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Forefront Wealth Partners, LLC - Portfolio Stock Holdings

Forefront Wealth Partners, LLC disclosed 190 stock positions in a recent SEC 13F filing. $321,812,570 of stock holdings were filed, with the largest holdings including SPYM, AGG, and FNDF. This filing represented positions held on June 30, 2026, and was filed on Aug. 20, 2026.

We estimate the fund has a total AUM of $239,835,320 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

190

Est. Stock Holding Value:

$321,812,570

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Forefront Wealth Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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