ForthRight Wealth Management, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$320.7B
Holdings
65
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 79,374 | $45.1B | 14.06% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,205,516 | $31.9B | 9.96% | |
| 3 | IUSVISHARES TR | 291,869 | $27.6B | 8.61% | |
| 4 | IUSGISHARES TR | 181,076 | $27.2B | 8.49% | |
| 5 | NOBLPROSHARES TR | 245,132 | $24.7B | 7.70% | |
| 6 | SCHASCHWAB STRATEGIC TR | 916,117 | $23.2B | 7.23% | |
| 7 | BIVVANGUARD BD INDEX FDS | 264,520 | $20.5B | 6.38% | |
| 8 | JPIBJ P MORGAN EXCHANGE TRADED F | 325,518 | $15.8B | 4.94% | |
| 9 | DIVOAMPLIFY ETF TR | 301,714 | $12.8B | 4.00% | |
| 10 | VOVANGUARD INDEX FDS | 44,968 | $12.6B | 3.92% | |
| 11 | VTEBVANGUARD MUN BD FDS | 136,705 | $6.7B | 2.09% | |
| 12 | TRPAHARTFORD FDS EXCHANGE TRADED | 147,275 | $5.7B | 1.79% | |
| 13 | JIREJ P MORGAN EXCHANGE TRADED F | 78,919 | $5.6B | 1.74% | |
| 14 | SMDVPROSHARES TR | 85,395 | $5.6B | 1.73% | |
| 15 | SPYSPDR S&P 500 ETF TR | 8,490 | $5.2B | 1.64% | |
| 16 | FGDFIRST TR EXCHANGE TRADED FD | 176,385 | $4.9B | 1.51% | |
| 17 | IDOGALPS ETF TR | 134,915 | $4.6B | 1.43% | |
| 18 | IJHISHARES TR | 51,901 | $3.2B | 1.00% | |
| 19 | VVISA INC | 8,651 | $3.1B | 0.96% | |
| 20 | PFFISHARES TR | 78,382 | $2.4B | 0.75% | |
| 21 | AAPLAPPLE INC | 9,936 | $2.0B | 0.64% | |
| 22 | PGRPROGRESSIVE CORP | 7,548 | $2.0B | 0.63% | |
| 23 | FTCSFIRST TR EXCHANGE-TRADED FD | 20,859 | $1.9B | 0.59% | |
| 24 | PGPROCTER AND GAMBLE CO | 10,761 | $1.7B | 0.53% | |
| 25 | HDHOME DEPOT INC | 4,471 | $1.6B | 0.51% | |
| 26 | MPCMARATHON PETE CORP | 9,602 | $1.6B | 0.50% | |
| 27 | SOSOUTHERN CO | 13,614 | $1.3B | 0.39% | |
| 28 | IBTAIBOTTA INC | 30,296 | $1.1B | 0.35% | |
| 29 | MSFTMICROSOFT CORP | 2,142 | $1.1B | 0.33% | |
| 30 | AMZNAMAZON COM INC | 4,657 | $1.0B | 0.32% | |
| 31 | MUBISHARES TR | 9,442 | $986.5M | 0.31% | |
| 32 | UPSUNITED PARCEL SERVICE INC | 9,442 | $953.1M | 0.30% | |
| 33 | VONGVANGUARD SCOTTSDALE FDS | 8,545 | $933.1M | 0.29% | |
| 34 | SAPSAP SE | 3,039 | $924.2M | 0.29% | |
| 35 | DINOHF SINCLAIR CORP | 21,646 | $889.2M | 0.28% | |
| 36 | AFLAFLAC INC | 7,273 | $767.0M | 0.24% | |
| 37 | GOOGALPHABET INC | 4,229 | $750.2M | 0.23% | |
| 38 | SPYVSPDR SERIES TRUST | 14,209 | $743.7M | 0.23% | |
| 39 | ITOTISHARES TR | 4,743 | $640.5M | 0.20% | |
| 40 | IBMINTERNATIONAL BUSINESS MACHS | 2,102 | $619.6M | 0.19% | |
| 41 | WMTWALMART INC | 6,143 | $600.6M | 0.19% | |
| 42 | GPCGENUINE PARTS CO | 4,677 | $567.4M | 0.18% | |
| 43 | ORCLORACLE CORP | 2,298 | $502.4M | 0.16% | |
| 44 | MCKMCKESSON CORP | 653 | $478.5M | 0.15% | |
| 45 | VIGVANGUARD SPECIALIZED FUNDS | 2,265 | $463.6M | 0.14% | |
| 46 | URAGLOBAL X FDS | 11,613 | $450.7M | 0.14% | |
| 47 | DCGODOCGO INC | 269,887 | $423.7M | 0.13% | |
| 48 | TRVTRAVELERS COMPANIES INC | 1,470 | $393.3M | 0.12% | |
| 49 | XOMEXXON MOBIL CORP | 3,634 | $391.7M | 0.12% | |
| 50 | FNOVFIRST TR EXCHNG TRADED FD VI | 7,365 | $369.1M | 0.12% | |
| 51 | NVDANVIDIA CORPORATION | 2,238 | $353.5M | 0.11% | |
| 52 | INTFISHARES TR | 9,872 | $337.9M | 0.11% | |
| 53 | TFCTRUIST FINL CORP | 7,616 | $327.4M | 0.10% | |
| 54 | FEXFIRST TR EXCHANGE-TRADED ALP | 2,853 | $313.7M | 0.10% | |
| 55 | FMAYFIRST TR EXCHNG TRADED FD VI | 6,035 | $301.9M | 0.09% | |
| 56 | OEFISHARES TR | 964 | $293.4M | 0.09% | |
| 57 | VOOGVANGUARD ADMIRAL FDS INC | 707 | $280.4M | 0.09% | |
| 58 | IXUSISHARES TR | 3,566 | $275.7M | 0.09% | |
| 59 | SCHGSCHWAB STRATEGIC TR | 9,122 | $266.5M | 0.08% | |
| 60 | IVVISHARES TR | 414 | $257.1M | 0.08% | |
| 61 | SPMDSPDR SERIES TRUST | 4,256 | $231.4M | 0.07% | |
| 62 | MHKMOHAWK INDS INC | 2,150 | $225.4M | 0.07% | |
| 63 | CVXCHEVRON CORP NEW | 1,492 | $213.6M | 0.07% | |
| 64 | GOOGLALPHABET INC | 1,196 | $210.8M | 0.07% | |
| 65 | AGCOAGCO CORP | 2,040 | $210.4M | 0.07% |