Forefront Wealth Partners, LLC
โขCIK: 2068112โขFiling: Q4 2025
**Forefront Wealth Partners, LLC** manages $211M across a diversified portfolio of 139 positions. The fund exhibits significant concentration in covered call and income-generating strategies, evidenced by top holdings such as SPYM ($28.6M) and AGG ($20.2M). Further allocations include core equity exposure via IVV ($7.7M) and MSFT ($4.8M), suggesting a blend of income generation and targeted growth plays. This positioning indicates a mandate focused on yield enhancement within a structured, multi-asset framework.
Total AUM
$211.2M
QoQ Performance
-46.8%
Positions
91
Top 10 Concentration
43.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
AGG
SPYM13.5%
AGG9.6%
IVV3.7%
FNDF3.0%
LVHI2.9%
MSFT2.3%
SCHG2.2%
FTCS2.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other79.0%
Technology10.1%
ETF4.4%
Consumer3.0%
Financial1.0%
Healthcare1.0%
Industrial0.9%
Materials0.3%
๐ช Exited Positionssold since Q3 2025
+66 more exited positions
Changes from Q3 2025
NEW19 new positions
โ80 increased
โ40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025