Forefront Wealth Management Inc. Portfolio Holdings

Forefront Wealth Management Inc.

  • $123 Million
  • Q3 2025

Forefront Wealth Management Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.1M, J P Morgan Exchange Traded Fd with a value of $9.75M, Amazon Com Inc with a value of $7.79M, Taiwan Semiconductor Manufacturing CO LTD with a value of $7.3M, and Apple Inc. with a value of $6.77M.

Examining the 13F form we can see an increase of $8.53M in the current position value, from $114M to 123M.

Below you can find more details about Forefront Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $123 Million
Technology: $33.1 Million
ETFs: $32.6 Million
Communication Services: $11.7 Million
Consumer Cyclical: $9.79 Million
Healthcare: $8.49 Million
Industrials: $8.17 Million
Energy: $6.19 Million
Consumer Defensive: $4.43 Million
Other: $5.23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.71T
$11.1 Million 9.03% of portfolio
21,431
Q3 2025 Reduced 2.15%
$0
$9.75 Million 7.94% of portfolio
170,806
Q3 2025 Reduced 0.74%
$2.48T
$7.79 Million 6.33% of portfolio
35,457
Q3 2025 Reduced 2.43%
$1.5T
$7.3 Million 5.94% of portfolio
26,121
Q3 2025 Reduced 4.93%
$4.34T
$6.77 Million 5.5% of portfolio
26,573
Q3 2025 Reduced 3.24%
$0
$6.73 Million 5.48% of portfolio
117,040
Q3 2025 Reduced 0.49%
$1.66T
$5.53 Million 4.5% of portfolio
22,748
Q3 2025 Reduced 4.61%
$409B
$4.43 Million 3.61% of portfolio
4,791
Q3 2025 Reduced 6.9%
$85.2B
$3.93 Million 3.2% of portfolio
20,028
Q3 2025 Reduced 3.53%
$0
$3.27 Million 2.66% of portfolio
70,368
Q3 2025 Added 8.79%
$301B
$3.27 Million 2.66% of portfolio
6,851
Q3 2025 Reduced 2.55%
$1.43T
$3.22 Million 2.62% of portfolio
4,380
Q3 2025 Reduced 0.09%
$919B
$3.04 Million 2.48% of portfolio
9,653
Q3 2025 Reduced 1.09%
$28.7B
$2.98 Million 2.43% of portfolio
40,860
Q3 2025 Reduced 3.52%
$27.2B
$2.85 Million 2.32% of portfolio
15,103
Q3 2025 Reduced 4.39%
$250B
$2.71 Million 2.2% of portfolio
11,315
Q3 2025 Reduced 2.53%
$266B
$2.54 Million 2.07% of portfolio
35,565
Q3 2025 Reduced 1.41%
$219B
$2.53 Million 2.06% of portfolio
18,875
Q3 2025 Reduced 0.03%
$0
$2.53 Million 2.06% of portfolio
156,871
Q3 2025 Reduced 0.69%
$0
$2.41 Million 1.96% of portfolio
54,613
Q3 2025 Reduced 1.46%
$2.25B
$2.13 Million 1.73% of portfolio
47,945
Q3 2025 Added 1.15%
$0
$2.03 Million 1.65% of portfolio
2,724
Q3 2025 Added 0.04%
$220B
$2.01 Million 1.63% of portfolio
6,613
Q3 2025 Reduced 2.84%
$114B
$1.68 Million 1.37% of portfolio
11,757
Q3 2025 New
$0
$1.64 Million 1.34% of portfolio
2,734
Q3 2025 Added 11.09%
$69.3B
$1.62 Million 1.32% of portfolio
2,885
Q3 2025 Reduced 4.47%
$301B
$1.38 Million 1.13% of portfolio
4,008
Q3 2025 Reduced 15.46%
$182B
$1.14 Million 0.93% of portfolio
11,656
Q3 2025 New
$169B
$1.12 Million 0.91% of portfolio
3,952
Q3 2025 Reduced 3.52%
$1.31B
$1.02 Million 0.83% of portfolio
26,867
Q3 2025 Added 8.71%
$0
$894,000 0.73% of portfolio
7,304
Q3 2025 Added 1.35%
$217B
$852,000 0.69% of portfolio
10,162
Q1 2025 Reduced 0.88%
$469B
$829,000 0.67% of portfolio
4,447
Q3 2025 Reduced 2.31%
$139B
$528,000 0.43% of portfolio
20,738
Q1 2025 Reduced 0.73%
$123B
$482,000 0.39% of portfolio
967
Q3 2025 Added 0.1%
$387B
$418,000 0.34% of portfolio
1,809
Q2 2025 Reduced 1.04%
$477B
$421,000 0.34% of portfolio
3,735
Q3 2025 Added 0.05%
$19.6B
$372,000 0.3% of portfolio
4,000
Q4 2024 Added 51.23%
$0
$349,000 0.28% of portfolio
570
Q4 2024 New
$102B
$343,000 0.28% of portfolio
2,013
Q3 2023 New
$375B
$303,000 0.25% of portfolio
1,662
Q3 2025 Added 0.12%
$524M
$296,000 0.24% of portfolio
29,000
Q3 2025 New
$0
$276,000 0.22% of portfolio
3,538
Q3 2025 Added 0.97%
$99B
$272,000 0.22% of portfolio
2,877
Q3 2025 Added 0.1%
$22.5B
$257,000 0.21% of portfolio
474
Q3 2025 Added 0.64%
$39.5B
$248,000 0.2% of portfolio
1,532
Q3 2025 Added 0.79%
$10.7B
$240,000 0.2% of portfolio
2,128
Q3 2025 Reduced 2.07%
$77.3B
$250,000 0.2% of portfolio
1,278
Q3 2025 Added 5.97%
$87.6B
$242,000 0.2% of portfolio
2,228
Q3 2025 Added 0.91%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $123 Million
  • Prior Value $114 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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