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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 $322,747,619
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 409,741 $36,008,115 11.16%
2.
Ishares Trust
 IEF 290,048 $28,708,989 8.9%
3.
Schwab Strategic Trust
 SCHD 210,176 $11,088,918 3.44%
4.
Ishares Trust
 IEF 12,935 $9,686,493 3%
5.
Legg Mason Etf Invt
 220,479 $8,948,146 2.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.