ForthRight Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
ForthRight Wealth Management, LLC 13F Holdings
CIK 0001841633 · ALPHARETTA, GA
As of Sep 30, 2025, ForthRight Wealth Management, LLC reported
69 positions worth $344.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 80,462 | $49.3M | 14.32% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,258,987 | $34.4M | 9.99% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 300,127 | $30.0M | 8.72% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 179,898 | $29.6M | 8.60% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 941,457 | $26.3M | 7.63% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 219,341 | $22.6M | 6.57% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 272,765 | $21.3M | 6.19% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 347,513 |
|
7.0M4.95% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | — | 326,320 |
4.5M | 4.23% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 46,357 |
3.6M | 3.96% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 153,970 | $7.7M | 2.24% |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | JIRE | — | 93,582 | $6.9M | 2.00% |
| PROSHARES TR | — | — | 86,438 | $5.8M | 1.67% |
| SPDR S&P 500 ETF TRUST | SPY | — | 8,490 | $5.7M | 1.64% |
| HARTFORD FDS EXCHANGE TRADED | TRPA | — | 141,192 | $5.5M | 1.60% |
| FIRST TR EXCHANGE TRADED FD | FGD | — | 174,647 | $5.0M | 1.46% |
| ALPS ETF TR | IDOG | — | 135,677 | $4.8M | 1.40% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 51,873 | $3.4M | 0.98% |
| VISA INC-CLASS A SHARES | V | Financial Services | 8,673 | $3.0M | 0.86% |
| APPLE INC | AAPL | Technology | 10,596 | $2.7M | 0.78% |
| ISHARES PREFERRED & INCOME S | PFF | — | 62,305 | $2.0M | 0.57% |
| PROGRESSIVE CORP | PGR | Financial Services | 7,548 |
.9M | 0.54% |
| MARATHON PETROLEUM CORP | MPC | Energy | 9,602 |
.9M | 0.54% |
| HOME DEPOT INC | HD | Consumer Cyclical | 4,461 |
.8M | 0.53% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 18,525 |
.7M | 0.50% |