Forefront Wealth Partners, LLC Portfolio Holdings

Forefront Wealth Partners, LLC has filed its 13F form on August 20, 2025 for Q2 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 98 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 $16.3B, Ishares Core U.S. Aggregate Bo with a value of $10.1B, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.7B, First Trust Capital Strength E with a value of $5.22B, and Ishares Core S&P U.S. Value Et with a value of $4.64B.

Examining the 13F form we can see an decrease of $1.17B in the current position value, from $147B to 146B.

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.