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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, SCHA, IUSG, and represent 48.80% of ForthRight Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVUV, BIV, DIVO, JPIB, JIRE, SCHD, VTEB, VTWO, DUK, URNM.
Started 6 new stock positions in URNM, LMT, JBL, AVUV, DUK, VTWO.
Reduced shares in these 10 stocks: SMDV, TRPA, NOBL, IUSG, VOO, AXP, AGCO, PFF, URA, GOOG.
Sold out of its positions in AGCO, AXP.
ForthRight Wealth Management was a net buyer of stock by $4.5M.
ForthRight Wealth Management has $353M in assets under management (AUM), dropping by 1.34%.
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 75 positions in its portfolio as reported in the March 2026 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)	13.3	$47M		78k	597.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	11.2	$40M	+2%	1.3M	30.68	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	8.8	$31M		302k	102.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	7.9	$28M		955k	29.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	7.6	$27M		174k	155.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.9	$24M	+9%	315k	77.18	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	5.7	$20M	+9%	422k	47.82	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	5.3	$19M	+11%	417k	44.85	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	5.1	$18M	-7%	171k	106.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.9	$14M		47k	287.18	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	2.6	$9.2M	+11%	122k	75.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.1	$7.4M	+3%	149k	49.89	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.6	$5.7M		136k	41.65	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	1.6	$5.6M		176k	31.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$5.4M		8.4k	650.35	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$4.9M	NEW	44k	110.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$3.4M		51k	67.53	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)	0.8	$2.9M	-36%	74k	38.75	View chart
Visa Com Cl A (V)	0.7	$2.6M		8.7k	302.25	View chart
Apple (AAPL)	0.7	$2.6M		10k	253.79	View chart
Marathon Petroleum Corp (MPC)	0.7	$2.3M		9.6k	244.18	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.6M	-3%	17k	92.76	View chart
Procter & Gamble Company (PG)	0.4	$1.5M	-3%	10k	144.43	View chart
Progressive Corporation (PGR)	0.4	$1.5M		7.5k	198.24	View chart
Hf Sinclair Corp (DINO)	0.4	$1.3M		21k	62.39	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.4	$1.3M	-79%	18k	68.79	View chart
Southern Company (SO)	0.4	$1.2M	-5%	13k	96.52	View chart
Home Depot (HD)	0.3	$1.2M	-5%	3.6k	328.93	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.1M	-12%	36k	30.32	View chart
Amazon (AMZN)	0.3	$1.1M		5.1k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M	-10%	3.6k	286.86	View chart
International Business Machines (IBM)	0.3	$1.0M		4.2k	242.39	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$997k	+6%	9.1k	109.69	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$991k		9.3k	106.15	View chart
United Parcel Svcs CL B (UPS)	0.3	$929k		9.4k	98.38	View chart
Ibotta Class A Com Shs (IBTA)	0.3	$908k		30k	29.97	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$865k	+7%	15k	56.58	View chart
Microsoft Corporation (MSFT)	0.2	$829k		2.2k	370.22	View chart
AFLAC Incorporated (AFL)	0.2	$766k	-2%	7.0k	109.71	View chart
Wal-Mart Stores (WMT)	0.2	$751k		6.0k	124.27	View chart
Exxon Mobil Corporation (XOM)	0.2	$680k		4.0k	169.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$671k		4.7k	142.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$568k		7.2k	79.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$549k		2.6k	215.10	View chart
Global X Fds Global X Uranium (URA)	0.1	$527k	-19%	11k	48.43	View chart
Sap Se Spon Adr (SAP)	0.1	$520k		3.0k	171.21	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$462k	+11%	5.3k	86.64	View chart
Genuine Parts Company (GPC)	0.1	$448k		4.2k	105.74	View chart
NVIDIA Corporation (NVDA)	0.1	$444k		2.5k	174.38	View chart
McKesson Corporation (MCK)	0.1	$431k	-17%	498.00	865.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$414k		1.4k	287.56	View chart
Travelers Companies (TRV)	0.1	$412k		1.4k	291.68	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$379k	+2%	9.7k	38.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$377k		13k	29.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$365k		6.8k	53.40	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$342k		2.8k	121.93	View chart
Oracle Corporation (ORCL)	0.1	$338k		2.3k	147.11	View chart
Truist Financial Corp equities (TFC)	0.1	$324k		7.0k	45.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$319k		6.0k	52.80	View chart
Johnson & Johnson (JNJ)	0.1	$318k		1.3k	244.44	View chart
Chevron Corporation (CVX)	0.1	$309k		1.5k	206.87	View chart
Caterpillar (CAT)	0.1	$298k		421.00	708.46	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$290k	-2%	712.00	407.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$275k		477.00	577.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$256k		804.00	318.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$255k		391.00	653.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$226k	-2%	524.00	430.29	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$221k	NEW	2.2k	100.18	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$215k	+3%	3.6k	59.22	View chart
Duke Energy Corp Com New (DUK)	0.1	$213k	NEW	1.6k	130.98	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$212k	NEW	3.4k	63.16	View chart
Mohawk Industries (MHK)	0.1	$212k		2.2k	98.46	View chart
Jabil Circuit (JBL)	0.1	$204k	NEW	767.00	265.58	View chart
Lockheed Martin Corporation (LMT)	0.1	$203k	NEW	336.00	604.39	View chart
Docgo (DCGO)	0.0	$170k		270k	0.63	View chart

Past Filings by ForthRight Wealth Management

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

ForthRight Wealth Management 2026 Q1 filed May 12, 2026
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

View all past filings

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