FOREFRONT WEALTH MANAGEMENT INC.

Q4 2025 13F-HR Holdings

Location
Malvern, PA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$139,375
Net value change ($000)
+3,024 (2.2%)
New positions
10
Sold out positions
8
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 1,391 25.2%
NVO 1,295 NEW
SIVR 1,148 53.8%
AU 723 18.4%
JEPI 717 7.4%
CAT 598 18.3%
SPY 578 NEW
REGN 577 35.6%
AMZN 463 5.9%
AAPL 361 5.3%
Top Reduces (Value $000, Stocks/ETFs)
VG -1,020 -60.7%
TMUS -1,000 -36.9%
OKE -878 -29.4%
MSFT -847 -7.6%
ETHA -619 -100.0%
IBIT -551 -100.0%
COST -358 -8.1%
HOOD -357 -21.2%
RZLV -330 -90.4%
RCAT -300 -100.0%
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