Forefront Analytics, LLC

CIK 0001696802 · WEST CONSHOHOCKEN, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Forefront Analytics, LLC reported 37 positions worth $92.0M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: VWO (11.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$92.0M
2026 Q2
Positions
37
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.7%
Est. Net Flow (Q)
2026 Q2
10 / 37 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VWOVANGUARD INTL EQUITY INDEX FSH$10.8M11.70%180,376
2ESGDISHARES TRSH$10.7M11.65%104,247
3ESGEISHARES INCSH$10.5M11.43%192,398
4HDVISHARES TRSH$9.4M10.21%342,756
5MTUMISHARES TRSH$8.4M9.10%24,434
6NULVNUSHARES ETF TRSH$7.0M7.65%140,912
7DBEFDBX ETF TRSH$6.9M7.52%126,734
8ESGGFLEXSHARES TRSH$5.1M5.49%21,669
9NVDANVIDIA CORPORATIONSH$3.9M4.25%19,532
10VEAVANGUARD TAX-MANAGED FDSSH$3.4M3.68%47,559

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Forefront Analytics, LLC hold as of Q2 2026?

Forefront Analytics, LLC reported 37 positions worth $92.0M in its Q2 2026 13F filing. Largest positions: VWO (11.7%), ESGD (11.6%), ESGE (11.4%), HDV (10.2%) and MTUM (9.1%).

What did Forefront Analytics, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Forefront Analytics, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.