account_balance
Investment manager · 13F filer · SEC CIK 2068112
Forefront Wealth Partners, LLC
Reported value$323Mas of Jun 30, 2026
Positions177 28 new, 13 sold out
Top 10 weight37.3%SPYM alone is 11%
FiledAug 2051 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
11.2%Added +11%
AGGiShares Tr
8.9%Added +22%
FNDFSchwab Strategic Tr
3.4%Added +3%
IVViShares Tr
3.0%Trimmed −3%
LVHILegg Mason ETF Invt
2.8%Added +26%
NVDANVIDIA Corp
1.8%Added +8%
SPEMSPDR Index SHS FDS
1.7%Added +85%
SCHGSchwab Strategic Tr
1.6%Added +12%
DFAIDimensional ETF Trust
1.5%Added +1554%
AMZNAmazon.com Inc
1.4%Added +4%
MSTBETF Ser Solutions
1.4%Added +86%
MSFTMicrosoft Corp
1.4%Trimmed −3%
SPYMSPDR Series Trust
11.2%Added +11%
AGGiShares Tr
8.9%Added +22%
FNDFSchwab Strategic Tr
3.4%
IVViShares Tr
3.0%
LVHILegg Mason ETF Invt
2.8%
SPEM1.7%
SCHG
DFAI
AMZNMSTB
MSFTBoxes 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
SPYM SPDR Series Trust 11.2% Added +11%
AGG iShares Tr 8.9% Added +22%
FNDF Schwab Strategic Tr 3.4% Added +3%
IVV iShares Tr 3.0% Trimmed −3%
LVHI Legg Mason ETF Invt 2.8% Added +26%
NVDA NVIDIA Corp 1.8% Added +8%SPEM SPDR Index SHS FDS 1.7% Added +85%
SCHG Schwab Strategic Tr 1.6% Added +12%
DFAI Dimensional ETF Trust 1.5% Added +1554%
AMZN Amazon.com Inc 1.4% Added +4%MSTB ETF Ser Solutions 1.4% Added +86%
MSFT Microsoft Corp 1.4% Trimmed −3%What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.