Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forefront Wealth Partners, LLC (CIK 2068112) reported $322.7M across 177 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($36.0M, 11.16%), AGG ($28.7M, 8.90%), FNDF ($11.1M, 3.44%), IVV ($9.7M, 3.00%), LVHI ($8.9M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $36.0M | 11.16% | 409,741 | Added |
| 2 | AGG | ISHARES TR | $28.7M | 8.90% | 290,048 | Added |
| 3 | FNDF | SCHWAB STRATEGIC TR | $11.1M | 3.44% | 210,176 | Added |
| 4 | IVV | ISHARES TR | $9.7M | 3.00% | 12,935 | Trimmed |
| 5 | LVHI | LEGG MASON ETF INVT | $8.9M | 2.77% | 220,479 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $5.8M | 1.79% | 28,832 | Added |
| 7 | SPEM | SPDR INDEX SHS FDS | $5.6M | 1.73% | 108,013 | Added |
| 8 | SCHG | SCHWAB STRATEGIC TR | $5.0M | 1.56% | 148,904 | Added |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $5.0M | 1.54% | 120,122 | Added |
| 10 | MSFT | MICROSOFT CORP | $4.6M | 1.44% | 12,430 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $4.7M | 1.44% | 19,562 | Added |
| 12 | MSTB | ETF SER SOLUTIONS | $4.7M | 1.44% | 108,681 | Added |
| 13 | PTLC | PACER FDS TR | $4.6M | 1.43% | 79,039 | Added |
| 14 | IUSV | ISHARES TR | $4.3M | 1.34% | 39,329 | Added |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | $4.3M | 1.32% | 45,501 | Trimmed |
| 16 | CALF | PACER FDS TR | $4.2M | 1.31% | 83,261 | Added |
| 17 | SDVY | FIRST TR EXCHANGE TRADED FD | $4.2M | 1.29% | 96,676 | Added |
| 18 | IEFA | ISHARES TR | $3.7M | 1.15% | 38,264 | Trimmed |
| 19 | MU | MICRON TECHNOLOGY INC | $3.7M | 1.15% | 3,220 | Trimmed |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $3.7M | 1.15% | 6,417 | Trimmed |
| 21 | SPMB | SPDR SERIES TRUST | $3.6M | 1.13% | 162,919 | Added |
| 22 | IEMG | ISHARES INC | $3.6M | 1.11% | 43,058 | Added |
| 23 | AVGO | BROADCOM INC | $3.5M | 1.08% | 9,270 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $3.4M | 1.07% | 5,006 | Added |
| 25 | IJH | ISHARES TR | $3.4M | 1.04% | 43,714 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30