ForthRight Wealth Management

ForthRight Wealth Management as of June 30, 2026

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