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CIK: 0001841633
Total reported value
$390.9M
$390.9M
71 檔
43.9%
At the close of Q4 2025, ForthRight Wealth Management, LLC disclosed equity holdings valued at approximately $390.9M, spread across 71 reported holdings.
ForthRight Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.23% | +0.08% | -1.93% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.95% | -0.70% | +0.26% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.86% | -0.47% | +0.11% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 8.50% | +0.63% | -2.10% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 7.79% | +0.84% | +1.02% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.43% | -0.38% | +5.29% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 5.56% | -0.48% | -15.26% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 5.39% | -0.08% | +10.86% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.79% | +0.14% | +14.82% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.93% | +0.17% | +1.55% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.35% | +0.34% | +16.83% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.08% | -0.22% | -6.42% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.66% | — | +1.26% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | +0.05% | -1.31% | |
| 15 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.54% | -0.24% | +1.22% | |
| 16 | IDOG | Alps International Sector Di | ETF-Other | 1.52% | -0.27% | +0.76% | |
| 17 | TRPA | Hartford Aaa Clo ETF | ETF-Other | 1.30% | -0.16% | -17.66% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | +0.03% | -2.06% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | +0.02% | +0.01% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.80% | — | -3.14% | |
| 21 | PGR | Progressive CORP | Stock-Financials | 0.49% | — | — | |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 0.48% | -0.05% | -3.36% | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.45% | -0.04% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.04% | -0.14% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.01% | -13.90% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-Other | 0.37% | -0.05% | -33.28% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.02% | -6.35% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | +0.02% | +1.44% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.34% | -0.03% | +0.28% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.02% | -0.66% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.02% | -0.13% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.30% | +0.02% | — | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.29% | -0.02% | — | |
| 34 | DINO | Hf Sinclair CORP | Stock-Energy | 0.28% | -0.03% | -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% | -0.01% | +0.02% | |
| 37 | AFL | Aflac Inc | Stock-Financials | 0.23% | -0.01% | -1.41% | |
| 38 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.21% | -0.03% | — | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | +0.01% | +0.04% | |
| 40 | IBTA | Ibotta Inc-cl A | Stock-Other | 0.20% | -0.04% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.03% | — | |
| 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% | -0.01% | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.01% | +0.08% | |
| 45 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.15% | — | — | |
| 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% | +0.04% | +4.51% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.02% | +5.89% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.13% | -0.01% | — |
| # | 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 |
According to official SEC Form 13F filings, ForthRight Wealth Management, LLC reported a total U.S. public equity portfolio value of $390.9M across 71 disclosed positions in Q4 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 43.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
VCSH
市值: $567.0K
Top Position Liquidated / Trimmed
DUK
前期市值: $200.1K
During Q4 2025, ForthRight Wealth Management, LLC's top holdings by market value included VOO (14.2%)、SCHD (9.9%)、IUSV (8.9%). The largest single position, VOO, represented 14.2% of total portfolio value.
In Q4 2025, ForthRight Wealth Management, LLC made 39 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 18 holdings, and fully liquidating 1 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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