Forefront Wealth Partners, LLC - Portfolio overview

Forefront Wealth Partners, LLC has 236 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 6.74%
2. SPLG - SPDR SERIES TRUST, 6.36%
3. AGG - ISHARES TR, 5.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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