FOREFRONT WEALTH MANAGEMENT INC.
RIA/Wealth
FOREFRONT WEALTH MANAGEMENT INC. is a RIA/Wealth based in Austin, TX led by Eric J. Negron, managing $136.4M across 69 long positions as of Q3 2025 with MSFT as the largest holding (8% allocation).
OwnerEric J. Negron
- Portfolio Value
- $136.4M
- Positions
- 69
- Top Holding
- MSFT at 8.14%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FOREFRONT WEALTH MANAGEMENT INC.'s portfolio (49.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $11.1M | 8.14% | -$244.5K Sold | 0.00% 21.4K shares | |
ETF ETF | $9.8M | 7.15% | -$72.7K Sold | — 170.8K shares | |
Specialty Retail Consumer Cyclical | $7.8M | 5.71% | -$193.9K Sold | 0.00% 35.5K shares | |
Semiconductors Technology | $7.3M | 5.35% | -$378.2K Sold | — 26.1K shares | |
Consumer Electronics Technology | $6.8M | 4.96% | -$226.9K Sold | 0.00% 26.6K shares | |
ETF ETF | $6.7M | 4.94% | -$33.2K Sold | — 117.0K shares | |
Internet Content & Information Communication Services | $5.5M | 4.06% | -$267.4K Sold | 0.00% 22.7K shares | |
Discount Stores Consumer Defensive | $4.4M | 3.25% | -$328.6K Sold | 0.00% 4.8K shares | |
Gold Basic Materials | $3.9M | 2.88% | -$45.9K Sold | 0.01% 55.9K shares | |
Industrial - Machinery Industrials | $3.9M | 2.88% | -$143.6K Sold | 0.00% 20.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FOREFRONT WEALTH MANAGEMENT INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-15.46% | |
-6.9% |
Analytics
Portfolio insights and performance metrics for FOREFRONT WEALTH MANAGEMENT INC.
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