Forefront Wealth Partners, LLC
CIK 2068112 · View on SEC EDGAR ↗
- Portfolio value
- $238.9M
- Positions
- 162
- As of
- March 31, 2026 Data as of Q1 2026
#5,868 of 9,443 by 13F value · top 62.1%
Portfolio value QoQ: +13.1% 13F does not disclose cash
- Top 10 holdings weight
- 41.51%
- Top 25 holdings weight
- 59.60%
- Positions above 1%
- 21
- Effective number of positions
- 30.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 4.17% Est. buys $43,079,385 · sells $9,383,648
Median holding: 3.0 quarters Tracked Q4 2024–Q1 2026 · 61.6% still held
- New positions
- 32
- Increased
- 93
- Decreased
- 34
- Closed
- 9
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
12.9%
Industrials
2.7%
Retail
2.5%
Communication Services
2.3%
Financial Services
1.9%
Consumer Discretionary
1.2%
Health Care
1.2%
Financials
0.5%
Communications
0.3%
Utilities
0.2%
Energy
0.1%
Materials
0.1%
Consumer Staples
0.1%
Other/Unmapped
74.2%
Full portfolio 162 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $28,254,293 | 11.83% | 369,144 | $-343,204 | Up ×3 | ||
| AGG | $23,540,560 | 9.85% | 237,137 | $3,313,176 | Up ×3 | ||
| FNDF | $9,970,503 | 4.17% | 203,770 | $3,547,982 | Up ×3 | ||
| IVV | $8,670,017 | 3.63% | 13,273 | $956,267 | Up ×1 | ||
| LVHI | $7,080,921 | 2.96% | 174,665 | $1,006,305 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $4,727,213 | 1.98% | 12,770 | $-80,768 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,652,630 | 1.95% | 26,677 | $309,619 | Up ×1 | ||
| FTCS First Trust Capital Strength ETF | $4,501,914 | 1.88% | 48,532 | $148,704 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3,907,352 | 1.64% | 18,761 | $-71,524 | Up ×3 | ||
| SCHG | $3,877,803 | 1.62% | 133,121 | $-743,087 | Down ×1 | ||
| IUSV iShares Core S&P U.S. Value ETF | $3,798,355 | 1.59% | 37,148 | $-427,988 | Down ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $3,507,986 | 1.47% | 88,968 | $583,862 | Up ×1 | ||
| IVE | $3,503,169 | 1.47% | 16,590 | $191,108 | Up ×4 | ||
| IEFA | $3,474,383 | 1.45% | 38,378 | $408,011 | Up ×2 | ||
| SPDW | $3,110,983 | 1.30% | 68,149 | $433,300 | Up ×3 | ||
| IJH | $2,957,117 | 1.24% | 43,789 | $421,642 | Up ×3 | ||
| IEMG | $2,924,892 | 1.22% | 41,934 | $2,069,169 | Up ×2 | ||
| IUSB iShares Core Universal USD Bond ETF | $2,833,161 | 1.19% | 61,337 | $-29,574 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,767,129 | 1.16% | 10,904 | $103,758 | Up ×1 | ||
| SPEM | $2,742,885 | 1.15% | 58,471 | $282,355 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2,473,449 | 1.04% | 7,991 | $223,554 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,377,182 | 0.99% | 8,287 | $289,809 | Up ×1 | ||
| NDVG | $2,270,489 | 0.95% | 65,627 | $420,691 | Up ×1 | ||
| MSTB | $2,241,772 | 0.94% | 58,532 | $418,665 | Up ×2 | ||
| PTLC | $2,219,519 | 0.93% | 42,309 | $356,144 | Up ×2 | ||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $2,188,353 | 0.92% | 13,378 | $481,585 | Up ×2 | ||
| SPSM | $2,177,824 | 0.91% | 45,071 | $230,966 | Up ×3 | ||
| USFR | $2,160,304 | 0.90% | 42,914 | $3,988 | Up ×2 | ||
| IWL | $2,091,427 | 0.88% | 13,032 | $259,217 | Up ×5 | ||
| SPMB | $1,996,315 | 0.84% | 89,161 | $181,419 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,990,561 | 0.83% | 3,478 | $371,329 | Up ×3 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $1,973,596 | 0.83% | 31,487 | $-858,390 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1,942,739 | 0.81% | 5,750 | $481,249 | Up ×1 | ||
| SCHD | $1,788,405 | 0.75% | 58,293 | $153,213 | Down ×3 | ||
| XLK XLK | $1,702,310 | 0.71% | 12,809 | $-492,792 | Down ×1 | ||
| VOO | $1,656,043 | 0.69% | 2,771 | $31,148 | Up ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,652,056 | 0.69% | 8,121 | $27,653 | Up ×2 | ||
| SHLD | $1,604,524 | 0.67% | 22,650 | Up ×1 | |||
| VO | $1,566,736 | 0.66% | 5,455 | $213,918 | Up ×1 | ||
| CALF | $1,509,023 | 0.63% | 33,631 | $210,468 | Up ×2 | ||
| VTI | $1,503,078 | 0.63% | 4,686 | $184,734 | Up ×2 | ||
| IWF | $1,412,060 | 0.59% | 3,311 | $-141,606 | Up ×1 | ||
| IQLT | $1,337,392 | 0.56% | 28,930 | $245,633 | Up ×1 | ||
| SMH SMH | $1,322,134 | 0.55% | 3,449 | $34,835 | Down ×3 | ||
| IWR | $1,283,367 | 0.54% | 13,199 | $197,710 | Up ×2 | ||
| ILF | $1,238,866 | 0.52% | 34,878 | Up ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1,220,084 | 0.51% | 3,282 | $-906 | Up ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1,201,956 | 0.50% | 910 | $312,902 | Up ×1 | ||
| DTCR Global X Data Center & Digital Infrastructure ETF | $1,197,306 | 0.50% | 49,971 | $517,169 | Up ×1 | ||
| MUB | $1,197,159 | 0.50% | 11,278 | $147,268 | Up ×2 | ||
| IJR | $1,184,025 | 0.50% | 9,525 | $138,529 | Up ×2 | ||
| NXTG First Trust Indxx NextG ETF | $1,181,626 | 0.49% | 10,557 | $-130,332 | Down ×1 | ||
| FDVV | $1,105,024 | 0.46% | 20,004 | $-325,998 | Down ×1 | ||
| FLQM | $1,104,533 | 0.46% | 20,108 | $166,624 | Up ×2 | ||
| DFAC | $1,074,984 | 0.45% | 27,663 | $817,570 | Up ×1 | ||
| IGM | $1,027,008 | 0.43% | 8,666 | $647,665 | Up ×1 | ||
| GE GE Aerospace Common Stock | $1,003,126 | 0.42% | 3,534 | $-21,176 | Up ×3 | ||
| FBT | $982,411 | 0.41% | 4,892 | $-279,840 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $982,377 | 0.41% | 1,125 | $330,698 | Up ×2 | ||
| MELI MercadoLibre, Inc. - Common Stock | $971,709 | 0.41% | 562 | $373,474 | Up ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $901,296 | 0.38% | 23,459 | $559,406 | Up ×1 | ||
| VEA | $898,400 | 0.38% | 14,020 | $114,403 | Up ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $894,009 | 0.37% | 13,093 | $-1,926,950 | Down ×2 | ||
| ORCL Oracle Corporation Common Stock | $869,686 | 0.36% | 5,912 | $-103,019 | Up ×3 | ||
| PTBD | $847,924 | 0.35% | 44,675 | $34,133 | Up ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $800,341 | 0.33% | 2,050 | $493,772 | Up ×1 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $784,371 | 0.33% | 3,130 | $-17,251 | Down ×1 | ||
| USRT | $776,335 | 0.32% | 13,116 | $104,663 | Up ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $769,697 | 0.32% | 4,801 | $154,469 | Up ×1 | ||
| SPGI S&P Global Inc. Common Stock | $761,784 | 0.32% | 1,791 | $-172,607 | Up ×2 | ||
| IWC | $761,180 | 0.32% | 4,769 | $350,055 | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $724,334 | 0.30% | 10,070 | $-24,374 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $721,867 | 0.30% | 1,444 | $-21,855 | Up ×1 | ||
| V Visa Inc. | $717,485 | 0.30% | 2,374 | $18,957 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $709,307 | 0.30% | 771 | $-77,041 | Up ×1 | ||
| CRM Salesforce, Inc. Common Stock | $708,448 | 0.30% | 3,795 | $-86,997 | Up ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $705,549 | 0.30% | 7,123 | $-213,811 | Down ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $701,114 | 0.29% | 6,706 | $49,290 | Up ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $690,102 | 0.29% | 1,497 | $226,253 | Up ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $680,641 | 0.28% | 4,653 | $356,426 | Up ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $669,642 | 0.28% | 5,454 | $75,029 | Up ×2 | ||
| ALAB Astera Labs, Inc. - Common Stock | $667,025 | 0.28% | 6,086 | $-153,962 | Up ×2 | ||
| LQTI | $649,998 | 0.27% | 33,197 | $-12,304 | Up ×2 | ||
| RDVI | $643,198 | 0.27% | 25,174 | $-14,926 | Up ×2 | ||
| TFC Truist Financial Corporation Common Stock | $616,366 | 0.26% | 13,408 | $-18,393 | Up ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $613,709 | 0.26% | 1,248 | $-49,341 | Up ×1 | ||
| SPYG | $608,511 | 0.25% | 6,215 | $32,864 | Up ×2 | ||
| KNG | $606,654 | 0.25% | 12,454 | $-2,578 | Up ×2 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $592,033 | 0.25% | 4,991 | $244,178 | Up ×1 | ||
| TBG | $541,271 | 0.23% | 15,527 | Up ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $530,622 | 0.22% | 1,484 | $56,823 | Down ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $529,101 | 0.22% | 4,482 | $241,482 | Up ×3 | ||
| SNOW Snowflake Inc. Common Stock | $520,179 | 0.22% | 3,449 | $235,889 | Up ×2 | ||
| XLV XLV | $509,625 | 0.21% | 3,476 | $-175,053 | Down ×3 | ||
| INTU Intuit Inc. - Common Stock | $501,803 | 0.21% | 1,161 | Up ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $498,469 | 0.21% | 5,304 | Up ×1 | |||
| BX Blackstone Inc. Common Stock | $497,115 | 0.21% | 4,323 | ||||
| KKR KKR & Co. Inc. Common Stock | $494,204 | 0.21% | 5,342 | $41,462 | Up ×2 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $486,143 | 0.20% | 6,200 | $418 | Down ×1 | ||
| COWZ | $478,896 | 0.20% | 7,655 | $101,569 | Up ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPYM | $28,254,293 | 11.83% | up ×3 |
| AGG | $23,540,560 | 9.85% | up ×3 |
| FNDF | $9,970,503 | 4.17% | up ×3 |
| LVHI | $7,080,921 | 2.96% | up ×4 |
| AMZN | $3,907,352 | 1.64% | up ×3 |
| IVE | $3,503,169 | 1.47% | up ×4 |
| SPDW | $3,110,983 | 1.30% | up ×3 |
| IJH | $2,957,117 | 1.24% | up ×3 |
| SPSM | $2,177,824 | 0.91% | up ×3 |
| IWL | $2,091,427 | 0.88% | up ×5 |
| META | $1,990,561 | 0.83% | up ×3 |
| VOO | $1,656,043 | 0.69% | up ×3 |
| GE | $1,003,126 | 0.42% | up ×3 |
| ORCL | $869,686 | 0.36% | up ×3 |
| V | $717,485 | 0.30% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SHLD | $1,604,524 | 22,650 | 0.67% |
| ILF | $1,238,866 | 34,878 | 0.52% |
| TBG | $541,271 | 15,527 | 0.23% |
| INTU | $501,803 | 1,161 | 0.21% |
| SCHW | $498,469 | 5,304 | 0.21% |
| BX | $497,115 | 4,323 | 0.21% |
| AXON | $472,255 | 1,112 | 0.20% |
| BABA | $467,465 | 3,726 | 0.20% |
| NFLX | $453,733 | 4,719 | 0.19% |
| APO | $449,878 | 4,037 | 0.19% |
| SPOT | $380,168 | 784 | 0.16% |
| ESGU | $378,723 | 2,678 | 0.16% |
| NET | $370,794 | 1,797 | 0.16% |
| COIN | $349,219 | 2,000 | 0.15% |
| SYK | $337,473 | 1,027 | 0.14% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| FNDF | Bought more | +62K | +$3.5M |
| AGG | Bought more | +35K | +$3.3M |
| IEMG | Bought more | +29K | +$2.1M |
| RDVY | Trimmed | -28K | -$1.9M |
| LVHI | Bought more | +10K | +$1.0M |
| IVV | Bought more | +2K | +$956K |
| CIBR | Trimmed | -8K | -$858K |
| DFAC | Bought more | +21K | +$818K |
| SCHG | Trimmed | -9K | -$743K |
| IGM | Bought more | +6K | +$648K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EMLP | Dec. 31, 2025 | 259,434 | $9,933,737 | No longer tracked |
| MTUM | Dec. 31, 2025 | 37,777 | $9,687,725 | No longer tracked |
| VNQI | Dec. 31, 2025 | 196,638 | $9,387,464 | |
| LTPZ | Dec. 31, 2025 | 174,669 | $9,306,373 | No longer tracked |
| VGSH | Dec. 31, 2025 | 156,787 | $9,226,887 | |
| WIP | Dec. 31, 2025 | 229,938 | $9,015,844 | No longer tracked |
| DJP | Dec. 31, 2025 | 219,140 | $7,766,322 | No longer tracked |
| EDV | Dec. 31, 2025 | 108,119 | $7,400,718 | No longer tracked |
| MBB | Dec. 31, 2025 | 71,706 | $6,822,851 | |
| TIP | Dec. 31, 2025 | 58,015 | $6,452,459 | No longer tracked |
| BKLN | Dec. 31, 2025 | 296,443 | $6,204,567 | No longer tracked |
| HDV | Dec. 31, 2025 | 38,137 | $4,669,892 | No longer tracked |
| IEI | Dec. 31, 2025 | 38,807 | $4,637,791 | |
| SPHY | Dec. 31, 2025 | 184,037 | $4,405,846 | No longer tracked |
| VNQ | Dec. 31, 2025 | 48,097 | $4,396,976 | No longer tracked |
| USMV | Dec. 31, 2025 | 45,630 | $4,341,270 | No longer tracked |
| VCIT | Sept. 30, 2025 | 53,837 | $4,321,522 | |
| IGF | Dec. 31, 2025 | 70,383 | $4,301,785 | |
| FLRN | Dec. 31, 2025 | 112,253 | $3,464,141 | No longer tracked |
| STIP | Dec. 31, 2025 | 30,420 | $3,144,214 | No longer tracked |
| VTV | Dec. 31, 2025 | 16,623 | $3,100,123 | No longer tracked |
| DBEF | Dec. 31, 2025 | 64,146 | $2,977,681 | No longer tracked |
| VB | Dec. 31, 2025 | 9,721 | $2,471,857 | No longer tracked |
| FLOT | Dec. 31, 2025 | 45,126 | $2,305,262 | No longer tracked |
| RDVY | June 30, 2025 | 37,887 | $2,217,928 | |
| IEF | Dec. 31, 2025 | 22,027 | $2,124,733 | |
| SPY | Dec. 31, 2025 | 2,956 | $1,969,329 | No longer tracked |
| VG | Dec. 31, 2025 | 118,399 | $1,680,082 | 101.5% |
| HEEM | Dec. 31, 2025 | 47,743 | $1,606,546 | No longer tracked |
| LQD | Dec. 31, 2025 | 13,916 | $1,551,271 | No longer tracked |
| IBTJ | June 30, 2025 | 59,831 | $1,302,522 | -1.5% |
| VCSH | June 30, 2025 | 16,290 | $1,285,939 | |
| JNK | Dec. 31, 2025 | 12,873 | $1,261,425 | No longer tracked |
| IAU | Dec. 31, 2025 | 16,201 | $1,178,947 | No longer tracked |
| EES | Dec. 31, 2025 | 17,832 | $996,257 | No longer tracked |
| NXXT | Dec. 31, 2025 | 501,000 | $916,830 | -83.3% |
| TFI | Sept. 30, 2025 | 18,217 | $831,060 | No longer tracked |
| HYG | Dec. 31, 2025 | 9,267 | $752,354 | No longer tracked |
| XLRE | Dec. 31, 2025 | 17,591 | $741,103 | No longer tracked |
| KQQQ | Dec. 31, 2025 | 24,776 | $722,127 | |
| SPMB | June 30, 2025 | 30,298 | $668,070 | No longer tracked |
| TMUS | Sept. 30, 2025 | 3,018 | $666,229 | -22.3% |
| CALF | June 30, 2025 | 16,927 | $634,763 | No longer tracked |
| ETHA | Dec. 31, 2025 | 19,923 | $627,773 | |
| PTIN | June 30, 2025 | 21,205 | $621,731 | No longer tracked |
| PTLC | June 30, 2025 | 11,726 | $603,302 | No longer tracked |
| SPEM | June 30, 2025 | 14,999 | $590,511 | No longer tracked |
| TLT | Dec. 31, 2025 | 6,464 | $577,687 | |
| VBR | Sept. 30, 2025 | 2,906 | $575,867 | No longer tracked |
| SFLR | June 30, 2025 | 17,971 | $564,110 | No longer tracked |
| USFR | June 30, 2025 | 10,496 | $528,251 | No longer tracked |
| IBKR | March 31, 2026 | 8,175 | $525,769 | 33.4% |
| MRK | Sept. 30, 2025 | 4,924 | $489,867 | 80.3% |
| HYMB | Sept. 30, 2025 | 18,893 | $483,283 | No longer tracked |
| ABT | Dec. 31, 2025 | 3,493 | $467,809 | -8.4% |
| SSO | Dec. 31, 2025 | 4,079 | $457,358 | No longer tracked |
| SKYY | Sept. 30, 2025 | 3,793 | $454,474 | |
| AME | March 31, 2025 | 2,511 | $452,634 | 44.1% |
| IWR | June 30, 2025 | 5,055 | $430,030 | No longer tracked |
| BNDX | June 30, 2025 | 8,802 | $429,705 | |
| PTMC | June 30, 2025 | 11,962 | $413,885 | No longer tracked |
| MDT | Dec. 31, 2025 | 4,279 | $407,495 | -2.4% |
| AME | Dec. 31, 2025 | 2,146 | $403,471 | 20.8% |
| UNH | March 31, 2026 | 1,137 | $375,452 | 45.9% |
| VWO | June 30, 2025 | 8,242 | $373,071 | No longer tracked |
| ADBE | Sept. 30, 2025 | 829 | $368,640 | -23.2% |
| UWM | Dec. 31, 2025 | 7,945 | $368,320 | No longer tracked |
| SRLN | Dec. 31, 2025 | 8,780 | $365,073 | No longer tracked |
| RZLV | Dec. 31, 2025 | 73,200 | $364,536 | -4.7% |
| AMAT | Sept. 30, 2025 | 2,237 | $363,803 | 141.6% |
| AMAT | March 31, 2025 | 2,237 | $363,803 | 240.8% |
| PTBD | June 30, 2025 | 17,827 | $357,608 | No longer tracked |
| VBK | Sept. 30, 2025 | 1,276 | $357,306 | No longer tracked |
| IBTJ | Dec. 31, 2025 | 16,162 | $354,838 | -1.6% |
| HLAL | Sept. 30, 2025 | 6,713 | $354,043 | |
| EW | Dec. 31, 2025 | 4,492 | $349,343 | 8.5% |
| SHM | June 30, 2025 | 7,295 | $347,243 | No longer tracked |
| ONTO | Dec. 31, 2025 | 2,591 | $334,810 | 93.7% |
| FCX | June 30, 2025 | 8,762 | $331,729 | 56.7% |
| BA | March 31, 2026 | 1,507 | $327,199 | 11.3% |
| PFE | Dec. 31, 2025 | 12,830 | $326,917 | 13.5% |
| REGN | Dec. 31, 2025 | 579 | $325,735 | 8.9% |
| KKR | June 30, 2025 | 2,812 | $325,097 | -17.0% |
| TTD | June 30, 2025 | 5,865 | $320,933 | -81.5% |
| INCY | Dec. 31, 2025 | 3,744 | $317,529 | 27.0% |
| IYW | Sept. 30, 2025 | 1,976 | $315,351 | No longer tracked |
| ETN | June 30, 2025 | 1,136 | $308,799 | 17.2% |
| QUAL | Sept. 30, 2025 | 1,725 | $308,195 | No longer tracked |
| BSV | June 30, 2025 | 3,919 | $306,761 | No longer tracked |
| NEE | June 30, 2025 | 4,295 | $304,485 | 24.5% |
| RCAT | Dec. 31, 2025 | 29,000 | $300,150 | 22.4% |
| TTD | March 31, 2026 | 7,794 | $295,860 | -41.2% |
| VGT | Dec. 31, 2025 | 393 | $293,426 | No longer tracked |
| DHR | Dec. 31, 2025 | 1,475 | $292,400 | -8.2% |
| VRT | June 30, 2025 | 3,758 | $271,328 | 103.0% |
| EZBC | June 30, 2025 | 5,600 | $267,457 | No longer tracked |
| ISRG | June 30, 2025 | 532 | $263,484 | -25.9% |
| EWX | March 31, 2026 | 4,013 | $263,478 | No longer tracked |
| MUNI | June 30, 2025 | 5,025 | $259,039 | No longer tracked |
| CVX | Dec. 31, 2025 | 1,624 | $252,132 | 35.9% |
| BX | Dec. 31, 2025 | 1,464 | $250,167 | -5.9% |
| IBKR | June 30, 2025 | 1,508 | $249,710 | 61.5% |
| ANET | June 30, 2025 | 3,222 | $249,641 | 84.5% |
| GEV | June 30, 2025 | 816 | $249,109 | 84.6% |
| BMY | June 30, 2025 | 4,074 | $248,474 | 46.9% |
| BRKB | Dec. 31, 2025 | 491 | $246,844 | No longer tracked |
| VUG | June 30, 2025 | 656 | $243,257 | No longer tracked |
| IVW | March 31, 2025 | 2,373 | $240,951 | No longer tracked |
| IVW | Sept. 30, 2025 | 2,373 | $240,951 | No longer tracked |
| EWX | June 30, 2025 | 4,180 | $236,714 | No longer tracked |
| SRLN | June 30, 2025 | 5,743 | $236,210 | No longer tracked |
| USRT | June 30, 2025 | 4,057 | $233,684 | No longer tracked |
| TSM | March 31, 2025 | 1,178 | $232,642 | 146.2% |
| ABBV | Dec. 31, 2025 | 978 | $226,576 | 16.1% |
| APP | Dec. 31, 2025 | 314 | $225,621 | -54.1% |
| JPM | March 31, 2026 | 696 | $224,267 | 22.9% |
| BMY | March 31, 2026 | 4,156 | $224,175 | 12.1% |
| ZTS | Dec. 31, 2025 | 1,526 | $223,300 | -38.8% |
| RSP | Dec. 31, 2025 | 1,170 | $221,950 | No longer tracked |
| DDOG | March 31, 2025 | 1,545 | $220,764 | 140.3% |
| ONTO | June 30, 2025 | 1,816 | $220,353 | 203.0% |
| APP | June 30, 2025 | 829 | $219,659 | -11.6% |
| QQEW | Sept. 30, 2025 | 1,693 | $219,504 | |
| GBTC | Dec. 31, 2025 | 2,425 | $217,692 | No longer tracked |
| SPAI | Dec. 31, 2025 | 30,500 | $214,110 | 24.8% |
| ROK | March 31, 2026 | 550 | $213,989 | 21.6% |
| IBIT | June 30, 2025 | 4,549 | $212,939 | |
| VMBS | March 31, 2026 | 4,452 | $209,601 | |
| EXAS | Sept. 30, 2025 | 3,693 | $207,509 | No longer tracked |
| EXAS | March 31, 2025 | 3,693 | $207,509 | No longer tracked |
| AVAV | Dec. 31, 2025 | 655 | $206,253 | -30.0% |
| DAPP | June 30, 2025 | 22,796 | $205,847 | |
| XOM | Dec. 31, 2025 | 1,821 | $205,243 | 39.5% |
| VXUS | June 30, 2025 | 3,224 | $200,211 | |
| SOUN | Dec. 31, 2025 | 11,818 | $190,034 | -31.1% |
| DDD | Sept. 30, 2025 | 29,186 | $95,730 | 13.8% |
| ZURA | Dec. 31, 2025 | 21,518 | $93,173 | 14.1% |
| ANNX | Dec. 31, 2025 | 27,027 | $82,432 | 10.3% |
| RANI | June 30, 2025 | 65,000 | $81,900 | 58.2% |
| NKTX | Dec. 31, 2025 | 39,452 | $81,666 | 36.9% |
| GERN | Dec. 31, 2025 | 52,258 | $71,593 | 19.3% |
| MREO | Dec. 31, 2025 | 33,180 | $68,351 | -26.5% |
| CTMX | Dec. 31, 2025 | 18,109 | $57,768 | -17.4% |
| LAES | June 30, 2025 | 10,100 | $26,260 | -33.2% |