Fund Universe

Forefront Wealth Partners, LLC

CIK 0002068112 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.224
AUM ($M)
323
Positions
177
Turnover
0.14
Top-10 wt
37%
Herfindahl
0.029
History (qtrs)
7
Excess Return

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Quarter
Activity this period
Security type

Holdings · 190 positions · portfolio value $323M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPYM funds › SPDR SERIES TRUST ADD 11.2% -0.7% 36.0 409,741 +40,597 6
AGG funds › ISHARES TR ADD 8.9% -1.0% 28.7 290,048 +52,911 6
FNDF funds › SCHWAB STRATEGIC TR ADD 3.4% -0.7% 11.1 210,176 +6,406 6
IVV funds › ISHARES TR TRIM 3.0% -0.6% 9.7 12,935 -338 6
LVHI funds › LEGG MASON ETF INVT ADD 2.8% -0.2% 8.9 220,479 +45,814 6
NVDA funds › NVIDIA CORPORATION ADD 1.8% -0.2% 5.8 28,832 +2,155 6
SPEM funds › SPDR INDEX SHS FDS ADD 1.7% +0.6% 5.6 108,013 +49,542 4
SCHG funds › SCHWAB STRATEGIC TR ADD 1.6% -0.1% 5.0 148,904 +15,783 6
DFAI funds › DIMENSIONAL ETF TRUST ADD 1.5% +1.4% 5.0 120,122 +112,861 2
AMZN funds › AMAZON COM INC ADD 1.4% -0.2% 4.7 19,562 +801 6
MSTB funds › ETF SER SOLUTIONS ADD 1.4% +0.5% 4.7 108,681 +50,149 4
MSFT funds › MICROSOFT CORP TRIM 1.4% -0.5% 4.6 12,430 -340 6
PTLC funds › PACER FDS TR ADD 1.4% +0.5% 4.6 79,039 +36,730 4
IUSV funds › ISHARES TR ADD 1.3% -0.2% 4.3 39,329 +2,181 6
FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM 1.3% -0.6% 4.3 45,501 -3,031 6
CALF funds › PACER FDS TR ADD 1.3% +0.7% 4.2 83,261 +49,630 4
SDVY funds › FIRST TR EXCHANGE TRADED FD ADD 1.3% -0.2% 4.2 96,676 +7,708 6
AMD funds › ADVANCED MICRO DEVICES INC TRIM 1.2% +0.5% 3.7 6,417 -1,704 6
MU funds › MICRON TECHNOLOGY INC TRIM 1.2% +0.3% 3.7 3,220 -2,530 6
IEFA funds › ISHARES TR TRIM 1.1% -0.3% 3.7 38,264 -114 6
SPMB funds › SPDR SERIES TRUST ADD 1.1% +0.3% 3.6 162,919 +73,758 4
IEMG funds › ISHARES INC ADD 1.1% -0.1% 3.6 43,058 +1,124 6
AVGO funds › BROADCOM INC ADD 1.1% +0.0% 3.5 9,270 +1,279 6
VOO funds › VANGUARD INDEX FDS ADD 1.1% +0.4% 3.4 5,006 +2,235 6
IJH funds › ISHARES TR TRIM 1.0% -0.2% 3.4 43,714 -75 6
GRID funds › FIRST TR EXCHANGE-TRADED FD ADD 1.0% +0.1% 3.3 17,172 +3,794 6
MUB funds › ISHARES TR ADD 1.0% +0.5% 3.2 30,003 +18,725 6
GOOG funds › ALPHABET INC ADD 1.0% -0.0% 3.2 8,990 +703 6
AAPL funds › APPLE INC ADD 1.0% -0.2% 3.2 10,974 +70 6
USFR funds › WISDOMTREE TR ADD 1.0% +0.1% 3.1 62,051 +19,137 4
IVE funds › ISHARES TR TRIM 0.9% -0.6% 2.8 12,401 -4,189 6
IUSB funds › ISHARES TR TRIM 0.9% -0.3% 2.8 60,374 -963 6
SCHD funds › SCHWAB STRATEGIC TR ADD 0.8% +0.1% 2.6 83,215 +24,922 6
IWR funds › ISHARES TR ADD 0.8% +0.3% 2.6 23,781 +10,582 4
SPSM funds › SPDR SERIES TRUST TRIM 0.8% -0.1% 2.6 44,929 -142 6
XLK funds › SELECT SECTOR SPDR TR ADD 0.8% +0.1% 2.5 13,093 +284 6
IWL funds › ISHARES TR TRIM 0.7% -0.1% 2.4 12,946 -86 6
FLQM funds › FRANKLIN TEMPLETON ETF TR ADD 0.7% +0.3% 2.3 40,594 +20,486 4
DFAC funds › DIMENSIONAL ETF TRUST ADD 0.7% +0.3% 2.3 52,388 +24,725 3
META funds › META PLATFORMS INC ADD 0.7% -0.1% 2.3 4,039 +561 6
DTCR funds › GLOBAL X FDS ADD 0.7% +0.2% 2.2 73,383 +23,412 3
VTI funds › VANGUARD INDEX FDS ADD 0.7% +0.0% 2.1 5,719 +1,033 6
SHLD funds › GLOBAL X FDS ADD 0.7% -0.0% 2.1 35,209 +12,559 2
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.6% +0.3% 2.0 6,787 -336 6
ALAB funds › ASTERA LABS INC TRIM 0.6% +0.3% 2.0 4,141 -1,945 4
CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.6% -0.2% 2.0 21,793 -9,694 6
IWC funds › ISHARES TR ADD 0.6% +0.3% 1.9 9,583 +4,814 3
SGOV funds › ISHARES TR NEW 0.6% +0.6% 1.9 18,715 +18,715 1
SMH funds › VANECK ETF TRUST TRIM 0.6% +0.0% 1.9 2,872 -577 6
USRT funds › ISHARES TR ADD 0.6% +0.2% 1.8 27,155 +14,039 4
VO funds › VANGUARD INDEX FDS ADD 0.6% -0.1% 1.8 22,216 +16,761 6
ASML funds › ASML HLDG NV TRIM 0.5% +0.0% 1.7 857 -53 6
PANW funds › PALO ALTO NETWORKS INC ADD 0.5% +0.2% 1.7 4,911 +110 6
SPYG funds › SPDR SERIES TRUST ADD 0.5% +0.3% 1.7 13,948 +7,733 4
IWF funds › ISHARES TR ADD 0.5% -0.1% 1.6 13,142 +9,831 6
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.5% +0.2% 1.6 2,061 +11 6
PTBD funds › PACER FDS TR ADD 0.5% +0.1% 1.5 80,150 +35,475 4
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.5% +0.1% 1.5 21,276 +7,256 6
SPDW funds › SPDR INDEX SHS FDS TRIM 0.5% -0.8% 1.5 29,779 -38,370 6
IJR funds › ISHARES TR ADD 0.4% -0.1% 1.4 9,665 +140 6
IGM funds › ISHARES TR ADD 0.4% +0.0% 1.4 8,710 +44 6
TSLA funds › TESLA INC ADD 0.4% -0.1% 1.4 3,330 +48 6
IQLT funds › ISHARES TR TRIM 0.4% -0.1% 1.4 27,850 -1,080 6
GEV funds › GE VERNOVA INC TRIM 0.4% -0.0% 1.3 1,104 -21 4
GE funds › GE AEROSPACE TRIM 0.4% -0.0% 1.3 3,468 -66 6
SCZ funds › ISHARES TR ADD 0.4% +0.2% 1.3 15,655 +9,455 4
COWZ funds › PACER FDS TR ADD 0.4% +0.2% 1.3 20,509 +12,854 4
ILF funds › ISHARES TR ADD 0.4% -0.1% 1.2 35,318 +440 2
DDOG funds › DATADOG INC TRIM 0.4% +0.1% 1.2 4,439 -43 5
NXTG funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.4% -0.1% 1.1 7,465 -3,092 6
FDVV funds › FIDELITY COVINGTON TRUST TRIM 0.3% -0.1% 1.1 17,617 -2,387 5
MELI funds › MERCADOLIBRE INC ADD 0.3% -0.1% 1.0 617 +55 6
RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM 0.3% -0.1% 1.0 12,905 -188 4
TBG funds › EA SERIES TRUST ADD 0.3% +0.1% 1.0 28,297 +12,770 2
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.3% +0.0% 1.0 8,827 +4,174 3
VRT funds › VERTIV HOLDINGS CO TRIM 0.3% -0.0% 1.0 3,061 -69 4
SHM funds › SPDR SERIES TRUST ADD 0.3% +0.1% 1.0 21,195 +11,724 4
ANET funds › ARISTA NETWORKS INC ADD 0.3% +0.0% 1.0 5,886 +432 4
FBT funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.3% -0.1% 1.0 3,951 -941 5
LLY funds › ELI LILLY & CO ADD 0.3% -0.0% 0.9 775 +4 6
SNOW funds › SNOWFLAKE INC ADD 0.3% +0.1% 0.9 3,620 +171 4
ORCL funds › ORACLE CORP ADD 0.3% -0.1% 0.9 6,206 +294 6
V funds › VISA INC ADD 0.3% -0.0% 0.8 2,431 +57 6
IBIT funds › ISHARES BITCOIN TRUST ETF ADD 0.2% -0.1% 0.8 24,127 +668 4
QQQ funds › INVESCO QQQ TR ADD 0.2% +0.2% 0.8 1,062 +686 4
NBIS funds › NEBIUS GROUP N.V. ADD 0.2% +0.1% 0.8 2,776 +158 2
GLW funds › CORNING INC ADD 0.2% +0.1% 0.8 2,988 +19 4
EMB funds › ISHARES TR ADD 0.2% +0.1% 0.8 7,886 +3,626 4
ESGU funds › ISHARES TR ADD 0.2% +0.1% 0.8 4,624 +1,946 2
MA funds › MASTERCARD INCORPORATED ADD 0.2% -0.1% 0.7 1,447 +3 6
VUG funds › VANGUARD INDEX FDS NEW 0.2% +0.2% 0.7 8,592 +8,592 1
UBER funds › UBER TECHNOLOGIES INC ADD 0.2% -0.1% 0.7 10,238 +168 6
RDVI funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.2% -0.0% 0.7 25,005 -169 4
AXON funds › AXON ENTERPRISE INC ADD 0.2% +0.0% 0.7 1,302 +190 2
SPGI funds › S&P GLOBAL INC TRIM 0.2% -0.1% 0.7 1,784 -7 6
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.2% +0.1% 0.7 12,037 +4,531 4
NOW funds › SERVICENOW INC ADD 0.2% -0.1% 0.7 7,230 +524 6
ISRG funds › INTUITIVE SURGICAL INC ADD 0.2% -0.1% 0.7 1,771 +274 4
KNG funds › FIRST TR EXCHANGE-TRADED FD ADD 0.2% -0.0% 0.7 13,815 +1,361 4
TFC funds › TRUIST FINL CORP TRIM 0.2% -0.1% 0.7 13,240 -168 6
DGRO funds › ISHARES TR NEW 0.2% +0.2% 0.6 8,515 +8,515 1
LQTI funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.2% -0.1% 0.6 33,060 -137 4
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.2% -0.1% 0.6 1,260 +12 6
SHOP funds › SHOPIFY INC ADD 0.2% -0.1% 0.6 5,344 +353 6
CRM funds › SALESFORCE INC ADD 0.2% -0.1% 0.6 3,832 +37 6
BABA funds › ALIBABA GROUP HLDG LTD ADD 0.2% -0.0% 0.6 6,049 +2,323 2
CDNS funds › CADENCE DESIGN SYSTEM INC TRIM 0.2% -0.0% 0.6 1,485 -2 6
SPSB funds › SPDR SERIES TRUST ADD 0.2% -0.0% 0.6 18,364 +3,776 3
QUAL funds › ISHARES TR ADD 0.2% -0.0% 0.5 2,481 +358 3
BX funds › BLACKSTONE INC ADD 0.2% -0.0% 0.5 4,561 +238 2
SCHW funds › SCHWAB CHARLES CORP ADD 0.2% -0.0% 0.5 5,777 +473 2
RBRK funds › RUBRIK INC. ADD 0.2% +0.0% 0.5 6,621 +16 2
DFIC funds › DIMENSIONAL ETF TRUST ADD 0.2% +0.1% 0.5 14,033 +7,613 2
KKR funds › KKR & CO INC ADD 0.2% -0.0% 0.5 5,656 +314 4
NET funds › CLOUDFLARE INC ADD 0.1% -0.0% 0.5 1,949 +152 2
GARP funds › ISHARES TR ADD 0.1% +0.1% 0.5 5,703 +2,516 2
BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW 0.1% +0.1% 0.5 928 +928 1
XLV funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.1% 0.4 2,680 -796 6
ROK funds › ROCKWELL AUTOMATION INC NEW 0.1% +0.1% 0.4 844 +844 1
FFLC funds › FIDELITY COVINGTON TRUST NEW 0.1% +0.1% 0.4 7,057 +7,057 1
SE funds › SEA LTD ADD 0.1% -0.0% 0.4 4,306 +371 2
DAPP funds › VANECK ETF TRUST ADD 0.1% +0.0% 0.4 21,264 +1,211 4
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.1% +0.0% 0.4 846 -36 5
APO funds › APOLLO GLOBAL MGMT INC TRIM 0.1% -0.1% 0.4 3,408 -629 2
ETN funds › EATON CORP PLC TRIM 0.1% -0.1% 0.4 933 -551 4
SPY funds › STATE STR SPDR S&P 500 ETF T NEW 0.1% +0.1% 0.4 530 +530 1
REMX funds › VANECK ETF TRUST NEW 0.1% +0.1% 0.4 4,343 +4,343 1
IWY funds › ISHARES TR NEW 0.1% +0.1% 0.4 1,317 +1,317 1
VYMI funds › VANGUARD WHITEHALL FDS NEW 0.1% +0.1% 0.4 3,830 +3,830 1
BNDX funds › VANGUARD CHARLOTTE FDS ADD 0.1% -0.0% 0.4 7,715 +1,275 4
DE funds › DEERE & CO ADD 0.1% -0.0% 0.4 587 +2 6
MTUM funds › ISHARES TR ADD 0.1% +0.0% 0.4 1,063 +70 2
SYK funds › STRYKER CORPORATION ADD 0.1% -0.0% 0.4 1,153 +126 2
CRWV funds › COREWEAVE INC ADD 0.1% +0.0% 0.4 3,627 +729 3
BSV funds › VANGUARD BD INDEX FDS ADD 0.1% -0.0% 0.4 4,584 +489 4
NFLX funds › NETFLIX INC. ADD 0.1% -0.1% 0.4 4,964 +245 2
BAC funds › BANK AMERICA CORP TRIM 0.1% -0.0% 0.3 6,030 -309 6
GOOGL funds › ALPHABET INC ADD 0.1% +0.0% 0.3 954 +225 3
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.1% -0.1% 0.3 732 -52 2
JPM funds › JPMORGAN CHASE & CO NEW 0.1% +0.1% 0.3 997 +997 1
VST funds › VISTRA CORP ADD 0.1% -0.0% 0.3 2,044 +163 2
BALT funds › INNOVATOR ETFS TRUST NEW 0.1% +0.1% 0.3 9,439 +9,439 1
IUSG funds › ISHARES TR ADD 0.1% -0.0% 0.3 1,653 +15 3
DFAS funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.3 3,699 +3,699 1
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 0.1% -0.0% 0.3 3,845 +184 2
DFAX funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.3 8,211 +8,211 1
ARM funds › ARM HOLDINGS PLC TRIM 0.1% +0.0% 0.3 846 -557 2
COIN funds › COINBASE GLOBAL INC TRIM 0.1% -0.1% 0.3 1,958 -42 2
IYF funds › ISHARES TR TRIM 0.1% -0.1% 0.3 2,206 -610 5
VTV funds › VANGUARD INDEX FDS NEW 0.1% +0.1% 0.3 1,284 +1,284 1
SCHV funds › SCHWAB STRATEGIC TR NEW 0.1% +0.1% 0.3 7,885 +7,885 1
TEAM funds › ATLASSIAN CORPORATION TRIM 0.1% -0.0% 0.3 3,524 -55 2
OZK funds › BANK OZK LITTLE ROCK ARK ADD 0.1% -0.0% 0.3 5,180 +22 6
SPHQ funds › INVESCO EXCHANGE TRADED FD T NEW 0.1% +0.1% 0.3 2,982 +2,982 1
VBK funds › VANGUARD INDEX FDS NEW 0.1% +0.1% 0.3 718 +718 1
IXN funds › ISHARES TR NEW 0.1% +0.1% 0.3 1,814 +1,814 1
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 0.1% -0.0% 0.3 676 -19 6
IBLC funds › ISHARES TR TRIM 0.1% -0.0% 0.3 5,397 -1,123 4
INTU funds › INTUIT TRIM 0.1% -0.1% 0.3 992 -169 2
TER funds › TERADYNE INC NEW 0.1% +0.1% 0.3 522 +522 1
DFEM funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.3 6,188 +6,188 1
FICO funds › FAIR ISAAC CORP ADD 0.1% -0.0% 0.3 210 +21 2
ACIO funds › ETF SER SOLUTIONS ADD 0.1% -0.0% 0.2 5,362 +195 3
RTX funds › RTX CORPORATION ADD 0.1% -0.0% 0.2 1,300 +34 3
GLD funds › SPDR GOLD TR TRIM 0.1% -0.1% 0.2 645 -134 4
CAT funds › CATERPILLAR INC NEW 0.1% +0.1% 0.2 221 +221 1
XME funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.2 2,190 -182 4
DFCF funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.2 5,473 +5,473 1
VBR funds › VANGUARD INDEX FDS NEW 0.1% +0.1% 0.2 935 +935 1
DFSD funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.2 4,579 +4,579 1
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 0.2 808 -42 6
KO funds › COCA COLA CO TRIM 0.1% -0.0% 0.2 2,633 -87 2
AOA funds › ISHARES TR NEW 0.1% +0.1% 0.2 2,152 +2,152 1
QTUM funds › ETF SER SOLUTIONS NEW 0.1% +0.1% 0.2 1,264 +1,264 1
IWM funds › ISHARES TR NEW 0.1% +0.1% 0.2 673 +673 1
INVZ funds › INNOVIZ TECHNOLOGIES LTD HOLD 0.0% -0.0% 0.0 34,243 +0 3
EVGO funds › EVGO INC HOLD 0.0% -0.0% 0.0 12,870 +0 3
LHX funds › L3HARRIS TECHNOLOGIES INC EXIT 0.0% -0.1% 0.0 0 -617 0
BSX funds › BOSTON SCIENTIFIC CORP EXIT 0.0% -0.2% 0.0 0 -6,499 0
EZBC funds › FRANKLIN TEMPLETON DIGITAL H EXIT 0.0% -0.1% 0.0 0 -8,797 0
CVX funds › CHEVRON CORPORATION EXIT 0.0% -0.1% 0.0 0 -1,121 0
FIX funds › COMFORT SYS USA INC EXIT 0.0% -0.1% 0.0 0 -174 0
NEE funds › NEXTERA ENERGY INC EXIT 0.0% -0.1% 0.0 0 -2,318 0
NOC funds › NORTHROP GRUMMAN CORP EXIT 0.0% -0.1% 0.0 0 -411 0
MDB funds › MONGODB INC EXIT 0.0% -0.1% 0.0 0 -1,112 0
PWR funds › QUANTA SVCS INC EXIT 0.0% -0.1% 0.0 0 -386 0
CUSIP:67092P821 funds › NUSHARES ETF TR EXIT 0.0% -1.0% 0.0 0 -65,627 0
WMT funds › WALMART INC EXIT 0.0% -0.1% 0.0 0 -1,847 0
FCX funds › FREEPORT MCMORAN INC EXIT 0.0% -0.1% 0.0 0 -3,732 0
DT funds › DYNATRACE INC EXIT 0.0% -0.2% 0.0 0 -11,391 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 323 177 0.14 37% 0.029 0.223 in
2026Q1 239 162 0.11 42% 0.033 0.284 in
2025Q4 211 139 0.51 43% 0.037 0.010 in
2025Q3 397 191 0.59 34% 0.019 0.006 in
2025Q2 146 98 0.17 45% 0.034 0.165 in
2025Q1 147 128 0.15 42% 0.028 0.171 entered
2024Q4 134 91 0.00 45% 0.034 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status