account_balance

Investment manager · 13F filer · SEC CIK 1696802

Forefront Analytics, LLC

Reported value$97Mas of Sep 30, 2026
Positions39 2 new, 0 sold out
Top 10 weight83.2%HDV alone is 11%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
HDV iShares Tr 11.5% Added +16%
VWO Vanguard Intl Equity Index F 11.3% Added +3%
ESGD iShares Tr 10.6% Trimmed −4%
ESGE iShares Inc 10.2% Trimmed −5%
MTUM iShares Tr 9.9% Added +24%
NULV Nushares ETF Tr 7.3% Trimmed −4%
DBEF DBX ETF Tr 7.1% Held
VEA Vanguard Tax-Managed FDS 5.5% Added +60%
ESGG Flexshares Tr 5.1% Trimmed −4%
NVDA NVIDIA Corp 4.6% Held
IVV iShares Tr 3.4% Trimmed −4%
HEEM iShares Inc 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
  • OTF +112%
  • LEGN +76%
  • VEA +60%
  • MTUM +24%
arrow_downwardTrimmed
  • INCY −68%
  • UWM −26%
  • ESGE −5%
  • ESGD −4%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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