Forefront Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Forefront Wealth Partners, LLC 13F Holdings
CIK 0002068112 · AUSTIN, TX
As of Sep 30, 2025, Forefront Wealth Partners, LLC reported
191 positions worth $397.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 339,972 | $26.6M | 6.70% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 186,772 |
|
8.7M4.71% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 338,765 |
6.8M | 4.22% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 153,148 |
4.6M | 3.67% |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | EMLP | — | 259,434 | $9.9M | 2.50% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 37,777 | $9.7M | 2.44% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 196,638 | $9.4M | 2.36% |
| PIMCO 15+ YEAR US TIPS INDEX EXCHANGE-TRADED FUND | LTPZ | — | 174,669 | $9.3M | 2.34% |
| ISHARES CORE S&P 500 ETF | IVV | — | 13,806 | $9.2M | 2.33% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 156,787 | $9.2M | 2.32% |
| SPDR(R) FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | WIP | — | 229,938 | $9.0M | 2.27% |
| BARCLAYS BANK PLC | — | — | 219,140 | $7.8M | 1.95% |
| VANGUARD EXTENDED DURATION TREASURY INDEX FUND | EDV | — | 108,119 | $7.4M | 1.86% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 122,895 | $7.4M | 1.85% |
| ISHARES MBS ETF | MBB | — | 71,706 | $6.8M | 1.72% |
| ISHARES TIPS BOND ETF | TIP | — | 58,015 | $6.5M | 1.62% |
| INVESCO SENIOR LOAN ETF | BKLN | — | 296,443 | $6.2M | 1.56% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 138,043 | $5.9M | 1.49% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 96,441 | $5.2M | 1.32% |
| MICROSOFT CORP | MSFT | Technology | 9,682 | $5.0M | 1.26% |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | LVHI | — | 138,126 | $4.8M | 1.21% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 38,137 | $4.7M | 1.18% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 38,807 | $4.6M | 1.17% |
| NVIDIA CORP | NVDA | Technology | 24,832 | $4.6M | 1.17% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 184,037 | $4.4M | 1.11% |