Latest FOREFRONT WEALTH MANAGEMENT INC. Stock Portfolio

FOREFRONT WEALTH MANAGEMENT INC. Performance:

2025 Q4: 2.97%YTD: 15.13%2024: 5.6%

Performance for 2025 Q4 is 2.97%, and YTD is 15.13%, and 2024 is 5.6%.

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

In it's latest 13F Holdings report, FOREFRONT WEALTH MANAGEMENT INC. reported an equity portfolio of $139.4 Millions as of 31 Dec, 2025.

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.

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. 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 s	1,294,950
spdr s&p 500 etf tr	578,268
select sector spdr tr	266,684
the trade desk inc	231,252
newmont corp	213,180
roivant sciences ltd	208,797
wells fargo co new	204,952
cardinal health inc	204,473

New stocks bought by FOREFRONT WEALTH MANAGEMENT INC.

Additions

Ticker	% Inc.
safe pro group inc	122
vanguard bd index fds	49.77
ishares tr	9.71
goldman sachs physical gold	9.43
j p morgan exchange traded f	7.08
vanguard world fd	4.00
j p morgan exchange traded f	3.95
meta platforms inc	3.77

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.

Sector	%
Others	44.4
Technology	17.2
Communication Services	8.3
Consumer Cyclical	7.3
Healthcare	7
Industrials	6.1
Financial Services	2.9
Consumer Defensive	2.9
Energy	2
Utilities	1.5

Market Cap. Distribution

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

Category	%
UNALLOCATED	44.4
MEGA-CAP	34.6
LARGE-CAP	19.7

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.

Index	%
S&P 500	52.1
Others	47

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.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.90	29,401	1,251,010	added	9.43

AAPL	apple inc	5.11	26,215	7,126,740	reduced	-1.35

ABBV	abbvie inc	0.30	1,809	413,402	unchanged	0.00

ABT	abbott labs	1.69	18,828	2,359,020	reduced	-0.25

AGZD	wisdomtree tr	1.80	54,126	2,505,490	reduced	-0.89

AMGN	amgen inc	0.91	3,869	1,266,310	reduced	-2.1

AMPS	ishares tr	0.70	8,013	974,486	added	9.71

AMZN	amazon com inc	5.92	35,734	8,248,120	added	0.78

APH	amphenol corp new	0.18	1,813	245,009	reduced	-0.55

AUTL	autolus therapeutics plc	0.04	26,870	53,471	unchanged	0.00

AXON	axon enterprise inc	0.00	0.00	0.00	sold off	-100

BBAX	j p morgan exchange traded f	7.51	182,906	10,469,600	added	7.08

BBAX	j p morgan exchange traded f	2.43	73,147	3,385,960	added	3.95

BGRN	ishares tr	1.94	68,138	2,706,570	added	0.07

BIV	vanguard bd index fds	0.30	5,299	412,691	added	49.77

BK	bank new york mellon corp	0.18	2,195	254,818	reduced	-1.48

BX	blackstone inc	0.22	2,013	310,300	unchanged	0.00

CAH	cardinal health inc	0.15	995	204,473	new

CAT	caterpillar inc	2.78	6,751	3,867,440	reduced	-1.46

CEG	constellation energy corp	0.17	677	239,277	reduced	-3.56