Forefront Wealth Partners, LLC reported 75 positions worth $78.10M for the quarter ended Jun 30, 2026, up 27.2% on the prior quarter. It opened 5 new positions, added to 42, trimmed 26 and exited 11. Its largest holding is Nvidia Corp at 7.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | +4,174 | +89.7% | $486.98K | 1.32% |
| AVGO Broadcom Inc. | +1,279 | +16.0% | $483.12K | 4.48% |
| BRK-B Berkshire Hathaway Inc | +928 | – | $464.36K | 0.595% |
| NVDA Nvidia Corp | +2,155 | +8.1% | $431.19K | 7.39% |
| ROK Rockwell Automation, Inc | +844 | – | $417.85K | 0.535% |
| JPM Jpmorgan Chase & Co | +997 | – | $326.34K | 0.418% |
| META Meta Platforms, Inc. | +561 | +16.1% | $316.05K | 2.91% |
| TER Teradyne, Inc | +522 | – | $252.77K | 0.324% |
| GOOG Alphabet Inc. | +703 | +8.5% | $248.38K | 4.07% |
| CAT Caterpillar Inc | +221 | – | $236.22K | 0.302% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -2,530 | -44.0% | $2.92M | 4.76% |
| AMD Advanced Micro Devices Inc | -1,704 | -21.0% | $989.87K | 4.77% |
| ALAB Astera Labs, Inc. | -1,945 | -32.0% | $939.47K | 2.56% |
| DT Dynatrace, Inc. | -11.4K | -100.0% | $421.24K | Exited |
| BSX Boston Scientific Corp | -6,499 | -100.0% | $407.81K | Exited |
| NOC Northrop Grumman Corp | -411 | -100.0% | $281.25K | Exited |
| MDB MongoDB, Inc. | -1,112 | -100.0% | $272.18K | Exited |
| FIX Comfort Systems Usa Inc | -174 | -100.0% | $240.10K | Exited |
| ETN Eaton Corp plc | -551 | -37.1% | $234.68K | 0.509% |
| CVX Chevron Corp | -1,121 | -100.0% | $231.84K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DT Dynatrace, Inc. | -11.4K | $421.24K | 0.686% |
| BSX Boston Scientific Corp | -6,499 | $407.81K | 0.664% |
| NOC Northrop Grumman Corp | -411 | $281.25K | 0.458% |
| MDB MongoDB, Inc. | -1,112 | $272.18K | 0.443% |
| FIX Comfort Systems Usa Inc | -174 | $240.10K | 0.391% |
| CVX Chevron Corp | -1,121 | $231.84K | 0.377% |
| WMT Walmart Inc. | -1,847 | $229.54K | 0.374% |
| FCX Freeport-Mcmoran Inc | -3,732 | $219.38K | 0.357% |
| NEE Nextera Energy Inc | -2,318 | $215.33K | 0.351% |
| LHX L3Harris Technologies, Inc. | -617 | $212.96K | 0.347% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 28.8K | $5.77M | 7.39% | +2,155 | +8.1% | Added | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 19.6K | $4.66M | 5.97% | +801 | +4.3% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 12.4K | $4.64M | 5.94% | -340 | -2.7% | Reduced | 0% |
| 4 | AMD Advanced Micro Devices Inc | Technology | 6,417 | $3.73M | 4.77% | -1,704 | -21.0% | Reduced | 0% |
| 5 | MU Micron Technology Inc | Technology | 3,220 | $3.72M | 4.76% | -2,530 | -44.0% | Reduced | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 9,270 | $3.50M | 4.48% | +1,279 | +16.0% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 8,990 | $3.18M | 4.07% | +703 | +8.5% | Added | 0% |
| 8 | AAPL Apple Inc. | Technology | 11.0K | $3.18M | 4.07% | +70 | +0.6% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 4,039 | $2.28M | 2.91% | +561 | +16.1% | Added | 0% |
| 10 | MRVL Marvell Technology, Inc. | Technology | 6,787 | $2.02M | 2.59% | -336 | -4.7% | Reduced | 0% |
| 11 | ALAB Astera Labs, Inc. | Technology | 4,141 | $2.00M | 2.56% | -1,945 | -32.0% | Reduced | 0% |
| 12 | ASML Asml Holding Nv | Technology | 857 | $1.70M | 2.18% | -53 | -5.8% | Reduced | 0% |
| 13 | PANW Palo Alto Networks Inc | Technology | 4,911 | $1.67M | 2.14% | +110 | +2.3% | Added | 0% |
| 14 | CRWD CrowdStrike Holdings, Inc. | Technology | 8,244 | $1.57M | 2.01% | +44 | +0.5% | Added | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 3,330 | $1.40M | 1.79% | +48 | +1.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Forefront Wealth Partners.
As of its Q2 2026 13F filing, Forefront Wealth Partners, LLC’s five largest positions were Nvidia Corp (NVDA) at 7.4%, Amazon Com Inc (AMZN) at 6.0%, Microsoft Corp (MSFT) at 5.9%, Advanced Micro Devices Inc (AMD) at 4.8%, Micron Technology Inc (MU) at 4.8% of the reported portfolio.
Forefront Wealth Partners, LLC reported a 13F portfolio worth $78.10M across 75 positions for Q2 2026. That is up 27.2% from the previous quarter.
Its largest purchases by value were Palantir Technologies Inc. ($486.98K), Broadcom Inc. ($483.12K), Berkshire Hathaway Inc ($464.36K). It opened 5 new positions.
Its largest sales by value were Micron Technology Inc ($2.92M), Advanced Micro Devices Inc ($989.87K), Astera Labs, Inc. ($939.47K). It exited 11 positions entirely.
From the Form 13F-HR reports Forefront Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.