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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, SCHA, IUSV, IUSG, and represent 49.17% of ForthRight Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VO (+$12M), NOBL (+$8.6M), Cohen & Steers Etf Trust, DIVO, JPIB, JIRE, BIV, INTC, WTBN, VOOG.
Started 7 new stock positions in VUG, Cohen & Steers Etf Trust, KO, IWD, INTC, WTBN, SNX.
Reduced shares in these 10 stocks: VOO, IUSV, SCHA, IDOG, TRPA, FGD, CVX, IUSG, , .
Sold out of its positions in CVX, DCGO, DUK, LMT, GLD, URNM.
ForthRight Wealth Management was a net buyer of stock by $27M.
ForthRight Wealth Management has $391M in assets under management (AUM), dropping by 10.88%.
Central Index Key (CIK): 0001841633

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Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 76 positions in its portfolio as reported in the June 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)	13.4	$52M	-2%	76k	686.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.5	$41M		1.3M	31.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	8.7	$34M		942k	36.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	8.3	$32M	-2%	294k	110.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	8.3	$32M		172k	188.09	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.5	$26M	+5%	332k	76.70	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	5.6	$22M	+8%	456k	48.35	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	5.4	$21M	+11%	466k	45.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	4.7	$18M	+89%	325k	56.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.0	$16M	+313%	196k	80.57	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	2.9	$12M	+14%	140k	82.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.9	$7.4M		146k	50.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$6.2M		8.3k	746.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$5.3M	-3%	43k	124.76	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	1.4	$5.3M	-6%	166k	31.99	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.3	$5.3M	-6%	128k	41.18	View chart
Cohen & Steers Etf Trust Future Of Energy	1.0	$4.0M	NEW	168k	23.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$3.9M		51k	77.11	View chart
Visa Com Cl A (V)	0.8	$3.0M		8.7k	343.10	View chart
Apple (AAPL)	0.7	$2.9M	-2%	10k	289.37	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)	0.6	$2.5M	-12%	65k	38.86	View chart
Marathon Petroleum Corp (MPC)	0.6	$2.5M		9.6k	255.67	View chart
Progressive Corporation (PGR)	0.4	$1.6M		7.5k	218.45	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$1.6M		17k	93.92	View chart
Procter & Gamble Company (PG)	0.4	$1.5M		10k	146.65	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.4	$1.4M		18k	77.03	View chart
Hf Sinclair Corp (DINO)	0.4	$1.4M	-6%	20k	69.65	View chart
Home Depot (HD)	0.3	$1.3M		3.7k	352.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.3M	-2%	3.6k	353.33	View chart
Southern Company (SO)	0.3	$1.2M		13k	95.71	View chart
Amazon (AMZN)	0.3	$1.2M	+2%	5.2k	238.34	View chart
International Business Machines (IBM)	0.3	$1.2M	+2%	4.3k	281.21	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.2M		9.1k	127.82	View chart
United Parcel Svcs CL B (UPS)	0.3	$1.0M		9.4k	107.50	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.0M		9.3k	107.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.0M	-9%	33k	30.49	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$930k		15k	60.79	View chart
Microsoft Corporation (MSFT)	0.2	$866k	+3%	2.3k	373.06	View chart
Ibotta Class A Com Shs (IBTA)	0.2	$860k	-16%	25k	34.16	View chart
AFLAC Incorporated (AFL)	0.2	$819k		7.0k	117.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$767k		4.7k	164.26	View chart
Wal-Mart Stores (WMT)	0.2	$684k		6.0k	113.25	View chart
NVIDIA Corporation (NVDA)	0.2	$650k	+27%	3.2k	200.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$605k		2.6k	236.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$575k		7.3k	79.03	View chart
Exxon Mobil Corporation (XOM)	0.1	$548k		4.0k	136.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$529k	+2%	1.5k	357.37	View chart
Global X Fds Global X Uranium (URA)	0.1	$512k	+7%	12k	43.70	View chart
Genuine Parts Company (GPC)	0.1	$500k		4.2k	117.98	View chart
Intel Corporation (INTC)	0.1	$493k	NEW	3.5k	139.63	View chart
Sap Se Spon Adr (SAP)	0.1	$468k		3.0k	154.11	View chart
Travelers Companies (TRV)	0.1	$450k	-3%	1.4k	330.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$438k	-13%	4.6k	95.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$437k		13k	33.84	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$408k	+2%	10k	40.96	View chart
Caterpillar (CAT)	0.1	$403k	-10%	378.00	1064.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$400k		6.8k	58.49	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$394k		2.8k	139.87	View chart
McKesson Corporation (MCK)	0.1	$376k		498.00	755.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$356k		483.00	736.69	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$353k	+500%	4.3k	82.62	View chart
Truist Financial Corp equities (TFC)	0.1	$341k	-2%	6.8k	49.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$339k		6.0k	56.20	View chart
Oracle Corporation (ORCL)	0.1	$337k		2.3k	146.55	View chart
Wisdomtree Tr Bianco Totl Retu (WTBN)	0.1	$331k	NEW	13k	25.15	View chart
Johnson & Johnson (JNJ)	0.1	$330k		1.3k	253.96	View chart
Jabil Circuit (JBL)	0.1	$296k		767.00	385.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$294k		804.00	365.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$293k		391.00	748.89	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$268k		2.2k	121.45	View chart
Mohawk Industries (MHK)	0.1	$261k		2.2k	121.33	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$246k		3.6k	67.56	View chart
SYNNEX Corporation (SNX)	0.1	$216k	NEW	806.00	267.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$210k	NEW	2.4k	86.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$210k	NEW	866.00	242.43	View chart
Coca-Cola Company (KO)	0.1	$207k	NEW	2.6k	81.27	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 Q2 filed Aug. 7, 2026
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

View all past filings

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