13F Filings History of FOREFRONT WEALTH MANAGEMENT INC.

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$139,374,949
Signature - Title
Arthur Romano - CHIEF COMPLIANCE OFFICER
Location
Malvern, PA
Summary
This page shows a list of all the recent 13F filings made by FOREFRONT WEALTH MANAGEMENT INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FOREFRONT WEALTH MANAGEMENT INC. reported 71 stock holdings with total value $139,374,949 as of Q4 2025. Top holdings included JEPI, MSFT, AMZN, TSM, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $139,374,949 +$5,250,742 -$6,261,096 -$1,010,354 JEPI, MSFT, AMZN, TSM, AAPL 13F-HR 23 Jan 2026, 13:26
Q3 2025 69 $136,350,652 +$6,085,889 -$4,334,025 +$1,751,864 MSFT, JEPI, AMZN, TSM, AAPL 13F-HR 28 Oct 2025, 16:05
Q2 2025 62 $124,727,219 +$17,953,102 -$10,819,898 +$7,133,204 MSFT, JEPI, AMZN, JEPQ, TSM 13F-HR 17 Jul 2025, 11:39
Q1 2025 48 $108,064,319 +$6,233,030 -$3,226,637 +$3,006,393 MSFT, JEPI, AAPL, AMZN, COST 13F-HR 17 Apr 2025, 11:54
Q4 2024 49 $108,572,089 $0 $0 $0 MSFT, AMZN, AAPL, JEPI, TSM 13F-HR 11 Feb 2025, 12:05
Q3 2023 39 $71,294,410 +$3,833,889 -$6,274,906 -$2,441,017 MSFT, AAPL, AMZN, HDV, UNH 13F-HR 06 Nov 2023, 13:47
Q2 2023 40 $75,663,595 +$5,863,794 -$9,763,720 -$3,899,926 MSFT, AAPL, AMZN, HDV, UNH 13F-HR 07 Aug 2023, 12:23
Q1 2023 42 $76,483,279 +$10,491,991 -$11,536,668 -$1,044,677 HDV, MSFT, AAPL, AMZN, UNH 13F-HR 09 May 2023, 16:49
Q4 2022 42 $73,544,555 +$3,634,207 -$4,864,124 -$1,229,917 HDV, MSFT, AAPL, UNH, REGN 13F-HR 14 Feb 2023, 14:09
Q3 2022 44 $71,796,000 +$12,800,104 -$10,765,189 +$2,034,915 AAPL, MSFT, HDV, AMZN, UNH 13F-HR 01 Nov 2022, 10:19
Q2 2022 46 $74,233,000 +$12,833,283 -$23,215,643 -$10,382,360 MSFT, HDV, AAPL, UNH, AMZN 13F-HR 28 Jul 2022, 10:17
Q1 2022 49 $101,092,000 +$22,338,854 -$22,007,936 +$330,918 AAPL, MSFT, AMZN, HDV, UNH 13F-HR 09 May 2022, 10:20
Q4 2021 55 $104,748,000 $0 $0 $0 AAPL, AMZN, MSFT, NVDA, ABT 13F-HR 04 Feb 2022, 14:11