StockDriftsStockDriftsTop 50 Forefront Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 7.51% | 182.9K | $10.5M | +7.08%(+12.10K) | $57.93(-0.56%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 7.36% | 21.2K | $10.3M | -1.08%(-231) | $311.08(+32.19%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 5.92% | 35.7K | $8.2M | +0.78%(+277) | $165.77(+49.90%) | 2025-12-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.44% | 24.9K | $7.6M | -4.50%(-1.18K) | $86.26(+334.83%) | 2025-12-31 | |
| AAPL | APPLE INC | 5.11% | 26.2K | $7.1M | -1.35%(-358) | $159.72(+66.81%) | 2025-12-31 | |
| GOOGL | ALPHABET INC | 4.97% | 22.1K | $6.9M | -2.80%(-636) | $132.34(+154.74%) | 2025-12-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4.92% | 118.0K | $6.9M | +0.83%(+977) | $54.79(+6.73%) | 2025-12-31 | |
| AU | ANGLOGOLD ASHANTI PLC | 3.34% | 54.6K | $4.7M | -2.36%(-1.32K) | $30.15(+246.55%) | 2025-12-31 | |
| COST | COSTCO WHSL CORP NEW | 2.92% | 4.7K | $4.1M | -1.34%(-64) | $527.02(+86.85%) | 2025-12-31 | |
| HWM | HOWMET AEROSPACE INC | 2.84% | 19.3K | $4.0M | -3.45%(-691) | $104.81(+142.38%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -0.93% | -2.75% | — | — | -2.75% |
| Top 20 Holdings Unweighted | -0.44% | -1.32% | — | — | -1.32% |
Forefront Wealth Management Inc. reports $139.37M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are JEPI (7.5%), MSFT (7.4%) and AMZN (5.9%). The top 20 holdings account for 71.84% of reported assets. Its disclosed equity book has returned -2.75% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Forefront Wealth Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904828). View Forefront Wealth Management Inc.’s 13F filings on SEC