Forefront Wealth Partners, LLC

Forefront Wealth Partners, LLC reported 177 holdings worth US$323M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 20, 2026

Forefront Wealth Partners, LLC reported 177 holdings worth US$323M as of Jun 30, 2026. Largest: Nvidia Corporation, Amazon.com, Inc. and Microsoft Corp. Filed Aug 20, 2026 (Form 13F).

Holdings
177
Value as reported
US$323M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation28,832US$5.77M1.8%
Amazon.com, Inc.19,562US$4.66M1.4%
Microsoft Corp.12,430US$4.64M1.4%
Advanced Micro Devices Inc6,417US$3.73M1.2%
Micron Technology, Inc.3,220US$3.72M1.2%
Alphabet Inc (google) Class C9,842US$3.52M1.1%
Broadcom Inc.9,270US$3.5M1.1%
Apple Inc10,974US$3.18M0.98%
Meta Platforms, Inc.4,039US$2.28M0.71%
Marvell Technology, Inc.6,787US$2.02M0.63%
Astera Labs, Inc.4,141US$2M0.62%
Asml Holding Nv857US$1.7M0.53%
Palo Alto Networks, Inc.4,911US$1.67M0.52%
Crowdstrike Holdings, Inc.2,061US$1.57M0.49%
Tesla, Inc.3,330US$1.4M0.43%
Ge Vernova Inc.1,104US$1.3M0.40%
Ge Aerospace3,468US$1.3M0.40%
Datadog, Inc.4,439US$1.16M0.36%
Mercadolibre, Inc.617US$1.05M0.32%
Palantir Technologies Inc.8,827US$1.03M0.32%
Vertiv Holdings, Llc3,061US$1.03M0.32%
Arista Networks, Inc.5,886US$1000K0.31%
Eli Lilly And Company775US$930K0.29%
Snowflake Inc.3,620US$921K0.29%
Oracle Corporation6,206US$910K0.28%
Visa Inc.2,431US$834K0.26%
Corning Incorporated2,988US$763K0.24%
Mastercard Incorporated1,447US$743K0.23%
Uber Technologies, Inc.10,238US$739K0.23%
Axon Enterprise, Inc.1,302US$730K0.23%
S&p Global Inc.1,784US$727K0.23%
Servicenow, Inc.7,230US$718K0.22%
Intuitive Surgical, Inc.1,771US$704K0.22%
Truist Financial Corporation13,240US$660K0.20%
Thermo Fisher Scientific Inc1,260US$632K0.20%
Shopify Inc.5,344US$610K0.19%
Salesforce, Inc.3,832US$600K0.19%
Cadence Design Systems, Inc.1,485US$557K0.17%
Blackstone Inc.4,561US$537K0.17%
Charles Schwab Corporation (the)5,777US$533K0.17%
Rubrik, Inc.6,621US$532K0.16%
Kkr & Co. Inc.5,656US$519K0.16%
Cloudflare, Inc.1,949US$478K0.15%
Berkshire Hathaway Inc.928US$464K0.14%
Rockwell Automation, Inc.844US$418K0.13%
Taiwan Semiconductor Manufacturing Co., Ltd.846US$404K0.13%
Apollo Global Management, Inc. (new)3,408US$403K0.12%
Deere & Company587US$372K0.12%
Stryker Corporation1,153US$363K0.11%
Coreweave, Inc.3,627US$361K0.11%
Netflix, Inc.4,964US$354K0.11%
Bank Of America Corporation6,030US$344K0.11%
Jp Morgan Chase & Co.997US$326K0.10%
Vistra Corp.2,044US$324K0.10%
Coinbase Global, Inc.1,958US$286K0.09%
Atlassian Corporation3,524US$274K0.08%
Bank Ozk5,180US$270K0.08%
Elevance Health, Inc.676US$261K0.08%
Intuit Inc.992US$259K0.08%
Teradyne, Inc.522US$253K0.08%
Fair Isaac Corporation210US$251K0.08%
Rtx Corporation1,300US$247K0.08%
Caterpillar, Inc.221US$236K0.07%
Mcdonald's Corporation808US$218K0.07%
Coca-cola Company (the)2,633US$214K0.07%
Evgo Inc.12,870US$24,582<0.01%
L3harris Technologies, Inc.0US$00.00%
Mongodb, Inc.0US$00.00%
Nextera Energy, Inc.0US$00.00%
Northrop Grumman Corporation0US$00.00%
Quanta Services, Inc.0US$00.00%
Walmart Inc.0US$00.00%
Boston Scientific Corporation0US$00.00%
Chevron Corporation0US$00.00%
Comfort Systems Usa, Inc.0US$00.00%
Dynatrace, Inc.0US$00.00%
Freeport-mcmoran, Inc.0US$00.00%

Source

View original at SEC

Related