13F-HR filed by Forefront Wealth Partners, LLC
Forefront Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-20, with 177 holding rows worth $322,747,619.
- Accession
- 0002063364-26-000314
- Filer
- CIK 2068112
- Filed
- 2026-08-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 177 entries on the cover page, a total value of $322,747,619 stated on the cover page (in dollars after the unit check, H1), rows summing to $322,747,619 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 | 409,741 | $36,008,115 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 290,048 | $28,708,989 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 210,176 | $11,088,918 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 12,935 | $9,686,493 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 220,479 | $8,948,146 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 28,832 | $5,768,968 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 108,013 | $5,592,929 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 148,904 | $5,038,909 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 120,122 | $4,955,026 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 19,562 | $4,662,408 | dollars as filed | |
| ETF SER SOLUTIONS | 26922B105 | LHA MKT ST TACTL | 108,681 | $4,661,219 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,430 | $4,636,662 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 79,039 | $4,604,775 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 39,329 | $4,332,079 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 45,501 | $4,273,493 | dollars as filed | |
| PACER FDS TR | 69374H857 | US SMALL CAP CAS | 83,261 | $4,213,817 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 96,676 | $4,170,548 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 6,417 | $3,727,700 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 3,220 | $3,717,208 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 38,264 | $3,695,552 | dollars as filed | |
| SPDR Portfolio Mortgage Backed Bond ETF | 78464A383 | SHS | 162,919 | $3,634,717 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 43,058 | $3,566,927 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 9,270 | $3,501,597 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 5,006 | $3,438,258 | dollars as filed | |
| IJH | 464287507 | COM | 43,714 | $3,370,810 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33737A108 | NASDQ CLN EDGE | 17,172 | $3,292,714 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 30,003 | $3,228,924 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 8,990 | $3,176,296 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,974 | $3,175,161 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 62,051 | $3,124,314 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 12,401 | $2,815,889 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 60,374 | $2,786,269 | dollars as filed | |
| SCHD | 808524797 | COM | 83,215 | $2,638,765 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 23,781 | $2,623,557 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 44,929 | $2,591,093 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 13,093 | $2,494,408 | dollars as filed | |
| ISHARES TR | 464289446 | RUS TOP 200 ETF | 12,946 | $2,394,420 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P884 | US MID CP MLTFCT | 40,594 | $2,349,784 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 52,388 | $2,323,931 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,039 | $2,275,471 | dollars as filed | |
| GLOBAL X FDS | 37954Y236 | DATA CTR & DIGIT | 73,383 | $2,228,640 | dollars as filed | |
| VTI | 922908769 | COM | 5,719 | $2,116,406 | dollars as filed | |
| GLOBAL X FDS | 37960A529 | DEFENSE TECH ETF | 35,209 | $2,102,329 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 6,787 | $2,021,767 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 4,141 | $2,000,186 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 21,793 | $1,958,018 | dollars as filed | |
| ISHARES MICRO-CAP ETF | 464288869 | ETF | 9,583 | $1,916,981 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 18,715 | $1,884,050 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 2,872 | $1,883,769 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 27,155 | $1,804,452 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 22,216 | $1,789,952 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 857 | $1,704,951 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 4,911 | $1,674,748 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 13,948 | $1,659,659 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 13,142 | $1,631,959 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 2,061 | $1,572,832 | dollars as filed | |
| PACER FDS TR | 69374H642 | TRENDPILOT US BD | 80,150 | $1,536,488 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 21,276 | $1,515,946 | dollars as filed | |
| SPDW | 78463X889 | COM | 29,779 | $1,500,562 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 9,665 | $1,433,400 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 8,710 | $1,424,782 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,330 | $1,400,597 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 27,850 | $1,379,953 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,104 | $1,296,633 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,468 | $1,296,165 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 15,655 | $1,287,956 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 20,509 | $1,275,671 | dollars as filed | |
| ISHARES TR LATN AMER 40 ETF | 464287390 | LATN AMER 40 ETF | 35,318 | $1,191,978 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 4,439 | $1,155,738 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33737K205 | INDXX NEXTG ETF | 7,465 | $1,144,761 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 17,617 | $1,062,102 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 617 | $1,047,289 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 12,905 | $1,046,140 | dollars as filed | |
| EA SERIES TRUST | 02072L375 | TBG DIVIDEND FOC | 28,297 | $1,031,709 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 8,827 | $1,029,847 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 3,061 | $1,025,022 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 21,195 | $1,016,618 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 5,886 | $999,915 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E203 | NY ARCA BIOTECH | 3,951 | $979,413 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 775 | $930,145 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 3,620 | $921,289 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 6,206 | $909,615 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,431 | $834,147 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 24,127 | $803,188 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,062 | $782,299 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 2,776 | $766,648 | dollars as filed | |
| CORNING INC | 219350105 | COM | 2,988 | $763,128 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 7,886 | $760,525 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 4,624 | $756,810 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,447 | $743,320 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 8,592 | $740,157 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 10,238 | $738,774 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D879 | FT VEST RIS | 25,005 | $735,135 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 1,302 | $729,915 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,784 | $726,555 | dollars as filed | |
| VWO | 922042858 | SHS | 12,037 | $718,493 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 7,230 | $717,795 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,771 | $704,292 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 13,815 | $697,653 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 13,240 | $659,616 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 8,515 | $645,329 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33738D747 | VEST INVESTMENT | 33,060 | $638,392 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,260 | $631,713 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 5,344 | $610,178 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 3,832 | $600,382 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 6,049 | $580,584 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,485 | $557,351 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 18,364 | $551,107 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,481 | $544,519 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 4,561 | $536,693 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 5,777 | $533,044 | dollars as filed | |
| RUBRIK INC. | 781154109 | CL A | 6,621 | $531,533 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 14,033 | $522,869 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 5,656 | $519,116 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 1,949 | $478,051 | dollars as filed | |
| iShares MSCI USA Quality GARP ETF | 46436E403 | SHS | 5,703 | $470,783 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 928 | $464,362 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,680 | $425,216 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 844 | $417,847 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092360 | FUNDAMENTAL LARG | 7,057 | $415,727 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 4,306 | $412,644 | dollars as filed | |
| VANECK ETF TRUST | 92189H821 | DIGI TRANSFRM | 21,264 | $412,096 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 846 | $404,024 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 3,408 | $403,220 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 933 | $397,378 | dollars as filed | |
| SPY | 78462F103 | SHS | 530 | $395,910 | dollars as filed | |
| VANECK ETF TRUST | 92189H805 | RARE EAR STR ETF | 4,343 | $384,355 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 1,317 | $382,747 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 3,830 | $376,105 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 7,715 | $373,628 | dollars as filed | |
| Deere & Company | 244199105 | COM | 587 | $372,474 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,063 | $364,173 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,153 | $363,033 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 3,627 | $361,033 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 4,584 | $357,139 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 4,964 | $354,429 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 6,030 | $343,575 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 954 | $340,949 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 732 | $336,084 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 997 | $326,344 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 2,044 | $324,239 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y855 | DEFINED WLT SHLD | 9,439 | $323,475 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 1,653 | $310,912 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 3,699 | $304,583 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 3,845 | $303,898 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 8,211 | $302,494 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 846 | $299,965 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 1,958 | $286,239 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 2,206 | $281,261 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,284 | $279,888 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 7,885 | $274,495 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 3,524 | $274,132 | dollars as filed | |
| BANK OZK LITTLE ROCK ARK COM | 06417N103 | Stock | 5,180 | $269,841 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 2,982 | $268,679 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 718 | $262,665 | dollars as filed | |
| iShares Global Tech ETF | 464287291 | SHS | 1,814 | $262,087 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 676 | $261,429 | dollars as filed | |
| ISHARES TR | 46436E361 | BLOCKCHAIN & TEC | 5,397 | $259,736 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 992 | $258,912 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 522 | $252,767 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 6,188 | $251,480 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 210 | $250,903 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A222 | APTUS COLLRD INV | 5,362 | $247,403 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,300 | $246,695 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 645 | $237,605 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 221 | $236,221 | dollars as filed | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 2,190 | $234,203 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 5,473 | $231,003 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 935 | $227,258 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 4,579 | $218,647 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 808 | $218,411 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,633 | $213,917 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 2,152 | $209,988 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A420 | DEFIA QUANT ETF | 1,264 | $209,040 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 673 | $202,222 | dollars as filed | |
| INNOVIZ TECHNOLOGIES LTD | M5R635108 | SHS | 34,243 | $26,066 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 12,870 | $24,582 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002063364-26-000314 | this filing | 2026-08-20 | acceptance time not in the bulk data set |