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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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