ForthRight Wealth Management, LLC
CIK: 0001841633Latest portfolio: $347.8M · Q4 2025
Holdings
71
Total Value
$347.8M
New Positions
3
Closed Positions
1
Top Holdings
View All 71 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 78,913 | $49.5M | 14.23% | -1,549 | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,262,314 | $34.6M | 9.95% | +3K | |
| 3 | IUSVISHARES TR | 300,457 | $30.8M | 8.86% | +330 | |
| 4 | IUSGISHARES TR | 176,125 | $29.6M | 8.50% | -3,773 | |
| 5 | SCHASCHWAB STRATEGIC TR | 951,024 | $27.1M | 7.79% | +10K | |
| 6 | BIVVANGUARD BD INDEX FDS | 287,200 | $22.4M | 6.43% | +14K | |
| 7 | NOBLPROSHARES TR | 185,880 | $19.3M | 5.56% | -33,461 | |
| 8 | JPIBJ P MORGAN EXCHANGE TRADED F | 385,258 | $18.8M | 5.39% | +38K | |
| 9 | DIVOAMPLIFY ETF TR | 374,681 | $16.7M | 4.79% | +48K | |
| 10 | VOVANGUARD INDEX FDS | 47,074 | $13.7M | 3.93% | +717 | |
| 11 | JIREJ P MORGAN EXCHANGE TRADED F | 109,333 | $8.2M | 2.35% | +16K | |
| 12 | VTEBVANGUARD MUN BD FDS | 144,087 | $7.2M | 2.08% | -9,883 | |
| 13 | SMDVPROSHARES TR | 87,530 | $5.8M | 1.66% | +1K | |
| 14 | SPYSPDR S&P 500 ETF TR | 8,379 | $5.7M | 1.64% | -111 | |
| 15 | FGDFIRST TR EXCHANGE TRADED FD | 176,771 | $5.3M | 1.54% | +2K | |
| 16 | IDOGALPS ETF TR | 136,705 | $5.3M | 1.52% | +1K | |
| 17 | TRPAHARTFORD FDS EXCHANGE TRADED | 116,251 | $4.5M | 1.30% | -24,941 | |
| 18 | IJHISHARES TR | 50,805 | $3.4M | 0.96% | -1,068 | |
| 19 | VVISA INC | 8,674 | $3.0M | 0.87% | +1 | |
| 20 | AAPLAPPLE INC | 10,263 | $2.8M | 0.80% | -333 | |
| 21 | PGRPROGRESSIVE CORP | 7,548 | $1.7M | 0.49% | — | |
| 22 | FTCSFIRST TR EXCHANGE-TRADED FD | 17,902 | $1.7M | 0.48% | -623 | |
| 23 | MPCMARATHON PETE CORP | 9,602 | $1.6M | 0.45% | — | |
| 24 | PGPROCTER AND GAMBLE CO | 10,746 | $1.5M | 0.44% | -15 | |
| 25 | HDHOME DEPOT INC | 3,841 | $1.3M | 0.38% | -620 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.9488346253080835e+153T)
Technology0.0% ($279012511098738.7T)
Consumer Cyclical0.0% ($13211.2T)
Energy0.0% ($1562.0T)
Industrials0.0% ($936.2B)
Healthcare0.0% ($494.3B)
Consumer Defensive0.0% ($1.5B)
Communication Services0.0% ($1.3B)
Unknown0.0% ($288.2M)
Utilities0.0% ($1.2M)
Filing History
Fund Information
ForthRight Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $347.8M across 71 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 14.2% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.