13F Filings History of Forefront Wealth Partners, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$211,229,248
Signature - Title
Jim Cullen - Filing Agent
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Forefront Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forefront Wealth Partners, LLC reported 139 stock holdings with total value $211,229,248 as of Q4 2025. Top holdings included SPYM, AGG, IVV, FNDF, and LVHI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 139 $211,229,248 +$22,530,316 -$210,528,975 -$187,998,659 SPYM, AGG, IVV, FNDF, LVHI 13F-HR 06 Feb 2026, 09:45
Q3 2025 191 $397,259,208 +$270,738,111 -$36,078,421 +$234,659,690 SPLG, AGG, BNDX, EMB, EMLP 13F-HR 20 Oct 2025, 13:21
Q2 2025 98 $145,050,264 +$18,546,939 -$25,261,682 -$6,714,743 IVV, AGG, SPLG, FTCS, IUSV 13F-HR 20 Aug 2025, 10:54
Q1 2025 128 $146,883,930 +$26,546,660 -$8,816,938 +$17,729,722 IVV, AGG, SPLG, FNDF, IUSV 13F-HR 14 May 2025, 09:45
Q4 2024 91 $134,221,760 $0 $0 $0 IVV, AGG, SPLG, IUSV, VCIT 13F-HR 14 May 2025, 09:42