Forefront Wealth Management Inc. 13F Holdings · last filed Q4 2025
Forefront Wealth Management Inc. reported 71 securities worth $139.37M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: JEPI (7.51%), MSFT (7.36%), AMZN (5.92%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.5M | 7.51% | 182,906 | Added |
| 2 | MSFT | MICROSOFT CORP | $10.3M | 7.36% | 21,200 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $8.2M | 5.92% | 35,734 | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7.6M | 5.44% | 24,945 | Trimmed |
| 5 | AAPL | APPLE INC | $7.1M | 5.11% | 26,215 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $6.9M | 4.97% | 22,112 | Trimmed |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $6.9M | 4.92% | 118,017 | Added |
| 8 | AU | ANGLOGOLD ASHANTI PLC | $4.7M | 3.34% | 54,572 | Trimmed |
| 9 | COST | COSTCO WHSL CORP NEW | $4.1M | 2.92% | 4,727 | Trimmed |
| 10 | HWM | HOWMET AEROSPACE INC | $4.0M | 2.84% | 19,337 | Trimmed |
| 11 | CAT | CATERPILLAR INC | $3.9M | 2.77% | 6,751 | Trimmed |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.4M | 2.43% | 73,147 | Added |
| 13 | SIVR | ABRDN SILVER ETF TRUST | $3.3M | 2.35% | 48,510 | Added |
| 14 | JPM | JPMORGAN CHASE & CO. | $3.1M | 2.22% | 9,598 | Trimmed |
| 15 | META | META PLATFORMS INC | $3.0M | 2.15% | 4,545 | Added |
| 16 | FDD | FIRST TR EXCHANGE-TRADED FD | $2.7M | 1.95% | 155,060 | Trimmed |
| 17 | EWJV | ISHARES TR | $2.7M | 1.94% | 68,138 | Added |
| 18 | FEZ | SPDR INDEX SHS FDS | $2.7M | 1.93% | 41,821 | Trimmed |
| 19 | LDOS | LEIDOS HOLDINGS INC | $2.7M | 1.93% | 14,896 | Trimmed |
| 20 | SHEL | SHELL PLC | $2.6M | 1.84% | 34,812 | Trimmed |
| 21 | EPI | WISDOMTREE TR | $2.5M | 1.80% | 54,126 | Trimmed |
| 22 | ABT | ABBOTT LABS | $2.4M | 1.69% | 18,828 | Trimmed |
| 23 | GPIX | GOLDMAN SACHS ETF TR | $2.2M | 1.60% | 42,172 | Added |
| 24 | REGN | REGENERON PHARMACEUTICALS | $2.2M | 1.58% | 2,849 | Trimmed |
| 25 | VGT | VANGUARD WORLD FD | $2.1M | 1.53% | 2,833 | Added |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR