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Latest FOREFRONT WEALTH MANAGEMENT INC. Stock Portfolio

$139Million | No. of Holdings #71

FOREFRONT WEALTH MANAGEMENT INC. Performance

2025 Q4+2.97%
YTD+15.13%
2024+5.60%

About FOREFRONT WEALTH MANAGEMENT INC. and 13F Hedge Fund Stock Holdings

On 2026-01-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, FOREFRONT WEALTH MANAGEMENT INC. reported an equity portfolio of $139.4 Millions as of 31 Dec, 2025. <br><br> The top stock holdings of FOREFRONT WEALTH MANAGEMENT INC. are BBAX, MSFT, AMZN. The fund has invested 7.5% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 7.4% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off ISHARES ETHEREUM TR, VISTRA CORP (VST) and AXON ENTERPRISE INC (AXON) stocks. They significantly reduced their stock positions in REZOLVE AI PLC, ONEOK INC NEW (OKE) and NVIDIA CORPORATION (NVDA). FOREFRONT WEALTH MANAGEMENT INC. opened new stock positions in NOVO-NORDISK A S, SPDR S&P 500 ETF TR (SPY) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to SAFE PRO GROUP INC, VANGUARD BD INDEX FDS (BIV) and ISHARES TR (AMPS).
FOREFRONT WEALTH MANAGEMENT INC. Equity Portfolio Value
Last Reported on: 23 Jan, 2026
$139Million
  as of Jan 23, 2026

FOREFRONT WEALTH MANAGEMENT INC. Annual Return Estimates Vs S&P 500

Our best estimate is that FOREFRONT WEALTH MANAGEMENT INC. made a return of 2.97% in the last quarter. In trailing 12 months, it's portfolio return was 15.13%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
novo-nordisk a s1,294,950
spdr s&p 500 etf tr578,268
select sector spdr tr266,684
the trade desk inc231,252
newmont corp213,180
roivant sciences ltd208,797
wells fargo co new204,952
cardinal health inc204,473
New stocks bought by FOREFRONT WEALTH MANAGEMENT INC.

Additions

Ticker% Inc.
safe pro group inc122
vanguard bd index fds49.77
ishares tr9.71
goldman sachs physical gold9.43
j p morgan exchange traded f7.08
vanguard world fd4.00
j p morgan exchange traded f3.95
meta platforms inc3.77
Additions to existing portfolio by FOREFRONT WEALTH MANAGEMENT INC.

Reductions

Ticker% Reduced
rezolve ai plc-81.22
oneok inc new-29.93
nvidia corporation-26.02
t-mobile us inc-25.63
venture global inc-18.26
invesco qqq tr-12.51
palantir technologies inc-10.11
taiwan semiconductor mfg ltd-4.5
FOREFRONT WEALTH MANAGEMENT INC. reduced stake in above stock

Sold off

Ticker$ Sold
red cat hldgs inc-300,150
ishares ethereum tr-619,108
soundhound ai inc-163,453
ishares bitcoin trust etf-551,200
disney walt co-209,552
vistra corp-250,386
motorola solutions inc-205,781
axon enterprise inc-228,210
FOREFRONT WEALTH MANAGEMENT INC. got rid off the above stocks

Sector Distribution

FOREFRONT WEALTH MANAGEMENT INC. has about 44.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others44.4
Technology17.2
Communication Services8.3
Consumer Cyclical7.3
Healthcare7
Industrials6.1
Financial Services2.9
Consumer Defensive2.9
Energy2
Utilities1.5

Market Cap. Distribution

FOREFRONT WEALTH MANAGEMENT INC. has about 54.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED44.4
MEGA-CAP34.6
LARGE-CAP19.7

Stocks belong to which Index?

About 52.1% of the stocks held by FOREFRONT WEALTH MANAGEMENT INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50052.1
Others47
Top 5 Winners (%)%
SIVR
abrdn silver etf trust
51.6 %
REGN
regeneron pharmaceuticals
37.1 %
GOOG
alphabet inc
28.4 %
MRK
merck & co inc
25.3 %
AUTL
autolus therapeutics plc
22.1 %
Top 5 Winners ($)$
GOOG
alphabet inc
1.6 M
SIVR
abrdn silver etf trust
1.1 M
anglogold ashanti plc
0.8 M
CAT
caterpillar inc
0.7 M
TSM
taiwan semiconductor mfg ltd
0.6 M
Top 5 Losers (%)%
venture global inc
-47.2 %
safe pro group inc
-33.3 %
rezolve ai plc
-28.7 %
HOOD
robinhood mkts inc
-21.0 %
UBER
uber technologies inc
-16.6 %
Top 5 Losers ($)$
venture global inc
-0.8 M
MSFT
microsoft corp
-0.7 M
TMUS
t-mobile us inc
-0.4 M
HOOD
robinhood mkts inc
-0.4 M
META
meta platforms inc
-0.3 M

FOREFRONT WEALTH MANAGEMENT INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FOREFRONT WEALTH MANAGEMENT INC.

FOREFRONT WEALTH MANAGEMENT INC. has 71 stocks in it's portfolio. About 50.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for FOREFRONT WEALTH MANAGEMENT INC. last quarter.

$139.38MTotal Value
79.00Positions
23 Jan, 2026Last Reported
Current holdings of Current Stock Holdings of FOREFRONT WEALTH MANAGEMENT INC., last reported on 23 Jan, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
FOREFRONT WEALTH MANAGEMENT INC.'s holding in Goldman Sachs Physical Gold over time
0.9%29,401
$1.25M
0.9%
increased 9.43 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
FOREFRONT WEALTH MANAGEMENT INC.'s holding in Wisdomtree Tr over time
1.8%54,126
$2.51M
1.8%
decreased 0.89 percentreduced
AUTL
Autolus Therapeutics Plc

Autolus Therapeutics Plc

AUTL
FOREFRONT WEALTH MANAGEMENT INC.'s holding in Autolus Therapeutics Plc over time
0.04%26,870
$53.5K
0.04%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
FOREFRONT WEALTH MANAGEMENT INC.'s holding in J P Morgan Exchange Traded F over time
7.51%182,906
$10.47M
7.51%
increased 7.08 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
FOREFRONT WEALTH MANAGEMENT INC.'s holding in J P Morgan Exchange Traded F over time
2.43%73,147
$3.39M
2.43%
increased 3.95 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
FOREFRONT WEALTH MANAGEMENT INC.'s holding in Ishares Tr over time
1.94%68,138
$2.71M
1.94%
increased 0.07 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
FOREFRONT WEALTH MANAGEMENT INC.'s holding in Vanguard Bd Index Fds over time
0.3%5,299
$412.7K
0.3%
increased 49.77 percentadded