Forefront Wealth Partners, LLC
CIK 2068112 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- IVV8.41%
- AGG7.57%
- SPYM7.39%
- FNDF3.43%
- IUSV3.10%
- VCIT2.82%
- FTCS2.53%
- MSFT2.45%
- IUSB2.07%
- IEFA2.04%
Share classes counted separately41.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight decreased · -2.53 pp10.94% → 8.41%Shares -2.95K (-11.82%)
- VOOWeight increased · +0.82 pp0.66% → 1.48%Shares +2.58K (+157.19%)
- FNDFWeight increased · +0.62 pp2.81% → 3.43%Shares +26.04K (+22.97%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $12.36M | 8.41% | 21.99K shares | 10.94% → 8.41%-2.53 pp -2.95K (-11.82%) | Reduced | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $11.12M | 7.57% | 112.40K shares | 7.40% → 7.57%+0.17 pp +9.93K (+9.69%) | Added | ↗▾ |
| 03 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $10.85M | 7.39% | 165.06K shares | 7.10% → 7.39%+0.29 pp +26.80K (+19.38%) | Added | ↗▾ |
| 04 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $5.04M | 3.43% | 139.43K shares | 2.81% → 3.43%+0.62 pp +26.04K (+22.97%) | Added | ↗▾ |
| 05 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $4.56M | 3.10% | 49.38K shares | 3.45% → 3.10%-0.35 pp -686 (-1.37%) | Reduced | ↗▾ |
| 06 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $4.14M | 2.82% | 50.60K shares | 3.22% → 2.82%-0.40 pp -3.24K (-6.02%) | Reduced | ↗▾ |
| 07 | FTCSFIRST TRUST CAPITAL STRENGTHCAP STRENGTH ETF View history and evidence | $3.72M | 2.53% | 41.53K shares | 2.89% → 2.53%-0.36 pp -2.70K (-6.11%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $3.59M | 2.45% | 9.57K shares | 2.92% → 2.45%-0.47 pp +267 (+2.87%) | Added | ↗▾ |
| 09 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $3.04M | 2.07% | 65.89K shares | 2.22% → 2.07%-0.15 pp -60 (-0.09%) | Reduced | ↗▾ |
| 10 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $3.00M | 2.04% | 39.64K shares | 2.06% → 2.04%-0.02 pp +363 (+0.92%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AME AMETEK INC | Non-derivative | -2,511 | -$452.63K | SEC filing ↗ | SEC filing ↗ |
| AMAT APPLIED MATERIALS INC | Non-derivative | -2,237 | -$363.80K | SEC filing ↗ | SEC filing ↗ |
| IVW ISHARES S&P 500 GROWTH ETF | Non-derivative | -2,373 | -$240.95K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2068112 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 146883930
}Research all 128 reported holdings.
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