Titelia

Holdings of Forefront Wealth Partners, LLC

144 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 44.4 % of the equity sleeve

Sector breakdown

  • Technology 13.2 %
  • Funds 9.1 %
  • Consumer discretionary 3.1 %
  • Industrials 2.6 %
  • Financials 2.4 %
  • Communication 2.3 %
  • Health care 1.3 %
  • Consumer staples 0.3 %
  • Utilities 0.2 %
  • Materials 0.1 %
  • Unattributed 65.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • NL 0.5 %
  • TW 0.1 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US141220.2M $99.23 %
2NL11.2M $0.54 %
3TW1298.1K $0.13 %
4GB1212.2K $0.10 %

Positions

RankCompanySharesValueWeight
1SPDR Series Trust 369,14428.3M $
2iShares Core U.S. Aggregate Bond ETF 237,13723.5M $
3Schwab Fundamental International Equity Etf 203,77010M $
4iShares Core S&P 500 ETF 13,2738.7M $
5Legg Mason ETF Investment Trust 174,6657.1M $
6Microsoft Corp 12,7704.7M $
7NVIDIA Corp 26,6774.7M $
8Amazon.com Inc 18,7613.9M $
9Schwab Strategic Trust 133,1213.9M $
10iShares Trust 37,1483.8M $
11First Trust SMID Cap Rising Dividend Achievers ETF 88,9683.5M $
12iShares Trust 16,5903.5M $
13iShares Core MSCI EAFE ETF 38,3783.5M $
14State Street SPDR Portfolio Developed World ex-US ETF 68,1493.1M $
15iShares Core S&P Mid-Cap ETF 43,7893M $
16iShares Core MSCI Emerging Markets ETF 41,9342.9M $
17iShares Trust 61,3372.8M $
18Apple Inc 10,9042.8M $
19State Street SPDR Portfolio Emerging Markets ETF 58,4712.7M $
20Broadcom Inc 7,9912.5M $
21Alphabet Inc 8,2872.4M $
22Pacer Trendpilot US Large Cap 42,3092.2M $
23First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 13,3782.2M $
24SPDR Series Trust 45,0712.2M $
25WisdomTree Trust 42,9142.2M $
26iShares Trust 13,0322.1M $
27SPDR Series Trust 89,1612M $
28Meta Platforms Inc 3,4782M $
29First Trust NASDAQ Cybersecuri 31,4872M $
30Micron Technology Inc 5,7501.9M $
31Schwab US Dividend Equity ETF 58,2931.8M $
32SELECT SECTOR SPDR TRUST (THE) 12,8091.7M $
33Vanguard S&P 500 ETF 2,7711.7M $
34Advanced Micro Devices Inc 8,1211.7M $
35Global X Funds 22,6501.6M $
36Vanguard Mid-Cap ETF 5,4551.6M $
37Pacer US Small Cap Cash Cows E 33,6311.5M $
38Vanguard Total Stock Market ETF 4,6861.5M $
39iShares Russell 1000 Growth ETF 3,3111.4M $
40iShares MSCI International Quality Factor ETF 28,9301.3M $
41VanEck Semiconductor ETF 3,4491.3M $
42iShares Trust 13,1991.3M $
43ISHARES TRUST 34,8781.2M $
44Tesla Inc 3,2821.2M $
45ASML Holding NV 9101.2M $
46iShares National Muni Bond ETF 11,2781.2M $
47iShares Core S&P Small-Cap ETF 9,5251.2M $
48Fidelity Covington Trust 20,0041.1M $
49Dimensional ETF Trust 27,6631.1M $
50iShares Expanded Tech Sector ETF 8,6661M $
51General Electric Co 3,5341M $
52First Trust Exchange-Traded Fund 4,892982.4K $
53GE Vernova Inc 1,125982.4K $
54MercadoLibre Inc 562971.7K $
55iShares Bitcoin Trust ETF 23,459901.3K $
56Vanguard FTSE Developed Markets ETF 14,020898.4K $
57First Trust Rising Dividend Achievers ETF 13,093894K $
58Oracle Corp 5,912869.7K $
59Pacer Trendpilot US Bond ETF 44,675847.9K $
60Crowdstrike Holdings Inc 2,050800.3K $
61Vertiv Holdings Co 3,130784.4K $
62iShares Core U.S. REIT ETF 13,116776.3K $
63Palo Alto Networks Inc 4,801769.7K $
64S&P Global Inc 1,791761.8K $
65iShares Trust 4,769761.2K $
66Uber Technologies Inc 10,070724.3K $
67Mastercard Inc 1,444721.9K $
68Visa Inc 2,374717.5K $
69Eli Lilly & Co 771709.3K $
70Salesforce Inc 3,795708.4K $
71Marvell Technology Inc 7,123705.5K $
72ServiceNow Inc 6,706701.1K $
73Intuitive Surgical Inc 1,497690.1K $
74Palantir Technologies Inc 4,653680.6K $
75Arista Networks Inc 5,454669.6K $
76Astera Labs Inc 6,086667K $
77First Trust Exchange-Traded Fund IV 25,174643.2K $
78Truist Financial Corp 13,408616.4K $
79Thermo Fisher Scientific Inc 1,248613.7K $
80SPDR Series Trust 6,215608.5K $
81First Trust Exchange-Traded Fund IV 12,454606.7K $
82Datadog Inc 4,482529.1K $
83Snowflake Inc 3,449520.2K $
84State Street Health Care Select Sector SPDR ETF 3,476509.6K $
85Intuit Inc 1,161501.8K $
86Charles Schwab Corp/The 5,304498.5K $
87Blackstone Inc 4,323497.1K $
88KKR & Co Inc 5,342494.2K $
89iShares MSCI EAFE Small-Cap ETF 6,200486.1K $
90Pacer Funds Trust 7,655478.9K $
91Axon Enterprise Inc 1,112472.3K $
92Alibaba Group Holding Ltd 3,726467.5K $
93Netflix Inc 4,719453.7K $
94Apollo Global Management Inc 4,037449.9K $
95SPDR Series Trust 14,588438.7K $
96Dynatrace Inc 11,391421.2K $
97Cadence Design Systems Inc 1,487413.2K $
98Boston Scientific Corp 6,499407.8K $
99iShares Trust 2,123407.2K $
100Vanguard International Equity Index Funds 7,506405.7K $