Forefront Wealth Partners, LLC holds a diversified book of 177 stocks worth $322.7M as of Q2 2026 (disclosed Aug 20, 2026, a ~51-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 11% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Forefront Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| SWISS RE LTD | 22 / 80 | $1.0B |
| Planning Project LLC | 10 / 80 | $437.6M |
| CBM Financial, LLC | 11 / 80 | $138.6M |
| Carroll Investors, Inc | 13 / 80 | $189.5M |
| HOEY INVESTMENTS, INC | 33 / 80 | $626.1M |
| Integrated Financial Solutions, Inc. | 17 / 80 | $144.9M |
| Mann Financial Group, Inc. | 14 / 80 | $93.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Forefront Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust STATE STREET SPD | $36.0M | 409.7K | 11.2% | ▲+11% Added · +41K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $28.7M | 290.0K | 8.9% | ▲+22% Added · +53K sh | |
| 3 | Schwab Strategic TR FUNDAMENTAL INTL | $11.1M | 210.2K | 3.4% | ▲+3.1% Added · +6K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $9.7M | 12.9K | 3.0% | ▼−2.5% Reduced · −338 sh | |
| 5 | Legg Mason ETF Invt FRANKLIN INTL LW | $8.9M | 220.5K | 2.8% | ▲+26% Added · +46K sh | |
| 6 | Nvidia Corporation COM | $5.8M | 28.8K | 1.8% | ▲+8.1% Added · +2K sh | |
| 7 | SPDR Index SHS FDS STATE STREET SPD | $5.6M | 108.0K | 1.7% | ▲+85% Added · +50K sh | |
| 8 | Schwab Strategic TR US LCAP GR ETF | $5.0M | 148.9K | 1.6% | ▲+12% Added · +16K sh | |
| 9 | Dimensional ETF Trust INTL CORE EQT MK | $5.0M | 120.1K | 1.5% | ▲17× Added · +113K sh | |
| 10 | Amazon Com Inc COM | $4.7M | 19.6K | 1.4% | ▲+4.3% Added · +801 sh | |
| 11 | ETF Ser Solutions LHA MKT ST TACTL | $4.7M | 108.7K | 1.4% | ▲+86% Added · +50K sh | |
| 12 | Microsoft Corp COM | $4.6M | 12.4K | 1.4% | ▼−2.7% Reduced · −340 sh | |
| 13 | Pacer FDS TR TRENDP US LAR CP | $4.6M | 79.0K | 1.4% | ▲+87% Added · +37K sh | |
| 14 | Ishares TR CORE S&P US VLU | $4.3M | 39.3K | 1.3% | ▲+5.9% Added · +2K sh | |
| 15 | First TR Exchange-Traded FD CAP STRENGTH ETF | $4.3M | 45.5K | 1.3% | ▼−6.2% Reduced · −3K sh | |
| 16 | Pacer FDS TR US SMALL CAP CAS | $4.2M | 83.3K | 1.3% | ▲+148% Added · +50K sh | |
| 17 | First TR Exchange Traded FD SMID RISNG ETF | $4.2M | 96.7K | 1.3% | ▲+8.7% Added · +8K sh | |
| 18 | Advanced Micro Devices Inc COM | $3.7M | 6.4K | 1.2% | ▼−21% Reduced · −2K sh | |
| 19 | Micron Technology Inc COM | $3.7M | 3.2K | 1.2% | ▼−44% Reduced · −3K sh | |
| 20 | Ishares TR CORE MSCI EAFE | $3.7M | 38.3K | 1.1% | ▼−0.3% Reduced · −114 sh | |
| 21 | SPDR Series Trust STATE STREET SPD | $3.6M | 162.9K | 1.1% | ▲+83% Added · +74K sh | |
| 22 | Ishares Inc CORE MSCI EMKT | $3.6M | 43.1K | 1.1% | ▲+2.7% Added · +1K sh | |
| 23 | Broadcom Inc COM | $3.5M | 9.3K | 1.1% | ▲+16% Added · +1K sh | |
| 24 | Vanguard Index FDS S&P 500 ETF SHS | $3.4M | 5.0K | 1.1% | ▲+81% Added · +2K sh | |
| 25 | Ishares TR CORE S&P MCP ETF | $3.4M | 43.7K | 1.0% | ▼−0.2% Reduced · −75 sh | |
| 26 | First TR Exchange-Traded FD NASDQ CLN EDGE | $3.3M | 17.2K | 1.0% | ▲+28% Added · +4K sh | |
| 27 | Ishares TR NATIONAL MUN ETF | $3.2M | 30.0K | 1.0% | ▲+166% Added · +19K sh | |
| 28 | Alphabet Inc CAP STK CL C | $3.2M | 9.0K | 1.0% | ▲+8.5% Added · +703 sh | |
| 29 | Apple Inc COM | $3.2M | 11.0K | 1.0% | ▲+0.6% Added · +70 sh | |
| 30 | Wisdomtree TR FLOATNG RAT TREA | $3.1M | 62.1K | 1.0% | ▲+45% Added · +19K sh | |
| 31 | Ishares TR S&P 500 VAL ETF | $2.8M | 12.4K | 0.9% | ▼−25% Reduced · −4K sh | |
| 32 | Ishares TR CORE UNIVRSL USD | $2.8M | 60.4K | 0.9% | ▼−1.6% Reduced · −963 sh | |
| 33 | Schwab Strategic TR US DIVIDEND EQ | $2.6M | 83.2K | 0.8% | ▲+43% Added · +25K sh | |
| 34 | Ishares TR RUS MID CAP ETF | $2.6M | 23.8K | 0.8% | ▲+80% Added · +11K sh | |
| 35 | SPDR Series Trust STATE STREET SPD | $2.6M | 44.9K | 0.8% | ▼−0.3% Reduced · −142 sh | |
| 36 | Select Sector SPDR TR STATE STREET TEC | $2.5M | 13.1K | 0.8% | ▲+2.2% Added · +284 sh | |
| 37 | Ishares TR RUS TOP 200 ETF | $2.4M | 12.9K | 0.7% | ▼−0.7% Reduced · −86 sh | |
| 38 | Franklin Templeton ETF TR US MID CP MLTFCT | $2.3M | 40.6K | 0.7% | ▲+102% Added · +20K sh | |
| 39 | Dimensional ETF Trust US CORE EQUITY 2 | $2.3M | 52.4K | 0.7% | ▲+89% Added · +25K sh | |
| 40 | Meta Platforms Inc CL A | $2.3M | 4.0K | 0.7% | ▲+16% Added · +561 sh | |
| 41 | Global X FDS DATA CTR & DIGIT | $2.2M | 73.4K | 0.7% | ▲+47% Added · +23K sh | |
| 42 | Vanguard Index FDS TOTAL STK MKT | $2.1M | 5.7K | 0.7% | ▲+22% Added · +1K sh | |
| 43 | Global X FDS DEFENSE TECH ETF | $2.1M | 35.2K | 0.7% | ▲+55% Added · +13K sh | |
| 44 | Marvell Technology Inc COM | $2.0M | 6.8K | 0.6% | ▼−4.7% Reduced · −336 sh | |
| 45 | Astera Labs Inc COM | $2.0M | 4.1K | 0.6% | ▼−32% Reduced · −2K sh | |
| 46 | First TR Exchange-Traded FD NASDAQ CYB ETF | $2.0M | 21.8K | 0.6% | ▼−31% Reduced · −10K sh | |
| 47 | Ishares TR MICRO-CAP ETF | $1.9M | 9.6K | 0.6% | ▲+101% Added · +5K sh | |
| 48 | Ishares TR 0-3 MNTH TREASRY | $1.9M | 18.7K | 0.6% | ▲New New position | |
| 49 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.9M | 2.9K | 0.6% | ▼−17% Reduced · −577 sh | |
| 50 | Ishares TR CRE U S REIT ETF | $1.8M | 27.2K | 0.6% | ▲+107% Added · +14K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2068112/holdings"
Use Arkolith to show Forefront Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 20, 2026 | 177 | $322.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 162 | $238.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 139 | $211.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 191 | $397.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 20, 2025 | 98 | $145.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 128 | $146.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 14, 2025 | 91 | $134.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.