FOREFRONT WEALTH MANAGEMENT INC.

Q3 2025 13F-HR Holdings

Location
Malvern, PA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
69
Total value ($000)
$136,351
Net value change ($000)
+11,624 (9.3%)
New positions
10
Sold out positions
3
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HOOD 1,683 NEW
AU 1,354 52.5%
GOOGL 1,327 31.6%
UBER 1,142 NEW
AAPL 1,131 20.1%
TSM 1,072 17.2%
ETHA 619 NEW
CAT 540 19.8%
SIVR 502 30.8%
RZLV 365 NEW
Top Reduces (Value $000, Stocks/ETFs)
INTC -767 -100.0%
COST -660 -13.0%
OKE -475 -13.7%
BRK-B -243 -100.0%
EPI -217 -8.2%
AFL -207 -100.0%
AMZN -188 -2.4%
VG -107 -6.0%
UNH -95 -6.4%
TMUS -57 -2.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type