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:
40.32%
Gain +1.3%
Monthly
1.71%
Yearly
22.55%
Drawdown
16.79%
$329.72M
Equity
Holdings
$329.72M
Investment
$278.97M
$59.87M
Profit +$3.15M
Realized
$9.12M
Unrealized
$50.75M
Dividends
$8.03M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.3%
Profit
$3.15M
Win %
77%
This Week
Compared To Last Week
Gain
0.96%
Profit
$3.15M
Win %
77%
This Month
Compared to last month
Gain
3.48%
Profit
$11.08M
Win %
77%
This Year
Compared to last year
Gain
2.29%
Profit
$7.39M
Win %
75%
DE Deere & Company
+6.94%
+$23,661.97 
MU Micron Technology, Inc.
+3.97%
+$119,848.43 
TMO Thermo Fisher Scientific Inc.
+2.28%
+$17,652.63 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.51%
+$1,237.6 
GLD SPDR Gold Shares
+0.34%
+$915.9 
SMH VanEck Semiconductor ETF
+0.31%
+$4,968.62 
KO The Coca-Cola Company
+0.17%
+$394.95 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$167.04 
NXTG First Trust Indxx NextG ETF
0%
+$12.69 
LQTI FT Vest Investment Grade & Target Income ETF
0%
+$3.31 
AMD Advanced Micro Devices, Inc.
0%
-$0.06 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
+$0.02 
AVGO Broadcom Inc.
0%
-$0.09 
AXON Axon Enterprise, Inc.
0%
+$0.04 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
-$0.01 
COIN Coinbase Global, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EVGO EVgo, Inc.
0%
$0 
FICO Fair Isaac Corporation
0%
+$0.01 
GE General Electric Company
0%
-$0.03 
GLW Corning Incorporated
0%
-$0.03 
INTU Intuit Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JPM JPMorgan Chase & Co.
0%
-$0.01 
KKR KKR & Co. Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.04 
MCD McDonald's Corporation
0%
$0 
MELI MercadoLibre, Inc.
0%
-$0.01 
META Meta Platforms Inc Class A
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OZK Bank OZK
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.05 
ROK Rockwell Automation, Inc.
0%
+$0.01 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SE Sea Ltd.
0%
+$0.01 
SHOP Shopify Inc.
0%
$0 
SNOW Snowflake Inc.
0%
-$0.04 
SPGI S&P Global Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
SYK Stryker Corporation
0%
-$0.01 
TEAM Atlassian Corporation Class A
0%
$0 
TER Teradyne, Inc.
0%
+$0.01 
TFC Truist Financial Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
-$0.01 
V Visa Inc. Class A
0%
-$0.02 
VST Vistra Corp
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ACIO Aptus Collared Investment Opportunity ETF
0%
+$0.01 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DAPP VanEck Digital Transformation ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
-$0.01 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
+$0.05 
FBT First Trust NYSE Arca Biotechnology Index Fund
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
IBLC iShares Blockchain and Tech ETF
0%
+$0.54 
IBIT iShares Bitcoin Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGM iShares Expanded Tech Sector ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
-$0.04 
ILF iShares Latin America 40 ETF
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.13 
IWM iShares Russell 2000 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IXN iShares Global Tech ETF
0%
$0 
IYF iShares U.S. Financials ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.01 
IWR iShares Russell Mid-Cap ETF
0%
$0 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
MSTB LHA Market State Tactical Fund
0%
-$21.74 
MUB iShares National Muni Bond ETF
0%
$0 
PTBD Pacer Trendpilot US Bond ETF
0%
$0 
PTLC Pacer Trendpilot US Large Cap ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.02 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
-$0.02 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
+$0.11 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
+$0.05 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
-$0.01 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
+$0.03 
XME SPDR S&P Metals & Mining ETF
0%
$0 
TBG TBG Dividend Focus ETF
0%
$0 
FFLC Fidelity Large Cap Core Fund
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
+$0.05 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
GARP iShares MSCI USA Quality GARP ETF
0%
-$0.01 
NBIS Nebius Group N.V.
0%
+$0.03 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
LLY Eli Lilly and Company
-2.81%
-$27,853.48 
APO Apollo Global Management, Inc.
-2.73%
-$12,439.2 
RBRK Rubrik, Inc.
-2.27%
-$14,963.46 
GEV GE Vernova Inc.
-2.17%
-$23,680.82 
AMZN Amazon.com Inc
-2.15%
-$112,090.26 
BAC Bank of America Corporation
-2.07%
-$7,899.3 
AAPL Apple Inc.
-1.75%
-$60,686.22 
TSLA Tesla, Inc.
-1.71%
-$19,946.7 
IWC iShares Micro-Cap ETF
-1.46%
-$27,886.53 
ANET Arista Networks, Inc.
-1.45%
-$15,892.2 
GOOGL Alphabet Inc
-1.18%
-$3,863.7 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.06%
-$2,477.75 
IJR iShares Core S&P Small-Cap ETF
-1.05%
-$14,980.75 
DFAS Dimensional U.S. Small Cap ETF
-1.03%
-$3,181.14 
GOOG Alphabet Inc
-1.02%
-$31,465.09 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.9%
-$19,501.73 
RDVY First Trust Rising Dividend Achievers ETF
-0.88%
-$9,291.6 
VUG Vanguard Growth ETF
-0.86%
-$6,529.92 
IWL iShares Russell Top 200 ETF
-0.86%
-$21,166.71 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.84%
-$35,770.22 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$3,423.8 
VOO Vanguard S&P 500 ETF
-0.83%
-$29,535.25 
VTV Vanguard Value ETF
-0.78%
-$2,259.84 
SCHV Schwab U.S. Large-Cap Value ETF
-0.69%
-$1,892.41 
QTUM Defiance Quantum ETF
-0.67%
-$1,270.32 
IEFA iShares Core MSCI EAFE ETF
-0.47%
-$17,984.08 
NVDA NVIDIA Corporation
-0.33%
-$20,470.72 
CRM Salesforce Inc
-0.32%
-$2,529.1 
MTUM iShares MSCI USA Momentum Factor ETF
-0.25%
-$818.51 
DFAI Dimensional International Core Equity Market ETF
-0.23%
-$12,011.96 
BNDX Vanguard Total International Bond ETF
-0.19%
-$694.35 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$307.6 
NFLX Netflix, Inc.
-0.1%
-$397.12 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$367.28 
INVZ Innoviz Technologies Ltd.
-0.06%
-$6.85 Events
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Dividends
Dividend Analysis
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| Trades 980 | Longs Won 679/980 69% | Profit Factor 7.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,434.87 |
| Average Win $102,061.21 | Best Trade (Jun 30) $2.71M | Sharpe Ratio -10.15 |
| Average Loss -$31,313.17 | Worst Trade (Dec 30) -$872,600.82 | Z-Score 13.02 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $61,096.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,974 | $2.75M | $3.42M | - | $667,544.27 | 24.29% | -1.745% |
| ACIO Aptus Collared Investment Opportunity ETF | 5,362 | $234,383.9 | $252,282.1 | - | $17,898.2 | 7.64% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 290,048 | $28.64M | $28.37M | - | -$267,869.59 | -0.94% | 0.0 |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 4,141 | $705,821.73 | $1.2M | - | $491,010.09 | 69.57% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 6,417 | $895,929.88 | $2.99M | - | $2.1M | 234.07% | 0.0 |
| AMZN Amazon.com Inc | 19,562 | $4.29M | $5.09M | - | $796,384.35 | 18.56% | -2.155% |
| ANET Arista Networks, Inc. | 5,886 | $845,428.08 | $1.08M | - | $236,124.42 | 27.93% | -1.448% |
| AOA iShares Core Aggressive Allocation ETF | 2,152 | $209,988 | $213,586 | - | $3,598 | 1.71% | 0.0 |
| APO Apollo Global Management, Inc. | 3,408 | $379,783.06 | $442,971.84 | - | $63,188.78 | 16.64% | -2.731% |
| ARM Arm Holdings plc American Depositary Receipt | 846 | $127,982.98 | $210,941.64 | - | $82,958.66 | 64.82% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 857 | $722,104.55 | $1.5M | - | $779,128.06 | 107.9% | 0.0 |
| AVGO Broadcom Inc. | 9,270 | $2.55M | $3.36M | - | $810,224.22 | 31.77% | 0.0 |
| AXON Axon Enterprise, Inc. | 1,302 | $578,771.01 | $840,727.44 | - | $261,956.43 | 45.26% | 0.0 |
| BABA Alibaba Group Holding Limited SP ADR | 6,049 | $690,426.92 | $779,716.04 | - | $89,289.12 | 12.93% | 0.0 |
| BAC Bank of America Corporation | 6,030 | $279,787.79 | $373,015.8 | - | $93,228.01 | 33.32% | -2.074% |
| BALT Inn Defined Wealth Shield Mutual Fund | 9,439 | $323,475 | $327,816.47 | - | $4,341.47 | 1.34% | 0.0 |
| BNDX Vanguard Total International Bond ETF | 7,715 | $379,722.44 | $367,619.75 | - | -$12,102.69 | -3.19% | -0.189% |
| BRK-B Berkshire Hathaway Inc. | 928 | $464,362 | $463,814.4 | - | -$547.6 | -0.12% | +0.036% |
| BSV Vanguard Short-Term Bond ETF | 4,584 | $361,144.56 | $356,085.12 | - | -$5,059.44 | -1.4% | 0.0 |
| BX Blackstone Inc. | 4,561 | $525,120.47 | $661,755.47 | - | $136,635 | 26.02% | 0.0 |
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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 - $1.55M, iShares Core U.S. Aggregate Bond ETF - $1.08M, Advanced Micro Devices, Inc - $812,878.5, and VANGUARD FTSE DEVELOPED MARKETS ETF - $561,630.12. 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 $8.03M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.08M, Vanguard Total International Bond ETF - $443,866.61, Vanguard Global ex-US Real Estate Index Fund - $423,971.19, Franklin International Low Volatility High Dividend ETF - $313,533.15, 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.
