240 | $256K | No change |
| CVX Chevron Corp. | 0.09% | 1,229 | $254K | Reduce -19.6% |
| AGNC AGNC Investment Corp. | 0.09% | 25,000 | $254K | No change |
| IXJ iShares Global Healthcare Et | 0.09% | 2,699 | $252K | Add +8.0% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -1.0% | 14.70% | −0.95 |
| AAPL Apple Inc. | Reduce -0.6% | 11.05% | −0.69 |
| AVGO Broadcom Inc. | Reduce -1.0% | 5.17% | −0.59 |
| ISRG Intuitive Surgical Inc. | Reduce -0.2% | 1.00% | −0.21 |
| MEDP Medpace Holdings Inc. | Reduce -0.9% | 1.28% | −0.21 |
| SNPS Synopsys Inc. | Reduce -0.5% | 1.15% | −0.20 |
| V Visa Inc. Class A | Reduce -1.2% | 1.19% | −0.19 |
| DHR Danaher Corp. | Reduce -0.2% | 0.73% | −0.14 |
| BLK BlackRock Inc. | Reduce -0.8% | 1.08% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 1.17% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.86% | −0.07 |
| SFM Sprouts Farmers Market Inc. | Reduce -1.4% | 1.67% | −0.05 |
| ANET Arista Networks Inc. | Reduce -1.1% | 0.78% | −0.05 |
| GTLS Chart Industries Inc. | Reduce -17.0% | 0.26% | −0.05 |
| IXN iShares Global Tech ETF | Reduce -5.0% | 0.45% | −0.04 |
| FTSM First Trust Enh Short Mat FD | Reduce -13.8% | 0.28% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.0% | 0.74% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 0.30% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.9% | 0.19% | −0.02 |
| A Agilent Technologies Inc. | Reduce -31.8% | 0.03% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 0.48% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.3% | 0.27% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.9% | 0.05% | −0.01 |
| RITM Rithm Capital Corp. | Reduce -3.4% | 0.05% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -9.1% | 0.06% | −0.01 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -0.9% | 0.14% | −0.01 |
| NFLX Netflix Inc. | Reduce -39.5% | 0.01% | −0.00 |
| AES AES Corp. | Sold out | 0.00% | −0.00 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.00 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -6.5% | 0.08% | −0.00 |
| AIFD TCW Artificial Intel ETF | Sold out | 0.00% | −0.00 |
| KXI iShares Global Consumer Stap | Reduce -7.0% | 0.04% | −0.00 |
| STX Seagate Technology Holdings | Reduce -36.0% | 0.01% | −0.00 |
| KHC The Kraft Heinz Co. | Reduce -42.5% | 0.00% | −0.00 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Reduce -7.5% | 0.05% | −0.00 |
| TVRD Tvardi Therapeutics Inc. | Sold out | 0.00% | 0.00 |
| CRDF Cardiff Oncology Inc. | Sold out | 0.00% | 0.00 |
| CENN Cenntro Inc. | Sold out | 0.00% | 0.00 |
| CSGH China Sun Group High-Tech Co. | Sold out | 0.00% | 0.00 |
| CLRN Clarent Corp. | Sold out | 0.00% | 0.00 |
| CNDT Conduent Inc. | Sold out | 0.00% | 0.00 |
| EKSO BIONICS HLDGS INC | Sold out | 0.00% | 0.00 |
| FRCB First Republic Bank | Sold out | 0.00% | 0.00 |
| NOTE Fiscalnote Holdings Inc. | Sold out | 0.00% | 0.00 |
| FSRNQ Fisker Inc. | Sold out | 0.00% | 0.00 |
| F Ford Motor Co. | Sold out | 0.00% | 0.00 |
| GADS Gadsden Properties Inc. | Sold out | 0.00% | 0.00 |
| GRANITESHARES ETF TR | Sold out | 0.00% | 0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| EQIX Equinix Inc. | Add +0.4% | 1.10% | +0.26 |
| ADI Analog Devices Inc. | Add +0.4% | 1.32% | +0.21 |
| MKSI MKS Inc. | Add +2.5% | 0.63% | +0.21 |
| ABUS Arbutus Biopharma Corp. | Add +952.4% | 0.17% | +0.15 |
| ETN Eaton Corp. PLC | Add +0.7% | 0.89% | +0.11 |
| AMGN Amgen Inc. | Add +0.6% | 1.07% | +0.09 |
| HON Honeywell International Inc. | Add +4.0% | 0.48% | +0.09 |
| NEE Nextera Energy Inc. | Add +1.8% | 0.35% | +0.06 |
| IWD iShares Russell 1000 Value E | Add +19.8% | 0.23% | +0.04 |
| SBGSY Schneider Elect SE-Unsp ADR | Add +496.7% | 0.05% | +0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Add +14.8% | 0.22% | +0.04 |
| FANUY Fanuc Corp.-Unsp ADR | Add +490.0% | 0.03% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +17.8% | 0.13% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +941.2% | 0.03% | +0.02 |
| EADSY Airbus SE - Unsp ADR | Add +297.9% | 0.03% | +0.02 |
| BX Blackstone Inc. | New | 0.02% | +0.02 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +39.3% | 0.05% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +0.5% | 0.28% | +0.01 |
| SWKS Skyworks Solutions Inc. | Add +8333.3% | 0.01% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +9.7% | 0.13% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +90.0% | 0.02% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +34.9% | 0.07% | +0.01 |
| GLD SPDR Gold Shares | Add +22.5% | 0.04% | +0.01 |
| T AT&T Inc. | Add +84.1% | 0.02% | +0.01 |
| SAP Sap SE-Sponsored ADR | Add +362.5% | 0.01% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +5.6% | 0.09% | +0.01 |
| APP AppLovin Corp. Class A | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +6.3% | 0.08% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +1.1% | 0.13% | +0.01 |
| SCHV Schwab US Large-Cap Value | Add +0.7% | 0.10% | +0.01 |
| EXI iShares Global Industrials E | Add +0.8% | 0.08% | +0.00 |
| IXJ iShares Global Healthcare Et | Add +8.0% | 0.09% | +0.00 |
| DASH DoorDash Inc. Class A | New | 0.00% | +0.00 |
| NBIS Nebius Group NV | New | 0.00% | +0.00 |
| ADSK Autodesk Inc. | New | 0.00% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +6.6% | 0.06% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +1.6% | 0.41% | +0.00 |
| SLV iShares Silver Trust | New | 0.00% | +0.00 |
| IDHQ Invesco S&P International DE | Add +25.9% | 0.01% | +0.00 |
| NOW ServiceNow Inc. | New | 0.00% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +5.7% | 0.09% | +0.00 |
| MU Micron Technology Inc. | New | 0.00% | +0.00 |
| SCCO Southern Copper Corp. | Add +0.4% | 0.01% | +0.00 |
| RKLB Rocket Lab Corp. | New | 0.00% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.4% | 0.04% | +0.00 |
| WBD Warner Bros Discovery Inc. | New | 0.00% | +0.00 |
| CRWV Coreweave Inc. Class A | New | 0.00% | +0.00 |
| LRCX Lam Research Corp. | Add +13.3% | 0.00% | +0.00 |
| COPX Global X Copper Miners ETF | New | 0.00% | +0.00 |
| SMR Nuscale Power Corp. | Add +125.0% | 0.00% | +0.00 |
Notes & Other Activity Q4 2025 → Q1 2026
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 12 | $231before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 576 | $345.5M | NVDA, AAPL, AVGO, MSFT, TSM |
| Q1 2026 | 553 | $295.6M | NVDA, AAPL, AVGO, MSFT, TSM |
| Q4 2025 | 564 | $299.9M | NVDA, AAPL, AVGO, MSFT, TSM |
| Q3 2025 | 553 | $297.6M | NVDA, AAPL, AVGO, MSFT, TSM |
| Q2 2025 | 538 | $287.5M | NVDA, AAPL, AVGO, MSFT, SFM |
| Q1 2025 | 511 | $260.2M | AAPL, NVDA, SFM, MSFT, AVGO |
| Q4 2024 | 498 | $289.5M | NVDA, AAPL, AVGO, MSFT, SFM |
| Q3 2024 | 499 | $280.3M | NVDA, AAPL, MSFT, AVGO, SFM |
| Q2 2024 | 943 | $287.6M | NVDA, AAPL, MSFT, AVGO, SFM |
| Q1 2024 | 932 | $269.6M | NVDA, AAPL, MSFT, AVGO, SNPS |