Forefront Wealth Partners, LLC - Portfolio Stock Holdings
Forefront Wealth Partners, LLC disclosed 189 stock positions in a recent SEC 13F filing. $321,565,220 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 today.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, 2026No. of Stocks:
189Est. Stock Holding Value:
$321,565,220Top Stock Holdings By Sector
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Portfolio Stock Holdings - Forefront Wealth Partners, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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