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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 49.25% of ForthRight Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCHD, DIVO, JPIB, JIRE, VTEB, IUSV, SCHA, VOO, BIV, IBM.
Started 4 new stock positions in JNJ, QQQ, DUK, CAT.
Reduced shares in these 10 stocks: NOBL, PFF, TRPA, FTCS, IUSG, GPC, OEF, FGD, MCK, TFC.
ForthRight Wealth Management was a net buyer of stock by $7.0M.
ForthRight Wealth Management has $344M in assets under management (AUM), dropping by 7.32%.
Central Index Key (CIK): 0001841633

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Positions held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 69 positions in its portfolio as reported in the September 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)	14.3	$49M		81k	612.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.0	$34M	+4%	1.3M	27.30	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	8.7	$30M	+2%	300k	99.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	8.6	$30M		180k	164.54	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	7.6	$26M	+2%	942k	27.90	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	6.6	$23M	-10%	219k	103.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.2	$21M	+3%	273k	78.09	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	5.0	$17M	+6%	348k	49.03	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	4.2	$15M	+8%	326k	44.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.0	$14M	+3%	46k	293.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$7.7M	+12%	154k	50.07	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	2.0	$6.9M	+18%	94k	73.54	View chart
Proshares Tr Russ 2000 Divd (SMDV)	1.7	$5.8M		86k	66.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$5.7M		8.5k	666.17	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)	1.6	$5.5M	-4%	141k	38.89	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.5	$5.0M		175k	28.75	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.4	$4.8M		136k	35.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$3.4M		52k	65.26	View chart
Visa Com Cl A (V)	0.9	$3.0M		8.7k	341.39	View chart
Apple (AAPL)	0.8	$2.7M	+6%	11k	254.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$2.0M	-20%	62k	31.62	View chart
Progressive Corporation (PGR)	0.5	$1.9M		7.5k	246.95	View chart
Marathon Petroleum Corp (MPC)	0.5	$1.9M		9.6k	192.74	View chart
Home Depot (HD)	0.5	$1.8M		4.5k	405.18	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.7M	-11%	19k	93.64	View chart
Procter & Gamble Company (PG)	0.5	$1.7M		11k	153.65	View chart
Southern Company (SO)	0.4	$1.3M		14k	94.77	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M	+6%	2.3k	518.01	View chart
International Business Machines (IBM)	0.3	$1.2M	+98%	4.2k	282.16	View chart
Hf Sinclair Corp (DINO)	0.3	$1.1M		22k	52.34	View chart
Amazon (AMZN)	0.3	$1.1M	+10%	5.2k	219.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M		4.3k	243.55	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.0M		8.5k	120.50	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$994k		9.3k	106.49	View chart
Ibotta Class A Com Shs (IBTA)	0.2	$844k		30k	27.85	View chart
AFLAC Incorporated (AFL)	0.2	$814k		7.3k	111.70	View chart
Sap Se Spon Adr (SAP)	0.2	$812k		3.0k	267.21	View chart
United Parcel Service CL B (UPS)	0.2	$789k		9.4k	83.53	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$785k		14k	55.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$685k		4.7k	145.65	View chart
Oracle Corporation (ORCL)	0.2	$646k		2.3k	281.24	View chart
Wal-Mart Stores (WMT)	0.2	$623k		6.0k	103.06	View chart
Genuine Parts Company (GPC)	0.2	$587k	-9%	4.2k	138.60	View chart
Global X Fds Global X Uranium (URA)	0.2	$571k	+3%	12k	47.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$550k	+12%	2.6k	215.79	View chart
McKesson Corporation (MCK)	0.1	$466k	-7%	603.00	772.54	View chart
NVIDIA Corporation (NVDA)	0.1	$455k	+8%	2.4k	186.55	View chart
Exxon Mobil Corporation (XOM)	0.1	$429k	+4%	3.8k	112.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$412k	+41%	13k	31.91	View chart
Travelers Companies (TRV)	0.1	$395k	-3%	1.4k	279.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$376k	-3%	7.1k	52.89	View chart
Docgo (DCGO)	0.1	$367k		270k	1.36	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$355k		9.9k	35.91	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$341k	+10%	782.00	435.46	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$333k		2.9k	116.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$330k	+13%	1.4k	243.10	View chart
Truist Financial Corp equities (TFC)	0.1	$322k	-7%	7.0k	45.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$315k		6.0k	52.25	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$295k		3.6k	82.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$278k		416.00	669.30	View chart
Mohawk Industries (MHK)	0.1	$277k		2.2k	128.92	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$268k	-16%	804.00	332.84	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$244k		4.3k	57.19	View chart
Johnson & Johnson (JNJ)	0.1	$241k	NEW	1.3k	185.42	View chart
Chevron Corporation (CVX)	0.1	$232k		1.5k	155.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$225k	NEW	374.00	600.37	View chart
AGCO Corporation (AGCO)	0.1	$219k		2.0k	107.07	View chart
Caterpillar (CAT)	0.1	$201k	NEW	421.00	477.15	View chart
Duke Energy Corp Com New (DUK)	0.1	$200k	NEW	1.6k	123.77	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 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
ForthRight Wealth Management 2022 Q1 filed April 14, 2022

View all past filings

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