Forefront Wealth Partners
Forefront Wealth Partners reported 177 stocks worth $323M in its 13F filing for Q2 2026, filed Aug 20, 2026. Its largest holdings are SPYM (11.2%), AGG (8.9%) and FNDF (3.4%). Compared with Q1 2026, the fund opened new positions in SGOV and VUG, added to SPYM, AGG and FNDF, trimmed IVV, MSFT and FTCS and sold out of DT, BSX and EZBC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $36M | 11.2% | 410K | +41K (+11%) | 7 of 7 | |
| 2 |  AGG Ishares TR | $28.7M | 8.9% | 290K | +53K (+22%) | 7 of 7 | |
| 3 |  FNDF Schwab Fundamental International Equity ETF | $11.1M | 3.4% | 210K | +6,406 (+3%) | 7 of 7 | |
| 4 |  IVV Ishares TR | $9.7M | 3.0% | 13K | −338 (−3%) | 7 of 7 | |
| 5 |  LVHI Legg Mason ETF Invt | $8.9M | 2.8% | 220K | +46K (+26%) | 7 of 7 | |
| 6 |  NVDA Nvidia Corporation | $5.8M | 1.8% | 29K | +2,155 (+8%) | 7 of 7 | |
| 7 |  SPEM Spdr Emerging | $5.6M | 1.7% | 108K | +50K (+85%) | 5 of 7 | |
| 8 |  SCHG Schwab Strategic TR | $5M | 1.6% | 149K | +16K (+12%) | 7 of 7 | |
| 9 |  DFAI Dimensional Intern Core | $5M | 1.5% | 120K | +113K (+1554%) | 2 of 7 | |
| 10 |  AMZN Amazon Com Inc | $4.7M | 1.4% | 20K | +801 (+4%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
NUSHARES ETF TR | $2.3M | 66K |
 DT Dynatrace Inc | $421K | 11K |
 BSX Boston Scientific Corp | $408K | 6,499 |
 EZBC Franklin Templeton Digital H | $345K | 8,797 |
 NOC Northrop Grumman Corp | $281K | 411 |
🔒 Free account: see all 13.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Forefront Wealth Partners 13F FAQ
What does Forefront Wealth Partners own?
Forefront Wealth Partners reported 177 stocks worth $323M in its 13F filing for Q2 2026, filed Aug 20, 2026. Its largest holdings are SPYM (11.2%), AGG (8.9%) and FNDF (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Forefront Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 28 new positions, 99 added to, 48 trimmed and 13 sold out. New positions include SGOV and VUG. It sold all of DT, BSX and EZBC.
When will Forefront Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Forefront Wealth Partners's portfolio worth?
The Q2 2026 filing reports $323M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.