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CIK: 0001841633
Total reported value
$390.9M
$390.9M
69 檔
43.4%
As reported in its official Q3 2025 Form 13F filing, ForthRight Wealth Management, LLC's tracked investment portfolio stood at $390.9M with 69 total positions.
In Q3 2025, ForthRight Wealth Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 22 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 | 14.32% | +0.08% | +1.37% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.99% | -0.70% | +4.44% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.72% | -0.47% | +2.83% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 8.60% | +0.63% | -0.65% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 7.63% | +0.84% | +2.77% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 6.57% | -0.48% | -10.52% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.19% | -0.38% | +3.12% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 4.95% | -0.08% | +6.76% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.23% | +0.14% | +8.16% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.96% | +0.17% | +3.09% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.24% | -0.22% | +12.63% | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.00% | +0.34% | +18.58% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.67% | — | +1.22% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.05% | — | |
| 15 | TRPA | Hartford Aaa Clo ETF | ETF-Other | 1.60% | -0.16% | -4.13% | |
| 16 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.46% | -0.24% | -0.99% | |
| 17 | IDOG | Alps International Sector Di | ETF-Other | 1.40% | -0.27% | +0.56% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | +0.03% | -0.05% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.02% | +0.25% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.78% | — | +6.64% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 0.57% | -0.05% | -20.51% | |
| 22 | PGR | Progressive CORP | Stock-Financials | 0.54% | — | — | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.54% | -0.04% | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.01% | -0.22% | |
| 25 | FTCS | First Trust Capital Strength | ETF-Other | 0.50% | -0.05% | -11.19% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.04% | — | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.37% | -0.03% | -0.10% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | +6.21% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | +0.02% | +98.19% | |
| 30 | DINO | Hf Sinclair CORP | Stock-Energy | 0.33% | -0.03% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.02% | +10.69% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.02% | +1.99% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.30% | +0.02% | -0.16% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.29% | -0.02% | -1.11% | |
| 35 | IBTA | Ibotta Inc-cl A | Stock-Other | 0.25% | -0.04% | — | |
| 36 | AFL | Aflac Inc | Stock-Financials | 0.24% | -0.01% | +0.18% | |
| 37 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.24% | -0.03% | — | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.23% | — | +0.05% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | -0.01% | -0.15% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | +0.01% | -0.80% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.19% | -0.01% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.03% | -1.63% | |
| 43 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.17% | — | -9.51% | |
| 44 | URA | Global X Uranium ETF | ETF-Other | 0.17% | -0.02% | +3.10% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.01% | +12.58% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.14% | -0.02% | -7.66% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.04% | +8.94% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.05% | +4.57% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.12% | — | +41.69% | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.11% | — | -3.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DIVO | Amplify Cwp Enhan Divid ETF | +2.3% | +8.16% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.2% | +1.37% | Add |
| 3 | IUSG | Ishares Core S&p U.s. Growth | +1.2% | -0.65% | Add |
| 4 | SCHA | Schwab US Small-cap ETF | +1.1% | +2.77% | Add |
| 5 | VO | Vanguard Mid-cap ETF | +0.4% | +3.09% | Add |
| 6 | FGD | First Trust Dj Gl Sel Dvd | +0.3% | -0.99% | Add |
| 7 | IBM | Intl Business Machines CORP | +0.3% | +98.19% | Add |
| 8 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | +0.2% | +1.22% | Add |
| 9 | JPIB | Jpmorgan Intl Bnd ETF | +0.1% | +6.76% | Add |
| 10 | DINO | Hf Sinclair CORP | +0.1% | — | Unchanged |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +4.44% | Add |
| 12 | IDOG | Alps International Sector Di | +0.1% | +0.56% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 14 | MSFT | Microsoft CORP | +0.1% | +6.21% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +1.99% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Add |
| 17 | VONG | Vanguard Russell 1000 Growth | +0.1% | -0.16% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +8.94% | Add |
| 19 | AAPL | Apple Inc | 0% | +6.64% | Add |
| 20 | MPC | Marathon Petroleum CORP | 0% | — | Trim |
| 21 | SCHG | Schwab US Large-cap Growth | 0% | +41.69% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +10.69% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.05% | Add |
| 24 | IUSV | Ishares Core S&p U.s. Value | -0.1% | +2.83% | Add |
| 25 | UPS | United Parcel Service-cl B | -0.1% | +0.05% | Add |
| 26 | DCGO | Docgo Inc | -0.1% | — | Unchanged |
| 27 | FTCS | First Trust Capital Strength | -0.2% | -11.19% | Trim |
| 28 | PGR | Progressive CORP | -0.2% | — | Unchanged |
| 29 | HD | Home Depot Inc | -0.2% | -0.22% | Trim |
| 30 | MUB | Ishares National Muni Bond E | -0.2% | -1.11% | Trim |
| 31 | IBTA | Ibotta Inc-cl A | -0.2% | — | Trim |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | +12.63% | Add |
| 33 | PFF | Ishares Preferred & Income S | -0.3% | -20.51% | Trim |
| 34 | BIV | Vanguard Intermediate-term B | -0.8% | +3.12% | Trim |
| 35 | TRPA | Hartford Aaa Clo ETF | -1% | -4.13% | Trim |
| 36 | NOBL | Proshares S&p 500 Dividend A | -5.1% | -10.52% | Trim |
| 37 | JIRE | Jpmorgan Int Res Enh Eqty | — | NEW | New buy |
| 38 | RSPF | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 39 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 40 | URA | Global X Uranium ETF | — | NEW | New buy |
| 41 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 42 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 43 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 44 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 45 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 46 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 47 | AGCO | Agco CORP | — | NEW | New buy |
| 48 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 49 | CAT | Caterpillar Inc | — | NEW | New buy |
| 50 | DUK | Duke Energy CORP | — | NEW | New buy |
According to official SEC Form 13F filings, ForthRight Wealth Management, LLC reported a total U.S. public equity portfolio value of $390.9M across 69 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHD, IUSV) accounted for 43.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
JIRE
市值: $6.9M
Top Position Liquidated / Trimmed
RSPF
前期市值: $2.3M
During Q3 2025, ForthRight Wealth Management, LLC's top holdings by market value included VOO (14.3%)、SCHD (10.0%)、IUSV (8.7%). The largest single position, VOO, represented 14.3% of total portfolio value.
In Q3 2025, ForthRight Wealth Management, LLC made 46 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 10 holdings, and fully liquidating 5 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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