ForthRight Wealth Management, LLC — Q3 2025 13F Holdings

Name: ForthRight Wealth Management, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001841633

Total reported value

$352.5M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	14.32%	-0.94%	+1.37%
2	SCHD	Schwab US Dvd Equity ETF	ETF-Other	9.99%	+1.28%	+4.44%
3	IUSV	Ishares Core S&p U.s. Value	ETF-Other	8.72%	-0.09%	+2.83%
4	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	8.60%	-0.86%	-0.65%
5	SCHA	Schwab US Small-cap ETF	ETF-Other	7.63%	+0.08%	+2.77%
6	NOBL	Proshares S&p 500 Dividend A	ETF-Large Cap & Growth	6.57%	-0.41%	-10.52%
7	BIV	Vanguard Intermediate-term B	ETF-Other	6.19%	+0.47%	+3.12%
8	JPIB	Jpmorgan Intl Bnd ETF	ETF-Other	4.95%	+0.33%	+6.76%
9	DIVO	Amplify Cwp Enhan Divid ETF	ETF-Other	4.23%	+0.52%	+8.16%
10	VO	Vanguard Mid-cap ETF	ETF-Other	3.96%	—	+3.09%
11	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.24%	+0.03%	+12.63%
12	JIRE	Jpmorgan Int Res Enh Eqty	ETF-Other	2.00%	+0.26%	+18.58%
13	SMDV	Proshrs Rsl 2000 Dvd Grw ETF	ETF-Other	1.67%	-1.30%	+1.22%
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.64%	-0.10%	—
15	TRPA	Hartford Aaa Clo ETF	ETF-Other	1.60%	-0.49%	-4.13%
16	FGD	First Trust Dj Gl Sel Dvd	ETF-Other	1.46%	+0.06%	-0.99%
17	IDOG	Alps International Sector Di	ETF-Other	1.40%	+0.09%	+0.56%
18	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.98%	+0.01%	-0.05%
19	V	Visa Inc-class A Shares	Stock-Financials	0.86%	-0.13%	+0.25%
20	AAPL	Apple INC	Stock-Tech	0.78%	-0.06%	+6.64%
21	PFF	Ishares Preferred & Income S	ETF-Other	0.57%	-0.06%	-20.51%
22	PGR	Progressive CORP	Stock-Financials	0.54%	-0.07%	—
23	MPC	Marathon Petroleum CORP	Stock-Energy	0.54%	+0.22%	—
24	HD	Home Depot INC	Stock-Consumer Disc	0.53%	-0.04%	-0.22%
25	FTCS	First Trust Capital Strength	ETF-Other	0.50%	—	-11.19%
26	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.48%	—	—
27	SO	Southern Co/the	Stock-Utilities	0.37%	—	-0.10%
28	MSFT	Microsoft CORP	Stock-Tech	0.34%	-0.08%	+6.21%
29	IBM	Intl Business Machines CORP	Stock-Tech	0.34%	-0.07%	+98.19%
30	DINO	Hf Sinclair CORP	Stock-Energy	0.33%	+0.10%	—
31	AMZN	Amazon.com INC	Stock-Consumer Disc	0.33%	-0.04%	+10.69%
32	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.31%	-0.06%	+1.99%
33	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.30%	—	-0.16%
34	MUB	Ishares National Muni Bond E	ETF-Other	0.29%	—	-1.11%
35	IBTA	Ibotta Inc-cl A	Stock-Other	0.25%	+0.06%	—
36	AFL	Aflac INC	Stock-Financials	0.24%	—	+0.18%
37	SAP	Sap Se-sponsored Adr	Stock-Tech	0.24%	-0.06%	—
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%	+0.02%	-0.15%
40	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.20%	—	-0.80%
41	ORCL	Oracle CORP	Stock-Tech	0.19%	-0.03%	—
42	WMT	Walmart INC	Stock-Consumer Staples	0.18%	+0.02%	-1.63%
43	GPC	Genuine Parts Co	Stock-Consumer Disc	0.17%	-0.02%	-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%	—	+12.58%
46	MCK	Mckesson CORP	Stock-Healthcare	0.14%	-0.02%	-7.66%
47	NVDA	Nvidia CORP	Stock-Tech	0.13%	—	+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%

1–50 of 69

Holding changes this quarter

Position changes disclosed by ForthRight Wealth Management, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	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