Front Row Advisors LLC
SEC Form 13F institutional filer · CIK 0001729254
13F-HR · 208 reported holdings · 2026-03-31
Reported long-US-equity value
$0.24B
Top-10 concentration
56.0%
Front Row Advisors LLC — $244M AUM allocation strategy
Front Row Advisors LLC files SEC Form 13F and reports $244M of long US equity value across 208 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 50.5%, followed by Financials 6.5% and Consumer Staples 4.0%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Front Row Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$244M
total across 208 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +906 sh · −$21.2K+$SWKS +750 sh · +$40.1K+$IWM +738 sh · +$127K
Biggest trims (shares)
−$NVDA −2.54K sh · −$3.49M−$AAPL −814 sh · −$2.55M−$AVGO −521 sh · −$1.99M
Exited to nil (held last quarter, gone now)
$AES ($8.6K last qtr)$LUV ($83 last qtr)$F ($66 last qtr)$XYZ ($65 last qtr)$VTRS ($53 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors25.7%—
- Technology Hardware, Storage & Peripherals13.4%—
- Systems Software6.3%—
- Consumer Staples Merchandise Retail4.0%—
- Investment Banking & Brokerage3.2%—
- Electronic Components2.5%—
- Biotechnology2.3%—
- Apparel Retail2.1%—
- Other holdings40.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 249K | $43.5M | -2.54K | 17.8% |
| $AAPL | Apple Inc | 129K | $32.7M | -814 | 13.4% |
| $AVGO | Broadcom Inc | 49.4K | $15.3M | -521 | 6.3% |
| $MSFT | Microsoft Corporation | 27.1K | $10M | +494 | 4.1% |
| $SCHW | Charles Schwab Corporation | 282K | $7.82M | +906 | 3.2% |
| $GLW | Corning Incorporated | 44.5K | $6.05M | -440 | 2.5% |
| $ABBV | AbbVie Inc | 25.2K | $5.48M | +66 | 2.2% |
| $COST | Costco Wholesale Corporation | 5.42K | $5.41M | -22 | 2.2% |
| $FTNT | Fortinet Inc | 64.8K | $5.3M | -250 | 2.2% |
| $TJX | TJX Companies Inc | 32.2K | $5.14M | -32 | 2.1% |
…and 198 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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