Investor
ForthRight Wealth Management, LLC
CIK 0001841633 · filed 2026-01-13 · SEC filing
13F book
$347.8M
Positions
71
Largest name
14.2%
Vanguard Index Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 78.9K | $49.5M | 14.2% | — | Held |
| Schwab Strategic Tr | — | 1.26M | $34.6M | 10.0% | — | Held |
| Ishares Tr | — | 300.5K | $30.8M | 8.9% | — | Held |
| Ishares Tr | — | 176.1K | $29.6M | 8.5% | — | Held |
| Schwab Strategic Tr | — | 951K | $27.1M | 7.8% | — | Held |
| Vanguard Bd Index Fds | — | 287.2K | $22.4M | 6.4% | — | Held |
| Proshares Tr | — | 185.9K | $19.3M | 5.6% | — | Held |
| J P Morgan Exchange Traded F | — | 385.3K | $18.8M | 5.4% | — | Held |
| Amplify Etf Tr | — | 374.7K | $16.7M | 4.8% | — | Held |
| Vanguard Index Fds | — | 47.1K | $13.7M | 3.9% | — | Held |
| J P Morgan Exchange Traded F | — | 109.3K | $8.19M | 2.4% | — | Held |
| Vanguard Mun Bd Fds | — | 144.1K | $7.25M | 2.1% | — | Held |
| Proshares Tr | — | 87.5K | $5.78M | 1.7% | — | Held |
| Spdr S&P 500 Etf Tr | — | 8.38K | $5.71M | 1.6% | — | Held |
| First Tr Exchange Traded Fd | — | 176.8K | $5.35M | 1.5% | — | Held |
| Alps Etf Tr | — | 136.7K | $5.27M | 1.5% | — | Held |
| Hartford Fds Exchange Traded | — | 116.3K | $4.52M | 1.3% | — | Held |
| Ishares Tr | — | 50.8K | $3.35M | 1.0% | — | Held |
| Visa Inc. | V | 8.67K | $3.04M | 0.9% | — | Held |
| Apple Inc. | AAPL | 10.3K | $2.79M | 0.8% | — | Held |
| Progressive Corp | — | 7.55K | $1.72M | 0.5% | — | Held |
| First Tr Exchange-Traded Fd | — | 17.9K | $1.66M | 0.5% | — | Held |
| Marathon Pete Corp | — | 9.6K | $1.56M | 0.4% | — | Held |
| Procter And Gamble Co | PG | 10.7K | $1.54M | 0.4% | — | Held |
| Home Depot, Inc. | HD | 3.84K | $1.32M | 0.4% | — | Held |
| Ishares Tr | — | 41.6K | $1.29M | 0.4% | — | Held |
| Alphabet Inc | — | 4.04K | $1.27M | 0.4% | — | Held |
| International Business Machs | — | 4.23K | $1.25M | 0.4% | — | Held |
| Southern Co | — | 13.6K | $1.19M | 0.3% | — | Held |
| Amazon Com Inc | AMZN | 5.12K | $1.18M | 0.3% | — | Held |
| Microsoft Corp | MSFT | 2.27K | $1.1M | 0.3% | — | Held |
| Vanguard Scottsdale Fds | — | 8.53K | $1.04M | 0.3% | — | Held |
| Ishares Tr | — | 9.34K | $1M | 0.3% | — | Held |
| Hf Sinclair Corp | DINO | 21.3K | $982.9K | 0.3% | — | Held |
| United Parcel Service Inc | UPS | 9.44K | $936.6K | 0.3% | — | Held |
| Spdr Series Trust | — | 14.2K | $806.2K | 0.2% | — | Held |
| Aflac Inc | AFL | 7.18K | $792.1K | 0.2% | — | Held |
| Sap Se | — | 3.04K | $738.2K | 0.2% | — | Held |
| Ishares Tr | — | 4.71K | $699.8K | 0.2% | — | Held |
| Ibotta, Inc. | IBTA | 30.3K | $688.6K | 0.2% | — | Held |
| Walmart Inc. | WMT | 6.04K | $673.2K | 0.2% | — | Held |
| Global X Fds | — | 13.5K | $577.9K | 0.2% | — | Held |
| Vanguard Scottsdale Fds | — | 7.11K | $567K | 0.2% | — | Held |
| Vanguard Specialized Funds | — | 2.55K | $560.9K | 0.2% | — | Held |
| Genuine Parts Co | GPC | 4.23K | $520.4K | 0.1% | — | Held |
| Mckesson Corp | MCK | 603 | $494.7K | 0.1% | — | Held |
| Exxon Mobil Corp | — | 3.96K | $476.7K | 0.1% | — | Held |
| Nvidia Corp | NVDA | 2.55K | $475.1K | 0.1% | — | Held |
| Alphabet Inc | — | 1.44K | $450.4K | 0.1% | — | Held |
| Oracle Corp | — | 2.3K | $447.9K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 12.9K | $421.6K | 0.1% | — | Held |
| Travelers Companies, Inc. | TRV | 1.41K | $409.9K | 0.1% | — | Held |
| Ishares Tr | — | 4.76K | $402.7K | 0.1% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 6.84K | $375K | 0.1% | — | Held |
| Ishares Tr | — | 9.46K | $357.1K | 0.1% | — | Held |
| Truist Finl Corp | — | 7.03K | $346.2K | 0.1% | — | Held |
| First Tr Exchange-Traded Alp | — | 2.85K | $338.4K | 0.1% | — | Held |
| Vanguard Admiral Fds Inc | — | 727 | $323.2K | 0.1% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 6.04K | $322.6K | 0.1% | — | Held |
| Invesco Qqq Tr | — | 470 | $288.8K | 0.1% | — | Held |
| Ishares Tr | — | 804 | $275.7K | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 1.3K | $268.6K | 0.1% | — | Held |
| Ishares Tr | — | 386 | $264.4K | 0.1% | — | Held |
| Caterpillar Inc | CAT | 421 | $241.2K | 0.1% | — | Held |
| DocGo Inc. | DCGO | 269.9K | $236.9K | 0.1% | — | Held |
| Mohawk Inds Inc | — | 2.15K | $235K | 0.1% | — | Held |
| Chevron Corp New | CVX | 1.49K | $227.4K | 0.1% | — | Held |
| American Express Co | AXP | 582 | $215.5K | 0.1% | — | Held |
| Agco Corp | — | 2.05K | $213.8K | 0.1% | — | Held |
| Spdr Gold Tr | — | 537 | $212.8K | 0.1% | — | Held |
| Spdr Series Trust | — | 3.5K | $202.6K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.