ForthRight Wealth Management, LLC

Institutional manager (13F) · CIK 1841633

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $345M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$47M	78,422
2	SCHWAB STRATEGIC TR	$40M	1,290,143
3	ISHARES TR	$31M	302,273
4	SCHWAB STRATEGIC TR	$28M	954,561
5	ISHARES TR	$27M	173,544
6	VANGUARD BD INDEX FDS	$24M	315,313
7	J P MORGAN EXCHANGE TRADED F	$20M	421,698
8	AMPLIFY ETF TR	$19M	417,013
9	PROSHARES TR	$18M	171,248
10	VANGUARD INDEX FDS	$14M	47,448
11	J P MORGAN EXCHANGE TRADED F	$9M	121,613
12	VANGUARD MUN BD FDS	$7M	149,183
13	ALPS ETF TR	$6M	136,298
14	FIRST TR EXCHANGE-TRADED FD	$6M	176,356
15	STATE STR SPDR S&P 500 ETF T	$5M	8,353
16	AMERICAN CENTY ETF TR	$5M	44,228
17	ISHARES TR	$3M	50,892
18	HARTFORD FDS EXCHANGE TRADED	$3M	73,954
19	VISA INC	$3M	8,669
20	APPLE INC	$3M	10,263
21	MARATHON PETE CORP	$2M	9,602
22	FIRST TR EXCHANGE-TRADED FD	$2M	17,346
23	PROCTER & GAMBLE CO	$2M	10,416
24	PROGRESSIVE CORP	$1M	7,548
25	HF SINCLAIR CORP	$1M	21,331
26	PROSHARES TR	$1M	18,351
27	SOUTHERN CO	$1M	12,824
28	HOME DEPOT INC	$1M	3,648
29	ISHARES TR	$1M	36,262
30	AMAZON COM INC	$1M	5,121
31	ALPHABET INC	$1M	3,634
32	INTERNATIONAL BUSINESS MACHS	$1M	4,226
33	VANGUARD SCOTTSDALE FDS	$997k	9,088
34	ISHARES TR	$991k	9,337
35	UNITED PARCEL SVCS INC	$929k	9,442
36	IBOTTA INC	$908k	30,296
37	SPDR SERIES TRUST	$865k	15,291
38	MICROSOFT CORP	$829k	2,239
39	AFLAC INC	$766k	6,983
40	WALMART INC	$751k	6,043
41	EXXON MOBIL CORP	$680k	4,006
42	ISHARES TR	$670k	4,708
43	VANGUARD SCOTTSDALE FDS	$568k	7,163
44	VANGUARD SPECIALIZED FUNDS	$549k	2,553
45	GLOBAL X FDS	$527k	10,885
46	SAP SE	$520k	3,039
47	ISHARES TR	$462k	5,328
48	GENUINE PARTS CO	$448k	4,235
49	NVIDIA CORPORATION	$444k	2,548
50	MCKESSON CORP	$431k	498

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.