Forefront Wealth Partners, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 322,748
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/20/2026 | 177 | 322,748 | 13F-HR | Forefront Wealth Partners, LLC |
| Q1 2026 | 4/17/2026 | 162 | 238,918 | 13F-HR | Forefront Wealth Partners, LLC |
| Q4 2025 | 2/6/2026 | 139 | 211,229 | 13F-HR | Forefront Wealth Partners, LLC |
| Q3 2025 | 10/20/2025 | 191 | 397,259 | 13F-HR | Forefront Wealth Partners, LLC |
| Q2 2025 | 8/20/2025 | 98 | 145,709 | 13F-HR | Forefront Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.2 K | 31.0% | 26.96 K | 0 | 26.96 K |
| ETFs | 222.2 K | 68.8% | 56.84 K | 0 | 56.84 K |
| Debt | 357 | 0.1% | 36 | 0 | 36 |
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Fund Snapshot
Q2 2026
Latest filed
8/20/2026
Total value ($000)
322,748
Holdings
177
QoQ value change ($000)
83,830
(35.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.