Forefront Wealth Partners, LLC Portfolio Holdings

Forefront Wealth Partners, LLC

  • $397 Billion
  • Q3 2025

Forefront Wealth Partners, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $397 Billion distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $26.6B, Ishares Core U.S. Aggregate Bo with a value of $18.7B, Vanguard Total International B with a value of $16.8B, Ishares Tr with a value of $14.6B, and First Tr Exchange Traded Iv with a value of $9.93B.

Examining the 13F form we can see an increase of $252B in the current position value, from $146B to 397B.

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 $397 Billion
ETFs: $335 Billion
Technology: $26.4 Billion
Healthcare: $6.14 Billion
Consumer Cyclical: $6.09 Billion
Financial Services: $5.1 Billion
Industrials: $3.63 Billion
Communication Services: $3.63 Billion
Energy: $457 Million
Other: $884 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.6 Billion 6.7% of portfolio
339,972
Q3 2025 Added 141.73%
$0
$18.7 Billion 4.71% of portfolio
186,772
Q3 2025 Added 78.75%
$0
$16.8 Billion 4.22% of portfolio
338,765
Q3 2025 New
$0
$14.6 Billion 3.67% of portfolio
153,148
Q3 2025 New
$0
$9.93 Billion 2.5% of portfolio
259,434
Q3 2025 New
$0
$9.69 Billion 2.44% of portfolio
37,777
Q3 2025 Added 3,156.64%
$0
$9.39 Billion 2.36% of portfolio
196,638
Q3 2025 New
$0
$9.31 Billion 2.34% of portfolio
174,669
Q3 2025 New
$0
$9.24 Billion 2.33% of portfolio
13,806
Q3 2025 Reduced 49.94%
$0
$9.23 Billion 2.32% of portfolio
156,787
Q3 2025 New
$0
$9.02 Billion 2.27% of portfolio
229,938
Q3 2025 New
$0
$7.77 Billion 1.95% of portfolio
219,140
Q3 2025 New
$0
$7.4 Billion 1.86% of portfolio
108,119
Q3 2025 New
$0
$7.36 Billion 1.85% of portfolio
122,895
Q3 2025 Added 2,349.57%
$0
$6.82 Billion 1.72% of portfolio
71,706
Q3 2025 New
$0
$6.45 Billion 1.62% of portfolio
58,015
Q3 2025 New
$0
$5.93 Billion 1.49% of portfolio
138,043
Q3 2025 Added 21.75%
$0
$5.23 Billion 1.32% of portfolio
96,441
Q3 2025 New
$3.8T
$5.01 Billion 1.26% of portfolio
9,682
Q3 2025 Reduced 5.5%
$0
$4.8 Billion 1.21% of portfolio
138,126
Q3 2025 Added 61.29%
$0
$4.67 Billion 1.18% of portfolio
38,137
Q3 2025 New
$474B
$4.63 Billion 1.17% of portfolio
24,832
Q3 2025 Added 16.03%
$0
$4.64 Billion 1.17% of portfolio
38,807
Q3 2025 New
$0
$4.4 Billion 1.11% of portfolio
48,097
Q3 2025 New
$0
$4.41 Billion 1.11% of portfolio
184,037
Q3 2025 New
$0
$4.33 Billion 1.09% of portfolio
135,546
Q3 2025 Added 197.64%
$0
$4.34 Billion 1.09% of portfolio
45,630
Q3 2025 New
$0
$4.3 Billion 1.08% of portfolio
70,383
Q3 2025 New
$0
$4.07 Billion 1.02% of portfolio
43,421
Q3 2025 Reduced 26.36%
$0
$3.88 Billion 0.98% of portfolio
38,846
Q3 2025 Reduced 22.42%
$0
$3.46 Billion 0.87% of portfolio
112,253
Q3 2025 New
$2.39T
$3.44 Billion 0.87% of portfolio
15,685
Q3 2025 Added 11.73%
$0
$3.14 Billion 0.79% of portfolio
30,420
Q3 2025 New
$0
$3.1 Billion 0.78% of portfolio
16,623
Q3 2025 New
$0
$2.98 Billion 0.75% of portfolio
64,146
Q3 2025 New
$0
$2.9 Billion 0.73% of portfolio
76,343
Q3 2025 Reduced 1.59%
$0
$2.86 Billion 0.72% of portfolio
42,499
Q3 2025 New
$0
$2.83 Billion 0.71% of portfolio
60,529
Q3 2025 Reduced 8.21%
$0
$2.76 Billion 0.7% of portfolio
36,349
Q3 2025 Added 14.58%
$0
$2.7 Billion 0.68% of portfolio
13,084
Q3 2025 Added 12.81%
$4.38T
$2.65 Billion 0.67% of portfolio
10,418
Q3 2025 Reduced 5.88%
$0
$2.57 Billion 0.65% of portfolio
29,428
Q3 2025 Reduced 25.07%
$0
$2.47 Billion 0.62% of portfolio
9,721
Q3 2025 New
$0
$2.39 Billion 0.6% of portfolio
36,644
Q3 2025 Added 19.69%
$0
$2.31 Billion 0.58% of portfolio
45,126
Q3 2025 New
$139B
$2.2 Billion 0.55% of portfolio
6,683
Q3 2025 Added 20.46%
$0
$2.12 Billion 0.53% of portfolio
22,027
Q3 2025 New
$0
$2.08 Billion 0.52% of portfolio
48,614
Q3 2025 Added 608.56%
$0
$2.06 Billion 0.52% of portfolio
7,326
Q3 2025 Reduced 3.71%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $397 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 110 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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