StockDriftsStockDriftsTop 50 Forefront Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 11.16% | 409.7K | $36.0M | +11.00%(+40.60K) | $73.76(+21.64%) | 2026-06-30 | |
| AGG | ISHARES TR | 8.9% | 290.0K | $28.7M | +22.31%(+52.91K) | $99.33(-3.37%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 3.44% | 210.2K | $11.1M | +3.14%(+6.41K) | $40.04(+39.45%) | 2026-06-30 | |
| IVV | ISHARES TR | 3% | 12.9K | $9.7M | -2.55%(-338) | $596.99(+28.63%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 2.77% | 220.5K | $8.9M | +26.23%(+45.81K) | $34.64(+22.10%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.79% | 28.8K | $5.8M | +8.08%(+2.15K) | $142.77(+52.90%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 1.73% | 108.0K | $5.6M | +84.73%(+49.54K) | $45.24(+16.07%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 1.56% | 148.9K | $5.0M | +11.86%(+15.78K) | $29.65(+18.58%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.54% | 120.1K | $5.0M | +1554.35%(+112.86K) | $39.48(+8.32%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.44% | 19.6K | $4.7M | +4.27%(+801) | $208.07(+23.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.98% |
Forefront Wealth Partners LLC reports $322.75M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (11.2%), AGG (8.9%) and FNDF (3.4%). The top 20 holdings account for 50.35% of reported assets. Its disclosed equity book has returned +17.35% cumulatively over 6 quarters. Figures reflect the Q2 2026 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 Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2068112). View Forefront Wealth Partners LLC’s 13F filings on SEC