Forefront Wealth Partners, LLC ETF holdings
Austin, TX
Reported $245.4M in 103 ETFs in its Form 13F for June 30, 2026.
ETF value
$245.4M
ETFs held
103
Change from prior quarter
+39.3%
With price moves
ETFs as a share of its 13F
76.0%
of $322.7M
Top 10 of 103 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $36.0M | 409,741 | +40,597 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $28.7M | 290,048 | +52,911 shares |
| FNDF | Schwab Fundamental International Equity ETF | $11.1M | 210,176 | +6,406 shares |
| IVV | iShares Core S&P 500 ETF | $9.7M | 12,935 | −338 shares |
| LVHI | Franklin International Low Volatility High Dividend Index ETF | $8.9M | 220,479 | +45,814 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $5.6M | 108,013 | +49,542 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $5.0M | 148,904 | +15,783 shares |
| DFAI | Dimensional International Core Equity Market ETF | $5.0M | 120,122 | +112,861 shares |
| MSTB | LHA Market State Tactical Beta ETF | $4.7M | 108,681 | +50,149 shares |
| PTLC | Pacer Trendpilot US Large Cap ETF | $4.6M | 79,039 | +36,730 shares |
93 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002068112. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Forefront Wealth Partners, LLC own?
Forefront Wealth Partners, LLC reported 103 ETF positions worth $245.4M in its Form 13F for June 30, 2026. The largest was SPYM, at $36.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.