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Forefront Wealth Partners, LLC
hedge fundUpdated 21 days agoManaged by Forefront Wealth Partners, Llc • Latest filing Q2 2026
Portfolio value
$322.7M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
58.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $134.2M |
| Q1 2025 | $146.9M |
| Q2 2025 | $145.7M |
| Q3 2025 | $397.3M |
| Q4 2025 | $211.2M |
| Q1 2026 | $238.9M |
| Q2 2026 | $322.7M |
Top holdings
177 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STT-PG SPDR SERIES TRUST | $36M | 409.7K | 11.16% | — |
| 2 | E ETHA ISHARES TR | $28.7M | 290.0K | 8.90% | — |
| 3 | S SCHW-PJ SCHWAB STRATEGIC TR | $11.1M | 210.2K | 3.44% | — |
| 4 | E ETHA ISHARES TR | $9.7M | 12.9K | 3.00% | — |
| 5 | B BEN LEGG MASON ETF INVT | $8.9M | 220.5K | 2.77% | — |
| 6 | N NVDA NVIDIA CORPORATION | $5.8M | 28.8K | 1.79% | — |
| 7 | S STT-PG SPDR INDEX SHS FDS | $5.6M | 108.0K | 1.73% | — |
| 8 | S SCHW-PJ SCHWAB STRATEGIC TR | $5M | 148.9K | 1.56% | — |
| 9 | C CRDO DIMENSIONAL ETF TRUST | $5M | 120.1K | 1.54% | — |
| 10 | A AMZN AMAZON COM INC | $4.7M | 19.6K | 1.44% | — |
| 11 | ? N/A ETF SER SOLUTIONS | $4.7M | 108.7K | 1.44% | — |
| 12 | M MSFT MICROSOFT CORP | $4.6M | 12.4K | 1.44% | — |
| 13 | P PCAR PACER FDS TR | $4.6M | 79.0K | 1.43% | — |
| 14 | E ETHA ISHARES TR | $4.3M | 39.3K | 1.34% | — |
| 15 | F FPF FIRST TR EXCHANGE-TRADED FD | $4.3M | 45.5K | 1.32% | — |
| 16 | ? N/A PACER FDS TR | $4.2M | 83.3K | 1.31% | — |
| 17 | F FPF FIRST TR EXCHANGE TRADED FD | $4.2M | 96.7K | 1.29% | — |
| 18 | A AMD ADVANCED MICRO DEVICES INC | $3.7M | 6.4K | 1.16% | — |
| 19 | M MU MICRON TECHNOLOGY INC | $3.7M | 3.2K | 1.15% | — |
| 20 | E ETHA ISHARES TR | $3.7M | 38.3K | 1.15% | — |