ForthRight Wealth Management

ForthRight Wealth Management as of March 31, 2026

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
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.2 $40M 1.3M 30.68
Ishares Tr Core S&p Us Vlu (IUSV) 8.8 $31M 302k 102.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 7.9 $28M 955k 29.08
Ishares Tr Core S&p Us Gwt (IUSG) 7.6 $27M 174k 155.11
Vanguard Bd Index Fds Intermed Term (BIV) 6.9 $24M 315k 77.18
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 5.7 $20M 422k 47.82
Amplify Etf Tr Cwp Enhanced Div (DIVO) 5.3 $19M 417k 44.85
Proshares Tr S&p 500 Dv Arist (NOBL) 5.1 $18M 171k 106.01
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $14M 47k 287.18
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 2.6 $9.2M 122k 75.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $7.4M 149k 49.89
Alps Etf Tr Intl Sec Dv Dog (IDOG) 1.6 $5.7M 136k 41.65
First Tr Exchange-traded Dj Glbl Divid (FGD) 1.6 $5.6M 176k 31.93
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.5 $5.4M 8.4k 650.35
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $4.9M 44k 110.47
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $3.4M 51k 67.53
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA) 0.8 $2.9M 74k 38.75
Visa Com Cl A (V) 0.7 $2.6M 8.7k 302.25
Apple (AAPL) 0.7 $2.6M 10k 253.79
Marathon Petroleum Corp (MPC) 0.7 $2.3M 9.6k 244.18
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $1.6M 17k 92.76
Procter & Gamble Company (PG) 0.4 $1.5M 10k 144.43
Progressive Corporation (PGR) 0.4 $1.5M 7.5k 198.24
Hf Sinclair Corp (DINO) 0.4 $1.3M 21k 62.39
Proshares Tr Russ 2000 Divd (SMDV) 0.4 $1.3M 18k 68.79
Southern Company (SO) 0.4 $1.2M 13k 96.52
Home Depot (HD) 0.3 $1.2M 3.6k 328.93
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $1.1M 36k 30.32
Amazon (AMZN) 0.3 $1.1M 5.1k 208.27
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.0M 3.6k 286.86
International Business Machines (IBM) 0.3 $1.0M 4.2k 242.39
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $997k 9.1k 109.69
Ishares Tr National Mun Etf (MUB) 0.3 $991k 9.3k 106.15
United Parcel Svcs CL B (UPS) 0.3 $929k 9.4k 98.38
Ibotta Class A Com Shs (IBTA) 0.3 $908k 30k 29.97
Spdr Series Trust State Street Spd (SPYV) 0.2 $865k 15k 56.58
Microsoft Corporation (MSFT) 0.2 $829k 2.2k 370.22
AFLAC Incorporated (AFL) 0.2 $766k 7.0k 109.71
Wal-Mart Stores (WMT) 0.2 $751k 6.0k 124.27
Exxon Mobil Corporation (XOM) 0.2 $680k 4.0k 169.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $671k 4.7k 142.42
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $568k 7.2k 79.27
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $549k 2.6k 215.10
Global X Fds Global X Uranium (URA) 0.1 $527k 11k 48.43
Sap Se Spon Adr (SAP) 0.1 $520k 3.0k 171.21
Ishares Tr Core Msci Total (IXUS) 0.1 $462k 5.3k 86.64
Genuine Parts Company (GPC) 0.1 $448k 4.2k 105.74
NVIDIA Corporation (NVDA) 0.1 $444k 2.5k 174.38
McKesson Corporation (MCK) 0.1 $431k 498.00 865.49
Alphabet Cap Stk Cl A (GOOGL) 0.1 $414k 1.4k 287.56
Travelers Companies (TRV) 0.1 $412k 1.4k 291.68
Ishares Tr Intl Eqty Factor (INTF) 0.1 $379k 9.7k 38.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $377k 13k 29.13
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $365k 6.8k 53.40
First Tr Exchange-traded A Com Shs (FEX) 0.1 $342k 2.8k 121.93
Oracle Corporation (ORCL) 0.1 $338k 2.3k 147.11
Truist Financial Corp equities (TFC) 0.1 $324k 7.0k 45.97
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $319k 6.0k 52.80
Johnson & Johnson (JNJ) 0.1 $318k 1.3k 244.44
Chevron Corporation (CVX) 0.1 $309k 1.5k 206.87
Caterpillar (CAT) 0.1 $298k 421.00 708.46
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $290k 712.00 407.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $275k 477.00 577.41
Ishares Tr S&p 100 Etf (OEF) 0.1 $256k 804.00 318.07
Ishares Tr Core S&p500 Etf (IVV) 0.1 $255k 391.00 653.21
Spdr Gold Tr Gold Shs (GLD) 0.1 $226k 524.00 430.29
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $221k 2.2k 100.18
Spdr Series Trust State Street Spd (SPMD) 0.1 $215k 3.6k 59.22
Duke Energy Corp Com New (DUK) 0.1 $213k 1.6k 130.98
Sprott Fds Tr Uranium Miners E (URNM) 0.1 $212k 3.4k 63.16
Mohawk Industries (MHK) 0.1 $212k 2.2k 98.46
Jabil Circuit (JBL) 0.1 $204k 767.00 265.58
Lockheed Martin Corporation (LMT) 0.1 $203k 336.00 604.39
Docgo (DCGO) 0.0 $170k 270k 0.63