Forefront Wealth Partners, LLC

CIK 2068112 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$238.9M
#5.868 dari 9.443 berdasarkan nilai 13F · top 62.1%
Posisi
162
Per tanggal
31 Maret 2026 Data per Q1 2026

Nilai portofolio QoQ: +13.1% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
41,51%
Bobot 25 kepemilikan teratas
59,60%
Posisi di atas 1%
21
Jumlah posisi efektif
30,0

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q1 2026: 4,17% Perkiraan pembelian $43.079.385 · penjualan $9.383.648

Kepemilikan median: 3,0 kuartal Dilacak Q4 2024–Q1 2026 · 61,6% masih dipegang

Posisi baru
32
Meningkat
93
Menurun
34
Tertutup
9
Di halaman ini

Rincian sektor

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%
Lainnya/Tidak terpetakan
74,2%

Portofolio lengkap 162 posisi

Tipe Rentetan Tren 8 kuartal
SPYM $28.254.293 11,83% 369.144 $-343.204 Naik ×3
AGG $23.540.560 9,85% 237.137 $3.313.176 Naik ×3
FNDF $9.970.503 4,17% 203.770 $3.547.982 Naik ×3
IVV $8.670.017 3,63% 13.273 $956.267 Naik ×1
LVHI $7.080.921 2,96% 174.665 $1.006.305 Naik ×4
MSFT Microsoft Corporation - Common Stock $4.727.213 1,98% 12.770 $-80.768 Naik ×2
NVDA NVIDIA Corporation - Common Stock $4.652.630 1,95% 26.677 $309.619 Naik ×1
FTCS First Trust Capital Strength ETF $4.501.914 1,88% 48.532 $148.704 Naik ×2
AMZN Amazon.com, Inc. - Common Stock $3.907.352 1,64% 18.761 $-71.524 Naik ×3
SCHG $3.877.803 1,62% 133.121 $-743.087 Turun ×1
IUSV iShares Core S&P U.S. Value ETF $3.798.355 1,59% 37.148 $-427.988 Turun ×1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $3.507.986 1,47% 88.968 $583.862 Naik ×1
IVE $3.503.169 1,47% 16.590 $191.108 Naik ×4
IEFA $3.474.383 1,45% 38.378 $408.011 Naik ×2
SPDW $3.110.983 1,30% 68.149 $433.300 Naik ×3
IJH $2.957.117 1,24% 43.789 $421.642 Naik ×3
IEMG $2.924.892 1,22% 41.934 $2.069.169 Naik ×2
IUSB iShares Core Universal USD Bond ETF $2.833.161 1,19% 61.337 $-29.574 Turun ×1
AAPL Apple Inc. - Common Stock $2.767.129 1,16% 10.904 $103.758 Naik ×1
SPEM $2.742.885 1,15% 58.471 $282.355 Naik ×2
AVGO Broadcom Inc. - Common Stock $2.473.449 1,04% 7.991 $223.554 Naik ×1
GOOG Alphabet Inc. - Class C Capital Stock $2.377.182 0,99% 8.287 $289.809 Naik ×1
NDVG $2.270.489 0,95% 65.627 $420.691 Naik ×1
MSTB $2.241.772 0,94% 58.532 $418.665 Naik ×2
PTLC $2.219.519 0,93% 42.309 $356.144 Naik ×2
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $2.188.353 0,92% 13.378 $481.585 Naik ×2
SPSM $2.177.824 0,91% 45.071 $230.966 Naik ×3
USFR $2.160.304 0,90% 42.914 $3.988 Naik ×2
IWL $2.091.427 0,88% 13.032 $259.217 Naik ×5
SPMB $1.996.315 0,84% 89.161 $181.419 Naik ×2
META Meta Platforms, Inc. - Class A Common Stock $1.990.561 0,83% 3.478 $371.329 Naik ×3
CIBR First Trust NASDAQ Cybersecurity ETF $1.973.596 0,83% 31.487 $-858.390 Turun ×1
MU Micron Technology, Inc. - Common Stock $1.942.739 0,81% 5.750 $481.249 Naik ×1
SCHD $1.788.405 0,75% 58.293 $153.213 Turun ×3
XLK XLK $1.702.310 0,71% 12.809 $-492.792 Turun ×1
VOO $1.656.043 0,69% 2.771 $31.148 Naik ×3
AMD Advanced Micro Devices, Inc. - Common Stock $1.652.056 0,69% 8.121 $27.653 Naik ×2
SHLD $1.604.524 0,67% 22.650 Naik ×1
VO $1.566.736 0,66% 5.455 $213.918 Naik ×1
CALF $1.509.023 0,63% 33.631 $210.468 Naik ×2
VTI $1.503.078 0,63% 4.686 $184.734 Naik ×2
IWF $1.412.060 0,59% 3.311 $-141.606 Naik ×1
IQLT $1.337.392 0,56% 28.930 $245.633 Naik ×1
SMH SMH $1.322.134 0,55% 3.449 $34.835 Turun ×3
IWR $1.283.367 0,54% 13.199 $197.710 Naik ×2
ILF $1.238.866 0,52% 34.878 Naik ×1
TSLA Tesla, Inc. - Common Stock $1.220.084 0,51% 3.282 $-906 Naik ×1
ASML ASML Holding N.V. - New York Registry Shares $1.201.956 0,50% 910 $312.902 Naik ×1
DTCR Global X Data Center & Digital Infrastructure ETF $1.197.306 0,50% 49.971 $517.169 Naik ×1
MUB $1.197.159 0,50% 11.278 $147.268 Naik ×2
IJR $1.184.025 0,50% 9.525 $138.529 Naik ×2
NXTG First Trust Indxx NextG ETF $1.181.626 0,49% 10.557 $-130.332 Turun ×1
FDVV $1.105.024 0,46% 20.004 $-325.998 Turun ×1
FLQM $1.104.533 0,46% 20.108 $166.624 Naik ×2
DFAC $1.074.984 0,45% 27.663 $817.570 Naik ×1
IGM $1.027.008 0,43% 8.666 $647.665 Naik ×1
GE GE Aerospace Common Stock $1.003.126 0,42% 3.534 $-21.176 Naik ×3
FBT $982.411 0,41% 4.892 $-279.840 Turun ×1
GEV GE Vernova Inc. Common Stock $982.377 0,41% 1.125 $330.698 Naik ×2
MELI MercadoLibre, Inc. - Common Stock $971.709 0,41% 562 $373.474 Naik ×1
IBIT iShares Bitcoin Trust ETF $901.296 0,38% 23.459 $559.406 Naik ×1
VEA $898.400 0,38% 14.020 $114.403 Naik ×1
RDVY First Trust Rising Dividend Achievers ETF $894.009 0,37% 13.093 $-1.926.950 Turun ×2
ORCL Oracle Corporation Common Stock $869.686 0,36% 5.912 $-103.019 Naik ×3
PTBD $847.924 0,35% 44.675 $34.133 Naik ×2
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $800.341 0,33% 2.050 $493.772 Naik ×1
VRT Vertiv Holdings, LLC Class A Common Stock $784.371 0,33% 3.130 $-17.251 Turun ×1
USRT $776.335 0,32% 13.116 $104.663 Naik ×2
PANW Palo Alto Networks, Inc. - Common Stock $769.697 0,32% 4.801 $154.469 Naik ×1
SPGI S&P Global Inc. Common Stock $761.784 0,32% 1.791 $-172.607 Naik ×2
IWC $761.180 0,32% 4.769 $350.055 Naik ×1
UBER Uber Technologies, Inc. Common Stock $724.334 0,30% 10.070 $-24.374 Naik ×1
MA Mastercard Incorporated Common Stock $721.867 0,30% 1.444 $-21.855 Naik ×1
V Visa Inc. $717.485 0,30% 2.374 $18.957 Naik ×3
LLY Eli Lilly and Company Common Stock $709.307 0,30% 771 $-77.041 Naik ×1
CRM Salesforce, Inc. Common Stock $708.448 0,30% 3.795 $-86.997 Naik ×2
MRVL Marvell Technology, Inc. - Common Stock $705.549 0,30% 7.123 $-213.811 Turun ×1
NOW ServiceNow, Inc. Common Stock $701.114 0,29% 6.706 $49.290 Naik ×2
ISRG Intuitive Surgical, Inc. - Common Stock $690.102 0,29% 1.497 $226.253 Naik ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $680.641 0,28% 4.653 $356.426 Naik ×1
ANET Arista Networks, Inc. Common Stock $669.642 0,28% 5.454 $75.029 Naik ×2
ALAB Astera Labs, Inc. - Common Stock $667.025 0,28% 6.086 $-153.962 Naik ×2
LQTI $649.998 0,27% 33.197 $-12.304 Naik ×2
RDVI $643.198 0,27% 25.174 $-14.926 Naik ×2
TFC Truist Financial Corporation Common Stock $616.366 0,26% 13.408 $-18.393 Naik ×2
TMO Thermo Fisher Scientific Inc Common Stock $613.709 0,26% 1.248 $-49.341 Naik ×1
SPYG $608.511 0,25% 6.215 $32.864 Naik ×2
KNG $606.654 0,25% 12.454 $-2.578 Naik ×2
SHOP Shopify Inc. - Class A Subordinate Voting Shares $592.033 0,25% 4.991 $244.178 Naik ×1
TBG $541.271 0,23% 15.527 Naik ×1
ETN Eaton Corporation, PLC Ordinary Shares $530.622 0,22% 1.484 $56.823 Turun ×1
DDOG Datadog, Inc. - Class A Common Stock $529.101 0,22% 4.482 $241.482 Naik ×3
SNOW Snowflake Inc. Common Stock $520.179 0,22% 3.449 $235.889 Naik ×2
XLV XLV $509.625 0,21% 3.476 $-175.053 Turun ×3
INTU Intuit Inc. - Common Stock $501.803 0,21% 1.161 Naik ×1
SCHW Charles Schwab Corporation (The) Common Stock $498.469 0,21% 5.304 Naik ×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 Naik ×2
SCZ iShares MSCI EAFE Small-Cap ETF $486.143 0,20% 6.200 $418 Turun ×1
COWZ $478.896 0,20% 7.655 $101.569 Naik ×2

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
SPYM $28.254.293 11,83% naik ×3
AGG $23.540.560 9,85% naik ×3
FNDF $9.970.503 4,17% naik ×3
LVHI $7.080.921 2,96% naik ×4
AMZN $3.907.352 1,64% naik ×3
IVE $3.503.169 1,47% naik ×4
SPDW $3.110.983 1,30% naik ×3
IJH $2.957.117 1,24% naik ×3
SPSM $2.177.824 0,91% naik ×3
IWL $2.091.427 0,88% naik ×5
META $1.990.561 0,83% naik ×3
VOO $1.656.043 0,69% naik ×3
GE $1.003.126 0,42% naik ×3
ORCL $869.686 0,36% naik ×3
V $717.485 0,30% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
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%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
FNDF Beli lebih banyak +62K +$3.5M
AGG Beli lebih banyak +35K +$3.3M
IEMG Beli lebih banyak +29K +$2.1M
RDVY Dipangkas -28K -$1.9M
LVHI Beli lebih banyak +10K +$1.0M
IVV Beli lebih banyak +2K +$956K
CIBR Dipangkas -8K -$858K
DFAC Beli lebih banyak +21K +$818K
SCHG Dipangkas -9K -$743K
IGM Beli lebih banyak +6K +$648K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
EMLP 31 Des. 2025 259.434 $9.933.737 Tidak lagi dilacak
MTUM 31 Des. 2025 37.777 $9.687.725 Tidak lagi dilacak
VNQI 31 Des. 2025 196.638 $9.387.464
LTPZ 31 Des. 2025 174.669 $9.306.373 Tidak lagi dilacak
VGSH 31 Des. 2025 156.787 $9.226.887
WIP 31 Des. 2025 229.938 $9.015.844 Tidak lagi dilacak
DJP 31 Des. 2025 219.140 $7.766.322 Tidak lagi dilacak
EDV 31 Des. 2025 108.119 $7.400.718 Tidak lagi dilacak
MBB 31 Des. 2025 71.706 $6.822.851
TIP 31 Des. 2025 58.015 $6.452.459 Tidak lagi dilacak
BKLN 31 Des. 2025 296.443 $6.204.567 Tidak lagi dilacak
HDV 31 Des. 2025 38.137 $4.669.892 Tidak lagi dilacak
IEI 31 Des. 2025 38.807 $4.637.791
SPHY 31 Des. 2025 184.037 $4.405.846 Tidak lagi dilacak
VNQ 31 Des. 2025 48.097 $4.396.976 Tidak lagi dilacak
USMV 31 Des. 2025 45.630 $4.341.270 Tidak lagi dilacak
VCIT 30 Sep. 2025 53.837 $4.321.522
IGF 31 Des. 2025 70.383 $4.301.785
FLRN 31 Des. 2025 112.253 $3.464.141 Tidak lagi dilacak
STIP 31 Des. 2025 30.420 $3.144.214 Tidak lagi dilacak
VTV 31 Des. 2025 16.623 $3.100.123 Tidak lagi dilacak
DBEF 31 Des. 2025 64.146 $2.977.681 Tidak lagi dilacak
VB 31 Des. 2025 9.721 $2.471.857 Tidak lagi dilacak
FLOT 31 Des. 2025 45.126 $2.305.262 Tidak lagi dilacak
RDVY 30 Juni 2025 37.887 $2.217.928
IEF 31 Des. 2025 22.027 $2.124.733
SPY 31 Des. 2025 2.956 $1.969.329 Tidak lagi dilacak
VG 31 Des. 2025 118.399 $1.680.082 101,5%
HEEM 31 Des. 2025 47.743 $1.606.546 Tidak lagi dilacak
LQD 31 Des. 2025 13.916 $1.551.271 Tidak lagi dilacak
IBTJ 30 Juni 2025 59.831 $1.302.522 -1,5%
VCSH 30 Juni 2025 16.290 $1.285.939
JNK 31 Des. 2025 12.873 $1.261.425 Tidak lagi dilacak
IAU 31 Des. 2025 16.201 $1.178.947 Tidak lagi dilacak
EES 31 Des. 2025 17.832 $996.257 Tidak lagi dilacak
NXXT 31 Des. 2025 501.000 $916.830 -83,3%
TFI 30 Sep. 2025 18.217 $831.060 Tidak lagi dilacak
HYG 31 Des. 2025 9.267 $752.354 Tidak lagi dilacak
XLRE 31 Des. 2025 17.591 $741.103 Tidak lagi dilacak
KQQQ 31 Des. 2025 24.776 $722.127
SPMB 30 Juni 2025 30.298 $668.070 Tidak lagi dilacak
TMUS 30 Sep. 2025 3.018 $666.229 -22,3%
CALF 30 Juni 2025 16.927 $634.763 Tidak lagi dilacak
ETHA 31 Des. 2025 19.923 $627.773
PTIN 30 Juni 2025 21.205 $621.731 Tidak lagi dilacak
PTLC 30 Juni 2025 11.726 $603.302 Tidak lagi dilacak
SPEM 30 Juni 2025 14.999 $590.511 Tidak lagi dilacak
TLT 31 Des. 2025 6.464 $577.687
VBR 30 Sep. 2025 2.906 $575.867 Tidak lagi dilacak
SFLR 30 Juni 2025 17.971 $564.110 Tidak lagi dilacak
USFR 30 Juni 2025 10.496 $528.251 Tidak lagi dilacak
IBKR 31 Maret 2026 8.175 $525.769 33,4%
MRK 30 Sep. 2025 4.924 $489.867 80,3%
HYMB 30 Sep. 2025 18.893 $483.283 Tidak lagi dilacak
ABT 31 Des. 2025 3.493 $467.809 -8,4%
SSO 31 Des. 2025 4.079 $457.358 Tidak lagi dilacak
SKYY 30 Sep. 2025 3.793 $454.474
AME 31 Maret 2025 2.511 $452.634 44,1%
IWR 30 Juni 2025 5.055 $430.030 Tidak lagi dilacak
BNDX 30 Juni 2025 8.802 $429.705
PTMC 30 Juni 2025 11.962 $413.885 Tidak lagi dilacak
MDT 31 Des. 2025 4.279 $407.495 -2,4%
AME 31 Des. 2025 2.146 $403.471 20,8%
UNH 31 Maret 2026 1.137 $375.452 45,9%
VWO 30 Juni 2025 8.242 $373.071 Tidak lagi dilacak
ADBE 30 Sep. 2025 829 $368.640 -23,2%
UWM 31 Des. 2025 7.945 $368.320 Tidak lagi dilacak
SRLN 31 Des. 2025 8.780 $365.073 Tidak lagi dilacak
RZLV 31 Des. 2025 73.200 $364.536 -4,7%
AMAT 30 Sep. 2025 2.237 $363.803 141,6%
AMAT 31 Maret 2025 2.237 $363.803 240,8%
PTBD 30 Juni 2025 17.827 $357.608 Tidak lagi dilacak
VBK 30 Sep. 2025 1.276 $357.306 Tidak lagi dilacak
IBTJ 31 Des. 2025 16.162 $354.838 -1,6%
HLAL 30 Sep. 2025 6.713 $354.043
EW 31 Des. 2025 4.492 $349.343 8,5%
SHM 30 Juni 2025 7.295 $347.243 Tidak lagi dilacak
ONTO 31 Des. 2025 2.591 $334.810 93,7%
FCX 30 Juni 2025 8.762 $331.729 56,7%
BA 31 Maret 2026 1.507 $327.199 11,3%
PFE 31 Des. 2025 12.830 $326.917 13,5%
REGN 31 Des. 2025 579 $325.735 8,9%
KKR 30 Juni 2025 2.812 $325.097 -17,0%
TTD 30 Juni 2025 5.865 $320.933 -81,5%
INCY 31 Des. 2025 3.744 $317.529 27,0%
IYW 30 Sep. 2025 1.976 $315.351 Tidak lagi dilacak
ETN 30 Juni 2025 1.136 $308.799 17,2%
QUAL 30 Sep. 2025 1.725 $308.195 Tidak lagi dilacak
BSV 30 Juni 2025 3.919 $306.761 Tidak lagi dilacak
NEE 30 Juni 2025 4.295 $304.485 24,5%
RCAT 31 Des. 2025 29.000 $300.150 22,4%
TTD 31 Maret 2026 7.794 $295.860 -41,2%
VGT 31 Des. 2025 393 $293.426 Tidak lagi dilacak
DHR 31 Des. 2025 1.475 $292.400 -8,2%
VRT 30 Juni 2025 3.758 $271.328 103,0%
EZBC 30 Juni 2025 5.600 $267.457 Tidak lagi dilacak
ISRG 30 Juni 2025 532 $263.484 -25,9%
EWX 31 Maret 2026 4.013 $263.478 Tidak lagi dilacak
MUNI 30 Juni 2025 5.025 $259.039 Tidak lagi dilacak
CVX 31 Des. 2025 1.624 $252.132 35,9%
BX 31 Des. 2025 1.464 $250.167 -5,9%
IBKR 30 Juni 2025 1.508 $249.710 61,5%
ANET 30 Juni 2025 3.222 $249.641 84,5%
GEV 30 Juni 2025 816 $249.109 84,6%
BMY 30 Juni 2025 4.074 $248.474 46,9%
BRKB 31 Des. 2025 491 $246.844 Tidak lagi dilacak
VUG 30 Juni 2025 656 $243.257 Tidak lagi dilacak
IVW 31 Maret 2025 2.373 $240.951 Tidak lagi dilacak
IVW 30 Sep. 2025 2.373 $240.951 Tidak lagi dilacak
EWX 30 Juni 2025 4.180 $236.714 Tidak lagi dilacak
SRLN 30 Juni 2025 5.743 $236.210 Tidak lagi dilacak
USRT 30 Juni 2025 4.057 $233.684 Tidak lagi dilacak
TSM 31 Maret 2025 1.178 $232.642 146,2%
ABBV 31 Des. 2025 978 $226.576 16,1%
APP 31 Des. 2025 314 $225.621 -54,1%
JPM 31 Maret 2026 696 $224.267 22,9%
BMY 31 Maret 2026 4.156 $224.175 12,1%
ZTS 31 Des. 2025 1.526 $223.300 -38,8%
RSP 31 Des. 2025 1.170 $221.950 Tidak lagi dilacak
DDOG 31 Maret 2025 1.545 $220.764 140,3%
ONTO 30 Juni 2025 1.816 $220.353 203,0%
APP 30 Juni 2025 829 $219.659 -11,6%
QQEW 30 Sep. 2025 1.693 $219.504
GBTC 31 Des. 2025 2.425 $217.692 Tidak lagi dilacak
SPAI 31 Des. 2025 30.500 $214.110 24,8%
ROK 31 Maret 2026 550 $213.989 21,6%
IBIT 30 Juni 2025 4.549 $212.939
VMBS 31 Maret 2026 4.452 $209.601
EXAS 30 Sep. 2025 3.693 $207.509 Tidak lagi dilacak
EXAS 31 Maret 2025 3.693 $207.509 Tidak lagi dilacak
AVAV 31 Des. 2025 655 $206.253 -30,0%
DAPP 30 Juni 2025 22.796 $205.847
XOM 31 Des. 2025 1.821 $205.243 39,5%
VXUS 30 Juni 2025 3.224 $200.211
SOUN 31 Des. 2025 11.818 $190.034 -31,1%
DDD 30 Sep. 2025 29.186 $95.730 13,8%
ZURA 31 Des. 2025 21.518 $93.173 14,1%
ANNX 31 Des. 2025 27.027 $82.432 10,3%
RANI 30 Juni 2025 65.000 $81.900 58,2%
NKTX 31 Des. 2025 39.452 $81.666 36,9%
GERN 31 Des. 2025 52.258 $71.593 19,3%
MREO 31 Des. 2025 33.180 $68.351 -26,5%
CTMX 31 Des. 2025 18.109 $57.768 -17,4%
LAES 30 Juni 2025 10.100 $26.260 -33,2%