Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Forefront Analytics, LLC

•CIK: 1696802•Filing: Q4 2025

**Forefront Analytics, LLC** manages $113M across a portfolio of 43 distinct positions. The fund exhibits a notable overweight allocation to ESG-focused equities, with ESGD commanding the largest single holding at $20.1M, followed by ESGE at $16.1M. Further diversification is evident through significant positions in MTUM ($12.7M) and VWO ($9.7M). This structure suggests a concentrated, thematic approach emphasizing sustainability and global market exposure.

Total AUM

$113.3M

QoQ Performance

+9.1%

Positions

32

Top 10 Concentration

84.0%

Latest Filing

Q4 2025

Top Holdings Allocation

ESGD

ESGE

MTUM

VWO

HDV

VEA

NULV

DBEF

ESGD17.7%

ESGE14.2%

MTUM11.2%

VWO8.6%

HDV7.4%

VEA6.8%

NULV5.6%

DBEF5.4%

📈 Biggest Buys

ISHARES INC

+83.7%

14.2% of portfolio

ISHARES TR

+73.8%

7.4% of portfolio

ISHARES TR

+35.1%

11.2% of portfolio

ISHARES TR

+14.0%

17.7% of portfolio

VANGUARD INTL EQUITY INDEX F

+32.5%

8.6% of portfolio

📉 Biggest Sells

NUSHARES ETF TR

-43.0%

5.6% of portfolio

VANGUARD INDEX FDS

-78.9%

0.6% of portfolio

FLEXSHARES TR

-5.6%

4.2% of portfolio

DANAHER CORPORATION

-30.3%

0.2% of portfolio

ANNEXON INC

-51.1%

0.1% of portfolio

Sector Breakdown

Other91.3%

ETF2.8%

Technology2.3%

Healthcare2.1%

Financial1.0%

Industrial0.5%

🚪 Exited Positionssold since Q3 2025

ISHARES TR

SOLD

$4.3M

VANGUARD INDEX FDS

SOLD

$2.4M

SPDR S&P 500 ETF TR

SOLD

$1.8M

VANGUARD WORLD FD

SOLD

$651.0K

Changes from Q3 2025

NEW4 new positions

↑28 increased

↓11 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD INTL EQUITY INDEX F

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