ForthRight Wealth Management, LLC

Est. AUM

$352.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$46.9M	78422	13.29%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$39.6M	1290143	11.23%	SOLE
3	ISHARES TR	CORE S&P US VLU	$30.9M	302273	8.77%	SOLE
4	SCHWAB STRATEGIC TR	US SML CAP ETF	$27.8M	954561	7.87%	SOLE
5	ISHARES TR	CORE S&P US GWT	$26.9M	173544	7.64%	SOLE
6	VANGUARD BD INDEX FDS	INTERMED TERM	$24.3M	315313	6.90%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$20.2M	421698	5.72%	SOLE
8	AMPLIFY ETF TR	CWP ENHANCED DIV	$18.7M	417013	5.31%	SOLE
9	PROSHARES TR	S&P 500 DV ARIST	$18.2M	171248	5.15%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$13.6M	47448	3.87%	SOLE
11	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$9.2M	121613	2.61%	SOLE
12	VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.4M	149183	2.11%	SOLE
13	ALPS ETF TR	INTL SEC DV DOG	$5.7M	136298	1.61%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$5.6M	176356	1.60%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.4M	8353	1.54%	SOLE
16	AMERICAN CENTY ETF TR	US SML CP VALU	$4.9M	44228	1.39%	SOLE
17	ISHARES TR	CORE S&P MCP ETF	$3.4M	50892	0.97%	SOLE
18	HARTFORD FDS EXCHANGE TRADED	AAA CLO ETF	$2.9M	73954	0.81%	SOLE
19	VISA INC	COM CL A	$2.6M	8669	0.74%	SOLE
20	APPLE INC	COM	$2.6M	10263	0.74%	SOLE
21	MARATHON PETE CORP	COM	$2.3M	9602	0.67%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.6M	17346	0.46%	SOLE
23	PROCTER & GAMBLE CO	COM	$1.5M	10416	0.43%	SOLE
24	PROGRESSIVE CORP	COM	$1.5M	7548	0.42%	SOLE
25	HF SINCLAIR CORP	COM	$1.3M	21331	0.38%	SOLE
26	PROSHARES TR	RUSS 2000 DIVD	$1.3M	18351	0.36%	SOLE
27	SOUTHERN CO	COM	$1.2M	12824	0.35%	SOLE
28	HOME DEPOT INC	COM	$1.2M	3648	0.34%	SOLE
29	ISHARES TR	PFD AND INCM SEC	$1.1M	36262	0.31%	SOLE
30	AMAZON COM INC	COM	$1.1M	5121	0.30%	SOLE
31	ALPHABET INC	CAP STK CL C	$1.0M	3634	0.30%	SOLE
32	INTERNATIONAL BUSINESS MACHS	COM	$1.0M	4226	0.29%	SOLE
33	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$997K	9088	0.28%	SOLE
34	ISHARES TR	NATIONAL MUN ETF	$991K	9337	0.28%	SOLE
35	UNITED PARCEL SVCS INC	CL B	$929K	9442	0.26%	SOLE
36	IBOTTA INC	CLASS A COM SHS	$908K	30296	0.26%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$865K	15291	0.25%	SOLE
38	MICROSOFT CORP	COM	$829K	2239	0.24%	SOLE
39	AFLAC INC	COM	$766K	6983	0.22%	SOLE
40	WALMART INC	COM	$751K	6043	0.21%	SOLE
41	EXXON MOBIL CORP	COM	$680K	4006	0.19%	SOLE
42	ISHARES TR	CORE S&P TTL STK	$670K	4708	0.19%	SOLE
43	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$568K	7163	0.16%	SOLE
44	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$549K	2553	0.16%	SOLE
45	GLOBAL X FDS	GLOBAL X URANIUM	$527K	10885	0.15%	SOLE
46	SAP SE	SPON ADR	$520K	3039	0.15%	SOLE
47	ISHARES TR	CORE MSCI TOTAL	$462K	5328	0.13%	SOLE
48	GENUINE PARTS CO	COM	$448K	4235	0.13%	SOLE
49	NVIDIA CORPORATION	COM	$444K	2548	0.13%	SOLE
50	MCKESSON CORP	COM	$431K	498	0.12%	SOLE

1–50 of 75

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.