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ForthRight Wealth Management

Latest statistics and disclosures from ForthRight Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SCHD, IUSV, IUSG, SCHA, and represent 49.33% of ForthRight Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DIVO, JPIB, JIRE, BIV, VCSH, SCHA, AXP, GLD, VO, IXUS.
Started 3 new stock positions in VCSH, GLD, AXP.
Reduced shares in these 10 stocks: NOBL, VOO, TRPA, PFF, IUSG, VTEB, HD, , AAPL, GOOG.
Sold out of its position in DUK.
ForthRight Wealth Management was a net buyer of stock by $235k.
ForthRight Wealth Management has $348M in assets under management (AUM), dropping by 1.07%.
Central Index Key (CIK): 0001841633

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Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	14.2	$50M		79k	627.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.0	$35M		1.3M	27.43	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	8.9	$31M		301k	102.54	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	8.5	$30M	-2%	176k	167.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	7.8	$27M		951k	28.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.4	$22M	+5%	287k	77.88	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	5.6	$19M	-15%	186k	104.07	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	5.4	$19M	+10%	385k	48.70	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.8	$17M	+14%	375k	44.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.9	$14M		47k	290.22	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	2.4	$8.2M	+16%	109k	74.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.1	$7.2M	-6%	144k	50.29	View chart
Proshares Tr Russ 2000 Divd (SMDV)	1.7	$5.8M		88k	66.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$5.7M		8.4k	681.92	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.5	$5.4M		177k	30.27	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.5	$5.3M		137k	38.56	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)	1.3	$4.5M	-17%	116k	38.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$3.4M	-2%	51k	66.00	View chart
Visa Com Cl A (V)	0.9	$3.0M		8.7k	350.73	View chart
Apple (AAPL)	0.8	$2.8M	-3%	10k	271.86	View chart
Progressive Corporation (PGR)	0.5	$1.7M		7.5k	227.72	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.7M	-3%	18k	92.51	View chart
Marathon Petroleum Corp (MPC)	0.4	$1.6M		9.6k	162.63	View chart
Procter & Gamble Company (PG)	0.4	$1.5M		11k	143.31	View chart
Home Depot (HD)	0.4	$1.3M	-13%	3.8k	344.06	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.3M	-33%	42k	30.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.3M	-6%	4.0k	313.80	View chart
International Business Machines (IBM)	0.4	$1.3M		4.2k	296.21	View chart
Southern Company (SO)	0.3	$1.2M		14k	87.20	View chart
Amazon (AMZN)	0.3	$1.2M		5.1k	230.82	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M		2.3k	483.68	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.0M		8.5k	121.75	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.0M		9.3k	107.11	View chart
Hf Sinclair Corp (DINO)	0.3	$983k		21k	46.08	View chart
United Parcel Service CL B (UPS)	0.3	$937k		9.4k	99.19	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$806k		14k	56.81	View chart
AFLAC Incorporated (AFL)	0.2	$792k		7.2k	110.27	View chart
Sap Se Spon Adr (SAP)	0.2	$738k		3.0k	242.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$700k		4.7k	148.68	View chart
Ibotta Class A Com Shs (IBTA)	0.2	$689k		30k	22.73	View chart
Wal-Mart Stores (WMT)	0.2	$673k		6.0k	111.41	View chart
Global X Fds Global X Uranium (URA)	0.2	$578k	+12%	14k	42.73	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$567k	NEW	7.1k	79.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$561k		2.6k	219.81	View chart
Genuine Parts Company (GPC)	0.1	$520k		4.2k	122.96	View chart
McKesson Corporation (MCK)	0.1	$495k		603.00	820.39	View chart
Exxon Mobil Corporation (XOM)	0.1	$477k	+4%	4.0k	120.34	View chart
NVIDIA Corporation (NVDA)	0.1	$475k	+4%	2.5k	186.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$450k	+5%	1.4k	313.00	View chart
Oracle Corporation (ORCL)	0.1	$448k		2.3k	194.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$422k		13k	32.62	View chart
Travelers Companies (TRV)	0.1	$410k		1.4k	290.06	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$403k	+33%	4.8k	84.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$375k	-3%	6.8k	54.83	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$357k	-4%	9.5k	37.75	View chart
Truist Financial Corp equities (TFC)	0.1	$346k		7.0k	49.21	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$338k		2.9k	118.62	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$323k	-7%	727.00	444.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$323k		6.0k	53.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$289k	+25%	470.00	614.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$276k		804.00	342.97	View chart
Johnson & Johnson (JNJ)	0.1	$269k		1.3k	206.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$264k	-7%	386.00	684.94	View chart
Caterpillar (CAT)	0.1	$241k		421.00	572.87	View chart
Docgo (DCGO)	0.1	$237k		270k	0.88	View chart
Mohawk Industries (MHK)	0.1	$235k		2.2k	109.30	View chart
Chevron Corporation (CVX)	0.1	$227k		1.5k	152.39	View chart
American Express Company (AXP)	0.1	$216k	NEW	582.00	370.24	View chart
AGCO Corporation (AGCO)	0.1	$214k		2.1k	104.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$213k	NEW	537.00	396.31	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$203k	-18%	3.5k	57.91	View chart

Past Filings by ForthRight Wealth Management

SEC 13F filings are viewable for ForthRight Wealth Management going back to 2020

ForthRight Wealth Management 2025 Q4 filed Jan. 13, 2026
ForthRight Wealth Management 2025 Q3 filed Nov. 7, 2025
ForthRight Wealth Management 2025 Q2 filed July 28, 2025
ForthRight Wealth Management 2025 Q1 filed April 15, 2025
ForthRight Wealth Management 2024 Q4 filed Jan. 17, 2025
ForthRight Wealth Management 2024 Q3 filed Oct. 28, 2024
ForthRight Wealth Management 2024 Q2 filed July 12, 2024
ForthRight Wealth Management 2024 Q1 filed April 23, 2024
ForthRight Wealth Management 2023 Q4 filed Jan. 23, 2024
ForthRight Wealth Management 2023 Q3 filed Oct. 24, 2023
ForthRight Wealth Management 2023 Q2 filed July 17, 2023
ForthRight Wealth Management 2023 Q1 filed April 18, 2023
ForthRight Wealth Management 2022 Q4 filed Jan. 18, 2023
ForthRight Wealth Management 2022 Q3 filed Oct. 17, 2022
ForthRight Wealth Management 2022 Q2 filed July 15, 2022
ForthRight Wealth Management 2022 Q1 restated filed April 19, 2022

View all past filings

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