Forefront Wealth Partners, LLC - Portfolio Stock Holdings
Forefront Wealth Partners, LLC disclosed 171 stock positions in a recent SEC 13F filing. $237,026,696 of stock holdings were filed, with the largest holdings including SPYM, AGG, and FNDF. This filing represented positions held on March 31, 2026, and was filed on April 17, 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:
March 31, 2026No. of Stocks:
171Est. Stock Holding Value:
$237,026,696Top Stock Holdings By Sector
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Portfolio Stock Holdings - Forefront Wealth Partners, LLC
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% of Portfolio
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