Forefront Wealth Management Inc. Portfolio Holdings
Forefront Wealth Management Inc.
- $125 Million
- Q4 2025
Forefront Wealth Management Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $125 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.8M, J P Morgan Exchange Traded Fd with a value of $10.4M, Amazon Com Inc with a value of $8.39M, Taiwan Semiconductor Manufacturing CO LTD with a value of $7.03M, and Apple Inc. with a value of $7.01M.
Examining the 13F form we can see an increase of $2.43M in the current position value, from $123M to 125M.
Below you can find more details about Forefront Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$125 Million
ETFs: $35.1 Million
Technology: $31.7 Million
Healthcare: $10.7 Million
Communication Services: $10.7 Million
Consumer Cyclical: $10.4 Million
Industrials: $8.36 Million
Energy: $5.35 Million
Consumer Defensive: $4.31 Million
Other: $5.27 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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