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FRA

Front Row Advisors Portfolio holdings

AUM $296M
1-Year Est. Return 34.73%
This Fund
S&P 500
This Quarter Est. Return
+2.65%
1 Year Est. Return
+34.73%
3 Year Est. Return
+122.22%
5 Year Est. Return
+164.22%
10 Year Est. Return
–
AUM
$300M
AUM Growth
+$2.37M
Cap. Flow
-$3.25M
Cap. Flow %
-1.08%
Top 10 Hldgs %
49.14%
Holding
573
New
18
Increased
47
Reduced
70
Closed
8

Top Buys

Rank Stock Value
1
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$270K
2
PANW icon
Palo Alto Networks
PANW
+$95.8K
3
ZS icon
Zscaler
ZS
+$75.1K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$66.2K
5
SOLS
Solstice Advanced Materials
SOLS
+$65.2K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$615K
2
AVGO icon
Broadcom
AVGO
+$540K
3
AAPL icon
Apple
AAPL
+$229K
4
MSFT icon
Microsoft
MSFT
+$223K
5
GTLS
Chart Industries
GTLS
+$171K

Sector Composition

Rank Sector Weight
1 Technology 52.77%
2 Healthcare 8.34%
3 Consumer Staples 5.7%
4 Industrials 5.61%
5 Financials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNDX icon
126
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$159K 0.05%
5,832
– –
SUSB icon
127
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
$154K 0.05%
6,090
+775
+15% +$19.6K
PFFD icon
128
Global X US Preferred ETF
PFFD
$2.13B
$152K 0.05%
8,000
– –
A icon
129
Agilent Technologies
A
$39.1B
$150K 0.05%
1,100
– –
ZS icon
130
Zscaler
ZS
$23B
$147K 0.05%
652
+266
+69% +$75.1K
EFA icon
131
iShares MSCI EAFE ETF
EFA
$76.4B
$146K 0.05%
1,520
– –
SBUX icon
132
Starbucks
SBUX
$118B
$145K 0.05%
1,724
-175
-9% -$14.8K
AWR icon
133
American States Water
AWR
$3.39B
$145K 0.05%
2,000
– –
SPMD icon
134
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$144K 0.05%
2,491
– –
IYH icon
135
iShares US Healthcare ETF
IYH
$3.11B
$140K 0.05%
2,152
– –
DLS icon
136
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$135K 0.04%
1,664
– –
BND icon
137
Vanguard Total Bond Market
BND
$157B
$134K 0.04%
1,810
+1
+0.1% +$74
IDV icon
138
iShares International Select Dividend ETF
IDV
$8.25B
$133K 0.04%
3,379
– –
CIBR icon
139
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
$132K 0.04%
1,851
-85
-4% -$6.37K
KXI icon
140
iShares Global Consumer Staples ETF
KXI
$1.03B
$132K 0.04%
2,036
-75
-4% -$4.86K
VO icon
141
Vanguard Mid-Cap ETF
VO
$106B
$127K 0.04%
1,756
– –
XOM icon
142
ExxonMobil
XOM
$651B
$126K 0.04%
1,044
– –
CSCO icon
143
Cisco
CSCO
$450B
$125K 0.04%
1,629
– –
SI
144
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$122K 0.04%
875
+200
+30% +$28K
IJJ icon
145
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$120K 0.04%
915
– –
SCHZ icon
146
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$120K 0.04%
5,148
+1
+0% +$23
IYC icon
147
iShares US Consumer Discretionary ETF
IYC
$1.12B
$120K 0.04%
1,160
– –
IVE icon
148
iShares S&P 500 Value ETF
IVE
$48.9B
$119K 0.04%
560
– –
SPDW icon
149
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$118K 0.04%
2,647
– –
IWV icon
150
iShares Russell 3000 ETF
IWV
$19.5B
$116K 0.04%
300
– –
4 5
6
7 8

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Front Row Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Front Row Advisors held 573 positions worth $300M, up 0.79% from $298M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.5%. Front Row Advisors opened 18 new positions and exited 8, leaving the 573-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 53% of assets, up from 53% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Front Row Advisors's largest Q4 2025 buy was Solstice Advanced Materials: 1,386 shares worth $67.3K.
  • Front Row Advisors added most to First Trust Enhanced Short Maturity ETF in Q4 2025, an estimated $270K increase.
  • Front Row Advisors's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $615K.
  • Front Row Advisors fully exited Volatility Shares Trust XRP ETF in Q4 2025, selling an estimated $112K.
  • Front Row Advisors's ten largest holdings make up 49% of its $300M portfolio in Q4 2025.
  • Front Row Advisors opened 18 new positions and closed 8 in Q4 2025.
  • Front Row Advisors's portfolio value rose 0.79% quarter-over-quarter to $300M.

Based on Front Row Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.