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Home > Institutional Investor > Forefront Wealth Partners, Llc > Profile

Instuitional Investor - Forefront Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Forefront Wealth Partners, Llc
Portfolio Value $238,918,427
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 369,144 $28,254,293 11.83%
2.
Ishares Trust
 IEF 237,137 $23,540,560 9.85%
3.
Schwab Strategic Trust
 FNDF 203,770 $9,970,503 4.17%
4.
Ishares Trust
 IEF 13,273 $8,670,017 3.63%
5.
Legg Mason Etf Invt
 174,665 $7,080,921 2.96%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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