Forefront Wealth Partners, LLC
CIK 2068112 · Holdings on Dec 31, 2024 · First reported May 14, 2025
Top ten holdings
Q4 2024- IVV10.94%
- AGG7.40%
- SPYM7.10%
- IUSV3.45%
- VCIT3.22%
- MSFT2.92%
- FTCS2.89%
- FNDF2.81%
- AMZN2.29%
- IUSB2.22%
Share classes counted separately45.24%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $14.68M | 10.94% | 24.94K shares | Prior unavailable — | — | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $9.93M | 7.40% | 102.47K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $9.53M | 7.10% | 138.26K shares | Prior unavailable — | — | ↗▾ |
| 04 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $4.64M | 3.45% | 50.07K shares | Prior unavailable — | — | ↗▾ |
| 05 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $4.32M | 3.22% | 53.84K shares | Prior unavailable — | — | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $3.92M | 2.92% | 9.31K shares | Prior unavailable — | — | ↗▾ |
| 07 | FTCSFIRST TRUST CAPITAL STRENGTHCAP STRENGTH ETF View history and evidence | $3.88M | 2.89% | 44.23K shares | Prior unavailable — | — | ↗▾ |
| 08 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $3.77M | 2.81% | 113.39K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $3.08M | 2.29% | 14.04K shares | Prior unavailable — | — | ↗▾ |
| 10 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $2.98M | 2.22% | 65.95K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2068112 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 134221760
}Research all 91 reported holdings.
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