ForthRight Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, ForthRight Wealth Management, LLC held in its portfolio 69 assets valued at $347,838,117 (i.e. $347.84M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($49.49M), SCHWAB STRATEGIC TR ($34.63M), and ISHARES TR ($30.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ForthRight Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 78913 | 49488551 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 1262314 | 34625277 | US DIVIDEND EQ |
| ISHARES TR | 300457 | 30808844 | CORE S&P US VLU |
| ISHARES TR | 176125 | 29578379 | CORE S&P US GWT |
| SCHWAB STRATEGIC TR | 951024 | 27085170 | US SML CAP ETF |
| VANGUARD BD INDEX FDS | 287200 | 22367160 | INTERMED TERM |
| PROSHARES TR | 185880 | 19344518 | S&P 500 DV ARIST |
| J P MORGAN EXCHANGE TRADED F | 385258 | 18762071 | INTL BD OPP ETF |
| AMPLIFY ETF TR | 374681 | 16673297 | CWP ENHANCED DIV |
| VANGUARD INDEX FDS | 47074 | 13661929 | MID CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 109333 | 8186841 | INTRNL RES EQT |
| VANGUARD MUN BD FDS | 144087 | 7246126 | TAX EXEMPT BD |
| PROSHARES TR | 87530 | 5783972 | RUSS 2000 DIVD |
| SPDR S&P 500 ETF TR | 8379 | 5713789 | TR UNIT |
| FIRST TR EXCHANGE TRADED FD | 176771 | 5350871 | DJ GLBL DIVID |
| ALPS ETF TR | 136705 | 5271346 | INTL SEC DV DOG |
| HARTFORD FDS EXCHANGE TRADED | 116251 | 4523325 | AAA CLO ETF |
| ISHARES TR | 50805 | 3353138 | CORE S&P MCP ETF |
| VISA INC | 8674 | 3042191 | COM CL A |
| APPLE INC | 10263 | 2790079 | COM |
| PROGRESSIVE CORP | 7548 | 1718831 | COM |
| FIRST TR EXCHANGE-TRADED FD | 17902 | 1656113 | CAP STRENGTH ETF |
| MARATHON PETE CORP | 9602 | 1561573 | COM |
| PROCTER AND GAMBLE CO | 10746 | 1540020 | COM |
| HOME DEPOT INC | 3841 | 1321527 | COM |
| ISHARES TR | 41569 | 1286977 | PFD AND INCM SEC |
| ALPHABET INC | 4039 | 1267438 | CAP STK CL C |
| INTERNATIONAL BUSINESS MACHS | 4226 | 1251783 | COM |
| SOUTHERN CO | 13638 | 1189247 | COM |
| AMAZON COM INC | 5121 | 1182029 | COM |
| MICROSOFT CORP | 2272 | 1098919 | COM |
| VANGUARD SCOTTSDALE FDS | 8531 | 1038647 | VNG RUS1000GRW |
| SPDR SERIES TRUST | 17690 | 1008780 | STATE STREET SPD |
| ISHARES TR | 9337 | 1000086 | NATIONAL MUN ETF |
| HF SINCLAIR CORP | 21331 | 982932 | COM |
| UNITED PARCEL SERVICE INC | 9442 | 936552 | CL B |
| AFLAC INC | 7183 | 792072 | COM |
| SAP SE | 3039 | 738203 | SPON ADR |
| ISHARES TR | 4707 | 699813 | CORE S&P TTL STK |
| FIRST TR EXCHNG TRADED FD VI | 12875 | 697608 | FT VEST US EQT |
| IBOTTA INC | 30296 | 688628 | CLASS A COM SHS |
| WALMART INC | 6043 | 673221 | COM |
| GLOBAL X FDS | 13525 | 577923 | GLOBAL X URANIUM |
| VANGUARD SCOTTSDALE FDS | 7112 | 567027 | SHRT TRM CORP BD |
| VANGUARD SPECIALIZED FUNDS | 2552 | 560943 | DIV APP ETF |
| GENUINE PARTS CO | 4232 | 520367 | COM |
| MCKESSON CORP | 603 | 494698 | COM |
| EXXON MOBIL CORP | 3961 | 476654 | COM |
| NVIDIA CORPORATION | 2548 | 475135 | COM |
| ALPHABET INC | 1439 | 450407 | CAP STK CL A |
| ORACLE CORP | 2298 | 447903 | COM |
| SCHWAB STRATEGIC TR | 12925 | 421614 | US LCAP GR ETF |
| TRAVELERS COMPANIES INC | 1413 | 409855 | COM |
| ISHARES TR | 4758 | 402737 | CORE MSCI TOTAL |
| ISHARES TR | 9459 | 357077 | INTL EQTY FACTOR |
| TRUIST FINL CORP | 7034 | 346154 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 2853 | 338413 | COM SHS |
| VANGUARD ADMIRAL FDS INC | 727 | 323217 | 500 GRTH IDX F |
| INVESCO QQQ TR | 470 | 288782 | UNIT SER 1 |
| ISHARES TR | 804 | 275748 | S&P 100 ETF |
| JOHNSON & JOHNSON | 1298 | 268637 | COM |
| ISHARES TR | 386 | 264387 | CORE S&P500 ETF |
| CATERPILLAR INC | 421 | 241178 | COM |
| DOCGO INC | 269887 | 236907 | COM |
| MOHAWK INDS INC | 2150 | 234995 | COM |
| CHEVRON CORP NEW | 1492 | 227368 | COM |
| AMERICAN EXPRESS CO | 582 | 215482 | COM |
| AGCO CORP | 2050 | 213818 | COM |
| SPDR GOLD TR | 537 | 212818 | GOLD SHS |
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