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 $238.9M across 162 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($28.3M, 11.83%), AGG ($23.5M, 9.85%), FNDF ($10.0M, 4.17%), IVV ($8.7M, 3.63%), LVHI ($7.1M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $28.3M | 11.83% | 369,144 | Added |
| 2 | AGG | ISHARES TR | $23.5M | 9.85% | 237,137 | Added |
| 3 | FNDF | SCHWAB STRATEGIC TR | $10.0M | 4.17% | 203,770 | Added |
| 4 | IVV | ISHARES TR | $8.7M | 3.63% | 13,273 | Added |
| 5 | LVHI | LEGG MASON ETF INVT | $7.1M | 2.96% | 174,665 | Added |
| 6 | MSFT | MICROSOFT CORP | $4.7M | 1.98% | 12,770 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $4.7M | 1.95% | 26,677 | Added |
| 8 | FTCS | FIRST TR EXCHANGE-TRADED FD | $4.5M | 1.88% | 48,532 | Added |
| 9 | AMZN | AMAZON COM INC | $3.9M | 1.64% | 18,761 | Added |
| 10 | SCHG | SCHWAB STRATEGIC TR | $3.9M | 1.62% | 133,121 | Trimmed |
| 11 | IUSV | ISHARES TR | $3.8M | 1.59% | 37,148 | Trimmed |
| 12 | IVE | ISHARES TR | $3.5M | 1.47% | 16,590 | Added |
| 13 | SDVY | FIRST TR EXCHANGE TRADED FD | $3.5M | 1.47% | 88,968 | Added |
| 14 | IEFA | ISHARES TR | $3.5M | 1.45% | 38,378 | Added |
| 15 | SPDW | SPDR INDEX SHS FDS | $3.1M | 1.30% | 68,149 | Added |
| 16 | IJH | ISHARES TR | $3.0M | 1.24% | 43,789 | Added |
| 17 | IEMG | ISHARES INC | $2.9M | 1.22% | 41,934 | Added |
| 18 | IUSB | ISHARES TR | $2.8M | 1.19% | 61,337 | Trimmed |
| 19 | AAPL | APPLE INC | $2.8M | 1.16% | 10,904 | Added |
| 20 | SPEM | SPDR INDEX SHS FDS | $2.7M | 1.15% | 58,471 | Added |
| 21 | AVGO | BROADCOM INC | $2.5M | 1.04% | 7,991 | Added |
| 22 | GOOG | ALPHABET INC | $2.4M | 0.99% | 8,287 | Added |
| 23 | NDVG | NUSHARES ETF TR | $2.3M | 0.95% | 65,627 | Added |
| 24 | MSTB | ETF SER SOLUTIONS | $2.2M | 0.94% | 58,532 | Added |
| 25 | PTLC | PACER FDS TR | $2.2M | 0.93% | 42,309 | Added |
Source: SEC Form 13F filings · as of 2026-03-31