Forefront Wealth Partners, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
210
Quarter
2025 Q4
Top Holding
SPLG (13.5%)
Top 10 Concentration
43.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 210
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPLG
SPDR SERIES TRU...
ETF 13.54% 6.70% #1
Prev: #1
7.4 16,516 4.9%
P
S
356,488 $28,597,497 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 9.58% 4.71% #2
Prev: #2
5.9 15,746 8.4%
P
S
202,518 $20,227,384 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 3.65% 2.33% #3 6
Prev: #9
1.5 -2,544 -18.4%
P
S
11,262 $7,713,750 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FNDF
SCHWAB STRATEGI...
Bond/Debt 3.04% 1.49% #4 14
Prev: #18
3.2 4,016 2.9%
P
S
142,059 $6,422,521 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LVHI
LEGG MASON ETF ...
Bond/Debt 2.88% 1.21% #5 16
Prev: #21
3.2 26,856 19.4%
P
S
164,982 $6,074,616 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.28% 1.26% #6 14
Prev: #20
2.9 260 2.7%
P
S
9,942 $4,807,981 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 2.19% 1.09% #7 21
Prev: #28
2.9 6,112 4.5%
P
S
141,658 $4,620,890 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FTCS
FIRST TR EXCHAN...
ETF 2.06% 1.02% #8 22
Prev: #30
2.8 3,634 8.4%
P
S
47,055 $4,353,210 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.06% 1.17% #9 15
Prev: #24
0.8 -1,546 -6.2%
P
S
23,286 $4,343,011 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSV
ISHARES TR
ETF 2.00% 0.98% #10 21
Prev: #31
2.8 2,371 6.1%
P
S
41,217 $4,226,343 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.88% 0.87% #11 22
Prev: #33
2.8 1,553 9.9%
P
S
17,238 $3,978,876 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 1.57% 0.68% #12 29
Prev: #41
2.7 2,533 19.4%
P
S
15,617 $3,312,061 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 1.45% 0.65% #13 30
Prev: #43
2.6 4,848 16.5%
P
S
34,276 $3,066,372 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SDVY
FIRST TR EXCHAN...
ETF 1.38% 0.73% #14 23
Prev: #37
0.6 -35 -0.0%
P
S
76,308 $2,924,124 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES TR
ETF 1.36% 0.71% #15 24
Prev: #39
2.5 982 1.6%
P
S
61,511 $2,862,735 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CIBR
FIRST TR EXCHAN...
ETF 1.34% 0.70% #16 24
Prev: #40
2.6 3,286 9.0%
P
S
39,635 $2,831,986 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RDVY
FIRST TR EXCHAN...
ETF 1.34% 0.72% #17 21
Prev: #38
0.5 -1,892 -4.5%
P
S
40,607 $2,820,959 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDW
SPDR INDEX SHS ...
ETF 1.27% 0.52% #18 31
Prev: #49
2.6 11,681 24.0%
P
S
60,295 $2,677,683 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.26% 0.67% #19 23
Prev: #42
0.5 -622 -6.0%
P
S
9,796 $2,663,371 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 1.20% 0.60% #20 25
Prev: #45
2.5 1,773 4.8%
P
S
38,417 $2,535,475 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPEM
SPDR INDEX SHS ...
ETF 1.16% 0.48% #21 33
Prev: #54
2.6 11,756 28.8%
P
S
52,564 $2,460,530 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.07% 0.55% #22 25
Prev: #47
0.4 -183 -2.7%
P
S
6,500 $2,249,895 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 1.04% 0.52% #23 27
Prev: #50
2.7 7,921 108.1%
P
S
15,247 $2,195,102 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
USFR
WISDOMTREE TR
ETF 1.02% 0.20% #24 71
Prev: #95
2.7 27,151 172.9%
P
S
42,852 $2,156,316 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.99% 0.50% #25 26
Prev: #51
0.4 -1,442 -17.8%
P
S
6,652 $2,087,373 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EMLP
FIRST TR EXCHAN...
ETF 0.00% 2.50%
Sold All 😨
(Was: #5)
0.3 -259,434 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTUM
ISHARES TR
Bond/Debt 0.00% 2.44%
Sold All 😨
(Was: #6)
0.3 -37,777 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQI
VANGUARD INTL E...
ETF 0.00% 2.36%
Sold All 😨
(Was: #7)
0.3 -196,638 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LTPZ
PIMCO ETF TR
ETF 0.00% 2.34%
Sold All 😨
(Was: #8)
0.3 -174,669 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SCOTTS...
ETF 0.00% 2.32%
Sold All 😨
(Was: #10)
0.3 -156,787 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WIP
SPDR SERIES TRU...
Bond/Debt 0.00% 2.27%
Sold All 😨
(Was: #11)
0.3 -229,938 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DJP
BARCLAYS BANK P...
ETF 0.00% 1.95%
Sold All 😨
(Was: #12)
0.3 -219,140 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EDV
VANGUARD WORLD ...
ETF 0.00% 1.86%
Sold All 😨
(Was: #13)
0.3 -108,119 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MBB
ISHARES TR
ETF 0.00% 1.72%
Sold All 😨
(Was: #15)
0.3 -71,706 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TIP
ISHARES TR
ETF 0.00% 1.62%
Sold All 😨
(Was: #16)
0.3 -58,015 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKLN
INVESCO EXCH TR...
ETF 0.00% 1.56%
Sold All 😨
(Was: #17)
0.3 -296,443 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HDV
ISHARES TR
ETF 0.00% 1.18%
Sold All 😨
(Was: #22)
0.3 -38,137 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEI
ISHARES TR
ETF 0.00% 1.17%
Sold All 😨
(Was: #23)
0.3 -38,807 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPHY
SPDR SERIES TRU...
ETF 0.00% 1.11%
Sold All 😨
(Was: #25)
0.3 -184,037 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 0.00% 1.11%
Sold All 😨
(Was: #26)
0.3 -48,097 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USMV
ISHARES TR
ETF 0.00% 1.09%
Sold All 😨
(Was: #27)
0.3 -45,630 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGF
ISHARES TR
ETF 0.00% 1.08%
Sold All 😨
(Was: #29)
0.3 -70,383 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLRN
SPDR SERIES TRU...
ETF 0.00% 0.87%
Sold All 😨
(Was: #32)
0.3 -112,253 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STIP
ISHARES TR
ETF 0.00% 0.79%
Sold All 😨
(Was: #34)
0.3 -30,420 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 0.00% 0.78%
Sold All 😨
(Was: #35)
0.3 -16,623 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DBEF
DBX ETF TR
ETF 0.00% 0.75%
Sold All 😨
(Was: #36)
0.3 -64,146 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 0.00% 0.62%
Sold All 😨
(Was: #44)
0.3 -9,721 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLOT
ISHARES TR
Bond/Debt 0.00% 0.58%
Sold All 😨
(Was: #46)
0.3 -45,126 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEF
ISHARES TR
ETF 0.00% 0.53%
Sold All 😨
(Was: #48)
0.3 -22,027 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.00% 0.50%
Sold All 😨
(Was: #52)
0.3 -2,956 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VG
VENTURE GLOBAL ...
Energy 0.00% 0.42%
Sold All 😨
(Was: #58)
0.3 -118,399 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HEEM
ISHARES INC
ETF 0.00% 0.40%
Sold All 😨
(Was: #62)
0.3 -47,743 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LQD
ISHARES TR
ETF 0.00% 0.39%
Sold All 😨
(Was: #64)
0.3 -13,916 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNK
SPDR SERIES TRU...
ETF 0.00% 0.32%
Sold All 😨
(Was: #71)
0.3 -12,873 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAU
ISHARES GOLD TR
ETF 0.00% 0.30%
Sold All 😨
(Was: #73)
0.3 -16,201 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EES
WISDOMTREE TR
ETF 0.00% 0.25%
Sold All 😨
(Was: #81)
0.3 -17,832 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NXXT
NEXTNRG INC
Utilities 0.00% 0.23%
Sold All 😨
(Was: #87)
0.3 -501,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HYG
ISHARES TR
ETF 0.00% 0.19%
Sold All 😨
(Was: #97)
0.3 -9,267 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLRE
SELECT SECTOR S...
ETF 0.00% 0.19%
Sold All 😨
(Was: #100)
0.3 -17,591 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KQQQ
KURV ETF TR
ETF 0.00% 0.18%
Sold All 😨
(Was: #101)
0.3 -24,776 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ETHA
ISHARES ETHEREU...
ETF 0.00% 0.16%
Sold All 😨
(Was: #115)
0.3 -19,923 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES TR
ETF 0.00% 0.15%
Sold All 😨
(Was: #119)
0.3 -6,464 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABT
ABBOTT LABS
Healthcare 0.00% 0.12%
Sold All 😨
(Was: #128)
0.3 -3,493 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SSO
PROSHARES TR
ETF 0.00% 0.12%
Sold All 😨
(Was: #130)
0.3 -4,079 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MDT
MEDTRONIC PLC
Healthcare 0.00% 0.10%
Sold All 😨
(Was: #140)
0.3 -4,279 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AME
AMETEK INC
Industrials 0.00% 0.10%
Sold All 😨
(Was: #141)
0.3 -2,146 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UWM
PROSHARES TR
ETF 0.00% 0.09%
Sold All 😨
(Was: #143)
0.3 -7,945 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SRLN
SSGA ACTIVE ETF...
ETF 0.00% 0.09%
Sold All 😨
(Was: #144)
0.3 -8,780 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RZLV
REZOLVE AI PLC
Technology 0.00% 0.09%
Sold All 😨
(Was: #145)
0.3 -73,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTJ
ISHARES TR
Bond/Debt 0.00% 0.09%
Sold All 😨
(Was: #147)
0.3 -16,162 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EW
EDWARDS LIFESCI...
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #148)
0.3 -4,492 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ONTO
ONTO INNOVATION...
Technology 0.00% 0.08%
Sold All 😨
(Was: #149)
0.3 -2,591 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFE
PFIZER INC
Healthcare 0.00% 0.08%
Sold All 😨
(Was: #151)
0.3 -12,830 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REGN
REGENERON PHARM...
Healthcare 0.00% 0.08%
Sold All 😨
(Was: #152)
0.3 -579 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INCY
INCYTE CORP
Healthcare 0.00% 0.08%
Sold All 😨
(Was: #154)
0.3 -3,744 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RCAT
RED CAT HLDGS I...
Industrials 0.00% 0.08%
Sold All 😨
(Was: #157)
0.3 -29,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGT
VANGUARD WORLD ...
ETF 0.00% 0.07%
Sold All 😨
(Was: #159)
0.3 -393 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DHR
DANAHER CORPORA...
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #160)
0.3 -1,475 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVX
CHEVRON CORP NE...
Energy 0.00% 0.06%
Sold All 😨
(Was: #167)
0.3 -1,624 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BX
BLACKSTONE INC
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #168)
0.3 -1,464 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #170)
0.3 -491 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #173)
0.3 -978 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP
Communication Services 0.00% 0.06%
Sold All 😨
(Was: #174)
0.3 -314 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTS
ZOETIS INC
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #176)
0.3 -1,526 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 0.00% 0.06%
Sold All 😨
(Was: #177)
0.3 -1,170 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GBTC
GRAYSCALE BITCO...
ETF 0.00% 0.05%
Sold All 😨
(Was: #179)
0.3 -2,425 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPAI
SAFE PRO GROUP ...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #181)
0.3 -30,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVAV
AEROVIRONMENT I...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #182)
0.3 -655 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.00% 0.05%
Sold All 😨
(Was: #184)
0.3 -1,821 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SOUN
SOUNDHOUND AI I...
Technology 0.00% 0.05%
Sold All 😨
(Was: #185)
0.3 -11,818 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZURA
ZURA BIO LTD
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #186)
0.3 -21,518 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANNX
ANNEXON INC
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #187)
0.3 -27,027 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NKTX
NKARTA INC
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #188)
0.3 -39,452 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GERN
GERON CORP
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #189)
0.3 -52,258 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MREO
MEREO BIOPHARMA...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #190)
0.3 -33,180 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CTMX
CYTOMX THERAPEU...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #191)
0.3 -18,109 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 210 holdings

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