Institutional filer · SEC 13F · Q3 2025
Forefront Analytics, LLC
The reported 13F portfolio of Forefront Analytics, LLC (CIK 1696802) - top holdings, how concentrated the book is, and what changed last quarter.
- $98.5M
- Reported book
- 43
- Positions
- #305
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Forefront Analytics, LLC ranks #305 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $98.5M across 43 positions, a concentrated portfolio led by a few core positions.
- $98.5M
- reported 13F value
- 43
- disclosed positions
- 17.5%
- in ISHARES TR
- #305
- of 360 filers
Top-5 share 53.8% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Forefront Analytics, LLC ranks #305 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Forefront Analytics, LLC sits by disclosed position count
Forefront Analytics, LLC reports 43 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Forefront Analytics, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
43 278th of 360 higher than 82 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Forefront Analytics, LLC reports a book ($0.1B) concentrated across only 43 disclosed positions -- fewer than the 54-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1696802 · Q3 2025 $98M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #305/360
- POS-CORE 43 names
- CONC-DOM 54% top-5
- LEAD-DOM 17.5% ISHARES TR
- PHOTO-FINISH Putney Financial
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: Putney Financial Group LLC
Read with: Ownership concentration guide - Forefront Analytics, LLC's top-five positions weigh 54% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Forefront Analytics, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$98.5M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $17.2M | 17.5% |
| 2 | NUSHARES ETF TR | $10.9M | 11.0% |
| 3 | ISHARES TR | $9.6M | 9.8% |
| 4 | ISHARES INC | $8.6M | 8.7% |
| 5 | VANGUARD TAX-MANAGED FDS | $6.6M | 6.7% |
| 6 | VANGUARD INTL EQUITY INDEX F | $4.9M | 5.0% |
| 7 | FLEXSHARES TR | $4.8M | 4.9% |
| 8 | ISHARES TR | $4.6M | 4.7% |
| 9 | ISHARES TR | $4.3M | 4.4% |
| 10 | VANGUARD INDEX FDS | $3.1M | 3.1% |
| 11 | DBX ETF TR | $3.0M | 3.0% |
| 12 | ISHARES TR | $2.7M | 2.8% |
| 13 | NVIDIA CORPORATION | $2.6M | 2.6% |
| 14 | VANGUARD INDEX FDS | $2.4M | 2.5% |
| 15 | SPDR S&P 500 ETF TR | $1.8M | 1.9% |
| 16 | ISHARES INC | $1.6M | 1.7% |
| 17 | JPMORGAN CHASE & CO. | $1.1M | 1.1% |
| 18 | WISDOMTREE TR | $1.0M | 1.0% |
| 19 | FIRST TR EXCHANGE-TRADED FD | $726K | 0.7% |
| 20 | VANGUARD WORLD FD | $651K | 0.7% |
| 21 | ISHARES TR | $586K | 0.6% |
| 22 | DEERE & CO | $516K | 0.5% |
| 23 | PROSHARES TR | $456K | 0.5% |
| 24 | ABBOTT LABS | $403K | 0.4% |
| 25 | MEDTRONIC PLC | $395K | 0.4% |
Latest Quarter Trades · Q3 2025
New positions (43)
Frequently Asked Questions
- How big is Forefront Analytics, LLC's 13F portfolio?
- Forefront Analytics, LLC reports $98.5M of long US-equity positions across 43 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Forefront Analytics, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Forefront Analytics, LLC ranks #305 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Forefront Analytics, LLC's largest position?
- Forefront Analytics, LLC's largest reported position is ISHARES TR at $17.2M, about 17.5% of its reported book as of Q3 2025.
- What did Forefront Analytics, LLC trade last quarter?
- In its Q3 2025 filing, Forefront Analytics, LLC opened 43 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Forefront Analytics, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($98.5M here).
Similar holding count
Nearest filers by number of disclosed positions (43 here).
Using this filing
- The rankings sort every tracked filer the same way Forefront Analytics, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Putney Financial Group LLC reported the nearest book value ($99.0M) this quarter, a useful scale comparison for Forefront Analytics, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.