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CIK: 0001841633
Total reported value
$390.9M
$390.9M
65 檔
39.0%
According to the latest 13F quarterly dataset, ForthRight Wealth Management, LLC managed an equity portfolio of $390.9M at the end of Q1 2025, spanning 65 distinct U.S. exchange-listed positions.
In Q1 2025, ForthRight Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.15% | +0.08% | +1.62% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 11.69% | -0.48% | +0.96% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.91% | -0.70% | +2.75% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.83% | -0.47% | +1.56% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.43% | +0.63% | +0.80% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 7.02% | -0.38% | +2.54% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 6.58% | +0.84% | +2.15% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 4.86% | -0.08% | +2.34% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.60% | +0.17% | +3.90% | |
| 10 | TRPA | Hartford Aaa Clo ETF | ETF-Other | 2.63% | -0.16% | +3.92% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.48% | -0.22% | +0.34% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.95% | +0.14% | +1.17% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | +0.05% | -0.53% | |
| 14 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.50% | — | +0.45% | |
| 15 | IDOG | Alps International Sector Di | ETF-Other | 1.32% | -0.27% | +0.17% | |
| 16 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.18% | -0.24% | +0.47% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.02% | — | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.00% | +0.03% | -0.08% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-Other | 0.91% | -0.05% | -8.31% | |
| 20 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.77% | — | -1.97% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.74% | — | -2.15% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.01% | -4.17% | |
| 23 | PGR | Progressive CORP | Stock-Financials | 0.71% | — | +0.88% | |
| 24 | FTCS | First Trust Capital Strength | ETF-Other | 0.66% | -0.05% | -9.48% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.04% | +0.27% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.02% | -2.43% | |
| 27 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.50% | -0.04% | — | |
| 28 | IBTA | Ibotta Inc-cl A | Stock-Other | 0.49% | -0.04% | — | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.43% | -0.03% | -0.23% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.35% | — | -0.37% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.02% | +0.43% | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.27% | -0.01% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.02% | -0.70% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.25% | +0.02% | +0.85% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.02% | -2.84% | |
| 36 | DCGO | Docgo Inc | Stock-Other | 0.24% | -0.05% | EXIT | |
| 37 | DINO | Hf Sinclair CORP | Stock-Energy | 0.24% | -0.03% | — | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | +0.02% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | +0.01% | -8.83% | |
| 40 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.19% | — | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.03% | +3.87% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.15% | -0.01% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.05% | -13.00% | |
| 44 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.14% | — | -5.10% | |
| 45 | MCK | Mckesson CORP | Stock-Healthcare | 0.12% | -0.02% | — | |
| 46 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.11% | — | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.11% | -0.01% | — | |
| 48 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.11% | — | — | |
| 49 | TFC | Truist Financial CORP | Stock-Financials | 0.10% | — | -2.41% | |
| 50 | INTF | Ishares International Equity | ETF-Other | 0.10% | -0.01% | — |
According to official SEC Form 13F filings, ForthRight Wealth Management, LLC reported a total U.S. public equity portfolio value of $390.9M across 65 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, SCHD) accounted for 39.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $39.3M
During Q1 2025, ForthRight Wealth Management, LLC's top holdings by market value included VOO (13.2%)、NOBL (11.7%)、SCHD (9.9%). The largest single position, VOO, represented 13.2% of total portfolio value.
In Q1 2025, ForthRight Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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