Holdings of Forefront Wealth Partners, LLC
144 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.4 % of the equity sleeve
Sector breakdown
- Technology 13.2 %
- Funds 9.1 %
- Consumer discretionary 3.1 %
- Industrials 2.6 %
- Financials 2.4 %
- Communication 2.3 %
- Health care 1.3 %
- Consumer staples 0.3 %
- Utilities 0.2 %
- Materials 0.1 %
- Unattributed 65.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.2 %
- NL 0.5 %
- TW 0.1 %
- GB 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 141 | 220.2M $ | 99.23 % |
| 2 | NL | 1 | 1.2M $ | 0.54 % |
| 3 | TW | 1 | 298.1K $ | 0.13 % |
| 4 | GB | 1 | 212.2K $ | 0.10 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Corning Inc | 2,969 | 403.8K $ | |
| 102 | iShares J.P. Morgan USD Emerging Markets Bond ETF | 4,260 | 400.1K $ | |
| 103 | iShares ESG Aware MSCI USA ETF | 2,678 | 378.7K $ | |
| 104 | Cloudflare Inc | 1,797 | 370.8K $ | |
| 105 | Coinbase Global Inc | 2,000 | 349.2K $ | |
| 106 | Stryker Corp | 1,027 | 337.5K $ | |
| 107 | SPDR Gold Shares | 779 | 335.2K $ | |
| 108 | iShares U.S. Financials ETF | 2,816 | 331.3K $ | |
| 109 | Deere & Co | 585 | 329.6K $ | |
| 110 | Sea Ltd | 3,935 | 325.9K $ | |
| 111 | Rubrik Inc | 6,605 | 323.4K $ | |
| 112 | Vanguard Short-term Bond Etf | 4,095 | 321.1K $ | |
| 113 | Vanguard Charlotte Funds | 6,440 | 309.4K $ | |
| 114 | Bank of America Corp | 6,339 | 309K $ | |
| 115 | Taiwan Semiconductor Manufacturing Co Ltd | 882 | 298.1K $ | |
| 116 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 3,661 | 290.3K $ | |
| 117 | Dimensional ETF Trust | 7,261 | 282.9K $ | |
| 118 | Vistra Corp | 1,881 | 282.8K $ | |
| 119 | Northrop Grumman Corp | 411 | 281.3K $ | |
| 120 | MongoDB Inc | 1,112 | 272.2K $ | |
| 121 | McDonald's Corp. | 850 | 264.3K $ | |
| 122 | SPDR SERIES TRUST | 2,372 | 256.2K $ | |
| 123 | iShares Core S&P U.S. Growth ETF | 1,638 | 254.1K $ | |
| 124 | Atlassian Corp | 3,579 | 244.3K $ | |
| 125 | RTX Corp | 1,266 | 244.2K $ | |
| 126 | Comfort Systems USA Inc | 174 | 240.1K $ | |
| 127 | iShares MSCI USA Momentum Factor ETF | 993 | 238.1K $ | |
| 128 | Bank OZK | 5,158 | 236.7K $ | |
| 129 | Chevron Corp | 1,121 | 231.8K $ | |
| 130 | Walmart Inc | 1,847 | 229.5K $ | |
| 131 | Dimensional International Core | 6,420 | 228.1K $ | |
| 132 | CoreWeave Inc | 2,898 | 224.5K $ | |
| 133 | Freeport-McMoRan Inc | 3,732 | 219.4K $ | |
| 134 | Invesco QQQ Trust Series 1 | 376 | 217.2K $ | |
| 135 | ETF Series Solutions | 5,167 | 216.8K $ | |
| 136 | NextEra Energy Inc | 2,318 | 215.3K $ | |
| 137 | L3Harris Technologies Inc | 617 | 213K $ | |
| 138 | ARM Holdings PLC | 1,403 | 212.2K $ | |
| 139 | Quanta Services Inc | 386 | 211.9K $ | |
| 140 | Alphabet Inc | 729 | 209.6K $ | |
| 141 | Coca-Cola Co/The | 2,720 | 206.9K $ | |
| 142 | Elevance Health Inc | 695 | 203.5K $ | |
| 143 | Fair Isaac Corp | 189 | 201.8K $ | |
| 144 | EVgo Inc | 12,870 | 22.1K $ | |