Forefront Wealth Partners, LLC Portfolio Holdings

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.