ForthRight Wealth Management, LLC — Q4 2025 13F Holdings

Name: ForthRight Wealth Management, LLC — 13F Holdings, Q4 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	14.23%	-0.94%	-1.93%
2	SCHD	Schwab US Dvd Equity ETF	ETF-Other	9.95%	+1.28%	+0.26%
3	IUSV	Ishares Core S&p U.s. Value	ETF-Other	8.86%	-0.09%	+0.11%
4	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	8.50%	-0.86%	-2.10%
5	SCHA	Schwab US Small-cap ETF	ETF-Other	7.79%	+0.08%	+1.02%
6	BIV	Vanguard Intermediate-term B	ETF-Other	6.43%	+0.47%	+5.29%
7	NOBL	Proshares S&p 500 Dividend A	ETF-Large Cap & Growth	5.56%	-0.41%	-15.26%
8	JPIB	Jpmorgan Intl Bnd ETF	ETF-Other	5.39%	+0.33%	+10.86%
9	DIVO	Amplify Cwp Enhan Divid ETF	ETF-Other	4.79%	+0.52%	+14.82%
10	VO	Vanguard Mid-cap ETF	ETF-Other	3.93%	—	+1.55%
11	JIRE	Jpmorgan Int Res Enh Eqty	ETF-Other	2.35%	+0.26%	+16.83%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.08%	+0.03%	-6.42%
13	SMDV	Proshrs Rsl 2000 Dvd Grw ETF	ETF-Other	1.66%	-1.30%	+1.26%
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.64%	-0.10%	-1.31%
15	FGD	First Trust Dj Gl Sel Dvd	ETF-Other	1.54%	+0.06%	+1.22%
16	IDOG	Alps International Sector Di	ETF-Other	1.52%	+0.09%	+0.76%
17	TRPA	Hartford Aaa Clo ETF	ETF-Other	1.30%	-0.49%	-17.66%
18	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.96%	+0.01%	-2.06%
19	V	Visa Inc-class A Shares	Stock-Financials	0.87%	-0.13%	+0.01%
20	AAPL	Apple INC	Stock-Tech	0.80%	-0.06%	-3.14%
21	PGR	Progressive CORP	Stock-Financials	0.49%	-0.07%	—
22	FTCS	First Trust Capital Strength	ETF-Other	0.48%	—	-3.36%
23	MPC	Marathon Petroleum CORP	Stock-Energy	0.45%	+0.22%	—
24	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.44%	—	-0.14%
25	HD	Home Depot INC	Stock-Consumer Disc	0.38%	-0.04%	-13.90%
26	PFF	Ishares Preferred & Income S	ETF-Other	0.37%	-0.06%	-33.28%
27	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.36%	-0.06%	-6.35%
28	IBM	Intl Business Machines CORP	Stock-Tech	0.36%	-0.07%	+1.44%
29	SO	Southern Co/the	Stock-Utilities	0.34%	—	+0.28%
30	AMZN	Amazon.com INC	Stock-Consumer Disc	0.34%	-0.04%	-0.66%
31	MSFT	Microsoft CORP	Stock-Tech	0.32%	-0.08%	-0.13%
32	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.30%	—	—
33	MUB	Ishares National Muni Bond E	ETF-Other	0.29%	—	—
34	DINO	Hf Sinclair CORP	Stock-Energy	0.28%	+0.10%	-1.46%
35	UPS	United Parcel Service-cl B	Stock-Industrials	0.27%	—	-0.05%
36	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.23%	+0.02%	+0.02%
37	AFL	Aflac INC	Stock-Financials	0.23%	—	-1.41%
38	SAP	Sap Se-sponsored Adr	Stock-Tech	0.21%	-0.06%	—
39	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.20%	—	+0.04%
40	IBTA	Ibotta Inc-cl A	Stock-Other	0.20%	+0.06%	—
41	WMT	Walmart INC	Stock-Consumer Staples	0.19%	+0.02%	—
42	URA	Global X Uranium ETF	ETF-Other	0.17%	-0.02%	+12.96%
43	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.16%	—	—
44	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.16%	—	+0.08%
45	GPC	Genuine Parts Co	Stock-Consumer Disc	0.15%	-0.02%	—
46	MCK	Mckesson CORP	Stock-Healthcare	0.14%	-0.02%	—
47	XOM	Exxon Mobil CORP	Stock-Energy	0.14%	+0.05%	+4.24%
48	NVDA	Nvidia CORP	Stock-Tech	0.14%	—	+4.51%
49	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.13%	—	+5.89%
50	ORCL	Oracle CORP	Stock-Tech	0.13%	-0.03%	—

1–50 of 71

Holding changes this quarter

Position changes disclosed by ForthRight Wealth Management, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DIVO	Amplify Cwp Enhan Divid ETF	+0.6%	+14.82%	Add
2	JPIB	Jpmorgan Intl Bnd ETF	+0.4%	+10.86%	Add
3	JIRE	Jpmorgan Int Res Enh Eqty	+0.4%	+16.83%	Add
4	BIV	Vanguard Intermediate-term B	+0.2%	+5.29%	Add
5	SCHA	Schwab US Small-cap ETF	+0.2%	+1.02%	Add
6	IUSV	Ishares Core S&p U.s. Value	+0.1%	+0.11%	Add
7	IDOG	Alps International Sector Di	+0.1%	+0.76%	Add
8	FGD	First Trust Dj Gl Sel Dvd	+0.1%	+1.22%	Add
9	GOOG	Alphabet Inc-cl C	+0.1%	-6.35%	Trim
10	UPS	United Parcel Service-cl B	0%	-0.05%	Trim
11	GOOGL	Alphabet Inc-cl A	0%	+5.89%	Add
12	IXUS	Ishares Core Intl Stock ETF	0%	+33.43%	Add
13	AAPL	Apple INC	0%	-3.14%	Trim
14	IBM	Intl Business Machines CORP	0%	+1.44%	Add
15	XOM	Exxon Mobil CORP	0%	+4.24%	Add
16	V	Visa Inc-class A Shares	0%	+0.01%	Add
17	QQQ	Invesco Qqq Trust Series 1	0%	+25.67%	Add
18	WMT	Walmart INC	0%	—	Unchanged
19	AMZN	Amazon.com INC	0%	-0.66%	Trim
20	CAT	Caterpillar INC	0%	—	Unchanged
21	JNJ	Johnson & Johnson	0%	-0.31%	Trim
22	SPY	Ss Spdr S&p 500 ETF Trust-us	—	-1.31%	Trim
23	MCK	Mckesson CORP	—	—	Unchanged
24	MHK	Mohawk Industries INC	0%	—	Unchanged
25	SPMD	Ss Spdr P S&p 400 Midcap ETF	0%	-18.09%	Trim
26	MSFT	Microsoft CORP	0%	-0.13%	Trim
27	FTCS	First Trust Capital Strength	0%	-3.36%	Trim
28	GPC	Genuine Parts Co	0%	—	Unchanged
29	IJH	Ishares Core S&p Midcap ETF	0%	-2.06%	Trim
30	SO	Southern Co/the	0%	+0.28%	Add
31	SAP	Sap Se-sponsored Adr	0%	—	Unchanged
32	VO	Vanguard Mid-cap ETF	0%	+1.55%	Add
33	SCHD	Schwab US Dvd Equity ETF	0%	+0.26%	Add
34	DCGO	Docgo INC	0%	—	Unchanged
35	PG	Procter & Gamble Co/the	0%	-0.14%	Trim
36	IBTA	Ibotta Inc-cl A	-0.1%	—	Unchanged
37	DINO	Hf Sinclair CORP	-0.1%	-1.46%	Trim
38	PGR	Progressive CORP	-0.1%	—	Unchanged
39	ORCL	Oracle CORP	-0.1%	—	Unchanged
40	MPC	Marathon Petroleum CORP	-0.1%	—	Unchanged
41	VOO	Vanguard S&p 500 ETF	-0.1%	-1.93%	Trim
42	HD	Home Depot INC	-0.2%	-13.90%	Trim
43	VTEB	Vanguard Tax-exempt Bond ETF	-0.2%	-6.42%	Trim
44	PFF	Ishares Preferred & Income S	-0.2%	-33.28%	Trim
45	TRPA	Hartford Aaa Clo ETF	-0.3%	-17.66%	Trim
46	NOBL	Proshares S&p 500 Dividend A	-1%	-15.26%	Trim
47	VCSH	Vanguard S/t CORP Bond ETF	—	NEW	New buy
48	AXP	American Express Co	—	NEW	New buy
49	GLD	Spdr Gold Shares	—	NEW	New buy
50	DUK	Duke Energy CORP	—	EXIT	Sold out