ForthRight Wealth Management

ForthRight Wealth Management as of Dec. 31, 2025

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