Institutional Fund
Forefront Wealth Partners, LLC
Austin, TXCIK 20681126 filings on record
Portfolio Value
$238.92M
Q1 2026
Holdings
162
Reported positions
New Buys
32
Opened this quarter
QoQ Change
+13.1%
from $211.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust11.8%
- Ishares Tr9.9%
- Schwab Strategic Tr4.2%
- Ishares Tr3.6%
- Legg Mason ETF Invt3.0%
- Microsoft Corp2.0%
- Other65.6%
Portfolio Holdings
162 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 369.1K | $28.25M | 11.8% | +12.7K | Added |
| 2 | Ishares Tr | 237.1K | $23.54M | 9.9% | +34.6K | Added |
| 3 | Schwab Strategic Tr | 203.8K | $9.97M | 4.2% | +61.7K | Added |
| 4 | Ishares Tr | 13.3K | $8.67M | 3.6% | +2.0K | Added |
| 5 | Legg Mason ETF Invt | 174.7K | $7.08M | 3.0% | +9.7K | Added |
| 6 | Microsoft Corp | 12.8K | $4.73M | 2.0% | +2.8K | Added |
| 7 | Nvidia Corporation | 26.7K | $4.65M | 1.9% | +3.4K | Added |
| 8 | First Tr Exchange-Traded Fd | 48.5K | $4.50M | 1.9% | +1.5K | Added |
| 9 | Amazon Com Inc | 18.8K | $3.91M | 1.6% | +1.5K | Added |
| 10 | Schwab Strategic Tr | 133.1K | $3.88M | 1.6% | −8.5K | Reduced |
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