Forefront Wealth Partners, LLC
CIK 0002068112 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$322.7M
2026 Q2
Positions
177
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
11.2%
AGG
ISHARES TR
8.9%
FNDF
SCHWAB STRATEGIC TR
3.4%
IVV
ISHARES TR
3.0%
LVHI
LEGG MASON ETF INVT
2.8%
NVDA
NVIDIA CORPORATION
1.8%
SPEM
SPDR INDEX SHS FDS
1.7%
SCHG
SCHWAB STRATEGIC TR
1.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.