Forefront Wealth Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002068112

Type: FundHoldings: 128Value: $146.9MLatest: 2025Q1

Forefront Wealth Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 128 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MU",
  "FNDF",
  "ABBV",
  "ADBE",
  "ASML",
  "AVGO",
  "APP",
  null,
  null,
  "FCX",
  "IBKR",
  "DDD",
  null,
  null,
  "MCD",
  null,
  null,
  "ISRG",
  "MUB",
  null,
  "META",
  null,
  "IJH",
  "RANI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MRVL",
  "MA",
  null,
  "MSFT",
  "TMUS",
  "GE",
  "IJR",
  "ANET",
  "KKR",
  "ORCL",
  null,
  "IWF",
  "PANW",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "MRK",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  "NOW",
  "SHOP",
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  null,
  "TMO",
  "TFC",
  "UBER",
  "VO",
  "VWO",
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  "VRT",
  null,
  "AMD",
  "IWR",
  null,
  null,
  "AMZN",
  "IVE",
  null,
  null,
  "VUG",
  "VEA",
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "VBR",
  "BSV",
  "VOO",
  "V",
  "ONTO",
  "SCHD",
  "SCHG",
  null,
  "TTD",
  "CRM",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  null,
  null,
  null,
  "BAC",
  "OZK",
  "BA",
  "BMY",
  "CDNS",
  "CRWD",
  "DE",
  "NEE",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 128
Total Value: 146883930
Accession Number: 0002063364-25-000089
Form Type: 13F-HR
CIK: forefront-wealth-partners
Manager Name: Forefront-Wealth-Partners

Data Enrichment

66% identified

85 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

128 positions • $146.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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464287200

IVV|464287200

Shares:22.0K

Value:$12.4M

% of Portfolio:8.4% ($12.4M/$146.9M)

464287226

Shares:112.4K

Value:$11.1M

% of Portfolio:7.6% ($11.1M/$146.9M)

78464A854

SPLG|78464A854

Shares:165.1K

Value:$10.9M

% of Portfolio:7.4% ($10.9M/$146.9M)

808524755

FNDF|808524755

Shares:139.4K

Value:$5.0M

% of Portfolio:3.4% ($5.0M/$146.9M)

464287663

IUSV|464287663

Shares:49.4K

Value:$4.6M

% of Portfolio:3.1% ($4.6M/$146.9M)

92206C870

VCIT|92206C870

Shares:50.6K

Value:$4.1M

% of Portfolio:2.8% ($4.1M/$146.9M)

33733E104

Shares:41.5K

Value:$3.7M

% of Portfolio:2.5% ($3.7M/$146.9M)

MICROSOFT CORP

MSFT|594918104

Shares:9.6K

Value:$3.6M

% of Portfolio:2.4% ($3.6M/$146.9M)

46434V613

Shares:65.9K

Value:$3.0M

% of Portfolio:2.1% ($3.0M/$146.9M)

46432F842

IEFA|46432F842

Shares:39.6K

Value:$3.0M

% of Portfolio:2.0% ($3.0M/$146.9M)

AMAZON COM INC

AMZN|023135106

Shares:14.6K

Value:$2.8M

% of Portfolio:1.9% ($2.8M/$146.9M)

33741X102

Shares:78.3K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$146.9M)

NVIDIA CORP

NVDA|67066G104

Shares:23.1K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$146.9M)

808524797

SCHD|808524797

Shares:87.7K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$146.9M)

Apple Inc.

AAPL|037833100

Shares:10.9K

Value:$2.4M

% of Portfolio:1.7% ($2.4M/$146.9M)

67092P821

Shares:74.7K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$146.9M)

464287804

IJR|464287804

Shares:22.3K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$146.9M)

33738R506

Shares:37.9K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$146.9M)

922908363

VOO|922908363

Shares:4.2K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$146.9M)

464287507

IJH|464287507

Shares:33.9K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$146.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	22.0K	QoQ -11.82% (-2.9K) YoY-	All Managers (Combined)	$12.4M	8.4% ($12.4M/$146.9M)	QoQ -15.83% (-$2.3M) YoY-
(cusip464287226)✕	112.4K	QoQ +9.69% (+9.9K) YoY-	All Managers (Combined)	$11.1M	7.6% ($11.1M/$146.9M)	QoQ +11.97% (+$1.2M) YoY-
(SPLGcusip78464A854)	165.1K	QoQ +19.38% (+26.8K) YoY-	All Managers (Combined)	$10.9M	7.4% ($10.9M/$146.9M)	QoQ +13.87% (+$1.3M) YoY-
(FNDFcusip808524755)	139.4K	QoQ +22.96% (+26.0K) YoY-	All Managers (Combined)	$5.0M	3.4% ($5.0M/$146.9M)	QoQ +33.81% (+$1.3M) YoY-
(IUSVcusip464287663)	49.4K	QoQ -1.37% (-686) YoY-	All Managers (Combined)	$4.6M	3.1% ($4.6M/$146.9M)	QoQ -1.68% (-$78.3K) YoY-
(VCITcusip92206C870)	50.6K	QoQ -6.01% (-3.2K) YoY-	All Managers (Combined)	$4.1M	2.8% ($4.1M/$146.9M)	QoQ -4.27% (-$184.6K) YoY-
(cusip33733E104)✕	41.5K	QoQ -6.11% (-2.7K) YoY-	All Managers (Combined)	$3.7M	2.5% ($3.7M/$146.9M)	QoQ -4.16% (-$161.8K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	9.6K	QoQ +2.86% (-267) YoY-	All Managers (Combined)	$3.6M	2.4% ($3.6M/$146.9M)	QoQ -8.38% (-$328.9K) YoY-
(cusip46434V613)✕	65.9K	QoQ -0.09% (-60) YoY-	All Managers (Combined)	$3.0M	2.1% ($3.0M/$146.9M)	QoQ +1.85% (-$55.2K) YoY-
(IEFAcusip46432F842)	39.6K	QoQ +0.92% (+363) YoY-	All Managers (Combined)	$3.0M	2.0% ($3.0M/$146.9M)	QoQ +8.63% (+$238.4K) YoY-
AMAZON COM INC(AMZNcusip023135106)	14.6K	QoQ +3.93% (-553) YoY-	All Managers (Combined)	$2.8M	1.9% ($2.8M/$146.9M)	QoQ -9.86% (-$303.7K) YoY-
(cusip33741X102)✕	78.3K	QoQ +0.89% (-693) YoY-	All Managers (Combined)	$2.6M	1.8% ($2.6M/$146.9M)	QoQ -5.72% (-$159.1K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	23.1K	QoQ +7.94% (-1.7K) YoY-	All Managers (Combined)	$2.5M	1.7% ($2.5M/$146.9M)	QoQ -12.87% (-$370.2K) YoY-
(SCHDcusip808524797)	87.7K	QoQ -3.89% (-3.6K) YoY-	All Managers (Combined)	$2.5M	1.7% ($2.5M/$146.9M)	QoQ -1.64% (-$41.0K) YoY-
Apple Inc.(AAPLcusip037833100)	10.9K	QoQ -0.14% (-16) YoY-	All Managers (Combined)	$2.4M	1.7% ($2.4M/$146.9M)	QoQ -11.42% (-$313.4K) YoY-
(cusip67092P821)✕	74.7K	QoQ -12.49% (-10.7K) YoY-	All Managers (Combined)	$2.4M	1.6% ($2.4M/$146.9M)	QoQ -14.11% (-$392.7K) YoY-
(IJRcusip464287804)	22.3K	QoQ -3.44% (-793) YoY-	All Managers (Combined)	$2.3M	1.6% ($2.3M/$146.9M)	QoQ -12.36% (-$328.3K) YoY-
(cusip33738R506)✕	37.9K	QoQ NEW(+37.9K) YoY-	All Managers (Combined)	$2.2M	1.5% ($2.2M/$146.9M)	QoQ NEW(+$2.2M) YoY-
(VOOcusip922908363)	4.2K	QoQ +157.18% (+2.6K) YoY-	All Managers (Combined)	$2.2M	1.5% ($2.2M/$146.9M)	QoQ +145.24% (+$1.3M) YoY-
(IJHcusip464287507)	33.9K	QoQ +12.48% (+3.8K) YoY-	All Managers (Combined)	$2.0M	1.3% ($2.0M/$146.9M)	QoQ +5.33% (+$100.1K) YoY-