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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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