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Forefront Wealth Partners, LLC
Forefront Wealth Partners, LLC is a registered investment adviser headquartered in Austin, Texas. Founded in September 2021 by Eric Negron, the firm manages investment portfolios and provides comprehensive financial planning services for individuals, families, and business clients. They aim to deliver highly personalized advice tailored to each client’s goals, risk tolerance, and financial situation through dedicated relationship managers and custom investment strategies. The team is small, emphasizing a boutique approach focused on personal attention and holistic wealth management.
Investment Strategy
Forefront Wealth Partners crafts individualized investment plans for each client, determining strategy based on one-on-one discussions to assess objectives, time horizon, risk tolerance, and liquidity needs. Portfolios are managed in accordance with written investment policy statements and allocated to diversified assets based on the client’s goals—such as capital appreciation, income, or growth and income. The firm’s approach incorporates ongoing monitoring, periodic reviews, and flexibility for clients to impose restrictions on certain types of securities or sectors. Their financial planning process considers the client’s entire financial and life situation, with strategies that can encompass retirement, tax, estate, and risk management planning.
Latest 13F Filing Activity
Forefront Wealth Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 188 equity positions with a total 13F market value of $397M. The fund increased holdings in SPDR Series Trust, Vanguard Charlotte FDS, Ishares TR among other positions. Forefront Wealth Partners, LLC reduced exposure to Ishares TR, Vanguard Scottsdale FDS, Ishares TR among others.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 6.70% | $26.6M | 339,972 | $74.24 | $78.34 | +$16.9M |
A AGG | ISHARES TR | 4.71% | $18.7M | 186,772 | $98.48 | $100.25 | +$8.6M |
B BNDX | VANGUARD CHARLOTTE FDS | 4.22% | $16.8M | 338,765 | $49.46 | $49.46 | +$16.8M |
E EMB | ISHARES TR | 3.67% | $14.6M | 153,148 | $95.19 | $95.19 | +$14.6M |
E EMLP | FIRST TR EXCHANGE-TRADED FD | 2.50% | $9.9M | 259,434 | $38.29 | $38.29 | +$9.9M |
Industry Allocation
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