Forefront Wealth Management
MALVERN, PAfiles as FOREFRONT WEALTH MANAGEMENT INC.
$139m in 71 US stocks at the end of 31 December 2025. The top 10 are 50.3% of the money. It changed about 7.1% of the portfolio this quarter.
Value
$139m
Stocks
71
Top 10 share
50.3%
Turnover
7.1%
What changed this quarter
New
Bought for the first time this quarter.
- Novo Nordisk A SNVO0.9% of the fund
- State STR Spdr S&P 500 ETF TSPY0.4% of the fund
- Select Sector Spdr TRXLU0.2% of the fund
- Trade DeskTTD0.2% of the fund
- NewmontNEM0.2% of the fund
- Roivant SciencesROIV0.1% of the fund
- Wells Fargo & CompanyWFC0.1% of the fund
- Cardinal HealthCAH0.1% of the fund
- Guardant HealthGH0.1% of the fund
- United States AntimonyUAMY<0.1% of the fund
Added
Bought more of a stock they already held.
- J P Morgan Exchange Traded FJEPI7.5% of the fund+7%
- J P Morgan Exchange Traded FJPIE2.4% of the fund+4%
- Meta PlatformsMETA2.2% of the fund+4%
- Vanguard World FDVGT1.5% of the fund+4%
- Goldman Sachs ETF TRGPIQ0.9% of the fund+3%
- Goldman Sachs Physical GoldAAAU0.9% of the fund+9%
- Ishares TRHDV0.7% of the fund+10%
- Vanguard BD Index FDSBIV0.3% of the fund+50%
- Safe Pro GroupSPAI0.2% of the fund+123%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM5.4% of the fund-5%
- AlphabetGOOGL5.0% of the fund-3%
- AngloGold AshantiAU3.3% of the fund-2%
- Howmet AerospaceHWM2.8% of the fund-3%
- ShellSHEL1.8% of the fund-2%
- OneokOKE1.5% of the fund-30%
- T-Mobile USTMUS1.2% of the fund-26%
- Invesco QQQ TRQQQ1.1% of the fund-13%
- AmgenAMGN0.9% of the fund-2%
- Venture GlobalVG0.5% of the fund-18%
- NvidiaNVDA0.4% of the fund-26%
- Palantir TechnologiesPLTR0.2% of the fund-10%
- Curtiss WrightCW0.2% of the fund-2%
- Constellation EnergyCEG0.2% of the fund-4%
- NRG EnergyNRG0.2% of the fund-3%
- Rezolve AIRZLV<0.1% of the fund-81%
Sold out
Sold their entire stake.
- Ishares Ethereum TRETHA-100%
- Ishares Bitcoin Trust ETFIBIT-100%
- Red Cat HoldingsRCAT-100%
- VistraVST-100%
- Axon EnterpriseAXON-100%
- Walt DisneyDIS-100%
- Motorola SolutionsMSI-100%
- Soundhound AISOUN-100%
Holdings
- J P Morgan Exchange Traded FJEPI
- Share
- 7.5%
- Value
- $10m
- Shares
- 182,906
+7%
- J P Morgan Exchange Traded FJEPQ
- Share
- 4.9%
- Value
- $7m
- Shares
- 118,017
Held
- J P Morgan Exchange Traded FJPIE
- Share
- 2.4%
- Value
- $3m
- Shares
- 73,147
+4%
- Abrdn Silver ETF TrustSIVR
- Share
- 2.4%
- Value
- $3m
- Shares
- 48,510
Held
- First TR Exchange-Traded FDFDD
- Share
- 1.9%
- Value
- $3m
- Shares
- 155,060
Held
- Ishares TREWJV
- Share
- 1.9%
- Value
- $3m
- Shares
- 68,138
Held
- Spdr Index SHS FDSFEZ
- Share
- 1.9%
- Value
- $3m
- Shares
- 41,821
Held
- ShellSHEL
- Share
- 1.8%
- Value
- $3m
- Shares
- 34,812
-2%
- Wisdomtree TREPI
- Share
- 1.8%
- Value
- $3m
- Shares
- 54,126
Held
- Goldman Sachs ETF TRGPIX
- Share
- 1.6%
- Value
- $2m
- Shares
- 42,172
Held
- Vanguard World FDVGT
- Share
- 1.5%
- Value
- $2m
- Shares
- 2,833
+4%
- Invesco QQQ TRQQQ
- Share
- 1.1%
- Value
- $1m
- Shares
- 2,392
-13%
- Goldman Sachs ETF TRGPIQ
- Share
- 0.9%
- Value
- $1m
- Shares
- 23,769
+3%
- Goldman Sachs Physical GoldAAAU
- Share
- 0.9%
- Value
- $1m
- Shares
- 29,401
+9%
- Ishares TRHDV
- Share
- 0.7%
- Value
- $974,486
- Shares
- 8,013
+10%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.4%
- Value
- $578,268
- Shares
- 848
New
- Vanguard BD Index FDSBIV
- Share
- 0.3%
- Value
- $412,691
- Shares
- 5,299
+50%
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $357,464
- Shares
- 570
Held
- Select Sector Spdr TRXLU
- Share
- 0.2%
- Value
- $266,684
- Shares
- 6,247
New
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $229,024
- Shares
- 1,196
Held
- Autolus TherapeuticsAUTL
- Share
- <0.1%
- Value
- $53,471
- Shares
- 26,870
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| J P Morgan Exchange Traded FJEPI | 7.5% | $10m | 182,906 | +7% |
| MicrosoftMSFT | 7.4% | $10m | 21,200 | Held |
| Amazon.comAMZN | 5.9% | $8m | 35,734 | Held |
| Taiwan Semiconductor ManufacturingTSM | 5.4% | $8m | 24,945 | -5% |
| AppleAAPL | 5.1% | $7m | 26,215 | Held |
| AlphabetGOOGL | 5.0% | $7m | 22,112 | -3% |
| J P Morgan Exchange Traded FJEPQ | 4.9% | $7m | 118,017 | Held |
| AngloGold AshantiAU | 3.3% | $5m | 54,572 | -2% |
| Costco WholesaleCOST | 2.9% | $4m | 4,727 | Held |
| Howmet AerospaceHWM | 2.8% | $4m | 19,337 | -3% |
| CaterpillarCAT | 2.8% | $4m | 6,751 | Held |
| J P Morgan Exchange Traded FJPIE | 2.4% | $3m | 73,147 | +4% |
| Abrdn Silver ETF TrustSIVR | 2.4% | $3m | 48,510 | Held |
| JPMorgan ChaseJPM | 2.2% | $3m | 9,598 | Held |
| Meta PlatformsMETA | 2.2% | $3m | 4,545 | +4% |
| First TR Exchange-Traded FDFDD | 1.9% | $3m | 155,060 | Held |
| Ishares TREWJV | 1.9% | $3m | 68,138 | Held |
| Spdr Index SHS FDSFEZ | 1.9% | $3m | 41,821 | Held |
| Leidos HoldingsLDOS | 1.9% | $3m | 14,896 | Held |
| ShellSHEL | 1.8% | $3m | 34,812 | -2% |
| Wisdomtree TREPI | 1.8% | $3m | 54,126 | Held |
| Abbott LaboratoriesABT | 1.7% | $2m | 18,828 | Held |
| Goldman Sachs ETF TRGPIX | 1.6% | $2m | 42,172 | Held |
| Regeneron PharmaceuticalsREGN | 1.6% | $2m | 2,849 | Held |
| Vanguard World FDVGT | 1.5% | $2m | 2,833 | +4% |
| OneokOKE | 1.5% | $2m | 28,631 | -30% |
| McDonald'sMCD | 1.4% | $2m | 6,492 | Held |
| T-Mobile USTMUS | 1.2% | $2m | 8,415 | -26% |
| Invesco QQQ TRQQQ | 1.1% | $1m | 2,392 | -13% |
| Robinhood MarketsHOOD | 1.0% | $1m | 11,726 | Held |
| UnitedHealth GroupUNH | 0.9% | $1m | 3,950 | Held |
| Novo Nordisk A SNVO | 0.9% | $1m | 25,451 | New |
| AmgenAMGN | 0.9% | $1m | 3,869 | -2% |
| Goldman Sachs ETF TRGPIQ | 0.9% | $1m | 23,769 | +3% |
| Goldman Sachs Physical GoldAAAU | 0.9% | $1m | 29,401 | +9% |
| MerckMRK | 0.8% | $1m | 10,072 | Held |
| Ishares TRHDV | 0.7% | $974,486 | 8,013 | +10% |
| Uber TechnologiesUBER | 0.7% | $948,408 | 11,607 | Held |
| Venture GlobalVG | 0.5% | $660,033 | 96,779 | -18% |
| NvidiaNVDA | 0.4% | $613,637 | 3,290 | -26% |
| State STR Spdr S&P 500 ETF TSPY | 0.4% | $578,268 | 848 | New |
| PfizerPFE | 0.4% | $516,382 | 20,738 | Held |
| Lockheed MartinLMT | 0.3% | $460,595 | 952 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $449,660 | 3,737 | Held |
| AbbVieABBV | 0.3% | $413,402 | 1,809 | Held |
| Vanguard BD Index FDSBIV | 0.3% | $412,691 | 5,299 | +50% |
| EntergyETR | 0.3% | $369,720 | 4,000 | Held |
| Vanguard Index FDSVOO | 0.3% | $357,464 | 570 | Held |
| BlackstoneBX | 0.2% | $310,300 | 2,013 | Held |
| Safe Pro GroupSPAI | 0.2% | $282,464 | 67,900 | +123% |
| Select Sector Spdr TRXLU | 0.2% | $266,684 | 6,247 | New |
| Palantir TechnologiesPLTR | 0.2% | $265,559 | 1,494 | -10% |
| DT MidstreamDTM | 0.2% | $259,586 | 2,169 | Held |
| Curtiss WrightCW | 0.2% | $255,789 | 464 | -2% |
| Bank of New York MellonBNY | 0.2% | $254,818 | 2,195 | Held |
| Southern CompanySO | 0.2% | $251,137 | 2,880 | Held |
| Goldman Sachs GroupGS | 0.2% | $245,241 | 279 | Held |
| AmphenolAPH | 0.2% | $245,009 | 1,813 | Held |
| Constellation EnergyCEG | 0.2% | $239,277 | 677 | -4% |
| NRG EnergyNRG | 0.2% | $236,790 | 1,487 | -3% |
| Trade DeskTTD | 0.2% | $231,252 | 6,092 | New |
| Invesco Exchange Traded FD TRSP | 0.2% | $229,024 | 1,196 | Held |
| International Business MachinesIBM | 0.2% | $214,456 | 724 | Held |
| NewmontNEM | 0.2% | $213,180 | 2,135 | New |
| Roivant SciencesROIV | 0.1% | $208,797 | 9,622 | New |
| Wells Fargo & CompanyWFC | 0.1% | $204,952 | 2,199 | New |
| Cardinal HealthCAH | 0.1% | $204,473 | 995 | New |
| Guardant HealthGH | 0.1% | $204,280 | 2,000 | New |
| United States AntimonyUAMY | <0.1% | $118,592 | 23,624 | New |
| Autolus TherapeuticsAUTL | <0.1% | $53,471 | 26,870 | Held |
| Rezolve AIRZLV | <0.1% | $35,338 | 13,750 | -81% |
Over time and by industry
Value over time
Jun '25
Dec '25
Value is up 11.7% since 30 June 2025.
Where the money is
Technology19.3%
Industrials8.7%
Media & telecom8.3%
Health care7.9%
Retail & consumer7.3%
Financial services3.9%
Materials3.6%
Everyday goods2.9%
Energy2.0%
Utilities1.3%
Other34.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.