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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002068112

Forefront Wealth Partners, LLC

AUSTIN, TX · File #028-25583

Latest AUM
$211.2M
Positions
139
Top-10 Concentration
54.0%
Filings
5

Sector Allocation

Technology
12.1%$25.5M
Financials
3.1%$6.6M
Industrials
1.4%$2.9M
Healthcare
1.3%$2.8M
Materials
0.3%$592,390
Consumer Staples
0.1%$210,909

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A854356,488$28.6M16.89%
2ISHARES TR464287226202,518$20.2M11.95%
3ISHARES TR46428720011,262$7.7M4.56%
4SCHWAB STRATEGIC TR808524755142,059$6.4M3.79%
5LEGG MASON ETF INVT52468L505164,982$6.1M3.59%
6MICROSOFT CORPMSFT9,942$4.8M2.84%
7SCHWAB STRATEGIC TR808524300141,658$4.6M2.73%
8FIRST TR EXCHANGE-TRADED FD33733E10447,055$4.4M2.57%
9NVIDIA CORPORATIONNVDA23,286$4.3M2.56%
10ISHARES TR46428766341,217$4.2M2.50%
11AMAZON COM INCAMZN17,238$4.0M2.35%
12ISHARES TR46428740815,617$3.3M1.96%
13ISHARES TR46432F84234,276$3.1M1.81%
14FIRST TR EXCHANGE-TRADED FD33741X10276,308$2.9M1.73%
15ISHARES TR46434V61361,511$2.9M1.69%
16FIRST TR EXCHANGE TRADED FD33734X84639,635$2.8M1.67%
17FIRST TR EXCHANGE TRADED FD33738R50640,607$2.8M1.67%
18SPDR INDEX SHS FDS78463X88960,295$2.7M1.58%
19APPLE INCAAPL9,796$2.7M1.57%
20ISHARES TR46428750738,417$2.5M1.50%