Sponsored

The Analysis of Forefront Wealth Partners, LLC's Holdings & P&L

Currently, Forefront Wealth Partners, LLC holds 162 types of securities in its portfolio with a total value $238.9M. In the most recent quarter, they have increased their positions in AGG (+34.6K shares, valued at $3.4M), FNDF (+61.7K shares, valued at $3.0M), IEMG (+29.2K shares, valued at $2.0M); decreased their positions in RDVY (-27.5K shares, valued at $1.9M), CIBR (-8.1K shares, valued at $510.7K), FCX (-7.9K shares, valued at $466.3K); initiated new positions in SHLD (+22.6K shares, valued at $1.6M), ILF (+34.9K shares, valued at $1.2M), TBG (+15.5K shares, valued at $541.3K).

1M P&L

+8.2M+3.35%

3M P&L

+8.4M+3.40%

HY P&L

+16.6M+6.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A174.4M

77.5%

2Semiconductors9.4M

4.2%

3Software - Infrastructure9.0M

4.0%

Top Industries by Stock Count

1N/A79 stocks

53.4%

2Software - Application10 stocks

6.8%

3Software - Infrastructure9 stocks

6.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST369.1K shares3.55%2026-03-312026-04-17

AGG ISHARES TR237.1K shares17.09%2026-03-312026-04-17

FNDF SCHWAB STRATEGIC TR203.8K shares43.44%2026-03-312026-04-17

IVV ISHARES TR13.3K shares17.86%2026-03-312026-04-17

LVHI LEGG MASON ETF INVT174.7K shares5.87%2026-03-312026-04-17

MSFT MICROSOFT CORP12.8K shares28.44%2026-03-312026-04-17

NVDA NVIDIA CORPORATION26.7K shares14.56%2026-03-312026-04-17

FTCS FIRST TR EXCHANGE-TRADED FD48.5K shares3.14%2026-03-312026-04-17

Sponsored

AMZN AMAZON COM INC18.8K shares8.84%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR133.1K shares-6.03%2026-03-312026-04-17

IUSV ISHARES TR37.1K shares-9.87%2026-03-312026-04-17

SDVY FIRST TR EXCHANGE TRADED FD89.0K shares16.59%2026-03-312026-04-17

IVE ISHARES TR16.6K shares6.23%2026-03-312026-04-17

IEFA ISHARES TR38.4K shares11.97%2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS68.1K shares13.03%2026-03-312026-04-17

IJH ISHARES TR43.8K shares13.98%2026-03-312026-04-17

Sponsored

IEMG ISHARES INC41.9K shares229.38%2026-03-312026-04-17

IUSB ISHARES TR61.3K shares-0.28%2026-03-312026-04-17

AAPL APPLE INC10.9K shares11.31%2026-03-312026-04-17

SPEM SPDR INDEX SHS FDS58.5K shares11.24%2026-03-312026-04-17

BROADCOM INC BROADCOM INC8.0K shares22.94%2026-03-312026-04-17

ALPHABET INC ALPHABET INC8.3K shares24.58%2026-03-312026-04-17

NUSHARES ETF TR NUSHARES ETF TR65.6K shares25.82%2026-03-312026-04-17

MSTB ETF SER SOLUTIONS58.5K shares28.17%2026-03-312026-04-17

Sponsored

PTLC PACER FDS TR42.3K shares26.20%2026-03-312026-04-17

GRID FIRST TR EXCHANGE-TRADED FD13.4K shares19.95%2026-03-312026-04-17

SPSM SPDR SERIES TRUST45.1K shares8.48%2026-03-312026-04-17

USFR WISDOMTREE TR42.9K shares0.14%2026-03-312026-04-17

IWL ISHARES TR13.0K shares21.36%2026-03-312026-04-17

SPMB SPDR SERIES TRUST89.2K shares10.12%2026-03-312026-04-17

META META PLATFORMS INC3.5K shares41.79%2026-03-312026-04-17

CIBR FIRST TR EXCHANGE-TRADED FD31.5K shares-20.56%2026-03-312026-04-17

Sponsored

MU MICRON TECHNOLOGY INC5.8K shares12.30%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR58.3K shares-2.21%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR12.8K shares-15.99%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares6.95%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC8.1K shares7.07%2026-03-312026-04-17

SHLD GLOBAL X FDS22.6K sharesnew addition2026-03-312026-04-17

VO VANGUARD INDEX FDS5.5K shares17.01%2026-03-312026-04-17

CALF PACER FDS TR33.6K shares14.91%2026-03-312026-04-17

Sponsored

VTI VANGUARD INDEX FDS4.7K shares19.18%2026-03-312026-04-17

IWF ISHARES TR3.3K shares0.88%2026-03-312026-04-17

IQLT ISHARES TR28.9K shares20.43%2026-03-312026-04-17

SMH VANECK ETF TRUST3.4K shares-3.52%2026-03-312026-04-17

IWR ISHARES TR13.2K shares17.04%2026-03-312026-04-17

ILF ISHARES TR34.9K sharesnew addition2026-03-312026-04-17

TSLA TESLA INC3.3K shares20.88%2026-03-312026-04-17

ASML ASML HLDG NV910 shares9.51%2026-03-312026-04-17

Sponsored

DTCR GLOBAL X FDS50.0K shares55.03%2026-03-312026-04-17

MUB ISHARES TR11.3K shares15.06%2026-03-312026-04-17

IJR ISHARES TR9.5K shares9.50%2026-03-312026-04-17

NXTG FIRST TR EXCHANGE-TRADED FD10.6K shares-13.28%2026-03-312026-04-17

FDVV FIDELITY COVINGTON TRUST20.0K shares-20.75%2026-03-312026-04-17

FLQM FRANKLIN TEMPLETON ETF TR20.1K shares20.62%2026-03-312026-04-17

DFAC DIMENSIONAL ETF TRUST27.7K shares325.45%2026-03-312026-04-17

IGM ISHARES TR8.7K shares195.06%2026-03-312026-04-17

Sponsored

GE AEROSPACE GE AEROSPACE3.5K shares6.29%2026-03-312026-04-17

FBT FIRST TR EXCHANGE-TRADED FD4.9K shares-19.96%2026-03-312026-04-17

GEV GE VERNOVA INC1.1K shares12.84%2026-03-312026-04-17

MELI MERCADOLIBRE INC562 shares89.23%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF23.5K shares240.68%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS14.0K shares11.71%2026-03-312026-04-17

RDVY FIRST TR EXCHANGE TRADED FD13.1K shares-67.76%2026-03-312026-04-17

ORCL ORACLE CORP5.9K shares18.48%2026-03-312026-04-17

Sponsored

PTBD PACER FDS TR44.7K shares6.50%2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC2.0K shares213.46%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO3.1K shares-36.74%2026-03-312026-04-17

USRT ISHARES TR13.1K shares11.23%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC4.8K shares43.74%2026-03-312026-04-17

SPGI S&P GLOBAL INC1.8K shares0.17%2026-03-312026-04-17

IWC ISHARES TR4.8K shares82.93%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC10.1K shares9.90%2026-03-312026-04-17

Sponsored

MA MASTERCARD INCORPORATED1.4K shares10.82%2026-03-312026-04-17

V VISA INC2.4K shares19.24%2026-03-312026-04-17

LLY ELI LILLY & CO771 shares5.47%2026-03-312026-04-17

CRM SALESFORCE INC3.8K shares26.42%2026-03-312026-04-17

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC7.1K shares-34.16%2026-03-312026-04-17

NOW SERVICENOW INC6.7K shares57.60%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC1.5K shares82.78%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC4.7K shares155.10%2026-03-312026-04-17

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC5.5K shares20.19%2026-03-312026-04-17

ALAB ASTERA LABS INC6.1K shares23.32%2026-03-312026-04-17

LQTI FIRST TR EXCHANGE-TRADED FD33.2K shares0.85%2026-03-312026-04-17

RDVI FIRST TR EXCHANGE-TRADED FD25.2K shares0.37%2026-03-312026-04-17

TFC TRUIST FINL CORP13.4K shares3.95%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC1.2K shares9.09%2026-03-312026-04-17

SPYG SPDR SERIES TRUST6.2K shares15.20%2026-03-312026-04-17

KNG FIRST TR EXCHANGE-TRADED FD12.5K shares0.48%2026-03-312026-04-17

Sponsored

SHOP SHOPIFY INC5.0K shares130.96%2026-03-312026-04-17

TBG EA SERIES TRUST15.5K sharesnew addition2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC1.5K shares-0.27%2026-03-312026-04-17

DDOG DATADOG INC4.5K shares111.91%2026-03-312026-04-17

SNOW SNOWFLAKE INC3.4K shares166.13%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR3.5K shares-21.41%2026-03-312026-04-17

INTU INTUIT1.2K sharesnew addition2026-03-312026-04-17

SCHW SCHWAB CHARLES CORP5.3K sharesnew addition2026-03-312026-04-17

Sponsored

BLACKSTONE INC BLACKSTONE INC4.3K sharesnew addition2026-03-312026-04-17

KKR & CO INC KKR & CO INC5.3K shares50.44%2026-03-312026-04-17

SCZ ISHARES TR6.2K shares-1.04%2026-03-312026-04-17

COWZ PACER FDS TR7.7K shares22.07%2026-03-312026-04-17

AXON AXON ENTERPRISE INC1.1K sharesnew addition2026-03-312026-04-17

BABA ALIBABA GROUP HLDG LTD3.7K sharesnew addition2026-03-312026-04-17

NFLX NETFLIX INC.4.7K sharesnew addition2026-03-312026-04-17

SHM SPDR SERIES TRUST9.5K shares-4.21%2026-03-312026-04-17

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC4.0K sharesnew addition2026-03-312026-04-17

SPSB SPDR SERIES TRUST14.6K shares-2.43%2026-03-312026-04-17

DT DYNATRACE INC11.4K shares143.45%2026-03-312026-04-17

CDNS CADENCE DESIGN SYSTEM INC1.5K shares-20.23%2026-03-312026-04-17

BSX BOSTON SCIENTIFIC CORP6.5K shares192.09%2026-03-312026-04-17

QUAL ISHARES TR2.1K shares-5.22%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F7.5K shares10.14%2026-03-312026-04-17

GLW CORNING INC3.0K shares0.85%2026-03-312026-04-17

Sponsored

EMB ISHARES TR4.3K shares7.55%2026-03-312026-04-17

SPOT SPOTIFY TECHNOLOGY S A784 sharesnew addition2026-03-312026-04-17

ESGU ISHARES TR2.7K sharesnew addition2026-03-312026-04-17

NET CLOUDFLARE INC1.8K sharesnew addition2026-03-312026-04-17

COIN COINBASE GLOBAL INC2.0K sharesnew addition2026-03-312026-04-17

EZBC FRANKLIN TEMPLETON DIGITAL H8.8K shares-29.57%2026-03-312026-04-17

SYK STRYKER CORPORATION1.0K sharesnew addition2026-03-312026-04-17

GLD SPDR GOLD TR779 shares-13.64%2026-03-312026-04-17

Sponsored

IYF ISHARES TR2.8K shares-12.03%2026-03-312026-04-17

DE DEERE & CO585 shares-1.02%2026-03-312026-04-17

SE SEA LTD3.9K sharesnew addition2026-03-312026-04-17

RBRK RUBRIK INC.6.6K sharesnew addition2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS4.1K shares-12.26%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS6.4K shares6.41%2026-03-312026-04-17

BAC BANK AMERICA CORP6.3K shares-33.39%2026-03-312026-04-17

DAPP VANECK ETF TRUST20.1K shares-17.16%2026-03-312026-04-17

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC882 shares0.68%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST7.3K sharesnew addition2026-03-312026-04-17

VST VISTRA CORP1.9K sharesnew addition2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP411 shares0.49%2026-03-312026-04-17

MDB MONGODB INC1.1K shares10.87%2026-03-312026-04-17

NBIS NEBIUS GROUP N.V.2.6K sharesnew addition2026-03-312026-04-17

MCD MCDONALDS CORP850 shares14.40%2026-03-312026-04-17

Sponsored

XME SPDR SERIES TRUST2.4K shares-8.13%2026-03-312026-04-17

IUSG ISHARES TR1.6K shares0.00%2026-03-312026-04-17

ATLASSIAN CORPORATION ATLASSIAN CORPORATION3.6K sharesnew addition2026-03-312026-04-17

RTX RTX CORPORATION1.3K shares1.20%2026-03-312026-04-17

FIX COMFORT SYS USA INC174 sharesnew addition2026-03-312026-04-17

IBLC ISHARES TR6.5K shares-17.15%2026-03-312026-04-17

MTUM ISHARES TR993 sharesnew addition2026-03-312026-04-17

OZK BANK OZK LITTLE ROCK ARK5.2K shares0.43%2026-03-312026-04-17

Sponsored

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-17

WMT WALMART INC1.8K shares-2.38%2026-03-312026-04-17

DFIC DIMENSIONAL ETF TRUST6.4K sharesnew addition2026-03-312026-04-17

CRWV COREWEAVE INC2.9K shares-5.79%2026-03-312026-04-17

FCX FREEPORT MCMORAN INC3.7K shares-68.00%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR376 shares13.94%2026-03-312026-04-17

ACIO ETF SER SOLUTIONS5.2K shares4.79%2026-03-312026-04-17

NEE NEXTERA ENERGY INC2.3K shares-60.94%2026-03-312026-04-17

Sponsored

LHX L3HARRIS TECHNOLOGIES INC617 sharesnew addition2026-03-312026-04-17

ARM ARM HOLDINGS PLC1.4K sharesnew addition2026-03-312026-04-17

PWR QUANTA SVCS INC386 sharesnew addition2026-03-312026-04-17

ALPHABET INC ALPHABET INC729 shares1.11%2026-03-312026-04-17

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-04-17

GARP ISHARES TR3.2K sharesnew addition2026-03-312026-04-17

ELV ELEVANCE HEALTH INC FORMERLY695 shares-3.20%2026-03-312026-04-17

FICO FAIR ISAAC CORP189 sharesnew addition2026-03-312026-04-17

Sponsored

EVGO EVGO INC12.9K shares0.00%2026-03-312026-04-17

INVZ INNOVIZ TECHNOLOGIES LTD34.2K shares0.00%2026-03-312026-04-17

SPYM

SPDR SERIES TRUST

3.55%

Shares369.1K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

17.09%

Shares237.1K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB STRATEGIC TR

43.44%

Shares203.8K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

17.86%

Shares13.3K

Event2026-03-31

Filed2026-04-17

LVHI

LEGG MASON ETF INVT

5.87%

Shares174.7K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

28.44%

Shares12.8K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

14.56%

Shares26.7K

Event2026-03-31

Filed2026-04-17

FTCS

FIRST TR EXCHANGE-TRADED FD

3.14%

Shares48.5K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

8.84%

Shares18.8K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

-6.03%

Shares133.1K

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

-9.87%

Shares37.1K

Event2026-03-31

Filed2026-04-17

SDVY

FIRST TR EXCHANGE TRADED FD

16.59%

Shares89.0K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

6.23%

Shares16.6K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

11.97%

Shares38.4K

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

13.03%

Shares68.1K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

13.98%

Shares43.8K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

229.38%

Shares41.9K

Event2026-03-31

Filed2026-04-17

IUSB

ISHARES TR

-0.28%

Shares61.3K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

11.31%

Shares10.9K

Event2026-03-31

Filed2026-04-17

SPEM

SPDR INDEX SHS FDS

11.24%

Shares58.5K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

22.94%

Shares8.0K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

24.58%

Shares8.3K

Event2026-03-31

Filed2026-04-17

NUSHARES ETF TR

25.82%

Shares65.6K

Event2026-03-31

Filed2026-04-17

MSTB

ETF SER SOLUTIONS

28.17%

Shares58.5K

Event2026-03-31

Filed2026-04-17

PTLC

PACER FDS TR

26.20%

Shares42.3K

Event2026-03-31

Filed2026-04-17

GRID

FIRST TR EXCHANGE-TRADED FD

19.95%

Shares13.4K

Event2026-03-31

Filed2026-04-17

SPSM

SPDR SERIES TRUST

8.48%

Shares45.1K

Event2026-03-31

Filed2026-04-17

USFR

WISDOMTREE TR

0.14%

Shares42.9K

Event2026-03-31

Filed2026-04-17

IWL

ISHARES TR

21.36%

Shares13.0K

Event2026-03-31

Filed2026-04-17

SPMB

SPDR SERIES TRUST

10.12%

Shares89.2K

Event2026-03-31

Filed2026-04-17