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CIK: 0001841633
Total reported value
$390.9M
$390.9M
65 檔
40.1%
The Q2 2025 SEC filing reveals that ForthRight Wealth Management, LLC held a total portfolio value of $390.9M, covering 65 public equity positions.
During Q2 2025, ForthRight Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.06% | +0.08% | +3.76% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.96% | -0.70% | +13.78% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.61% | -0.47% | +2.07% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 8.49% | +0.63% | +3.62% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 7.70% | -0.48% | -28.33% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 7.23% | +0.84% | +9.22% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.38% | -0.38% | -3.43% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 4.94% | -0.08% | +7.20% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.00% | +0.14% | +110.53% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.92% | +0.17% | +8.22% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.09% | -0.22% | -8.35% | |
| 12 | TRPA | Hartford Aaa Clo ETF | ETF-Other | 1.79% | -0.16% | -27.21% | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.74% | +0.34% | — | |
| 14 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.73% | — | +24.56% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.05% | +0.54% | |
| 16 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.51% | -0.24% | +20.61% | |
| 17 | IDOG | Alps International Sector Di | ETF-Other | 1.43% | -0.27% | +8.38% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.00% | +0.03% | +1.69% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.02% | — | |
| 20 | PFF | Ishares Preferred & Income S | ETF-Other | 0.75% | -0.05% | -11.69% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.64% | — | +0.25% | |
| 22 | PGR | Progressive CORP | Stock-Financials | 0.63% | — | — | |
| 23 | FTCS | First Trust Capital Strength | ETF-Other | 0.59% | -0.05% | -5.56% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.04% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.01% | -23.61% | |
| 26 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.50% | -0.04% | -6.79% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.39% | -0.03% | -1.88% | |
| 28 | IBTA | Ibotta Inc-cl A | Stock-Other | 0.35% | -0.04% | -12.43% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.02% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.02% | -0.64% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.31% | -0.02% | -35.94% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.30% | — | — | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.29% | +0.02% | +5.79% | |
| 34 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.29% | -0.03% | — | |
| 35 | DINO | Hf Sinclair CORP | Stock-Energy | 0.28% | -0.03% | — | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.24% | -0.01% | +0.14% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.02% | -8.54% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | -0.01% | +9.52% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | +0.01% | +0.04% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.02% | +147.00% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.03% | +0.39% | |
| 42 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.18% | — | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.16% | -0.01% | — | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.15% | -0.02% | +18.51% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.14% | -0.01% | — | |
| 46 | URA | Global X Uranium ETF | ETF-Other | 0.14% | -0.02% | — | |
| 47 | DCGO | Docgo Inc | Stock-Other | 0.13% | -0.05% | EXIT | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.12% | — | -4.92% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.05% | — | |
| 50 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.12% | — | — |
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 Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHD, IUSV) accounted for 40.1% of total reported equity market value during Q2 2025.
During Q2 2025, ForthRight Wealth Management, LLC's top holdings by market value included VOO (14.1%)、SCHD (10.0%)、IUSV (8.6%). The largest single position, VOO, represented 14.1% of total portfolio value.
In Q2 2025, ForthRight Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 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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