Forefront Wealth Partners, LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$238.9M
Holdings
170
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
11.8%
02
$AGG
ISHARES TR
Q4 2025: New position (118.9k shares)
9.9%
03
$FNDF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
4.2%
04
$IVV
ISHARES TR
Q4 2025: New position (104.3k shares)
3.6%
05
$LVHI
LEGG MASON ETF INVT
Held since at least Q1 2024
3.0%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +12.2% (1.11M → 1.24M shares)
2.0%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +12.9% (3.76M → 4.24M shares)
1.9%
08
$FTCS
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
1.9%
09
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 1.48M shares)
1.6%
10
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:06 UTC.