FOREFRONT WEALTH PARTNERS, LLC

Filed: 5/14/2025ACC: 0002063364-25-000087

📋 What this filing means

FOREFRONT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $134.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$134.22M

Total AUM (reported)

1.55M

Total Shares

Allocation by class

COM$29.68M22.1%

CORE S&P500 ETF$14.68M10.9%

CORE US AGGBD ET$9.93M7.4%

PORTFOLIO S&P500$9.53M7.1%

CORE S&P US VLU$4.64M3.5%

INT-TERM CORP$4.32M3.2%

CAP STRENGTH ETF$3.88M2.9%

Portfolio Concentration

Top 3$34.14M25.4%

4–10$26.59M19.8%

11–25$33.22M24.8%

Rest$40.26M30.0%

Top 3 weight

25.4%

Top 10 weight

45.2%

Voting Authority Distribution

Total shares with voting rights: 1.55M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.55M

% of voting shares100.0%

Investment Discretion (by position count)

Sole91

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings91

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares24.94K

TypeSH

Market value$14.68M

10.94%

Sole

0.00

Shared

0.00

None

24.94K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares102.47K

TypeSH

Market value$9.93M

7.40%

Sole

0.00

Shared

0.00

None

102.47K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares138.26K

TypeSH

Market value$9.53M

7.10%

Sole

0.00

Shared

0.00

None

138.26K

ISHARES TR

SOLE

CORE S&P US VLU

Shares50.07K

TypeSH

Market value$4.64M

3.45%

Sole

0.00

Shared

0.00

None

50.07K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares53.84K

TypeSH

Market value$4.32M

3.22%

Sole

0.00

Shared

0.00

None

53.84K

MICROSOFT CORP

SOLE

COM

Shares9.31K

TypeSH

Market value$3.92M

2.92%

Sole

0.00

Shared

0.00

None

9.31K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares44.23K

TypeSH

Market value$3.88M

2.89%

Sole

0.00

Shared

0.00

None

44.23K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares113.39K

TypeSH

Market value$3.77M

2.81%

Sole

0.00

Shared

0.00

None

113.39K

AMAZON COM INC

SOLE

COM

Shares14.04K

TypeSH

Market value$3.08M

2.29%

Sole

0.00

Shared

0.00

None

14.04K

ISHARES TR

SOLE

CORE TOTAL USD

Shares65.95K

TypeSH

Market value$2.98M

2.22%

Sole

0.00

Shared

0.00

None

65.95K

NVIDIA CORPORATION

SOLE

COM

Shares21.40K

TypeSH

Market value$2.87M

2.14%

Sole

0.00

Shared

0.00

None

21.40K

NUSHARES ETF TR

SOLE

NUVEEN DIVIDEND

Shares85.37K

TypeSH

Market value$2.78M

2.07%

Sole

0.00

Shared

0.00

None

85.37K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares77.58K

TypeSH

Market value$2.78M

2.07%

Sole

0.00

Shared

0.00

None

77.58K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares39.27K

TypeSH

Market value$2.76M

2.06%

Sole

0.00

Shared

0.00

None

39.27K

APPLE INC

SOLE

COM

Shares10.95K

TypeSH

Market value$2.74M

2.04%

Sole

0.00

Shared

0.00

None

10.95K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares23.04K

TypeSH

Market value$2.66M

1.98%

Sole

0.00

Shared

0.00

None

23.04K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares91.22K

TypeSH

Market value$2.49M

1.86%

Sole

0.00

Shared

0.00

None

91.22K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares5.28K

TypeSH

Market value$2.12M

1.58%

Sole

0.00

Shared

0.00

None

5.28K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares18.71K

TypeSH

Market value$1.99M

1.49%

Sole

0.00

Shared

0.00

None

18.71K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares30.10K

TypeSH

Market value$1.88M

1.40%

Sole

0.00

Shared

0.00

None

30.10K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares59.27K

TypeSH

Market value$1.81M

1.35%

Sole

0.00

Shared

0.00

None

59.27K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares8.96K

TypeSH

Market value$1.71M

1.28%

Sole

0.00

Shared

0.00

None

8.96K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDQ CLN EDGE

Shares13.58K

TypeSH

Market value$1.62M

1.21%

Sole

0.00

Shared

0.00

None

13.58K

TESLA INC

SOLE

COM

Shares3.75K

TypeSH

Market value$1.51M

1.13%

Sole

0.00

Shared

0.00

None

3.75K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares14.01K

TypeSH

Market value$1.50M

1.11%

Sole

0.00

Shared

0.00

None

14.01K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	24.94K	SH	$14.68M 10.94%	24.94K
ISHARES TRSOLE	CORE US AGGBD ET	102.47K	SH	$9.93M 7.40%	102.47K
SPDR SER TRSOLE	PORTFOLIO S&P500	138.26K	SH	$9.53M 7.10%	138.26K
ISHARES TRSOLE	CORE S&P US VLU	50.07K	SH	$4.64M 3.45%	50.07K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	53.84K	SH	$4.32M 3.22%	53.84K
MICROSOFT CORPSOLE	COM	9.31K	SH	$3.92M 2.92%	9.31K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	44.23K	SH	$3.88M 2.89%	44.23K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	113.39K	SH	$3.77M 2.81%	113.39K
AMAZON COM INCSOLE	COM	14.04K	SH	$3.08M 2.29%	14.04K
ISHARES TRSOLE	CORE TOTAL USD	65.95K	SH	$2.98M 2.22%	65.95K
NVIDIA CORPORATIONSOLE	COM	21.40K	SH	$2.87M 2.14%	21.40K
NUSHARES ETF TRSOLE	NUVEEN DIVIDEND	85.37K	SH	$2.78M 2.07%	85.37K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	77.58K	SH	$2.78M 2.07%	77.58K
ISHARES TRSOLE	CORE MSCI EAFE	39.27K	SH	$2.76M 2.06%	39.27K
APPLE INCSOLE	COM	10.95K	SH	$2.74M 2.04%	10.95K
ISHARES TRSOLE	CORE S&P SCP ETF	23.04K	SH	$2.66M 1.98%	23.04K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	91.22K	SH	$2.49M 1.86%	91.22K
ISHARES TRSOLE	RUS 1000 GRW ETF	5.28K	SH	$2.12M 1.58%	5.28K
ISHARES TRSOLE	NATIONAL MUN ETF	18.71K	SH	$1.99M 1.49%	18.71K
ISHARES TRSOLE	CORE S&P MCP ETF	30.10K	SH	$1.88M 1.40%	30.10K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	59.27K	SH	$1.81M 1.35%	59.27K
ISHARES TRSOLE	S&P 500 VAL ETF	8.96K	SH	$1.71M 1.28%	8.96K
FIRST TR EXCHANGE TRADED FDSOLE	NASDQ CLN EDGE	13.58K	SH	$1.62M 1.21%	13.58K
TESLA INCSOLE	COM	3.75K	SH	$1.51M 1.13%	3.75K
ISHARES TRSOLE	IBOXX INV CP ETF	14.01K	SH	$1.50M 1.11%	14.01K

Page 1 of 4