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ForthRight Wealth Management, LLC

Q2 2026 13F filing

Updated 35 days ago

76 disclosed positions worth $390.9M

Portfolio value
$390.9M
Total holdings
76
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$52.3M
Shares
76.1K
% Port
13.37%
S

SCHWAB STRATEGIC TR

Value
$41.1M
Shares
1.30M
% Port
10.53%
S

SCHWAB STRATEGIC TR

Value
$34M
Shares
942.4K
% Port
8.71%
E

ISHARES TR

Value
$32.4M
Shares
294.4K
% Port
8.29%
I

ISHARES TR

Value
$32.3M
Shares
171.9K
% Port
8.27%
V

VANGUARD BD INDEX FDS

Value
$25.5M
Shares
332.2K
% Port
6.52%
J

J P MORGAN EXCHANGE TRADED F

Value
$22M
Shares
455.7K
% Port
5.64%
A

AMPLIFY ETF TR

Value
$21.3M
Shares
466.1K
% Port
5.45%
K

PROSHARES TR

Value
$18.3M
Shares
325.2K
% Port
4.67%
V
10.VGES

VANGUARD INDEX FDS

Value
$15.8M
Shares
196.1K
% Port
4.04%
J

J P MORGAN EXCHANGE TRADED F

Value
$11.5M
Shares
139.7K
% Port
2.95%
V
12.VGES

VANGUARD MUN BD FDS

Value
$7.4M
Shares
146.3K
% Port
1.89%
S
13.SPY

STATE STR SPDR S&P 500 ETF T

Value
$6.2M
Shares
8.3K
% Port
1.59%
?
14.N/A

AMERICAN CENTY ETF TR

Value
$5.3M
Shares
42.8K
% Port
1.37%
F
15.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$5.3M
Shares
165.6K
% Port
1.36%
?
16.N/A

ALPS ETF TR

Value
$5.3M
Shares
127.5K
% Port
1.34%
?
17.N/A

COHEN & STEERS ETF TRUST

Value
$4M
Shares
168.2K
% Port
1.02%
E
18.ETHA

ISHARES TR

Value
$3.9M
Shares
50.5K
% Port
1.00%
V
19.V

VISA INC

Value
$3M
Shares
8.7K
% Port
0.76%
A
20.AAPL

APPLE INC

Value
$2.9M
Shares
10.0K
% Port
0.74%
?
21.N/A

HARTFORD FDS EXCHANGE TRADED

Value
$2.5M
Shares
65.0K
% Port
0.65%
M
22.MPC

MARATHON PETE CORP

Value
$2.5M
Shares
9.6K
% Port
0.63%
P
23.PGR

PROGRESSIVE CORP

Value
$1.6M
Shares
7.5K
% Port
0.42%
F
24.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.6M
Shares
17.2K
% Port
0.41%
P
25.PG

PROCTER & GAMBLE CO

Value
$1.5M
Shares
10.4K
% Port
0.39%
K
26.KOLD

PROSHARES TR

Value
$1.4M
Shares
18.4K
% Port
0.36%
D
27.DINO

HF SINCLAIR CORP

Value
$1.4M
Shares
19.9K
% Port
0.35%
H
28.HD

HOME DEPOT INC

Value
$1.3M
Shares
3.7K
% Port
0.33%
G

ALPHABET INC

Value
$1.3M
Shares
3.6K
% Port
0.32%
S
30.SOMN

SOUTHERN CO

Value
$1.2M
Shares
13.0K
% Port
0.32%
A
31.AMZN

AMAZON COM INC

Value
$1.2M
Shares
5.2K
% Port
0.32%
I
32.IBM

INTERNATIONAL BUSINESS MACHS

Value
$1.2M
Shares
4.3K
% Port
0.31%
V
33.VGES

VANGUARD SCOTTSDALE FDS

Value
$1.2M
Shares
9.1K
% Port
0.30%
U
34.UPS

UNITED PARCEL SVCS INC

Value
$1M
Shares
9.4K
% Port
0.26%
E
35.ETHA

ISHARES TR

Value
$1M
Shares
9.3K
% Port
0.26%
E
36.ETHA

ISHARES TR

Value
$1M
Shares
32.9K
% Port
0.26%
S

SPDR SERIES TRUST

Value
$930K
Shares
15.3K
% Port
0.24%
M
38.MSFT

MICROSOFT CORP

Value
$866K
Shares
2.3K
% Port
0.22%
I
39.IBTA

IBOTTA INC

Value
$860K
Shares
25.2K
% Port
0.22%
A
40.AFL

AFLAC INC

Value
$819K
Shares
7.0K
% Port
0.21%
E
41.ETHA

ISHARES TR

Value
$767K
Shares
4.7K
% Port
0.20%
W
42.WMT

WALMART INC

Value
$684K
Shares
6.0K
% Port
0.18%
N
43.NVDA

NVIDIA CORPORATION

Value
$650K
Shares
3.2K
% Port
0.17%
B
44.BX

VANGUARD SPECIALIZED FUNDS

Value
$604K
Shares
2.6K
% Port
0.15%
V
45.VGES

VANGUARD SCOTTSDALE FDS

Value
$575K
Shares
7.3K
% Port
0.15%
X
46.XOM

EXXON MOBIL CORP

Value
$548K
Shares
4.0K
% Port
0.14%
G

ALPHABET INC

Value
$529K
Shares
1.5K
% Port
0.14%
?
48.N/A

GLOBAL X FDS

Value
$512K
Shares
11.7K
% Port
0.13%
G
49.GPC

GENUINE PARTS CO

Value
$500K
Shares
4.2K
% Port
0.13%
I
50.INTC

INTEL CORP

Value
$493K
Shares
3.5K
% Port
0.13%