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Front Row Advisors LLC — 13F Holdings & Portfolio

CIK 1729254 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Front Row Advisors LLC manages $345.5M in 13F-reported U.S. long-equity assets across 576 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (15.08%), AAPL (10.81%), AVGO (5.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 53 new positions, exited 30, added to 314, and trimmed 84.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1100 MAR WEST ST.
SUITE C
TIBURON, CA 94920
Phone
(415) 797-6003
Filing Manager
Front Row Advisors LLC
TIBURON, CA
Signatory
Stephen Bradley
Principal
Loading holdings…
AUM

$345.5M

Long-equity book

Holdings

576

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+53 / −30 / ↑314 / ↓84

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION COM$8.6M +19.9%
  • APPLE INC COM$4.7M +14.3%
  • FORTINET INC COM$4.6M +86.7%
  • DELL TECHNOLOGIES INC CL C$4.3M +150.5%
  • BROADCOM INC COM$4.2M +27.3%
Show all 314 →

Top Trims

  • WALMART INC COM-$511.6K -11.7%
  • COSTCO WHOLESALE CORPORATION COM-$488.6K -9.0%
  • INTUITIVE SURGICAL INC COM NEW-$365.9K -12.4%
  • CME GROUP INC COM-$268.3K -13.0%
  • MCDONALDS CORP COM-$166.2K -18.6%
Show all 84 →

New Positions

  • HONEYWELL INTL INC COM$741.7K
  • HONEYWELL AEROSPACE INC COM$501.6K
  • EXXONMOBIL HOLDINGS CORP COM SHS$139.3K
  • ISHARES S&P 500 BUYWRITE ETF$113.0K
  • FT VEST LADDERED DEEP BUFFER ETF$105.2K
Show all 53 →

Exited Positions

  • HONEYWELL INTL INC COM$1.4M
  • CHART INDS INC COM$755.1K
  • EXXON MOBIL CORP COM$177.1K
  • FRANKLIN XRP ETF$35.7K
  • GRAYSCALE XRP TRUST ETF$35.7K
Show all 30 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION COM NVDA 67066G104 $52.1M 15.08% 239,476 SH
2 APPLE INC COM AAPL 037833100 $37.3M 10.81% 122,461 SH
3 BROADCOM INC COM AVGO 11135F101 $19.5M 5.63% 46,762 SH
4 MICROSOFT CORP COM MSFT 594918104 $13.1M 3.80% 26,055 SH
5 TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS TSM 874039100 $10.2M 2.95% 24,184 SH
6 FORTINET INC COM FTNT 34959E109 $9.9M 2.86% 61,115 SH
7 ASML HLDG NV N Y REGISTRY SHS ASML N07059210 $8.1M 2.34% 4,493 SH
8 ABB LTD SPONSORED ADR ABLZF 000375204 $7.5M 2.18% 74,150 SH
9 DELL TECHNOLOGIES INC CL C DELL 24703L202 $7.2M 2.09% 16,361 SH
10 CORNING INC COM GLW 219350105 $6.6M 1.90% 41,259 SH
11 ABBVIE INC COM ABBV 00287Y109 $6.1M 1.75% 24,207 SH
12 SPROUTS FMRS MKT INC COM SFM 85208M102 $5.1M 1.49% 60,865 SH
13 TJX COS INC NEW COM TJX 872540109 $4.9M 1.43% 31,650 SH
14 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $4.9M 1.42% 5,207 SH
15 MEDPACE HLDGS INC COM MEDP 58506Q109 $4.6M 1.33% 7,581 SH
16 ANALOG DEVICES INC COM ADI 032654105 $4.6M 1.33% 11,899 SH
17 DOVER CORP COM DOV 260003108 $4.2M 1.20% 19,910 SH
18 VISA INC COM CL A V 92826C839 $4.1M 1.17% 11,169 SH
19 AMAZON COM INC COM AMZN 023135106 $4.0M 1.15% 14,565 SH
20 ALPHABET INC CAP STK CL C GOOG 02079K107 $3.9M 1.12% 11,298 SH
21 WALMART INC COM WMT 931142103 $3.8M 1.11% 33,965 SH
22 ROCKWELL AUTOMATION INC COM ROK 773903109 $3.7M 1.08% 8,333 SH
23 KEYSIGHT TECHNOLOGIES INC COM KEYS 49338L103 $3.7M 1.07% 10,785 SH
24 ARISTA NETWORKS INC COM SHS ANET 040413205 $3.7M 1.06% 18,465 SH
25 BLACKROCK INC COM BLK 09290D101 $3.6M 1.06% 3,173 SH
26 PACKAGING CORP AMER COM PKG 695156109 $3.6M 1.06% 14,160 SH
27 AMGEN INC COM AMGN 031162100 $3.6M 1.03% 8,625 SH
28 SYNOPSYS INC COM SNPS 871607107 $3.5M 1.01% 8,454 SH
29 EATON CORP PLC SHS ETN G29183103 $3.4M 0.97% 7,327 SH
30 EQUINIX INC COM EQIX 29444U700 $3.4M 0.97% 3,256 SH
31 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $3.2M 0.93% 105,424 SH
32 THERMO FISHER SCIENTIFIC INC COM TMO 883556102 $3.2M 0.92% 5,244 SH
33 JPMORGAN CHASE & CO COM JPM 46625H100 $3.0M 0.88% 8,362 SH
34 TRANE TECHNOLOGIES PLC SHS TT G8994E103 $3.0M 0.87% 6,176 SH
35 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $2.7M 0.79% 3,817 SH
36 INTUITIVE SURGICAL INC COM NEW ISRG 46120E602 $2.6M 0.75% 6,455 SH
37 DIGITAL RLTY TR INC COM DLR 253868103 $2.4M 0.69% 12,420 SH
38 DANAHER CORP DEL COM DHR 235851102 $2.3M 0.66% 10,934 SH
39 MKS INC. COM MKSI 55306N104 $2.3M 0.65% 7,670 SH
40 ILLINOIS TOOL WKS INC COM ITW 452308109 $2.0M 0.59% 6,898 SH
41 TARGET CORP COM TGT 87612E106 $2.0M 0.57% 12,870 SH
42 CME GROUP INC COM CME 12572Q105 $1.8M 0.52% 6,913 SH
43 MARSH & MCLENNAN COS INC COM MRSH 571748102 $1.7M 0.49% 8,854 SH
44 COCA COLA CO COM KO 191216100 $1.7M 0.49% 19,557 SH
45 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $1.6M 0.47% 2,121 SH
46 ISHARES GLOBAL TECH ETF IXN 464287291 $1.6M 0.46% 11,332 SH
47 LOWES COS INC COM LOW 548661107 $1.4M 0.40% 6,270 SH
48 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $1.4M 0.40% 5,631 SH
49 JOHNSON & JOHNSON COM JNJ 478160104 $1.3M 0.37% 4,871 SH
50 ISHARES S&P MID-CAP 400 GROWTH ETF IJK 464287606 $1.2M 0.34% 10,082 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $345.5M 576 0001729254-26-000003
2026-03-31 2026-05-19 $295.6M 553 0001729254-26-000002
2025-12-31 2026-02-12 $299.9M 565 0001729254-26-000001
2025-09-30 2025-11-17 $297.6M 553 0001729254-25-000006