FOREFRONT WEALTH PARTNERS, LLC

Filed: 5/14/2025ACC: 0002063364-25-000089

📋 What this filing means

FOREFRONT WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $146.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

128

Positions

$146.88M

Total AUM (reported)

2.04M

Total Shares

Allocation by class

COM$27.27M18.6%

CORE S&P500 ETF$12.36M8.4%

CORE US AGGBD ET$11.12M7.6%

PORTFOLIO S&P500$10.85M7.4%

FUNDAMENTAL INTL$5.04M3.4%

CORE S&P US VLU$4.56M3.1%

INT-TERM CORP$4.14M2.8%

Portfolio Concentration

Top 3$34.33M23.4%

4–10$27.08M18.4%

11–25$32.17M21.9%

Rest$53.29M36.3%

Top 3 weight

23.4%

Top 10 weight

41.8%

Voting Authority Distribution

Total shares with voting rights: 2.04M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.04M

% of voting shares100.0%

Investment Discretion (by position count)

Sole128

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings128

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares21.99K

TypeSH

Market value$12.36M

8.41%

Sole

0.00

Shared

0.00

None

21.99K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares112.40K

TypeSH

Market value$11.12M

7.57%

Sole

0.00

Shared

0.00

None

112.40K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares165.06K

TypeSH

Market value$10.85M

7.39%

Sole

0.00

Shared

0.00

None

165.06K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares139.43K

TypeSH

Market value$5.04M

3.43%

Sole

0.00

Shared

0.00

None

139.43K

ISHARES TR

SOLE

CORE S&P US VLU

Shares49.38K

TypeSH

Market value$4.56M

3.10%

Sole

0.00

Shared

0.00

None

49.38K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares50.60K

TypeSH

Market value$4.14M

2.82%

Sole

0.00

Shared

0.00

None

50.60K

FIRST TR EXCHANGE-TRADED FD

SOLE

CAP STRENGTH ETF

Shares41.53K

TypeSH

Market value$3.72M

2.53%

Sole

0.00

Shared

0.00

None

41.53K

MICROSOFT CORP

SOLE

COM

Shares9.57K

TypeSH

Market value$3.59M

2.45%

Sole

0.00

Shared

0.00

None

9.57K

ISHARES TR

SOLE

CORE TOTAL USD

Shares65.89K

TypeSH

Market value$3.04M

2.07%

Sole

0.00

Shared

0.00

None

65.89K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares39.64K

TypeSH

Market value$3.00M

2.04%

Sole

0.00

Shared

0.00

None

39.64K

AMAZON COM INC

SOLE

COM

Shares14.59K

TypeSH

Market value$2.78M

1.89%

Sole

0.00

Shared

0.00

None

14.59K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares78.27K

TypeSH

Market value$2.62M

1.79%

Sole

0.00

Shared

0.00

None

78.27K

NVIDIA CORPORATION

SOLE

COM

Shares23.10K

TypeSH

Market value$2.50M

1.70%

Sole

0.00

Shared

0.00

None

23.10K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares87.67K

TypeSH

Market value$2.45M

1.67%

Sole

0.00

Shared

0.00

None

87.67K

APPLE INC

SOLE

COM

Shares10.94K

TypeSH

Market value$2.43M

1.65%

Sole

0.00

Shared

0.00

None

10.94K

NUSHARES ETF TR

SOLE

NUVEEN DIVIDEND

Shares74.71K

TypeSH

Market value$2.39M

1.63%

Sole

0.00

Shared

0.00

None

74.71K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares22.25K

TypeSH

Market value$2.33M

1.58%

Sole

0.00

Shared

0.00

None

22.25K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares37.89K

TypeSH

Market value$2.22M

1.51%

Sole

0.00

Shared

0.00

None

37.89K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares4.22K

TypeSH

Market value$2.17M

1.48%

Sole

0.00

Shared

0.00

None

4.22K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares33.85K

TypeSH

Market value$1.98M

1.34%

Sole

0.00

Shared

0.00

None

33.85K

LEGG MASON ETF INVT

SOLE

FRANKLIN INTL LW

Shares55.13K

TypeSH

Market value$1.78M

1.21%

Sole

0.00

Shared

0.00

None

55.13K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDAQ CYB ETF

Shares27.31K

TypeSH

Market value$1.72M

1.17%

Sole

0.00

Shared

0.00

None

27.31K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares15.55K

TypeSH

Market value$1.64M

1.12%

Sole

0.00

Shared

0.00

None

15.55K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares8.42K

TypeSH

Market value$1.60M

1.09%

Sole

0.00

Shared

0.00

None

8.42K

FIRST TR EXCHANGE TRADED FD

SOLE

NASDQ CLN EDGE

Shares13.82K

TypeSH

Market value$1.56M

1.06%

Sole

0.00

Shared

0.00

None

13.82K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	21.99K	SH	$12.36M 8.41%	21.99K
ISHARES TRSOLE	CORE US AGGBD ET	112.40K	SH	$11.12M 7.57%	112.40K
SPDR SER TRSOLE	PORTFOLIO S&P500	165.06K	SH	$10.85M 7.39%	165.06K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	139.43K	SH	$5.04M 3.43%	139.43K
ISHARES TRSOLE	CORE S&P US VLU	49.38K	SH	$4.56M 3.10%	49.38K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	50.60K	SH	$4.14M 2.82%	50.60K
FIRST TR EXCHANGE-TRADED FDSOLE	CAP STRENGTH ETF	41.53K	SH	$3.72M 2.53%	41.53K
MICROSOFT CORPSOLE	COM	9.57K	SH	$3.59M 2.45%	9.57K
ISHARES TRSOLE	CORE TOTAL USD	65.89K	SH	$3.04M 2.07%	65.89K
ISHARES TRSOLE	CORE MSCI EAFE	39.64K	SH	$3.00M 2.04%	39.64K
AMAZON COM INCSOLE	COM	14.59K	SH	$2.78M 1.89%	14.59K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	78.27K	SH	$2.62M 1.79%	78.27K
NVIDIA CORPORATIONSOLE	COM	23.10K	SH	$2.50M 1.70%	23.10K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	87.67K	SH	$2.45M 1.67%	87.67K
APPLE INCSOLE	COM	10.94K	SH	$2.43M 1.65%	10.94K
NUSHARES ETF TRSOLE	NUVEEN DIVIDEND	74.71K	SH	$2.39M 1.63%	74.71K
ISHARES TRSOLE	CORE S&P SCP ETF	22.25K	SH	$2.33M 1.58%	22.25K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	37.89K	SH	$2.22M 1.51%	37.89K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	4.22K	SH	$2.17M 1.48%	4.22K
ISHARES TRSOLE	CORE S&P MCP ETF	33.85K	SH	$1.98M 1.34%	33.85K
LEGG MASON ETF INVTSOLE	FRANKLIN INTL LW	55.13K	SH	$1.78M 1.21%	55.13K
FIRST TR EXCHANGE TRADED FDSOLE	NASDAQ CYB ETF	27.31K	SH	$1.72M 1.17%	27.31K
ISHARES TRSOLE	NATIONAL MUN ETF	15.55K	SH	$1.64M 1.12%	15.55K
ISHARES TRSOLE	S&P 500 VAL ETF	8.42K	SH	$1.60M 1.09%	8.42K
FIRST TR EXCHANGE TRADED FDSOLE	NASDQ CLN EDGE	13.82K	SH	$1.56M 1.06%	13.82K

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