Forefront Wealth Partners, LLC: 13F holdings
CIK 20681122026Q2
| Positions | 177 |
|---|---|
| Reported value | $320.4m |
| Filed | 2026-08-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 409,741 | $36.0m | 11.2% |
| AGG ISHARES TR | 290,048 | $28.7m | 9.0% |
| EWU SCHWAB STRATEGIC TR | 210,176 | $11.1m | 3.5% |
| IVV ISHARES TR | 12,935 | $9.7m | 3.0% |
| LEGG MASON ETF INVT | 220,479 | $8.9m | 2.8% |
| NVDA NVIDIA CORPORATION | 28,832 | $5.8m | 1.8% |
| SPEM SPDR INDEX SHS FDS | 108,013 | $5.6m | 1.7% |
| SCHG SCHWAB STRATEGIC TR | 148,904 | $5.0m | 1.6% |
| DFAI DIMENSIONAL ETF TRUST | 120,122 | $5.0m | 1.5% |
| AMZN AMAZON COM INC | 19,562 | $4.7m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2068112")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.