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CIK: 0001841633
Total reported value
$390.9M
$390.9M
75 檔
44.0%
During the Q1 2026 filing period, ForthRight Wealth Management, LLC (CIK: 0001841633) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $390.9M across 75 reported positions.
In Q1 2026, ForthRight Wealth Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 24 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 | 13.29% | +0.08% | -0.62% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.23% | -0.70% | +2.20% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.77% | -0.47% | +0.60% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-Other | 7.87% | +0.84% | +0.37% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.64% | +0.63% | -1.47% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.90% | -0.38% | +9.79% | |
| 7 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 5.72% | -0.08% | +9.46% | |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 5.31% | +0.14% | +11.30% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 5.15% | -0.48% | -7.87% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.87% | +0.17% | +0.79% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.61% | +0.34% | +11.23% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.11% | -0.22% | +3.54% | |
| 13 | IDOG | Alps International Sector Di | ETF-Other | 1.61% | -0.27% | -0.30% | |
| 14 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.60% | -0.24% | -0.23% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | +0.05% | -0.31% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.39% | -0.02% | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.97% | +0.03% | +0.17% | |
| 18 | TRPA | Hartford Aaa Clo ETF | ETF-Other | 0.81% | -0.16% | -36.38% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | +0.02% | -0.06% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.74% | — | — | |
| 21 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.67% | -0.04% | — | |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 0.46% | -0.05% | -3.11% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.04% | -3.07% | |
| 24 | PGR | Progressive CORP | Stock-Financials | 0.42% | — | — | |
| 25 | DINO | Hf Sinclair CORP | Stock-Energy | 0.38% | -0.03% | — | |
| 26 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 0.36% | — | -79.03% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.35% | -0.03% | -5.97% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.01% | -5.02% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-Other | 0.31% | -0.05% | -12.77% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.02% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.02% | -10.03% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | +0.02% | — | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.28% | +0.02% | +6.53% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.28% | -0.02% | — | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.26% | — | — | |
| 36 | IBTA | Ibotta Inc-cl A | Stock-Other | 0.26% | -0.04% | — | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.25% | -0.01% | +7.75% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.02% | -1.45% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.22% | -0.01% | -2.78% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.03% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.05% | +1.14% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | +0.01% | +0.02% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.16% | -0.01% | +0.72% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.01% | +0.04% | |
| 45 | URA | Global X Uranium ETF | ETF-Other | 0.15% | -0.02% | -19.52% | |
| 46 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.15% | -0.03% | — | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.13% | -0.02% | +11.98% | |
| 48 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.13% | — | +0.07% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.04% | — | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.12% | -0.02% | -17.41% |
According to official SEC Form 13F filings, ForthRight Wealth Management, LLC reported a total U.S. public equity portfolio value of $390.9M across 75 disclosed positions in Q1 2026.
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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 44.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVUV
市值: $4.9M
Top Position Liquidated / Trimmed
AXP
前期市值: $215.5K
During Q1 2026, ForthRight Wealth Management, LLC's top holdings by market value included VOO (13.3%)、SCHD (11.2%)、IUSV (8.8%). The largest single position, VOO, represented 13.3% of total portfolio value.
In Q1 2026, ForthRight Wealth Management, LLC made 54 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 22 holdings, and fully liquidating 2 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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