13F-HR filed by Forefront Wealth Partners, LLC
Forefront Wealth Partners, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-06, with 139 holding rows worth $211,229,248.
- Accession
- 0002063364-26-000056
- Filer
- CIK 2068112
- Filed
- 2026-02-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 139 entries on the cover page, a total value of $211,229,248 stated on the cover page (in dollars after the unit check, H1), rows summing to $211,229,248 with VALUE read as dollars as filed, 13F file number 028-25583. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 356,488 | $28,597,497 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 202,518 | $20,227,384 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 11,262 | $7,713,750 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 142,059 | $6,422,521 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 164,982 | $6,074,616 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 9,942 | $4,807,981 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 141,658 | $4,620,890 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 47,055 | $4,353,210 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 23,286 | $4,343,011 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 41,217 | $4,226,343 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 17,238 | $3,978,876 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 15,617 | $3,312,061 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 34,276 | $3,066,372 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 76,308 | $2,924,124 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 61,511 | $2,862,735 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 39,635 | $2,831,986 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 40,607 | $2,820,959 | dollars as filed | |
| SPDW | 78463X889 | COM | 60,295 | $2,677,683 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,796 | $2,663,371 | dollars as filed | |
| IJH | 464287507 | COM | 38,417 | $2,535,475 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 52,564 | $2,460,530 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,500 | $2,249,895 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 15,247 | $2,195,102 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 42,852 | $2,156,316 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 6,652 | $2,087,373 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 41,547 | $1,946,858 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 33,526 | $1,863,375 | dollars as filed | |
| NUSHARES ETF TR | 67092P821 | NUVEEN DIVIDEND | 52,160 | $1,849,798 | dollars as filed | |
| ISHARES TR | 464289446 | RUS TOP 200 ETF | 10,738 | $1,832,210 | dollars as filed | |
| ETF SER SOLUTIONS | 26922B105 | LHA MKT ST TACTL | 45,669 | $1,823,107 | dollars as filed | |
| SPDR Portfolio Mortgage Backed Bond ETF | 78464A383 | SHS | 80,968 | $1,814,896 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33737A108 | NASDQ CLN EDGE | 11,153 | $1,706,768 | dollars as filed | |
| SCHD | 808524797 | COM | 59,613 | $1,635,192 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,591 | $1,624,895 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 7,585 | $1,624,403 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,453 | $1,619,232 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,282 | $1,553,666 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 5,120 | $1,461,490 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 25,243 | $1,431,022 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 4,662 | $1,352,818 | dollars as filed | |
| VTI | 922908769 | COM | 3,932 | $1,318,344 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33737K205 | INDXX NEXTG ETF | 12,174 | $1,311,958 | dollars as filed | |
| PACER FDS TR | 69374H857 | US SMALL CAP CAS | 29,266 | $1,298,555 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 3,575 | $1,287,299 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E203 | NY ARCA BIOTECH | 6,112 | $1,262,251 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,715 | $1,220,990 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 24,022 | $1,091,759 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 11,277 | $1,085,657 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 9,802 | $1,049,891 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 8,699 | $1,045,496 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,325 | $1,024,302 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 4,990 | $972,705 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P884 | US MID CP MLTFCT | 16,671 | $937,909 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,788 | $934,391 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 10,818 | $919,360 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 831 | $889,054 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 12,731 | $855,723 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 4,935 | $820,987 | dollars as filed | |
| PACER FDS TR | 69374H642 | TRENDPILOT US BD | 41,949 | $813,791 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 4,948 | $801,622 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 3,002 | $795,445 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 731 | $786,348 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 12,550 | $783,997 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 9,163 | $748,708 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,303 | $743,722 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,991 | $698,528 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 4,423 | $684,678 | dollars as filed | |
| GLOBAL X FDS | 37954Y236 | DATA CTR & DIGIT | 32,234 | $680,137 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 11,792 | $671,672 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,144 | $663,050 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D747 | VEST INVESTMENT | 32,918 | $662,302 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D879 | FT VEST RIS | 25,081 | $658,124 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 4,255 | $651,824 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 997 | $651,679 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 12,899 | $634,759 | dollars as filed | |
| FRANKLIN TEMPLETON DIGITAL H | 354921108 | BITCOIN ETF SHS | 12,491 | $632,045 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3,340 | $615,228 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 12,395 | $609,232 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 297 | $598,235 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 4,538 | $594,613 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 11,664 | $592,390 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,864 | $582,649 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 5,395 | $575,647 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 8,175 | $525,769 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 9,516 | $523,365 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 6,265 | $485,725 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 5,935 | $476,472 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 9,887 | $474,478 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,488 | $473,799 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 819 | $463,849 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 3,551 | $452,742 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 14,952 | $451,550 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,240 | $444,906 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 1,003 | $420,948 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 3,201 | $412,693 | dollars as filed | |
| ISHARES MICRO-CAP ETF | 464288869 | ETF | 2,607 | $411,125 | dollars as filed | |
| VANECK ETF TRUST | 92189H821 | DIGI TRANSFRM | 24,207 | $400,142 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 3,961 | $381,366 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 2,937 | $379,343 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 6,271 | $377,327 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,137 | $375,452 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 4,667 | $367,807 | dollars as filed | |
| VWO | 922042858 | SHS | 6,815 | $366,392 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 902 | $357,470 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,161 | $347,855 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 6,886 | $341,890 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,507 | $327,199 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,824 | $324,215 | dollars as filed | |
| ISHARES TR | 46436E361 | BLOCKCHAIN & TEC | 7,870 | $321,979 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 654 | $306,569 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 7,794 | $295,860 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 6,052 | $292,432 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 2,115 | $287,619 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,296 | $284,290 | dollars as filed | |
| Deere & Company | 244199105 | COM | 591 | $275,216 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 1,638 | $275,086 | dollars as filed | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 2,582 | $267,572 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 876 | $266,209 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X756 | S&P EMKTSC ETF | 4,013 | $263,478 | dollars as filed | |
| CORNING INC | 219350105 | COM | 2,944 | $257,808 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 6,502 | $257,414 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 718 | $251,832 | dollars as filed | |
| BANK OZK LITTLE ROCK ARK COM | 06417N103 | Stock | 5,136 | $236,347 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 409 | $233,470 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,251 | $229,533 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 743 | $227,084 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 721 | $225,678 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 696 | $224,267 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 4,156 | $224,175 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 3,076 | $220,272 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A222 | APTUS COLLRD INV | 4,931 | $215,484 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 550 | $213,989 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 2,225 | $212,155 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,892 | $210,909 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 4,452 | $209,601 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 4,679 | $202,787 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 330 | $202,742 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 12,870 | $37,452 | dollars as filed | |
| INNOVIZ TECHNOLOGIES LTD | M5R635108 | SHS | 34,243 | $29,213 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002063364-26-000056 | this filing | 2026-02-06 | acceptance time not in the bulk data set |