Institutional Manager · CIK 0001904828
FOREFRONT WEALTH MANAGEMENT INC.
MALVERN, PA · File #028-21600
Latest AUM
$139.4M
Positions
71
Top-10 Concentration
52.0%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202571 pos · $139.4M
- 13F HOLDINGS REPORTQ/E Sep 202569 pos · $136.4M
- 13F HOLDINGS REPORTQ/E Jun 202562 pos · $124.7M
- 13F HOLDINGS REPORTQ/E Mar 202548 pos · $108.1M
- 13F HOLDINGS REPORTQ/E Dec 202449 pos · $108.6M
- 13F HOLDINGS REPORTQ/E Dec 202339 pos · $71.3M
- 13F HOLDINGS REPORTQ/E Sep 202340 pos · $75.7M
- 13F HOLDINGS REPORTQ/E Jun 202342 pos · $76.5M
- 13F HOLDINGS REPORTQ/E Mar 202342 pos · $74.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 182,906 | $10.5M | 7.76% |
| 2 | MICROSOFT CORP | MSFT | 21,200 | $10.3M | 7.60% |
| 3 | AMAZON COM INC | AMZN | 35,734 | $8.2M | 6.11% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 24,945 | $7.6M | 5.62% |
| 5 | APPLE INC | AAPL | 26,215 | $7.1M | 5.28% |
| 6 | ALPHABET INC | GOOG | 22,112 | $6.9M | 5.13% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 118,017 | $6.9M | 5.08% |
| 8 | ANGLOGOLD ASHANTI PLC | AU | 54,572 | $4.7M | 3.45% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 4,727 | $4.1M | 3.02% |
| 10 | HOWMET AEROSPACE INC | HWM | 19,337 | $4.0M | 2.94% |
| 11 | CATERPILLAR INC | CAT | 6,751 | $3.9M | 2.87% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 73,147 | $3.4M | 2.51% |
| 13 | ABRDN SILVER ETF TRUST | SIVR | 48,510 | $3.3M | 2.43% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 9,598 | $3.1M | 2.29% |
| 15 | META PLATFORMS INC | META | 4,545 | $3.0M | 2.22% |
| 16 | FIRST TR EXCHANGE-TRADED FD | 33735T109 | 155,060 | $2.7M | 2.01% |
| 17 | ISHARES TR | 46435U374 | 68,138 | $2.7M | 2.01% |
| 18 | SPDR INDEX SHS FDS | 78463X202 | 41,821 | $2.7M | 2.00% |
| 19 | LEIDOS HOLDINGS INC | LDOS | 14,896 | $2.7M | 1.99% |
| 20 | SHELL PLC | RYDAF | 34,812 | $2.6M | 1.90% |