Forefront Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
162
Total value ($000)
$238,918
Net value change ($000)
+27,689 (13.1%)
New positions
32
Sold out positions
9
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FNDF 3,548 55.2%
AGG 3,314 16.4%
IEMG 2,069 241.7%
SHLD 1,605 NEW
ILF 1,239 NEW
LVHI 1,006 16.6%
IVV 956 12.4%
DFAC 818 318.3%
IGM 648 171.0%
SDVY 584 20.0%
Top Reduces (Value $000, Stocks/ETFs)
RDVY -1,927 -68.3%
CIBR -858 -30.3%
SCHG -743 -16.1%
IBKR -526 -100.0%
XLK -493 -22.5%
IUSV -428 -10.1%
UNH -375 -100.0%
FCX -373 -63.0%
SPYM -343 -1.2%
BA -327 -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