Institutional Investor · CIK 0002068112
FOREFRONT WEALTH PARTNERS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
176
Total Value
$306.04M
Total Shares
3.43M
Latest Filing
Aug 20, 2026
CIK
0002068112
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 409,741 | $36.01M | 0.0373% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 290,048 | $28.71M | 0.0206% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 210,176 | $11.09M | 0.0476% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 12,935 | $9.69M | 0.0011% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 28,832 | $5.77M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 28,832 | $5.77M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 108,013 | $5.59M | 0.0319% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 148,904 | $5.04M | 0.0086% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 120,122 | $4.96M | 0.0300% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-20 | 19,562 | $4.66M | 0.0002% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 12,430 | $4.64M | 0.0002% | SH | — | View |
iShares Core S&P U.S.…(IUSV) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 39,329 | $4.33M | 0.0162% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 45,501 | $4.27M | 0.0588% | SH | — | View | |
First Trust SMID Cap…(SDVY) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 96,676 | $4.17M | 0.0373% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 6,417 | $3.73M | 0.0004% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 3,220 | $3.72M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 162,919 | $3.63M | 0.0505% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 43,058 | $3.57M | 0.0021% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 9,270 | $3.50M | 0.0002% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 5,006 | $3.44M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 43,714 | $3.37M | 0.0027% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 17,172 | $3.29M | 0.0263% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 30,003 | $3.23M | 0.0069% | SH | — | View | |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 8,990 | $3.18M | 0.0001% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-20 | 10,974 | $3.18M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 62,051 | $3.12M | 0.0176% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 12,401 | $2.82M | 0.0059% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 60,374 | $2.79M | 0.0064% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 83,215 | $2.64M | 0.0029% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 23,781 | $2.62M | 0.0046% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 44,929 | $2.59M | 0.0150% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 13,093 | $2.49M | 0.0020% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 12,946 | $2.39M | 0.1107% | SH | — | View | |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 52,388 | $2.32M | 0.0049% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 4,039 | $2.28M | 0.0002% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 4,039 | $2.28M | 0.0002% | SH | — | View |
Global X - Data…(DTCR) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 73,383 | $2.23M | 0.0961% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 73,383 | $2.23M | 1.7786% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 5,719 | $2.12M | 0.0001% | SH | — | View | |
Global X - Defense…(SHLD) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 35,209 | $2.10M | 0.0510% | SH | — | View |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 6,787 | $2.02M | 0.0008% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 4,141 | $2.00M | 0.0024% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 21,793 | $1.96M | 0.0202% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 9,583 | $1.92M | 0.1215% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 18,715 | $1.88M | 0.0020% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 2,872 | $1.88M | 0.0023% | SH | — | View | |
iShares Core U.S. REIT…(USRT) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 27,155 | $1.80M | 0.0423% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 22,216 | $1.79M | 0.0008% | SH | — | View | |
ASML Holding N.V.(ASML) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 857 | $1.70M | 0.0002% | SH | — | View |
ASML Holding N.V.(ASME.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 857 | $1.70M | 0.0002% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 4,911 | $1.67M | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 13,948 | $1.66M | 0.0031% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 13,142 | $1.63M | 0.0012% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 2,061 | $1.57M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 80,150 | $1.54M | 1.7653% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 21,276 | $1.52M | 0.0005% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 29,779 | $1.50M | 0.0037% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 9,665 | $1.43M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 8,710 | $1.42M | 0.0133% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-08-20 | 3,330 | $1.40M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 27,850 | $1.38M | 0.0103% | SH | — | View | |
GE Vernova Inc.(GEV) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-08-20 | 1,104 | $1.30M | 0.0004% | SH | — | View |
General Electric Company(GE.SW) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-20 | 3,468 | $1.30M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 15,655 | $1.29M | 0.0099% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 35,318 | $1.19M | 0.0520% | SH | — | View | |
Datadog, Inc.(DDOG) | Technology | Software - Application | 2026-06-30 | 2026-08-20 | 4,439 | $1.16M | 0.0012% | SH | — | View |
First Trust Indxx NextG…(NXTG) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 7,465 | $1.14M | 0.2499% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 17,617 | $1.06M | 0.0113% | SH | — | View | |
MercadoLibre, Inc.(MLB1.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-20 | 617 | $1.05M | 0.0012% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 12,905 | $1.05M | 0.0043% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 28,297 | $1.03M | 0.4506% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 8,827 | $1.03M | 0.0004% | SH | — | View | |
Vertiv Holdings Co(VRT) | Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-08-20 | 3,061 | $1.03M | 0.0008% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-08-20 | 21,195 | $1.02M | 0.0291% | SH | — | View | |
Arista Networks, Inc.(ANET) | Technology | Computer Hardware | 2026-06-30 | 2026-08-20 | 5,886 | $999.91K | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 3,951 | $979.41K | 0.0635% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 775 | $930.14K | 0.0001% | SH | — | View |
Snowflake Inc.(SNOW) | Technology | Software - Application | 2026-06-30 | 2026-08-20 | 3,620 | $921.29K | 0.0010% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 6,206 | $909.62K | 0.0002% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 6,206 | $909.62K | 0.0002% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-20 | 2,431 | $834.15K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Cryptocurrency | 2026-06-30 | 2026-08-20 | 24,127 | $803.19K | 0.0014% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 1,062 | $782.30K | 0.0001% | SH | — | View | |
Nebius Group N.V.(NBIS) | Technology | Software - Application | 2026-06-30 | 2026-08-20 | 2,776 | $766.65K | 0.0012% | SH | — | View |
Corning Inc(GLW.DE) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-08-20 | 2,988 | $763.13K | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 7,886 | $760.52K | 0.0051% | SH | — | View | |
iShares ESG Aware MSCI…(ESGU) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 4,624 | $756.81K | 0.0043% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-20 | 1,447 | $743.32K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 8,592 | $740.16K | 0.0002% | SH | — | View | |
Uber Technologies, Inc.(UBER.SW) | Technology | Software - Application | 2026-06-30 | 2026-08-20 | 10,238 | $738.77K | 0.0005% | SH | — | View |
Uber Technologies, Inc.(UT8.DE) | Technology | Software - Application | 2026-06-30 | 2026-08-20 | 10,238 | $738.77K | 0.0005% | SH | — | View |
Axon Enterprise, Inc.(AXON) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-20 | 1,302 | $729.91K | 0.0016% | SH | — | View |
Axon Enterprise, Inc.(TASR) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-20 | 1,302 | $729.91K | N/A | SH | — | View |
S&P Global Inc.(SPGI) | Financial Services | Financial - Data & Stock Exchanges | 2026-06-30 | 2026-08-20 | 1,784 | $726.55K | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-08-20 | 12,037 | $718.49K | 0.0004% | SH | — | View | |
ServiceNow, Inc.(NOW) | Technology | Software - Application | 2026-06-30 | 2026-08-20 | 7,230 | $717.79K | 0.0007% | SH | — | View |
Intuitive Surgical, Inc.(ISRG) | Healthcare | Medical - Instruments & Supplies | 2026-06-30 | 2026-08-20 | 1,771 | $704.29K | 0.0005% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-08-20 | 13,240 | $659.62K | 0.0011% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 8,515 | $645.33K | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-08-20 | 33,060 | $638.39K | 0.2280% | SH | — | View |
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