Investor
Forefront Wealth Partners, LLC
CIK 0002068112 · filed 2026-04-17 · SEC filing
13F book
$238.9M
Positions
162
32 new · 9 sold
Largest name
11.8%
Spdr Series Trust
Est. mark
−$6.07M
Price effect on 130 names still held. Flow $33.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 369.1K | $28.3M | 11.8% | −$1.31M | Added−$343.2K |
| Ishares Tr | — | 237.1K | $23.5M | 9.9% | −$123.4K | Added$3.31M |
| Schwab Strategic Tr | — | 203.8K | $9.97M | 4.2% | $528.5K | Added$3.55M |
| Ishares Tr | — | 13.3K | $8.67M | 3.6% | −$357.3K | Added$956.3K |
| Legg Mason Etf Invt | — | 174.7K | $7.08M | 3.0% | $613.8K | Added$1.01M |
| Microsoft Corp | MSFT | 12.8K | $4.73M | 2.0% | −$1.13M | Added−$80.8K |
| Nvidia Corp | NVDA | 26.7K | $4.65M | 1.9% | −$281.8K | Added$309.6K |
| First Tr Exchange-Traded Fd | — | 48.5K | $4.5M | 1.9% | $11.7K | Added$148.7K |
| Amazon Com Inc | AMZN | 18.8K | $3.91M | 1.6% | −$388.7K | Added−$71.5K |
| Schwab Strategic Tr | — | 133.1K | $3.88M | 1.6% | −$464.6K | Cut−$743.1K |
| Ishares Tr | — | 37.1K | $3.8M | 1.6% | −$10.8K | Cut−$428K |
| First Tr Exchange-Traded Fd | — | 89K | $3.51M | 1.5% | $84.7K | Added$583.9K |
| Ishares Tr | — | 16.6K | $3.5M | 1.5% | −$14.4K | Added$191.1K |
| Ishares Tr | — | 38.4K | $3.47M | 1.5% | $36.7K | Added$408K |
| Spdr Index Shs Fds | — | 68.1K | $3.11M | 1.3% | $74.8K | Added$433.3K |
| Ishares Tr | — | 43.8K | $2.96M | 1.2% | $58.9K | Added$421.6K |
| Ishares Inc | — | 41.9K | $2.92M | 1.2% | $32.3K | Added$2.07M |
| Ishares Tr | — | 61.3K | $2.83M | 1.2% | −$21.5K | Cut−$29.6K |
| Apple Inc. | AAPL | 10.9K | $2.77M | 1.2% | −$177.4K | Added$103.8K |
| Spdr Index Shs Fds | — | 58.5K | $2.74M | 1.1% | $5.26K | Added$282.4K |
| Broadcom Inc. | AVGO | 7.99K | $2.47M | 1.0% | −$238K | Added$223.6K |
| Alphabet Inc | — | 8.29K | $2.38M | 1.0% | −$179.2K | Added$289.8K |
| Nushares Etf Tr | — | 65.6K | $2.27M | 0.9% | −$45.2K | Added$420.7K |
| Etf Ser Solutions | — | 58.5K | $2.24M | 0.9% | −$74K | Added$418.7K |
| Pacer Fds Tr | — | 42.3K | $2.22M | 0.9% | −$104.6K | Added$356.1K |
| First Tr Exchange Traded Fd | — | 13.4K | $2.19M | 0.9% | $117.6K | Added$481.6K |
| Spdr Series Trust | — | 45.1K | $2.18M | 0.9% | $60.7K | Added$231K |
| Wisdomtree Tr | — | 42.9K | $2.16M | 0.9% | $867 | Added$3.99K |
| Ishares Tr | — | 13K | $2.09M | 0.9% | −$108.9K | Added$259.2K |
| Spdr Series Trust | — | 89.2K | $2M | 0.8% | −$2.02K | Added$181.4K |
| Meta Platforms, Inc. | META | 3.48K | $1.99M | 0.8% | −$215.3K | Added$371.3K |
| First Tr Exchange Traded Fd | — | 31.5K | $1.97M | 0.8% | −$276.2K | Cut−$858.4K |
| Micron Technology Inc | MU | 5.75K | $1.94M | 0.8% | $268.4K | Added$481.2K |
| Schwab Strategic Tr | — | 58.3K | $1.79M | 0.7% | $189.4K | Cut$153.2K |
| Select Sector Spdr Tr | — | 12.8K | $1.7M | 0.7% | −$141.8K | Cut−$492.8K |
| Vanguard Index Fds | — | 2.77K | $1.66M | 0.7% | −$76.4K | Added$31.1K |
| Advanced Micro Devices Inc | AMD | 8.12K | $1.65M | 0.7% | −$81.4K | Added$27.7K |
| Global X Fds | — | 22.6K | $1.6M | 0.7% | — | New |
| Vanguard Index Fds | — | 5.46K | $1.57M | 0.7% | −$13.8K | Added$213.9K |
| Pacer Fds Tr | — | 33.6K | $1.51M | 0.6% | $14.6K | Added$210.5K |
| Vanguard Index Fds | — | 4.69K | $1.5M | 0.6% | −$57.1K | Added$184.7K |
| Ishares Tr | — | 3.31K | $1.41M | 0.6% | −$154K | Added−$141.6K |
| Ishares Tr | — | 28.9K | $1.34M | 0.6% | $18.7K | Added$245.6K |
| Vaneck Etf Trust | — | 3.45K | $1.32M | 0.6% | $80.2K | Cut$34.8K |
| Ishares Tr | — | 13.2K | $1.28M | 0.5% | $10.8K | Added$197.7K |
| Ishares Tr | — | 34.9K | $1.24M | 0.5% | — | New |
| Tesla, Inc. | TSLA | 3.28K | $1.22M | 0.5% | −$211.7K | Added−$906 |
| Asml Holding N V | — | 910 | $1.2M | 0.5% | $208.6K | Added$312.9K |
| Global X Fds | — | 50K | $1.2M | 0.5% | $92.2K | Added$517.2K |
| Ishares Tr | — | 11.3K | $1.2M | 0.5% | −$9.41K | Added$147.3K |
| Ishares Tr | — | 9.53K | $1.18M | 0.5% | $35.9K | Added$138.5K |
| First Tr Exchange-Traded Fd | — | 10.6K | $1.18M | 0.5% | $43.9K | Cut−$130.3K |
| Fidelity Covington Trust | — | 20K | $1.11M | 0.5% | −$29K | Cut−$326K |
| Franklin Templeton Etf Tr | — | 20.1K | $1.1M | 0.5% | −$22.2K | Added$166.6K |
| Dimensional Etf Trust | — | 27.7K | $1.07M | 0.4% | −$4.75K | Added$817.6K |
| Ishares Tr | — | 8.67K | $1.03M | 0.4% | −$31.3K | Added$647.7K |
| Ge Aerospace | — | 3.53K | $1M | 0.4% | −$80.5K | Added−$21.2K |
| First Tr Exchange-Traded Fd | — | 4.89K | $982.4K | 0.4% | −$27.9K | Cut−$279.8K |
| GE Vernova Inc. | GEV | 1.13K | $982.4K | 0.4% | $218.9K | Added$330.7K |
| Mercadolibre Inc | MELI | 562 | $971.7K | 0.4% | −$84.7K | Added$373.5K |
| Ishares Bitcoin Trust Etf | IBIT | 23.5K | $901.3K | 0.4% | −$77.3K | Added$559.4K |
| Vanguard Tax-Managed Fds | — | 14K | $898.4K | 0.4% | $20.2K | Added$114.4K |
| First Tr Exchange Traded Fd | — | 13.1K | $894K | 0.4% | −$15.6K | Cut−$1.93M |
| Oracle Corp | — | 5.91K | $869.7K | 0.4% | −$238.7K | Added−$103K |
| Pacer Trendpilot Us Bond | — | 44.7K | $847.9K | 0.4% | −$17.6K | Added$34.1K |
| Crowdstrike Hldgs Inc | — | 2.05K | $800.3K | 0.3% | −$51.2K | Added$493.8K |
| Vertiv Holdings Co | VRT | 3.13K | $784.4K | 0.3% | $277.3K | Cut−$17.3K |
| Ishares Tr | — | 13.1K | $776.3K | 0.3% | $26.3K | Added$104.7K |
| Palo Alto Networks Inc | PANW | 4.8K | $769.7K | 0.3% | −$79.8K | Added$154.5K |
| S&P Global Inc. | SPGI | 1.79K | $761.8K | 0.3% | −$173.9K | Added−$172.6K |
| Ishares Tr | — | 4.77K | $761.2K | 0.3% | $4.98K | Added$350.1K |
| Uber Technologies, Inc | UBER | 10.1K | $724.3K | 0.3% | −$89.6K | Added−$24.4K |
| Mastercard Inc | MA | 1.44K | $721.9K | 0.3% | −$92.3K | Added−$21.9K |
| Visa Inc. | V | 2.37K | $717.5K | 0.3% | −$96.8K | Added$19K |
| Eli Lilly & Co | LLY | 771 | $709.3K | 0.3% | −$113.8K | Added−$77K |
| Salesforce, Inc. | CRM | 3.79K | $708.4K | 0.3% | −$235K | Added−$87K |
| Marvell Technology, Inc. | MRVL | 7.12K | $705.5K | 0.3% | $100.2K | Cut−$213.8K |
| ServiceNow, Inc. | NOW | 6.71K | $701.1K | 0.3% | −$207K | Added$49.3K |
| Intuitive Surgical Inc | ISRG | 1.5K | $690.1K | 0.3% | −$86.3K | Added$226.3K |
| Palantir Technologies Inc. | PLTR | 4.65K | $680.6K | 0.3% | −$57.4K | Added$356.4K |
| Arista Networks, Inc. | ANET | 5.45K | $669.6K | 0.3% | −$37.4K | Added$75K |
| Astera Labs, Inc. | ALAB | 6.09K | $667K | 0.3% | −$280.1K | Added−$154K |
| First Tr Exchange-Traded Fd | — | 33.2K | $650K | 0.3% | −$17.8K | Added−$12.3K |
| First Tr Exchange-Traded Fd | — | 25.2K | $643.2K | 0.3% | −$17.3K | Added−$14.9K |
| Truist Finl Corp | — | 13.4K | $616.4K | 0.3% | −$41.8K | Added−$18.4K |
| Thermo Fisher Scientific Inc. | TMO | 1.25K | $613.7K | 0.3% | −$100.5K | Added−$49.3K |
| Spdr Series Trust | — | 6.21K | $608.5K | 0.3% | −$47.4K | Added$32.9K |
| First Tr Exchange-Traded Fd | — | 12.5K | $606.7K | 0.3% | −$5.45K | Added−$2.58K |
| Shopify Inc. | SHOP | 4.99K | $592K | 0.2% | −$91.5K | Added$244.2K |
| Ea Series Trust | — | 15.5K | $541.3K | 0.2% | — | New |
| Eaton Corp Plc | ETN | 1.48K | $530.6K | 0.2% | $58.1K | Cut$56.8K |
| Datadog, Inc. | DDOG | 4.48K | $529.1K | 0.2% | −$37.9K | Added$241.5K |
| Snowflake Inc. | SNOW | 3.45K | $520.2K | 0.2% | −$88.8K | Added$235.9K |
| Select Sector Spdr Tr | — | 3.48K | $509.6K | 0.2% | −$28.5K | Cut−$175.1K |
| Intuit Inc. | INTU | 1.16K | $501.8K | 0.2% | — | New |
| Schwab Charles Corp | — | 5.3K | $498.5K | 0.2% | — | New |
| Blackstone Inc. | BX | 4.32K | $497.1K | 0.2% | — | New |
| Kkr & Co Inc | — | 5.34K | $494.2K | 0.2% | −$124.2K | Added$41.5K |
| Ishares Tr | — | 6.2K | $486.1K | 0.2% | $5.46K | Cut$418 |
| Pacer Fds Tr | — | 7.66K | $478.9K | 0.2% | $15K | Added$101.6K |
| Axon Enterprise, Inc. | AXON | 1.11K | $472.3K | 0.2% | — | New |
| Alibaba Group Hldg Ltd | — | 3.73K | $467.5K | 0.2% | — | New |
| Netflix Inc | NFLX | 4.72K | $453.7K | 0.2% | — | New |
| Spdr Series Trust | — | 9.47K | $453K | 0.2% | −$1.52K | Cut−$21.5K |
| Apollo Global Mgmt Inc | — | 4.04K | $449.9K | 0.2% | — | New |
| Spdr Series Trust | — | 14.6K | $438.7K | 0.2% | −$1.9K | Cut−$12.9K |
| Dynatrace, Inc. | DT | 11.4K | $421.2K | 0.2% | −$29.8K | Added$218.5K |
| Cadence Design System Inc | — | 1.49K | $413.2K | 0.2% | −$51.6K | Cut−$169.5K |
| Boston Scientific Corp | BSX | 6.5K | $407.8K | 0.2% | −$72.5K | Added$195.7K |
| Ishares Tr | — | 2.12K | $407.2K | 0.2% | −$14.5K | Cut−$37.7K |
| Vanguard Intl Equity Index F | — | 7.51K | $405.7K | 0.2% | $1.97K | Added$39.3K |
| Corning Inc | — | 2.97K | $403.8K | 0.2% | $142.6K | Added$146K |
| Ishares Tr | — | 4.26K | $400.1K | 0.2% | −$9.31K | Added$18.8K |
| Spotify Technology S.A. | SPOT | 784 | $380.2K | 0.2% | — | New |
| Ishares Tr | — | 2.68K | $378.7K | 0.2% | — | New |
| Cloudflare, Inc. | NET | 1.8K | $370.8K | 0.2% | — | New |
| Coinbase Global, Inc. | COIN | 2K | $349.2K | 0.1% | — | New |
| Franklin Templeton Digital H | — | 8.8K | $344.8K | 0.1% | −$100.4K | Cut−$287.3K |
| Stryker Corp | SYK | 1.03K | $337.5K | 0.1% | — | New |
| Spdr Gold Tr | — | 779 | $335.2K | 0.1% | $26.5K | Cut−$22.3K |
| Ishares Tr | — | 2.82K | $331.3K | 0.1% | −$31.7K | Cut−$81.4K |
| Deere & Co | DE | 585 | $329.6K | 0.1% | $57.2K | Cut$54.4K |
| Sea Ltd | SE | 3.94K | $325.9K | 0.1% | — | New |
| Rubrik, Inc. | RBRK | 6.61K | $323.4K | 0.1% | — | New |
| Vanguard Bd Index Fds | — | 4.09K | $321.1K | 0.1% | −$1.64K | Cut−$46.7K |
| Vanguard Charlotte Fds | — | 6.44K | $309.4K | 0.1% | −$1.63K | Added$17K |
| Bank America Corp | — | 6.34K | $309K | 0.1% | −$39.6K | Cut−$214.3K |
| Vaneck Etf Trust | — | 20.1K | $299.2K | 0.1% | −$32.3K | Cut−$101K |
| Taiwan Semiconductor Mfg Ltd | — | 882 | $298.1K | 0.1% | $29.8K | Added$31.9K |
| Vanguard Scottsdale Fds | — | 3.66K | $290.3K | 0.1% | — | New |
| Dimensional Etf Trust | — | 7.26K | $282.9K | 0.1% | — | New |
| Vistra Corp. | VST | 1.88K | $282.8K | 0.1% | — | New |
| Northrop Grumman Corp | — | 411 | $281.3K | 0.1% | $46.4K | Added$47.8K |
| MongoDB, Inc. | MDB | 1.11K | $272.2K | 0.1% | −$175.4K | Added−$148.8K |
| Nebius Group N.V. | NBIS | 2.62K | $271.6K | 0.1% | — | New |
| Mcdonalds Corp | MCD | 850 | $264.3K | 0.1% | $3.94K | Added$37.2K |
| Spdr Series Trust | — | 2.37K | $256.2K | 0.1% | $10.3K | Cut−$11.4K |
| Ishares Tr | — | 1.64K | $254.1K | 0.1% | −$21K | Held |
| Atlassian Corp | TEAM | 3.58K | $244.3K | 0.1% | — | New |
| RTX Corp | RTX | 1.27K | $244.2K | 0.1% | $11.7K | Added$14.6K |
| Comfort Sys Usa Inc | — | 174 | $240.1K | 0.1% | — | New |
| Ishares Tr | — | 6.52K | $238.3K | 0.1% | −$28.5K | Cut−$83.7K |
| Ishares Tr | — | 993 | $238.1K | 0.1% | — | New |
| Bank Ozk Little Rock Ark | — | 5.16K | $236.7K | 0.1% | −$659 | Added$351 |
| Chevron Corp New | CVX | 1.12K | $231.8K | 0.1% | — | New |
| Walmart Inc. | WMT | 1.85K | $229.5K | 0.1% | $23.6K | Cut$18.6K |
| Dimensional Etf Trust | — | 6.42K | $228.1K | 0.1% | — | New |
| CoreWeave, Inc. | CRWV | 2.9K | $224.5K | 0.1% | $17K | Cut$4.24K |
| Freeport-Mcmoran Inc | FCX | 3.73K | $219.4K | 0.1% | $29.8K | Cut−$373K |
| Invesco Qqq Tr | — | 376 | $217.2K | 0.1% | −$12.1K | Added$14.5K |
| Etf Ser Solutions | — | 5.17K | $216.8K | 0.1% | −$8.58K | Added$1.32K |
| Nextera Energy Inc | — | 2.32K | $215.3K | 0.1% | $29.2K | Cut−$261.1K |
| L3harris Technologies Inc | — | 617 | $213K | 0.1% | — | New |
| Arm Holdings Plc | — | 1.4K | $212.2K | 0.1% | — | New |
| Quanta Svcs Inc | — | 386 | $211.9K | 0.1% | — | New |
| Alphabet Inc | — | 729 | $209.6K | 0.1% | −$18.3K | Added−$16K |
| Coca Cola Co | KO | 2.72K | $206.9K | 0.1% | — | New |
| Ishares Tr | — | 3.19K | $203.9K | 0.1% | — | New |
| Elevance Health Inc Formerly | — | 695 | $203.5K | 0.1% | −$40.3K | Cut−$48.4K |
| Fair Isaac Corp | FICO | 189 | $201.8K | 0.1% | — | New |
| EVgo Inc. | EVGO | 12.9K | $22.1K | 0.0% | −$15.3K | Held |
| Innoviz Technologies Ltd. | INVZ | 34.2K | $21.7K | 0.0% | −$7.55K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.