ForthRight Wealth Management, LLC Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$344.2B
Holdings
69
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 80,462 | $49.3B | 14.32% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,258,987 | $34.4B | 9.99% | |
| 3 | IUSVISHARES TR | 300,127 | $30.0B | 8.72% | |
| 4 | IUSGISHARES TR | 179,898 | $29.6B | 8.60% | |
| 5 | SCHASCHWAB STRATEGIC TR | 941,457 | $26.3B | 7.63% | |
| 6 | NOBLPROSHARES TR | 219,341 | $22.6B | 6.57% | |
| 7 | BIVVANGUARD BD INDEX FDS | 272,765 | $21.3B | 6.19% | |
| 8 | JPIBJ P MORGAN EXCHANGE TRADED F | 347,513 | $17.0B | 4.95% | |
| 9 | DIVOAMPLIFY ETF TR | 326,320 | $14.5B | 4.23% | |
| 10 | VOVANGUARD INDEX FDS | 46,357 | $13.6B | 3.96% | |
| 11 | VTEBVANGUARD MUN BD FDS | 153,970 | $7.7B | 2.24% | |
| 12 | JIREJ P MORGAN EXCHANGE TRADED F | 93,582 | $6.9B | 2.00% | |
| 13 | SMDVPROSHARES TR | 86,438 | $5.8B | 1.67% | |
| 14 | SPYSPDR S&P 500 ETF TR | 8,490 | $5.7B | 1.64% | |
| 15 | TRPAHARTFORD FDS EXCHANGE TRADED | 141,192 | $5.5B | 1.60% | |
| 16 | FGDFIRST TR EXCHANGE TRADED FD | 174,647 | $5.0B | 1.46% | |
| 17 | IDOGALPS ETF TR | 135,677 | $4.8B | 1.40% | |
| 18 | IJHISHARES TR | 51,873 | $3.4B | 0.98% | |
| 19 | VVISA INC | 8,673 | $3.0B | 0.86% | |
| 20 | AAPLAPPLE INC | 10,596 | $2.7B | 0.78% | |
| 21 | PFFISHARES TR | 62,305 | $2.0B | 0.57% | |
| 22 | PGRPROGRESSIVE CORP | 7,548 | $1.9B | 0.54% | |
| 23 | MPCMARATHON PETE CORP | 9,602 | $1.9B | 0.54% | |
| 24 | HDHOME DEPOT INC | 4,461 | $1.8B | 0.53% | |
| 25 | FTCSFIRST TR EXCHANGE-TRADED FD | 18,525 | $1.7B | 0.50% | |
| 26 | PGPROCTER AND GAMBLE CO | 10,761 | $1.7B | 0.48% | |
| 27 | SOSOUTHERN CO | 13,600 | $1.3B | 0.37% | |
| 28 | MSFTMICROSOFT CORP | 2,275 | $1.2B | 0.34% | |
| 29 | IBMINTERNATIONAL BUSINESS MACHS | 4,166 | $1.2B | 0.34% | |
| 30 | DINOHF SINCLAIR CORP | 21,646 | $1.1B | 0.33% | |
| 31 | AMZNAMAZON COM INC | 5,155 | $1.1B | 0.33% | |
| 32 | GOOGALPHABET INC | 4,313 | $1.1B | 0.31% | |
| 33 | VONGVANGUARD SCOTTSDALE FDS | 8,531 | $1.0B | 0.30% | |
| 34 | MUBISHARES TR | 9,337 | $994.3M | 0.29% | |
| 35 | IBTAIBOTTA INC | 30,296 | $843.7M | 0.25% | |
| 36 | AFLAFLAC INC | 7,286 | $813.8M | 0.24% | |
| 37 | SAPSAP SE | 3,039 | $812.1M | 0.24% | |
| 38 | UPSUNITED PARCEL SERVICE INC | 9,447 | $789.1M | 0.23% | |
| 39 | SPYVSPDR SERIES TRUST | 14,188 | $785.0M | 0.23% | |
| 40 | ITOTISHARES TR | 4,705 | $685.3M | 0.20% | |
| 41 | ORCLORACLE CORP | 2,298 | $646.3M | 0.19% | |
| 42 | WMTWALMART INC | 6,043 | $622.8M | 0.18% | |
| 43 | GPCGENUINE PARTS CO | 4,232 | $586.6M | 0.17% | |
| 44 | URAGLOBAL X FDS | 11,973 | $570.8M | 0.17% | |
| 45 | VIGVANGUARD SPECIALIZED FUNDS | 2,550 | $550.3M | 0.16% | |
| 46 | MCKMCKESSON CORP | 603 | $465.8M | 0.14% | |
| 47 | NVDANVIDIA CORPORATION | 2,438 | $454.8M | 0.13% | |
| 48 | XOMEXXON MOBIL CORP | 3,800 | $428.5M | 0.12% | |
| 49 | SCHGSCHWAB STRATEGIC TR | 12,925 | $412.4M | 0.12% | |
| 50 | TRVTRAVELERS COMPANIES INC | 1,413 | $394.5M | 0.11% | |
| 51 | FNOVFIRST TR EXCHNG TRADED FD VI | 7,115 | $376.3M | 0.11% | |
| 52 | DCGODOCGO INC | 269,887 | $367.0M | 0.11% | |
| 53 | INTFISHARES TR | 9,872 | $354.5M | 0.10% | |
| 54 | VOOGVANGUARD ADMIRAL FDS INC | 782 | $340.5M | 0.10% | |
| 55 | FEXFIRST TR EXCHANGE-TRADED ALP | 2,853 | $333.3M | 0.10% | |
| 56 | GOOGLALPHABET INC | 1,359 | $330.4M | 0.10% | |
| 57 | TFCTRUIST FINL CORP | 7,032 | $321.5M | 0.09% | |
| 58 | FMAYFIRST TR EXCHNG TRADED FD VI | 6,035 | $315.3M | 0.09% | |
| 59 | IXUSISHARES TR | 3,566 | $294.5M | 0.09% | |
| 60 | IVVISHARES TR | 416 | $278.4M | 0.08% | |
| 61 | MHKMOHAWK INDS INC | 2,150 | $277.2M | 0.08% | |
| 62 | OEFISHARES TR | 804 | $267.6M | 0.08% | |
| 63 | SPMDSPDR SERIES TRUST | 4,272 | $244.3M | 0.07% | |
| 64 | JNJJOHNSON & JOHNSON | 1,302 | $241.4M | 0.07% | |
| 65 | CVXCHEVRON CORP NEW | 1,492 | $231.7M | 0.07% | |
| 66 | NDQINVESCO QQQ TR | 374 | $224.5M | 0.07% | |
| 67 | AGCOAGCO CORP | 2,045 | $219.0M | 0.06% | |
| 68 | CATCATERPILLAR INC | 421 | $200.9M | 0.06% | |
| 69 | DUKDUKE ENERGY CORP NEW | 1,617 | $200.1M | 0.06% |