Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $36M | 11.2% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $28.7M | 8.9% |
| Schwab Strategic TRFUNDAMENTAL INTL | FUNDAMENTAL INTL | $11.1M | 3.4% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $9.69M | 3.0% |
| Legg Mason ETF InvtFRANKLIN INTL LW | FRANKLIN INTL LW | $8.95M | 2.8% |
| Nvidia CorporationCOM | COM | $5.77M | 1.8% |
| SPDR Index Shs FdsSTATE STREET SPD | STATE STREET SPD | $5.59M | 1.7% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $5.04M | 1.6% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $4.96M | 1.5% |
| Amazon Com Inc.COM | COM | $4.66M | 1.4% |
| ETF Ser SolutionsLHA MKT ST TACTL | LHA MKT ST TACTL | $4.66M | 1.4% |
| Microsoft Corp.COM | COM | $4.64M | 1.4% |
| Pacer Fds TRTRENDP US LAR CP | TRENDP US LAR CP | $4.6M | 1.4% |
| iShares TRCORE S&P US VLU | CORE S&P US VLU | $4.33M | 1.3% |
| First TR Exchange-traded FDCAP STRENGTH ETF | CAP STRENGTH ETF | $4.27M | 1.3% |
| Pacer Fds TRUS SMALL CAP CAS | US SMALL CAP CAS | $4.21M | 1.3% |
| First TR Exchange Traded FDSMID RISNG ETF | SMID RISNG ETF | $4.17M | 1.3% |
| Advanced Micro Devices Inc.COM | COM | $3.73M | 1.2% |
| Micron Technology Inc.COM | COM | $3.72M | 1.2% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $3.7M | 1.1% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $3.63M | 1.1% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $3.57M | 1.1% |
| Broadcom Inc.COM | COM | $3.5M | 1.1% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $3.44M | 1.1% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $3.37M | 1.0% |
| First TR Exchange-traded FDNASDQ CLN EDGE | NASDQ CLN EDGE | $3.29M | 1.0% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $3.23M | 1.0% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $3.18M | 1.0% |
| Apple Inc.COM | COM | $3.18M | 1.0% |
| Wisdomtree TRFLOATNG RAT TREA | FLOATNG RAT TREA | $3.12M | 1.0% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $2.82M | 0.9% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $2.79M | 0.9% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $2.64M | 0.8% |
| iShares TRRUS MID CAP ETF | RUS MID CAP ETF | $2.62M | 0.8% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $2.59M | 0.8% |
| Select Sector SPDR TRSTATE STREET TEC | STATE STREET TEC | $2.49M | 0.8% |
| iShares TRRUS TOP 200 ETF | RUS TOP 200 ETF | $2.39M | 0.7% |
| Franklin Templeton ETF TRUS MID CP MLTFCT | US MID CP MLTFCT | $2.35M | 0.7% |
| Dimensional ETF TrustUS CORE EQUITY 2 | US CORE EQUITY 2 | $2.32M | 0.7% |
| Meta Platforms Inc.CL A | CL A | $2.28M | 0.7% |
| Global X FdsDATA CTR & DIGIT | DATA CTR & DIGIT | $2.23M | 0.7% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $2.12M | 0.7% |
| Global X FdsDEFENSE TECH ETF | DEFENSE TECH ETF | $2.1M | 0.7% |
| Marvell Technology Inc.COM | COM | $2.02M | 0.6% |
| Astera Labs Inc.COM | COM | $2M | 0.6% |
| First TR Exchange-traded FDNASDAQ CYB ETF | NASDAQ CYB ETF | $1.96M | 0.6% |
| iShares TRMICRO-CAP ETF | MICRO-CAP ETF | $1.92M | 0.6% |
| iShares TR0-3 MNTH TREASRY | 0-3 MNTH TREASRY | $1.88M | 0.6% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $1.88M | 0.6% |
| iShares TRCRE U S REIT ETF | CRE U S REIT ETF | $1.8M | 0.6% |
SPDR Series TrustSTATE STREET SPD$36M
- Class
- STATE STREET SPD
- Share
- 11.2%
iShares TRCORE US AGGBD ET$28.7M
- Class
- CORE US AGGBD ET
- Share
- 8.9%
Schwab Strategic TRFUNDAMENTAL INTL$11.1M
- Class
- FUNDAMENTAL INTL
- Share
- 3.4%
iShares TRCORE S&P500 ETF$9.69M
- Class
- CORE S&P500 ETF
- Share
- 3.0%
Legg Mason ETF InvtFRANKLIN INTL LW$8.95M
- Class
- FRANKLIN INTL LW
- Share
- 2.8%
Nvidia CorporationCOM$5.77M
- Class
- COM
- Share
- 1.8%
SPDR Index Shs FdsSTATE STREET SPD$5.59M
- Class
- STATE STREET SPD
- Share
- 1.7%
Schwab Strategic TRUS LCAP GR ETF$5.04M
- Class
- US LCAP GR ETF
- Share
- 1.6%
Dimensional ETF TrustINTL CORE EQT MK$4.96M
- Class
- INTL CORE EQT MK
- Share
- 1.5%
Amazon Com Inc.COM$4.66M
- Class
- COM
- Share
- 1.4%
ETF Ser SolutionsLHA MKT ST TACTL$4.66M
- Class
- LHA MKT ST TACTL
- Share
- 1.4%
Microsoft Corp.COM$4.64M
- Class
- COM
- Share
- 1.4%
Pacer Fds TRTRENDP US LAR CP$4.6M
- Class
- TRENDP US LAR CP
- Share
- 1.4%
iShares TRCORE S&P US VLU$4.33M
- Class
- CORE S&P US VLU
- Share
- 1.3%
First TR Exchange-traded FDCAP STRENGTH ETF$4.27M
- Class
- CAP STRENGTH ETF
- Share
- 1.3%
Pacer Fds TRUS SMALL CAP CAS$4.21M
- Class
- US SMALL CAP CAS
- Share
- 1.3%
First TR Exchange Traded FDSMID RISNG ETF$4.17M
- Class
- SMID RISNG ETF
- Share
- 1.3%
Advanced Micro Devices Inc.COM$3.73M
- Class
- COM
- Share
- 1.2%
Micron Technology Inc.COM$3.72M
- Class
- COM
- Share
- 1.2%
iShares TRCORE MSCI EAFE$3.7M
- Class
- CORE MSCI EAFE
- Share
- 1.1%
SPDR Series TrustSTATE STREET SPD$3.63M
- Class
- STATE STREET SPD
- Share
- 1.1%
iShares Inc.CORE MSCI EMKT$3.57M
- Class
- CORE MSCI EMKT
- Share
- 1.1%
Broadcom Inc.COM$3.5M
- Class
- COM
- Share
- 1.1%
Vanguard Index FdsS&P 500 ETF SHS$3.44M
- Class
- S&P 500 ETF SHS
- Share
- 1.1%
iShares TRCORE S&P MCP ETF$3.37M
- Class
- CORE S&P MCP ETF
- Share
- 1.0%
First TR Exchange-traded FDNASDQ CLN EDGE$3.29M
- Class
- NASDQ CLN EDGE
- Share
- 1.0%
iShares TRNATIONAL MUN ETF$3.23M
- Class
- NATIONAL MUN ETF
- Share
- 1.0%
Alphabet Inc.CAP STK CL C$3.18M
- Class
- CAP STK CL C
- Share
- 1.0%
Apple Inc.COM$3.18M
- Class
- COM
- Share
- 1.0%
Wisdomtree TRFLOATNG RAT TREA$3.12M
- Class
- FLOATNG RAT TREA
- Share
- 1.0%
iShares TRS&P 500 VAL ETF$2.82M
- Class
- S&P 500 VAL ETF
- Share
- 0.9%
iShares TRCORE UNIVRSL USD$2.79M
- Class
- CORE UNIVRSL USD
- Share
- 0.9%
Schwab Strategic TRUS DIVIDEND EQ$2.64M
- Class
- US DIVIDEND EQ
- Share
- 0.8%
iShares TRRUS MID CAP ETF$2.62M
- Class
- RUS MID CAP ETF
- Share
- 0.8%
SPDR Series TrustSTATE STREET SPD$2.59M
- Class
- STATE STREET SPD
- Share
- 0.8%
Select Sector SPDR TRSTATE STREET TEC$2.49M
- Class
- STATE STREET TEC
- Share
- 0.8%
iShares TRRUS TOP 200 ETF$2.39M
- Class
- RUS TOP 200 ETF
- Share
- 0.7%
Franklin Templeton ETF TRUS MID CP MLTFCT$2.35M
- Class
- US MID CP MLTFCT
- Share
- 0.7%
Dimensional ETF TrustUS CORE EQUITY 2$2.32M
- Class
- US CORE EQUITY 2
- Share
- 0.7%
Meta Platforms Inc.CL A$2.28M
- Class
- CL A
- Share
- 0.7%
Global X FdsDATA CTR & DIGIT$2.23M
- Class
- DATA CTR & DIGIT
- Share
- 0.7%
Vanguard Index FdsTOTAL STK MKT$2.12M
- Class
- TOTAL STK MKT
- Share
- 0.7%
Global X FdsDEFENSE TECH ETF$2.1M
- Class
- DEFENSE TECH ETF
- Share
- 0.7%
Marvell Technology Inc.COM$2.02M
- Class
- COM
- Share
- 0.6%
Astera Labs Inc.COM$2M
- Class
- COM
- Share
- 0.6%
First TR Exchange-traded FDNASDAQ CYB ETF$1.96M
- Class
- NASDAQ CYB ETF
- Share
- 0.6%
iShares TRMICRO-CAP ETF$1.92M
- Class
- MICRO-CAP ETF
- Share
- 0.6%
iShares TR0-3 MNTH TREASRY$1.88M
- Class
- 0-3 MNTH TREASRY
- Share
- 0.6%
Vaneck ETF TrustSEMICONDUCTR ETF$1.88M
- Class
- SEMICONDUCTR ETF
- Share
- 0.6%
iShares TRCRE U S REIT ETF$1.8M
- Class
- CRE U S REIT ETF
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 177 positions by value, with holdings of the same security combined. The 177 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2068112
- File number
- 028-25583
- Options
- 0 call, 0 put
- In the 25 largest
- 55.8%
- Prior quarter
- $239M at 31 March 2026
- Positions opened
- 28
- Positions closed
- 13
Common questions
What are Forefront Wealth Partners’ 13F holdings worth?
$323 million across 177 positions for the quarter ended 30 June 2026.
What is Forefront Wealth Partners’ largest 13F holding?
SPDR SERIES TRUST (STATE STREET SPD) was the largest position at $36 million, or 11.2% of reported 13F value, as of 30 June 2026.
How concentrated is Forefront Wealth Partners’ 13F portfolio?
The ten largest positions accounted for 37.3% of reported value and the twenty-five largest for 55.8%, across 177 positions as of 30 June 2026.
Does Form 13F show everything Forefront Wealth Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Forefront Wealth Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.