Q2 2026 13F · SEC CIK 2068112

Forefront Wealth Partners, LLC

Wealth managerFiled 2026-08-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $322.7M
Reported positions: 177
Holdings vs S&P 500, 3 yrs: —
Assets under management: $239.8M

Forefront Wealth Partners, LLC is a wealth manager that reported 177 positions worth $322.7M in its Q2 2026 13F, filed 2026-08-20. Its largest holdings were Spdr Series Trust (SPLG, 11.2%), Ishares Tr (AGG, 8.9%), Schwab Strategic Tr (FNDF, 3.4%).

Forefront Wealth Partners, LLC holdings largest 50 of 177 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Forefront Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	11.2%	11.8%	409,741	+11.0%	$36.0M
AGGIshares Tr	8.9%	9.9%	290,048	+22.3%	$28.7M
FNDFSchwab Strategic Tr	3.4%	4.2%	210,176	+3.1%	$11.1M
IVVIshares Tr	3.0%	3.6%	12,935	-2.5%	$9.7M
LVHILegg Mason ETF Invt	2.8%	3.0%	220,479	+26.2%	$8.9M
NVDANvidia Corporation	1.8%	1.9%	28,832	+8.1%	$5.8M
SPEMSpdr Index Shs Fds	1.7%	1.1%	108,013	+84.7%	$5.6M
SCHGSchwab Strategic Tr	1.6%	1.6%	148,904	+11.9%	$5.0M
DFAIDimensional ETF Trust	1.5%	—	120,122	—	$5.0M
AMZNAmazon Com Inc	1.4%	1.6%	19,562	+4.3%	$4.7M
MSTBETF Ser Solutions	1.4%	0.9%	108,681	+85.7%	$4.7M
MSFTMicrosoft Corp	1.4%	2.0%	12,430	-2.7%	$4.6M
PTLCPacer Fds Tr	1.4%	0.9%	79,039	+86.8%	$4.6M
IUSVIshares Tr	1.3%	1.6%	39,329	+5.9%	$4.3M
FTCSFirst Tr Exchange-Traded Fd	1.3%	1.9%	45,501	-6.2%	$4.3M
CALFPacer Fds Tr	1.3%	0.6%	83,261	+147.6%	$4.2M
SDVYFirst Tr Exchange Traded Fd	1.3%	1.5%	96,676	+8.7%	$4.2M
AMDAdvanced Micro Devices Inc	1.2%	0.7%	6,417	-21.0%	$3.7M
MUMicron Technology Inc	1.2%	0.8%	3,220	-44.0%	$3.7M
IEFAIshares Tr	1.1%	1.5%	38,264	-0.3%	$3.7M
SPMBSpdr Ser Tr	1.1%	0.8%	162,919	+82.7%	$3.6M
IEMGIshares Inc	1.1%	1.2%	43,058	+2.7%	$3.6M
AVGOBroadcom Inc	1.1%	1.0%	9,270	+16.0%	$3.5M
VOOVanguard Index Fds	1.1%	0.7%	5,006	+80.7%	$3.4M
IJHIshares Tr	1.0%	1.2%	43,714	-0.2%	$3.4M
GRIDFirst Tr Exchange-Traded Fd	1.0%	0.9%	17,172	+28.4%	$3.3M
MUBIshares Tr	1.0%	0.5%	30,003	+166.0%	$3.2M
GOOGAlphabet Inc	1.0%	1.0%	8,990	+8.5%	$3.2M
AAPLApple Inc	1.0%	1.2%	10,974	+0.6%	$3.2M
USFRWisdomtree Tr	1.0%	0.9%	62,051	+44.6%	$3.1M
IVEIshares Tr	0.9%	1.5%	12,401	-25.3%	$2.8M
IUSBIshares Tr	0.9%	1.2%	60,374	-1.6%	$2.8M
SCHDSchwab Strategic Tr	0.8%	0.7%	83,215	+42.8%	$2.6M
IWRIshares Tr	0.8%	0.5%	23,781	+80.2%	$2.6M
SPSMSpdr Series Trust	0.8%	0.9%	44,929	-0.3%	$2.6M
XLKSelect Sector Spdr Tr	0.8%	0.7%	13,093	+2.2%	$2.5M
IWLIshares Tr	0.7%	0.9%	12,946	-0.7%	$2.4M
FLQMFranklin Templeton ETF Tr	0.7%	—	40,594	—	$2.3M
DFACDimensional ETF Trust	0.7%	—	52,388	—	$2.3M
METAMeta Platforms Inc	0.7%	0.8%	4,039	+16.1%	$2.3M
VPNGlobal X Fds	0.7%	0.5%	73,383	+46.9%	$2.2M
VTIVanguard Index Fds	0.7%	0.6%	5,719	+22.0%	$2.1M
SHLDGlobal X Defense Tech ETF	0.7%	0.7%	35,209	+55.4%	$2.1M
MRVLMarvell Technology Inc	0.6%	—	6,787	—	$2.0M
ALABAstera Labs Inc	0.6%	—	4,141	—	$2.0M
CIBRFirst Tr Exchange-Traded Fd	0.6%	0.8%	21,793	-30.8%	$2.0M
IWCIshares Tr Micro-Cap ETF	0.6%	—	9,583	—	$1.9M
SGOVIshares Tr	0.6%	—	18,715	—	$1.9M
SMHVaneck ETF Trust	0.6%	0.6%	2,872	-16.7%	$1.9M
USRTIshares Tr	0.6%	—	27,155	—	$1.8M

What Forefront Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.1% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$322.7M	177
Q1 2026	$238.9M	162
Q4 2025	$211.2M	139
Q3 2025	$397.3M	191
Q2 2025	$145.7M	98
Q1 2025	$146.9M	128
Q4 2024	$134.2M	91

Questions about Forefront Wealth Partners, LLC's portfolio

What stocks does Forefront Wealth Partners, LLC own?

Forefront Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 20, 2026, lists 177 positions worth $322.7M. The largest are Spdr Series Trust (SPLG) at 11.2%, Ishares Tr (AGG) at 8.9%, Schwab Strategic Tr (FNDF) at 3.4%, Ishares Tr (IVV) at 3.0% and Legg Mason ETF Invt (LVHI) at 2.8%.

What did Forefront Wealth Partners, LLC buy last quarter?

In Q2 2026, Forefront Wealth Partners, LLC added Ishares Tr (MUB) (+166.0% shares), Pacer Fds Tr (CALF) (+147.6% shares) and Pacer Fds Tr (PTLC) (+86.8% shares), compared with its Q1 2026 filing.

What did Forefront Wealth Partners, LLC sell last quarter?

In Q2 2026, Forefront Wealth Partners, LLC cut from its top 50 Spdr Index Shs Fds (SPDW), cut from its top 50 Nuveen Esg Dividend ETF (NDVG), cut from its top 50 Vanguard Index Fds (VO), cut from its top 50 Ishares Tr (IWF), cut from its top 50 Ishares Tr (IQLT), Micron Technology Inc (MU) (-44.0% shares), First Tr Exchange-Traded Fd (CIBR) (-30.8% shares) and Ishares Tr (IVE) (-25.3% shares), compared with its Q1 2026 filing.

When is Forefront Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Forefront Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Forefront Wealth Partners, LLC manage?

Forefront Wealth Partners, LLC reported $239.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $322.7M.