FOREFRONT WEALTH MANAGEMENT INC.
•CIK: 1904828•Filing: Q4 2025
**FOREFRONT WEALTH MANAGEMENT INC.** manages $139M across a diversified portfolio of 71 positions. The strategy exhibits a notable tilt toward income-generating and mega-cap technology names, evidenced by significant allocations to JEPI ($10.5M) and MSFT ($10.3M). Core holdings also include major tech names such as AMZN ($8.2M), TSM ($7.6M), and AAPL ($7.1M). This concentrated exposure suggests a focus on established, cash-flow-rich market leaders.
Total AUM
$139.4M
QoQ Performance
+2.2%
Positions
67
Top 10 Concentration
50.3%
Latest Filing
Q4 2025
Top Holdings Allocation
JEPI
MSFT
AMZN
TSM
AAPL
JEPI7.5%
MSFT7.4%
AMZN5.9%
TSM5.4%
AAPL5.1%
GOOGL5.0%
JEPQ4.9%
AU3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.9%
Technology20.2%
Consumer10.9%
Healthcare5.0%
Industrial3.1%
Financial2.5%
Communication1.2%
ETF0.7%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW10 new positions
↑18 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024