Titelia

Holdings of Forefront Wealth Partners, LLC

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Net assets
-
Positions
144 in 4 countries
Top ten
44.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Corning Inc 2,969403.8K $
102iShares J.P. Morgan USD Emerging Markets Bond ETF 4,260400.1K $
103iShares ESG Aware MSCI USA ETF 2,678378.7K $
104Cloudflare Inc 1,797370.8K $
105Coinbase Global Inc 2,000349.2K $
106Stryker Corp 1,027337.5K $
107SPDR Gold Shares 779335.2K $
108iShares U.S. Financials ETF 2,816331.3K $
109Deere & Co 585329.6K $
110Sea Ltd 3,935325.9K $
111Rubrik Inc 6,605323.4K $
112Vanguard Short-term Bond Etf 4,095321.1K $
113Vanguard Charlotte Funds 6,440309.4K $
114Bank of America Corp 6,339309K $
115Taiwan Semiconductor Manufacturing Co Ltd 882298.1K $
116VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 3,661290.3K $
117Dimensional ETF Trust 7,261282.9K $
118Vistra Corp 1,881282.8K $
119Northrop Grumman Corp 411281.3K $
120MongoDB Inc 1,112272.2K $
121McDonald's Corp. 850264.3K $
122SPDR SERIES TRUST 2,372256.2K $
123iShares Core S&P U.S. Growth ETF 1,638254.1K $
124Atlassian Corp 3,579244.3K $
125RTX Corp 1,266244.2K $
126Comfort Systems USA Inc 174240.1K $
127iShares MSCI USA Momentum Factor ETF 993238.1K $
128Bank OZK 5,158236.7K $
129Chevron Corp 1,121231.8K $
130Walmart Inc 1,847229.5K $
131Dimensional International Core 6,420228.1K $
132CoreWeave Inc 2,898224.5K $
133Freeport-McMoRan Inc 3,732219.4K $
134Invesco QQQ Trust Series 1 376217.2K $
135ETF Series Solutions 5,167216.8K $
136NextEra Energy Inc 2,318215.3K $
137L3Harris Technologies Inc 617213K $
138ARM Holdings PLC 1,403212.2K $
139Quanta Services Inc 386211.9K $
140Alphabet Inc 729209.6K $
141Coca-Cola Co/The 2,720206.9K $
142Elevance Health Inc 695203.5K $
143Fair Isaac Corp 189201.8K $
144EVgo Inc 12,87022.1K $

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Sector breakdown

  • Technology 13.2 %
  • Funds 9.1 %
  • Consumer discretionary 3.2 %
  • Industrials 2.6 %
  • Financials 2.4 %
  • Communication 2.3 %
  • Health care 1.3 %
  • Utilities 0.2 %
  • Consumer staples 0.2 %
  • Materials 0.1 %
  • Unattributed 65.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.2 %
  • Netherlands 0.5 %
  • Taiwan 0.1 %
  • United Kingdom 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States141220.2M $99.23 %
2Netherlands11.2M $0.54 %
3Taiwan1298.1K $0.13 %
4United Kingdom1212.2K $0.10 %
Cite this page

Titelia. "Holdings of Forefront Wealth Partners, LLC". https://titelia.com/en/funds/US13F2068112