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:
39.03%
Gain -0.19%
Monthly
1.54%
Yearly
20.19%
Drawdown
16.79%
$326.94M
Equity
Holdings
$326.94M
Investment
$278.97M
$57.09M
Profit -$433,831.33
Realized
$9.12M
Unrealized
$47.97M
Dividends
$8.79M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$433,831.33
Win %
71%
This Week
Compared To Last Week
Gain
-1.27%
Profit
-$4.2M
Win %
71%
This Month
Compared to last month
Gain
0.3%
Profit
$966,221.59
Win %
71%
This Year
Compared to last year
Gain
1.43%
Profit
$4.61M
Win %
71%
ROK Rockwell Automation, Inc.
+2.78%
+$9,887.46 
GE General Electric Company
+2.67%
+$28,836.42 
RTX RTX Corporation
+2.59%
+$6,305 
XME SPDR S&P Metals & Mining ETF
+2.46%
+$5,453.1 
JPM JPMorgan Chase & Co.
+2.19%
+$7,342.9 
SHLD Global X Defense Tech ETF
+2.18%
+$46,475.88 
INVZ Innoviz Technologies Ltd.
+2.03%
+$195.19 
APO Apollo Global Management, Inc.
+1.99%
+$7,599.84 
TFC Truist Financial Corporation
+1.89%
+$11,651.2 
BAC Bank of America Corporation
+1.44%
+$4,492.35 
OZK Bank OZK
+1.33%
+$3,159.8 
GEV GE Vernova Inc.
+1.25%
+$12,762.24 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.18%
+$15,420.17 
LLY Eli Lilly and Company
+1.17%
+$11,334.38 
KO The Coca-Cola Company
+1.11%
+$2,685.66 
DFIC Dimensional International Core Equity Market ETF
+1.04%
+$5,472.87 
IYF iShares U.S. Financials ETF
+1.02%
+$2,889.86 
FNDF Schwab Fundamental International Large Company Index ETF
+0.99%
+$111,393.28 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$4,718.89 
AAPL Apple Inc.
+0.94%
+$35,446.02 
DFAI Dimensional International Core Equity Market ETF
+0.92%
+$45,634.35 
ASML ASML Holding N.V. New York Registry Shares
+0.9%
+$12,760.78 
ISRG Intuitive Surgical, Inc.
+0.86%
+$6,498.51 
KKR KKR & Co. Inc.
+0.86%
+$4,242 
IEFA iShares Core MSCI EAFE ETF
+0.82%
+$30,419.88 
IQLT iShares MSCI International Quality Factor ETF
+0.8%
+$11,140 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$22,468.22 
SPGI S&P Global Inc.
+0.79%
+$5,949.64 
VYMI Vanguard International High Dividend Yield Index Fund
+0.76%
+$2,968.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.76%
+$11,276.28 
SYK Stryker Corporation
+0.73%
+$2,478.94 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.72%
+$10,571.55 
V Visa Inc. Class A
+0.68%
+$6,563.7 
FTCS First Trust Capital Strength ETF
+0.65%
+$29,120.64 
LVHI Franklin International Low Volatility High Dividend ETF
+0.65%
+$60,631.72 
DGRO iShares Core Dividend Growth ETF
+0.64%
+$4,300.07 
TSLA Tesla, Inc.
+0.63%
+$7,609.05 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.6%
+$4,144.5 
FDVV Fidelity High Dividend ETF
+0.59%
+$6,430.2 
USRT iShares Core U.S. REIT ETF
+0.58%
+$9,775.83 
VTV Vanguard Value ETF
+0.58%
+$1,656.36 
ILF iShares Latin America 40 ETF
+0.56%
+$7,416.78 
TBG TBG Dividend Focus ETF
+0.55%
+$5,800.89 
NVDA NVIDIA Corporation
+0.55%
+$34,454.24 
IUSV iShares Core S&P U.S. Value ETF
+0.51%
+$22,810.82 
IVE ISHARES S&P 500 VALUE ETF
+0.47%
+$13,889.12 
CAT Caterpillar Inc.
+0.47%
+$766.87 
SCHV Schwab U.S. Large-Cap Value ETF
+0.47%
+$1,261.6 
EVGO EVgo, Inc.
+0.45%
+$64.35 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.45%
+$1,354.82 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$958.37 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.42%
+$16,918.3 
COWZ Pacer US Cash Cows 100 ETF
+0.4%
+$5,742.52 
RDVY First Trust Rising Dividend Achievers ETF
+0.3%
+$3,097.2 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.28%
+$6,900.98 
GLD SPDR Gold Shares
+0.27%
+$664.36 
RDVI FT Vest Rising Dividend Achievers Fund
+0.27%
+$1,875.37 
MA Mastercard Incorporated
+0.22%
+$1,967.92 
LQTI FT Vest Investment Grade & Target Income ETF
+0.22%
+$1,322.4 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.21%
+$9,991.32 
VO Vanguard Mid-Cap ETF
+0.2%
+$3,554.56 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.2%
+$4,717.55 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$2,512.9 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.18%
+$5,323.32 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.17%
+$1,695.6 
AOA iShares Core Aggressive Allocation ETF
+0.16%
+$344.32 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.14%
+$3,405.22 
VST Vistra Corp
+0.1%
+$306.6 
DFAS Dimensional U.S. Small Cap ETF
+0.09%
+$258.93 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$2,841.41 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$297.96 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$459.1 
AMZN Amazon.com Inc
+0.08%
+$4,108.22 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.07%
+$2,443.78 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$192.25 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$136.82 
FFLC Fidelity Large Cap Core Fund
+0.06%
+$247 
PTLC Pacer Trendpilot US Large Cap ETF
+0.06%
+$2,766.36 
IUSB iShares Core Universal USD Bond ETF
+0.06%
+$1,509.35 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$316.33 
VOO Vanguard S&P 500 ETF
+0.05%
+$1,902.28 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$114.47 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$196.11 
SHOP Shopify Inc.
+0.04%
+$400.8 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$748.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.04%
+$10,151.68 
ESGU iShares ESG Aware MSCI USA ETF
+0.04%
+$277.9 
MUB iShares National Muni Bond ETF
+0.03%
+$1,050.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$514.71 
IWL iShares Russell Top 200 ETF
+0.02%
+$517.84 
BALT Inn Defined Wealth Shield Mutual Fund
+0.01%
+$47.2 
MSTB LHA Market State Tactical Fund
+0.01%
+$662.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.01%
+$4,097.41 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$310.25 
IVV iShares Core S&P 500 ETF
+0.01%
+$905.84 
ELV Elevance Health, Inc.
+0.01%
+$20.29 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PTBD Pacer Trendpilot US Bond ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
CRWV CoreWeave, Inc.
-7.32%
-$18,497.7 
NBIS Nebius Group N.V.
-6.33%
-$33,117.68 
SNOW Snowflake Inc.
-4.5%
-$54,517.23 
NET Cloudflare Inc.
-4.28%
-$26,360.21 
DDOG Datadog, Inc. Class A Common Stock
-4.23%
-$49,960.94 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.98%
-$49,795.57 
CRWD CrowdStrike Holdings, Inc.
-3.76%
-$75,762.44 
PANW Palo Alto Networks, Inc.
-3.75%
-$68,164.63 
TEAM Atlassian Corporation Class A
-3.35%
-$25,654.72 
RBRK Rubrik, Inc.
-3.11%
-$24,431.49 
ARM Arm Holdings plc American Depositary Receipt
-2.97%
-$6,141.95 
MU Micron Technology, Inc.
-2.85%
-$85,298.12 
AMD Advanced Micro Devices, Inc.
-2.79%
-$100,811.07 
NOW ServiceNow, Inc.
-2.51%
-$26,967.97 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.38%
-$53,610.78 
ORCL Oracle Corporation
-2.05%
-$17,097.53 
CRM Salesforce Inc
-2.04%
-$19,255.84 
PLTR Palantir Technologies Inc.
-2.02%
-$35,749.35 
NFLX Netflix, Inc.
-1.98%
-$7,123.34 
MRVL Marvell Technology, Inc.
-1.89%
-$31,016.66 
GLW Corning Incorporated
-1.86%
-$7,709.01 
DAPP VanEck Digital Transformation ETF
-1.84%
-$6,591.84 
IBLC iShares Blockchain and Tech ETF
-1.81%
-$3,993.78 
AXON Axon Enterprise, Inc.
-1.76%
-$9,569.7 
SE Sea Ltd.
-1.74%
-$7,320.2 
META Meta Platforms Inc Class A
-1.62%
-$48,265.93 
AVGO Broadcom Inc.
-1.59%
-$50,706.81 
ANET Arista Networks, Inc.
-1.56%
-$17,010.54 
INTU Intuit Inc.
-1.34%
-$4,394.57 
IGM iShares Expanded Tech Sector ETF
-1.23%
-$17,637.75 
QTUM Defiance Quantum ETF
-1.11%
-$1,984.48 
TER Teradyne, Inc.
-1.08%
-$1,931.39 
TMO Thermo Fisher Scientific Inc.
-1.06%
-$9,342.89 
VRT Vertiv Holdings Co
-1.01%
-$6,611.76 
MTUM iShares MSCI USA Momentum Factor ETF
-0.99%
-$3,183.68 
SMH VanEck Semiconductor ETF
-0.99%
-$15,853.53 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.98%
-$10,430.64 
XLK State Street Technology Select Sector SPDR ETF
-0.95%
-$23,436.47 
VBK Vanguard Small-Cap Growth ETF
-0.84%
-$2,021.17 
GARP iShares MSCI USA Quality GARP ETF
-0.82%
-$3,878.04 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.81%
-$1,954.35 
IXN iShares Global Tech ETF
-0.79%
-$2,013.54 
SCHW Charles Schwab Corporation
-0.75%
-$4,101.67 
COIN Coinbase Global, Inc.
-0.7%
-$2,506.24 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$5,256.9 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$4,513.87 
IEMG iShares Core MSCI Emerging Markets ETF
-0.62%
-$20,883.13 
SPEM SPDR Portfolio Emerging Markets ETF
-0.61%
-$34,024.1 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.61%
-$1,454.18 
GOOGL Alphabet Inc
-0.6%
-$1,993.86 
DE Deere & Company
-0.53%
-$2,013.4 
BABA Alibaba Group Holding Limited SP ADR
-0.52%
-$3,508.42 
MELI MercadoLibre, Inc.
-0.52%
-$5,915.98 
GOOG Alphabet Inc
-0.51%
-$15,822.4 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.48%
-$9,172.87 
BX Blackstone Inc.
-0.45%
-$2,234.89 
IWF iShares Russell 1000 Growth ETF
-0.44%
-$7,228.1 
IWY iShares Russell Top 200 Growth ETF
-0.44%
-$1,698.93 
MSFT Microsoft Corp.
-0.39%
-$26,351.6 
CDNS Cadence Design Systems, Inc.
-0.38%
-$1,841.4 
SPOT Spotify Technology S.A.
-0.37%
-$1,456.68 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.36%
-$19,357.52 
IWC iShares Micro-Cap ETF
-0.36%
-$6,085.2 
VUG Vanguard Growth ETF
-0.35%
-$2,706.48 
FICO Fair Isaac Corporation
-0.28%
-$455.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.27%
-$4,672.58 
ETN Eaton Corporation plc
-0.27%
-$1,007.65 
IUSG iShares Core S&P U.S. Growth ETF
-0.27%
-$851.29 
NXTG First Trust Indxx NextG ETF
-0.23%
-$2,572.44 
IWM iShares Russell 2000 ETF
-0.21%
-$393.7 
MCD McDonald's Corporation
-0.19%
-$379.76 
UBER Uber Technologies, Inc.
-0.1%
-$767.85 
BNDX Vanguard Total International Bond ETF
-0.1%
-$347.18 
IBIT iShares Bitcoin Trust
-0.09%
-$1,051.94 
IWR iShares Russell Mid-Cap ETF
-0.07%
-$1,902.48 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.04%
-$315.44 
ACIO Aptus Collared Investment Opportunity ETF
-0.04%
-$107.24 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$53.6 Events
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Dividends
Dividend Analysis
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| Trades 980 | Longs Won 650/980 66% | Profit Factor 6.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,134.04 |
| Average Win $105,137.7 | Best Trade (Jun 30) $2.71M | Sharpe Ratio -10.15 |
| Average Loss -$34,083.26 | Worst Trade (Dec 30) -$872,600.82 | Z-Score 9.86 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $58,257.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,974 | $2.75M | $3.79M | - | $1.04M | 37.83% | +0.944% |
| ACIO Aptus Collared Investment Opportunity ETF | 5,362 | $234,383.9 | $253,408.12 | - | $19,024.22 | 8.12% | -0.042% |
| AGG iShares Core U.S. Aggregate Bond ETF | 290,048 | $28.64M | $27.68M | - | -$956,733.59 | -3.34% | +0.037% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 4,141 | $705,821.73 | $1.2M | - | $494,881.92 | 70.11% | -3.982% |
| AMD Advanced Micro Devices, Inc. | 6,417 | $895,929.88 | $3.51M | - | $2.61M | 291.44% | -2.794% |
| AMZN Amazon.com Inc | 19,562 | $4.29M | $4.99M | - | $695,835.67 | 16.21% | +0.082% |
| ANET Arista Networks, Inc. | 5,886 | $845,428.08 | $1.08M | - | $229,885.26 | 27.19% | -1.557% |
| AOA iShares Core Aggressive Allocation ETF | 2,152 | $209,988 | $210,056.72 | - | $68.72 | 0.03% | +0.164% |
| APO Apollo Global Management, Inc. | 3,408 | $379,783.06 | $388,852.8 | - | $9,069.74 | 2.39% | +1.993% |
| ARM Arm Holdings plc American Depositary Receipt | 846 | $127,982.98 | $200,950.38 | - | $72,967.4 | 57.01% | -2.966% |
| ASML ASML Holding N.V. New York Registry Shares | 857 | $722,104.55 | $1.43M | - | $711,082.26 | 98.47% | +0.898% |
| AVGO Broadcom Inc. | 9,270 | $2.55M | $3.14M | - | $591,266.82 | 23.19% | -1.589% |
| AXON Axon Enterprise, Inc. | 1,302 | $578,771.01 | $533,611.68 | - | -$45,159.33 | -7.8% | -1.762% |
| BABA Alibaba Group Holding Limited SP ADR | 6,049 | $690,426.92 | $668,716.95 | - | -$21,709.97 | -3.14% | -0.522% |
| BAC Bank of America Corporation | 6,030 | $279,787.79 | $316,243.35 | - | $36,455.56 | 13.03% | +1.441% |
| BALT Inn Defined Wealth Shield Mutual Fund | 9,439 | $323,475 | $330,978.53 | - | $7,503.53 | 2.32% | +0.014% |
| BNDX Vanguard Total International Bond ETF | 7,715 | $379,722.44 | $363,877.97 | - | -$15,844.47 | -4.17% | -0.095% |
| BRK-B Berkshire Hathaway Inc. | 928 | $464,362 | $492,549.93 | - | $28,187.93 | 6.07% | +0.967% |
| BSV Vanguard Short-Term Bond ETF | 4,584 | $361,144.56 | $351,249 | - | -$9,895.56 | -2.74% | +0.085% |
| BX Blackstone Inc. | 4,561 | $525,120.47 | $495,826.31 | - | -$29,294.16 | -5.58% | -0.449% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Forefront Wealth Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $2.73M, iShares Core S&P 500 ETF - $1.58M, iShares Core U.S. Aggregate Bond ETF - $1.18M, Advanced Micro Devices, Inc - $812,878.5, and VANGUARD FTSE DEVELOPED MARKETS ETF - $565,406.61. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Venture Global Inc - $870,588.04, Vanguard Extended Duration Treasury ETF - $197,970.78, Franklin Bitcoin ETF - $192,892.45, Nextnrg Inc - $190,380, and UnitedHealth Group Incorporated - $184,880.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Forefront Wealth Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.79M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.18M, Vanguard Total International Bond ETF - $444,797.04, Vanguard Global ex-US Real Estate Index Fund - $423,971.19, Franklin International Low Volatility High Dividend ETF - $393,209.85, and Schwab Fundamental International Large Company Index ETF - $275,260.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Forefront Wealth Partners LLC's monthly returns?
Forefront Wealth Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Forefront Wealth Partners LLC's strategy be considered aggressive or moderate?
Forefront Wealth Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Forefront Wealth Partners LLC's strategy?
Forefront Wealth Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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