Forefront Wealth Partners, LLC
162 holdingsFiling period: 2026-03-31Current AUM: $272.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 369.1K | $28.3M | $32.4M | 11.89% | +12.7K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 237.1K | $23.5M | $23.1M | 8.46% | +34.6K | 2026-03-31 |
| 3 | FNDF | SCHWAB STRATEGIC TR | 203.8K | $10.0M | $11.0M | 4.03% | +61.7K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 13.3K | $8.7M | $10.0M | 3.65% | +2.0K | 2026-03-31 |
| 5 | LVHI | LEGG MASON ETF INVT | 174.7K | $7.1M | $7.5M | 2.73% | +9.7K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 12.8K | $4.7M | $5.9M | 2.18% | +2.8K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 26.7K | $4.7M | $5.4M | 1.96% | +3.4K | 2026-03-31 |
| 8 | FTCS | FIRST TR EXCHANGE-TRADED FD | 48.5K | $4.5M | $4.8M | 1.76% | +1.5K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 18.8K | $3.9M | $5.1M | 1.87% | +1.5K | 2026-03-31 |
| 10 | SCHG | SCHWAB STRATEGIC TR | 133.1K | $3.9M | $4.5M | 1.67% | -8,537 | 2026-03-31 |
| 11 | IUSV | ISHARES TR | 37.1K | $3.8M | $4.2M | 1.53% | -4,069 | 2026-03-31 |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | 89.0K | $3.5M | $3.9M | 1.43% | +12.7K | 2026-03-31 |
| 13 | IVE | ISHARES TR | 16.6K | $3.5M | $3.8M | 1.41% | +973 | 2026-03-31 |
| 14 | IEFA | ISHARES TR | 38.4K | $3.5M | $3.8M | 1.38% | +4.1K | 2026-03-31 |
| 15 | SPDW | SPDR INDEX SHS FDS | 68.1K | $3.1M | $3.4M | 1.25% | +7.9K | 2026-03-31 |
| 16 | IJH | ISHARES TR | 43.8K | $3.0M | $3.3M | 1.21% | +5.4K | 2026-03-31 |
| 17 | IEMG | ISHARES INC | 41.9K | $2.9M | $3.3M | 1.19% | +29.2K | 2026-03-31 |
| 18 | IUSB | ISHARES TR | 61.3K | $2.8M | $2.8M | 1.02% | -174 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 10.9K | $2.8M | $3.4M | 1.23% | +1.1K | 2026-03-31 |
| 20 | SPEM | SPDR INDEX SHS FDS | 58.5K | $2.7M | $3.0M | 1.09% | +5.9K | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 8.0K | $2.5M | $3.1M | 1.14% | +1.5K | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 8.3K | $2.4M | $3.0M | 1.08% | +1.6K | 2026-03-31 |
| 23 | NUAG | NUSHARES ETF TR | 65.6K | $2.3M | $2.2M | 0.82% | +13.5K | 2026-03-31 |
| 24 | MSTB | ETF SER SOLUTIONS | 58.5K | $2.2M | $2.5M | 0.92% | +12.9K | 2026-03-31 |
| 25 | PTLC | PACER FDS TR | 42.3K | $2.2M | $2.5M | 0.90% | +8.8K | 2026-03-31 |
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