2026 Q1 Portfolio Activity
In 2026 Q1, Forefront Wealth Partners, LLC maintained a portfolio of 171 distinct positions. The most significant new addition was GLOBAL X FDS, now representing 0.67% of the total fund value. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing the position by 43.4%. The fund also reduced its exposure to FIRST TR EXCHANGE TRADED FD by 67.8%.
Position History
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Total Positions
171
Quarter
2026 Q1
Top Holding
SPLG (11.8%)
Top 10 Concentration
41.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 171
Forefront Wealth Partners, LLC Full Holdings List — 2026 Q1
| 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 | 11.83% | 13.54% |
#1
Prev: #1
|
6.5 |
—
|
12,656 | 3.6% |
P
S
|
369,144 | $28,254,293 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AGG
ISHARES TR
|
ETF | 9.85% | 9.58% |
#2
Prev: #2
|
7.4 |
—
|
34,619 | 17.1% |
P
S
|
237,137 | $23,540,560 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 4.17% | 3.04% |
#3
1
Prev: #4
|
5.2 |
—
|
61,711 | 43.4% |
P
S
|
203,770 | $9,970,503 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IVV
ISHARES TR
|
ETF | 3.63% | 3.65% |
#4
1
Prev: #3
|
4.0 |
—
|
2,011 | 17.9% |
P
S
|
13,273 | $8,670,017 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LVHI
LEGG MASON ETF ...
|
Bond/Debt | 2.96% | 2.88% |
#5
Prev: #5
|
3.7 |
—
|
9,683 | 5.9% |
P
S
|
174,665 | $7,080,921 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.98% | 2.28% |
#6
Prev: #6
|
3.3 |
—
|
2,828 | 28.4% |
P
S
|
12,770 | $4,727,213 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.95% | 2.06% |
#7
2
Prev: #9
|
2.8 |
—
|
3,391 | 14.6% |
P
S
|
26,677 | $4,652,630 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FTCS
FIRST TR EXCHAN...
|
ETF | 1.88% | 2.06% |
#8
Prev: #8
|
1.3 |
—
|
1,477 | 3.1% |
P
S
|
48,532 | $4,501,914 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.64% | 1.88% |
#9
2
Prev: #11
|
2.7 |
—
|
1,523 | 8.8% |
P
S
|
18,761 | $3,907,352 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.62% | 2.19% |
#10
3
Prev: #7
|
1.1 |
—
|
-8,537 | -6.0% |
P
S
|
133,121 | $3,877,803 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IUSV
ISHARES TR
|
ETF | 1.59% | 2.00% |
#11
1
Prev: #10
|
1.1 |
—
|
-4,069 | -9.9% |
P
S
|
37,148 | $3,798,355 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 1.47% | 1.38% |
#12
2
Prev: #14
|
2.6 |
—
|
12,660 | 16.6% |
P
S
|
88,968 | $3,507,986 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IVE
ISHARES TR
|
ETF | 1.47% | 1.57% |
#13
1
Prev: #12
|
2.6 |
—
|
973 | 6.2% |
P
S
|
16,590 | $3,503,169 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IEFA
ISHARES TR
|
ETF | 1.45% | 1.45% |
#14
1
Prev: #13
|
2.6 |
—
|
4,102 | 12.0% |
P
S
|
38,378 | $3,474,383 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.30% | 1.27% |
#15
3
Prev: #18
|
2.5 |
—
|
7,854 | 13.0% |
P
S
|
68,149 | $3,110,983 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IJH
ISHARES TR
|
ETF | 1.24% | 1.20% |
#16
4
Prev: #20
|
2.5 |
—
|
5,372 | 14.0% |
P
S
|
43,789 | $2,957,117 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IEMG
ISHARES INC
|
ETF | 1.22% | 0.41% |
#17
40
Prev: #57
|
3.5 |
—
|
29,203 | 229.4% |
P
S
|
41,934 | $2,924,892 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IUSB
ISHARES TR
|
ETF | 1.19% | 1.36% |
#18
3
Prev: #15
|
1.0 |
—
|
-174 | -0.3% |
P
S
|
61,337 | $2,833,161 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 1.16% | 1.26% |
#19
Prev: #19
|
2.5 |
—
|
1,108 | 11.3% |
P
S
|
10,904 | $2,767,129 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 1.15% | 1.16% |
#20
1
Prev: #21
|
2.5 |
—
|
5,907 | 11.2% |
P
S
|
58,471 | $2,742,885 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.04% | 1.07% |
#21
1
Prev: #22
|
2.9 |
—
|
1,491 | 22.9% |
P
S
|
7,991 | $2,473,449 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.99% | 0.99% |
#22
3
Prev: #25
|
2.9 |
—
|
1,635 | 24.6% |
P
S
|
8,287 | $2,377,182 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NDVG
NUSHARES ETF TR
|
ETF | 0.95% | 0.88% |
#23
5
Prev: #28
|
2.9 |
—
|
13,467 | 25.8% |
P
S
|
65,627 | $2,270,489 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSTB
ETF SER SOLUTIO...
|
ETF | 0.94% | 0.86% |
#24
6
Prev: #30
|
2.9 |
—
|
12,863 | 28.2% |
P
S
|
58,532 | $2,241,772 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PTLC
PACER FDS TR
|
Unknown | 0.93% | 0.88% |
#25
2
Prev: #27
|
2.9 |
—
|
8,783 | 26.2% |
P
S
|
42,309 | $2,219,519 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GRID
FIRST TR EXCHAN...
|
ETF | 0.92% | 0.81% |
#26
6
Prev: #32
|
2.4 |
—
|
2,225 | 19.9% |
P
S
|
13,378 | $2,188,353 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.91% | 0.92% |
#27
1
Prev: #26
|
2.4 |
—
|
3,524 | 8.5% |
P
S
|
45,071 | $2,177,824 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
USFR
WISDOMTREE TR
|
ETF | 0.90% | 1.02% |
#28
4
Prev: #24
|
0.9 |
—
|
62 | 0.1% |
P
S
|
42,914 | $2,160,304 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWL
ISHARES TR
|
ETF | 0.88% | 0.87% |
#29
Prev: #29
|
2.9 |
—
|
2,294 | 21.4% |
P
S
|
13,032 | $2,091,427 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPMB
SPDR SERIES TRU...
|
ETF | 0.84% | 0.86% |
#30
1
Prev: #31
|
2.3 |
—
|
8,193 | 10.1% |
P
S
|
89,161 | $1,996,315 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.83% | 0.77% |
#31
5
Prev: #36
|
2.8 |
—
|
1,025 | 41.8% |
P
S
|
3,478 | $1,990,561 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 0.83% | 1.34% |
#32
16
Prev: #16
|
0.3 |
—
|
-8,148 | -20.6% |
P
S
|
31,487 | $1,973,596 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.81% | 0.69% |
#33
5
Prev: #38
|
2.3 |
—
|
630 | 12.3% |
P
S
|
5,750 | $1,942,739 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.75% | 0.77% |
#34
1
Prev: #33
|
0.8 |
—
|
-1,320 | -2.2% |
P
S
|
58,293 | $1,788,405 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.71% | 1.04% |
#35
12
Prev: #23
|
0.8 |
—
|
-2,438 | -16.0% |
P
S
|
12,809 | $1,702,310 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.69% | 0.77% |
#36
2
Prev: #34
|
2.3 |
—
|
180 | 6.9% |
P
S
|
2,771 | $1,656,043 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.69% | 0.77% |
#37
2
Prev: #35
|
2.3 |
—
|
536 | 7.1% |
P
S
|
8,121 | $1,652,056 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SHLD
GLOBAL X FDS
|
ETF | 0.67% | — |
#38
Prev: #—
|
3.8 |
—
|
22,650 | — |
NEW
|
22,650 | $1,604,524 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.66% | 0.64% |
#39
1
Prev: #40
|
2.3 |
—
|
793 | 17.0% |
P
S
|
5,455 | $1,566,736 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CALF
PACER FDS TR
|
ETF | 0.63% | 0.61% |
#40
3
Prev: #43
|
2.3 |
—
|
4,365 | 14.9% |
P
S
|
33,631 | $1,509,023 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.63% | 0.62% |
#41
Prev: #41
|
2.3 |
—
|
754 | 19.2% |
P
S
|
4,686 | $1,503,078 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWF
ISHARES TR
|
ETF | 0.59% | 0.74% |
#42
5
Prev: #37
|
0.7 |
—
|
29 | 0.9% |
P
S
|
3,311 | $1,412,060 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 0.56% | 0.52% |
#43
4
Prev: #47
|
2.7 |
—
|
4,908 | 20.4% |
P
S
|
28,930 | $1,337,392 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.55% | 0.61% |
#44
Prev: #44
|
0.7 |
—
|
-126 | -3.5% |
P
S
|
3,449 | $1,322,134 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWR
ISHARES TR
|
ETF | 0.54% | 0.51% |
#45
3
Prev: #48
|
2.2 |
—
|
1,922 | 17.0% |
P
S
|
13,199 | $1,283,367 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ILF
ISHARES TR
|
ETF | 0.52% | — |
#46
Prev: #—
|
3.7 |
—
|
34,878 | — |
NEW
|
34,878 | $1,238,866 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.51% | 0.58% |
#47
1
Prev: #46
|
2.7 |
—
|
567 | 20.9% |
P
S
|
3,282 | $1,220,084 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.50% | 0.42% |
#48
8
Prev: #56
|
2.2 |
—
|
79 | 9.5% |
P
S
|
910 | $1,201,956 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DTCR
GLOBAL X FDS
|
Unknown | 0.50% | 0.32% |
#49
19
Prev: #68
|
3.2 |
—
|
17,737 | 55.0% |
P
S
|
49,971 | $1,197,306 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MUB
ISHARES TR
|
ETF | 0.50% | 0.50% |
#50
1
Prev: #49
|
2.2 |
—
|
1,476 | 15.1% |
P
S
|
11,278 | $1,197,159 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 171 holdings