Forefront Wealth Partners, LLC Portfolio Holdings

Forefront Wealth Partners, LLC

$147 Billion
Q1 2025

Forefront Wealth Partners, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.4B, Ishares Core U.S. Aggregate Bo with a value of $11.1B, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.9B, Schwab Fundamental Intl Large with a value of $5.04B, and Ishares Core S&P U.S. Value Et with a value of $4.56B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $134B to 147B. Also it can be appreciated an additional of 43 stocks purchases and 6 closed positions.

Forefront Wealth Partners, LLC is based out at Austin, TX

Below you can find more details about Forefront Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion

ETFs: $110 Billion

Technology: $17 Billion

Consumer Cyclical: $4.64 Billion

Financial Services: $3.95 Billion

Healthcare: $3.32 Billion

Communication Services: $2.97 Billion

Industrials: $1.67 Billion

Energy: $335 Million

Other: $636 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$12.4 Billion 8.41% of portfolio	21,993	Q1 2025 Reduced 11.82%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$11.1 Billion 7.57% of portfolio	112,401	Q1 2025 Added 9.69%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$10.9 Billion 7.39% of portfolio	165,060	Q1 2025 Added 19.38%
FNDF Schwab Fundamental Intl Large ETFs	$0	$5.04 Billion 3.43% of portfolio	139,426	Q1 2025 Added 22.97%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$4.56 Billion 3.1% of portfolio	49,383	Q1 2025 Reduced 1.37%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$4.14 Billion 2.82% of portfolio	50,598	Q1 2025 Reduced 6.02%
FTCS First Trust Capital Strength E ETFs	$0	$3.72 Billion 2.53% of portfolio	41,528	Q1 2025 Reduced 6.11%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$3.04 Billion 2.07% of portfolio	65,886	Q1 2025 Reduced 0.09%
IEFA Ishares Tr ETFs	$0	$3 Billion 2.04% of portfolio	39,638	Q1 2025 Added 0.92%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$2.62 Billion 1.79% of portfolio	78,268	Q1 2025 Added 0.89%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$2.45 Billion 1.67% of portfolio	87,667	Q1 2025 Reduced 3.9%
NDVG Nushares ETF Tr Nuveen Divid G ETFs	$0	$2.39 Billion 1.63% of portfolio	74,710	Q1 2025 Reduced 12.49%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.33 Billion 1.58% of portfolio	22,250	Q1 2025 Reduced 3.44%
RDVY First Trust Rising Dividend Ac ETFs	$0	$2.22 Billion 1.51% of portfolio	37,887	Q1 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.17 Billion 1.48% of portfolio	4,223	Q1 2025 Added 157.19%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.98 Billion 1.34% of portfolio	33,853	Q1 2025 Added 12.48%
LVHI Franklin International Low Vol ETFs	$0	$1.78 Billion 1.21% of portfolio	55,131	Q1 2025 Reduced 6.98%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1.72 Billion 1.17% of portfolio	27,309	Q1 2025 Added 21.99%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.64 Billion 1.12% of portfolio	15,550	Q1 2025 Reduced 16.89%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.6 Billion 1.09% of portfolio	8,416	Q1 2025 Reduced 6.12%
GRID First Tr Nasdaq Clean Edge Sma ETFs	$0	$1.56 Billion 1.06% of portfolio	13,823	Q1 2025 Added 1.8%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.45 Billion 0.99% of portfolio	13,313	Q1 2025 Reduced 4.95%
VO Vanguard Mid Cap ETF ETFs	$0	$1.43 Billion 0.97% of portfolio	5,537	Q1 2025 Added 1.11%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$1.35 Billion 0.92% of portfolio	34,134	Q1 2025 Reduced 7.29%
IBTJ Ishares Tr Ibonds Dec 2029 Tre ETFs	$0	$1.3 Billion 0.89% of portfolio	59,831	Q1 2025 New
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.29 Billion 0.88% of portfolio	16,290	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.24 Billion 0.84% of portfolio	3,430	Q1 2025 Reduced 34.98%
XLK Technology Sector Spdr ETFs	$0	$1.19 Billion 0.81% of portfolio	5,782	Q1 2025 Added 4.99%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.16 Billion 0.79% of portfolio	7,957	Q1 2025 Reduced 7.26%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.09 Billion 0.74% of portfolio	3,980	Q1 2025 Added 20.42%
VEA Vanguard Ftse Developed Market ETFs	$0	$871 Million 0.59% of portfolio	17,141	Q1 2025 Added 241.66%
IEMG Ishares Inc ETFs	$0	$831 Million 0.57% of portfolio	15,399	Q1 2025 Reduced 33.36%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$793 Million 0.54% of portfolio	21,774	Q1 2025 New
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$686 Million 0.47% of portfolio	27,415	Q1 2025 Reduced 39.8%
NXTG First Tr Exchange Traded Fd Ii ETFs	$0	$692 Million 0.47% of portfolio	8,151	Q1 2025 Reduced 7.86%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$678 Million 0.46% of portfolio	15,046	Q1 2025 Reduced 17.41%
IWL Ishares Tr Russell 200 ETF ETFs	$0	$673 Million 0.46% of portfolio	4,898	Q1 2025 Added 47.75%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$668 Million 0.45% of portfolio	30,298	Q1 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$635 Million 0.43% of portfolio	16,927	Q1 2025 New
PTIN Pacer Fds Tr Trendpilot Intl E ETFs	$0	$622 Million 0.42% of portfolio	21,205	Q1 2025 New
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	$0	$603 Million 0.41% of portfolio	11,726	Q1 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$591 Million 0.4% of portfolio	14,999	Q1 2025 New
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$573 Million 0.39% of portfolio	14,053	Q1 2025 Added 17.94%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$528 Million 0.36% of portfolio	10,496	Q1 2025 New
VBR Vanguard Small Cap Value ETF ETFs	$0	$508 Million 0.35% of portfolio	2,726	Q1 2025 Reduced 6.19%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$448 Million 0.3% of portfolio	2,117	Q1 2025 Reduced 59.19%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$430 Million 0.29% of portfolio	5,055	Q1 2025 New
BNDX Vanguard Total International B ETFs	$0	$430 Million 0.29% of portfolio	8,802	Q1 2025 New
PTMC Pacer Fds Tr Trendpilot Us Mid ETFs	$0	$414 Million 0.28% of portfolio	11,962	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$373 Million 0.25% of portfolio	8,242	Q1 2025 New

Summary

Portfolio
No. of Stocks 128
Current Value $147 Billion
Prior Value $134 Billion
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 43 stocks
Additional Purchases 46 stocks
Sold out of 6 stocks
Reduced holdings in 38 stocks

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Forefront Wealth Partners, LLC Portfolio Holdings