§ 13F · FUND PROFILE
ForthRight Wealth Management, LLC.
AUM · $391M (13F)Positions · 76Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 76K | $52M | 13.4% | −3% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.30M | $41M | 10.5% | +1% |
| 3 | SCHA | SCHWAB STRATEGIC TR | 942K | $34M | 8.7% | −1% |
| 4 | IUSV | ISHARES TR | 294K | $32M | 8.3% | −3% |
| 5 | IUSG | ISHARES TR | 172K | $32M | 8.3% | −1% |
| 6 | BIV | VANGUARD BD INDEX FDS | 332K | $25M | 6.5% | +5% |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 456K | $22M | 5.6% | +8% |
| 8 | DIVO | AMPLIFY ETF TR | 466K | $21M | 5.4% | +12% |
| 9 | NOBL | PROSHARES TR | 325K | $18M | 4.7% | +90% |
| 10 | VO | VANGUARD INDEX FDS | 196K | $16M | 4.0% | +313% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORTHRIGHT SIGNAL
AC read
ForthRight Wealth Management, LLC is a Other fund managing $391 million in assets. The fund runs a portfolio of 76 positions.
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