Forefront Wealth Partners LLC Portfolio
Invests via Forefront Wealth Partners LLC | Managed by Forefront Wealth Partners, LLC
Invests via Forefront Wealth Partners LLC
Managed by Forefront Wealth Partners, LLC
Automatically Tracked
Company Profile
Registered as a wealth management firm, Forefront Wealth Partners LLC operates as a boutique advisory focused on comprehensive financial planning, investment management and family-office services for high-net-worth clients. The firm typically emphasizes customized asset allocation, tax-aware strategies and retirement planning, serving RIAs, trustees and private clients with fee-based models and strategic partnerships to access institutional managers and alternative solutions.
Registered as a wealth management firm, Forefront Wealth Partners LLC operates as a boutique advisory focused on comprehensive financial planning, investment management and family-office services for high-net-worth clients. The firm typically emphasizes customized asset allocation, tax-aware strategies and retirement planning, serving RIAs, trustees and private clients with fee-based models and strategic partnerships to access institutional managers and alternative solutions.
Investment Philosophy & Strategy
Provides bespoke wealth management centered on tax-aware, goals-based planning and disciplined asset allocation for high-net-worth and family-office clients. Strategy favors diversified multi-asset portfolios with a core-satellite approach, selective use of institutional managers and alternatives, and liability-driven retirement planning. Capital deployment emphasizes fee-based alignment, risk-controlled rebalancing, and tailored income and estate solutions across multi-generational horizons.
Provides bespoke wealth management centered on tax-aware, goals-based planning and disciplined asset allocation for high-net-worth and family-office clients. Strategy favors diversified multi-asset portfolios with a core-satellite approach, selective use of institutional managers and alternatives, and liability-driven retirement planning. Capital deployment emphasizes fee-based alignment, risk-controlled rebalancing, and tailored income and estate solutions across multi-generational horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.92%
Gain
Monthly
0.16%
Yearly
1.88%
Drawdown
25.06%
$272.68M
Equity
Holdings
$272.68M
Investment
$228.17M
$48.47M
Profit -$1.06M
Realized
$3.97M
Unrealized
$44.5M
Dividends
$7.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.06M
Win %
78%
This Week
Compared To Last Week
Gain
-1.34%
Profit
-$3.7M
Win %
78%
This Month
Compared to last month
Gain
-1.49%
Profit
-$4.11M
Win %
78%
This Year
Compared to last year
Gain
14.27%
Profit
$34.04M
Win %
76%
MU Micron Technology, Inc.
+4.02%
+$197,167.44 
GE General Electric Company
+2.79%
+$34,103.1 
ORCL Oracle Corporation
+2.58%
+$18,977.52 
GEV GE Vernova Inc.
+2.44%
+$28,462.52 
NET Cloudflare Inc.
+2.31%
+$11,330.07 
PANW Palo Alto Networks, Inc.
+2.2%
+$37,423.79 
NOC Northrop Grumman Corporation
+2.04%
+$4,352.48 
VST Vistra Corp
+1.85%
+$5,323.23 
ETN Eaton Corporation plc
+1.77%
+$10,402.84 
ARM Arm Holdings plc American Depositary Receipt
+1.71%
+$6,271.41 
MRVL Marvell Technology, Inc.
+1.59%
+$21,369 
CRWV CoreWeave, Inc.
+1.52%
+$3,216.78 
CRWD CrowdStrike Holdings, Inc.
+1.34%
+$22,468 
RTX RTX Corporation
+1.3%
+$3,196.64 
CVX Chevron Corporation
+1.26%
+$2,600.71 
SHLD Global X Defense Tech ETF
+1.08%
+$14,722.5 
GLD SPDR Gold Shares
+1.03%
+$2,929.04 
PWR Quanta Services Inc.
+0.93%
+$2,260.03 
FCX Freeport-McMoRan Inc.
+0.82%
+$1,791.36 
LLY Eli Lilly and Company
+0.74%
+$6,630.62 
LHX L3Harris Technologies, Inc.
+0.72%
+$1,258.68 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.67%
+$15,986.71 
VRT Vertiv Holdings Co
+0.67%
+$6,134.8 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.61%
+$17,632.72 
EVGO EVgo, Inc.
+0.58%
+$128.7 
TEAM Atlassian Corporation Class A
+0.57%
+$1,896.87 
MTUM iShares MSCI USA Momentum Factor ETF
+0.52%
+$1,578.87 
AMD Advanced Micro Devices, Inc.
+0.47%
+$19,084.43 
DE Deere & Company
+0.42%
+$1,469.84 
LVHI Franklin International Low Volatility High Dividend ETF
+0.38%
+$27,946.4 
BAC Bank of America Corporation
+0.27%
+$1,045.93 
ILF iShares Latin America 40 ETF
+0.19%
+$2,267.07 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.16%
+$2,248.7 
LQTI FT Vest Investment Grade & Target Income ETF
+0.16%
+$992.59 
ASML ASML Holding N.V. New York Registry Shares
+0.15%
+$2,447.95 
USRT iShares Core U.S. REIT ETF
+0.12%
+$1,049.28 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.11%
+$2,229.03 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$22,528.01 
NEE NextEra Energy, Inc.
+0.09%
+$185.44 
IUSB iShares Core Universal USD Bond ETF
+0.06%
+$1,533.42 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$218.82 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$128.13 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$189.42 
FNDF Schwab Fundamental International Large Company Index ETF
+0.04%
+$4,075.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.04%
+$149.1 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$102.37 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$643.71 
IQLT iShares MSCI International Quality Factor ETF
+0.01%
+$144.65 
NDVG Nuveen Dividend Growth
0%
$0 
PTBD Pacer Trendpilot US Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.52%
-$75,388.92 
CDNS Cadence Design Systems, Inc.
-9.05%
-$49,063.43 
NFLX Netflix, Inc.
-7.36%
-$25,836.53 
AXON Axon Enterprise, Inc.
-5.69%
-$34,260.72 
META Meta Platforms Inc Class A
-4.67%
-$107,991.9 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.67%
-$71,510.5 
IBLC iShares Blockchain and Tech ETF
-3.32%
-$9,234.93 
MDB MongoDB Inc.
-3.06%
-$11,197.84 
SYK Stryker Corporation
-2.98%
-$10,141.62 
KO The Coca-Cola Company
-2.88%
-$6,664 
UBER Uber Technologies, Inc.
-2.56%
-$19,082.65 
MELI MercadoLibre, Inc.
-2.39%
-$24,964.04 
MSFT Microsoft Corp.
-2.29%
-$117,228.6 
GOOG Alphabet Inc
-2.27%
-$66,461.66 
GOOGL Alphabet Inc
-2.27%
-$5,853.88 
APO Apollo Global Management, Inc.
-2.04%
-$10,173.24 
V Visa Inc. Class A
-1.96%
-$16,974.1 
TSLA Tesla, Inc.
-1.87%
-$23,958.6 
PLTR Palantir Technologies Inc.
-1.86%
-$11,655.76 
COIN Coinbase Global, Inc.
-1.83%
-$5,860 
SHOP Shopify Inc.
-1.79%
-$11,179.84 
INVZ Innoviz Technologies Ltd.
-1.78%
-$380.1 
MA Mastercard Incorporated
-1.75%
-$13,963.48 
ELV Elevance Health, Inc.
-1.67%
-$4,329.85 
SPEM SPDR Portfolio Emerging Markets ETF
-1.63%
-$48,530.93 
VWO Vanguard FTSE Emerging Markets ETF
-1.6%
-$7,055.64 
SPGI S&P Global Inc.
-1.55%
-$12,733.99 
DAPP VanEck Digital Transformation ETF
-1.55%
-$5,414.31 
SPOT Spotify Technology S.A.
-1.53%
-$5,719.28 
BABA Alibaba Group Holding Limited SP ADR
-1.51%
-$6,632.28 
KKR KKR & Co. Inc.
-1.51%
-$8,280.1 
OZK Bank OZK
-1.5%
-$4,100.61 
DDOG Datadog, Inc. Class A Common Stock
-1.48%
-$17,412.57 
BSX Boston Scientific Corporation
-1.45%
-$4,191.85 
TMO Thermo Fisher Scientific Inc.
-1.41%
-$9,547.25 
INTU Intuit Inc.
-1.39%
-$4,760.1 
EZBC Franklin Bitcoin ETF
-1.32%
-$4,310.53 
SE Sea Ltd.
-1.32%
-$5,509 
IBIT iShares Bitcoin Trust
-1.29%
-$11,025.73 
FICO Fair Isaac Corporation
-1.29%
-$3,016.44 
DT Dynatrace, Inc.
-1.21%
-$6,151.14 
CRM Salesforce Inc
-1.2%
-$7,874.62 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.16%
-$53,248.4 
NVDA NVIDIA Corporation
-1.11%
-$61,623.87 
RBRK Rubrik, Inc.
-1.1%
-$5,779.37 
BX Blackstone Inc.
-1.07%
-$5,987.35 
QUAL iShares MSCI USA Quality Factor ETF
-1%
-$4,691.83 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.93%
-$6,805.43 
IWF iShares Russell 1000 Growth ETF
-0.92%
-$14,700.84 
FIX Comfort Systems USA, Inc.
-0.92%
-$2,674.38 
MCD McDonald's Corporation
-0.91%
-$2,125 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.88%
-$4,557 
AAPL Apple Inc.
-0.88%
-$32,003.35 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$2,304.88 
IUSG iShares Core S&P U.S. Growth ETF
-0.85%
-$2,588.04 
IEMG iShares Core MSCI Emerging Markets ETF
-0.83%
-$27,047.43 
GARP iShares MSCI USA Quality GARP ETF
-0.82%
-$2,103.42 
IGM iShares Expanded Tech Sector ETF
-0.81%
-$10,962.58 
TFC Truist Financial Corporation
-0.81%
-$5,765.44 
SMH VanEck Semiconductor ETF
-0.77%
-$15,106.62 
SNOW Snowflake Inc.
-0.77%
-$7,139.4 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.76%
-$13,620.56 
AMZN Amazon.com Inc
-0.75%
-$35,270.68 
IWL iShares Russell Top 200 ETF
-0.71%
-$17,332.56 
FTCS First Trust Capital Strength ETF
-0.68%
-$32,516.44 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.67%
-$17,352.33 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$9,334.5 
ACIO Aptus Collared Investment Opportunity ETF
-0.65%
-$1,550.1 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$2,811.9 
IVV iShares Core S&P 500 ETF
-0.61%
-$61,055.53 
VOO Vanguard S&P 500 ETF
-0.6%
-$11,444.23 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$191,954.88 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.58%
-$22,686.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$9,489.24 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.48%
-$5,947.55 
PTLC Pacer Trendpilot US Large Cap ETF
-0.48%
-$11,846.52 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.47%
-$5,772.56 
GLW Corning Incorporated
-0.44%
-$2,078.3 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$16,118.76 
SCHW Charles Schwab Corporation
-0.41%
-$2,227.68 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.41%
-$2,615.34 
FDVV Fidelity High Dividend ETF
-0.4%
-$5,001 
XLK State Street Technology Select Sector SPDR ETF
-0.34%
-$7,813.49 
DFIC Dimensional International Core Equity Market ETF
-0.32%
-$770.4 
IWR iShares Russell Mid-Cap ETF
-0.31%
-$4,487.66 
COWZ Pacer US Cash Cows 100 ETF
-0.31%
-$1,531 
DFAI Dimensional International Core Equity Market ETF
-0.3%
-$907.62 
WMT Walmart Inc.
-0.28%
-$591.04 
MSTB LHA Market State Tactical Fund
-0.28%
-$6,936.04 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$8,757.8 
AVGO Broadcom Inc.
-0.25%
-$7,591.45 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.24%
-$2,915.66 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.23%
-$7,837.14 
NOW ServiceNow, Inc.
-0.23%
-$1,609.44 
RDVI FT Vest Rising Dividend Achievers Fund
-0.22%
-$1,636.31 
ANET Arista Networks, Inc.
-0.21%
-$1,963.44 
IUSV iShares Core S&P U.S. Value ETF
-0.21%
-$8,915.52 
RDVY First Trust Rising Dividend Achievers ETF
-0.2%
-$2,094.88 
IVE ISHARES S&P 500 VALUE ETF
-0.17%
-$6,636 
IYF iShares U.S. Financials ETF
-0.17%
-$647.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.12%
-$1,191.7 
XME SPDR S&P Metals & Mining ETF
-0.12%
-$272.78 
SCHD Schwab U.S. Dividend Equity ETF
-0.1%
-$1,952.82 
IWC iShares Micro-Cap ETF
-0.07%
-$619.97 
TBG TBG Dividend Focus ETF
-0.07%
-$388.18 
MUB iShares National Muni Bond ETF
-0.06%
-$733.07 
VO Vanguard Mid-Cap ETF
-0.04%
-$763.7 
BNDX Vanguard Total International Bond ETF
-0.03%
-$96.6 
NXTG First Trust Indxx NextG ETF
-0.02%
-$311.43 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$52.14 Events
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Dividends
Dividend Analysis
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| Trades 805 | Longs Won 492/805 61% | Profit Factor 8.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $232,400.71 |
| Average Win $110,969.93 | Best Trade (Jul 10) $3.98M | Sharpe Ratio -10.4 |
| Average Loss -$19,569.05 | Worst Trade (Jul 13) -$479,986.69 | Z-Score 5.19 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 2d | Expectancy $60,213.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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