§ 13F · FUND PROFILE
ForthRight Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $320.7T (13F)Positions · 65Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$995.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 79K | $49.5T | 14.2% | −2% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.26M | $34.6T | 10.0% | ±0% |
| 3 | IUSV | ISHARES TR | 300K | $30.8T | 8.9% | ±0% |
| 4 | IUSG | ISHARES TR | 176K | $29.6T | 8.5% | −2% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 951K | $27.1T | 7.8% | +1% |
| 6 | BIV | VANGUARD BD INDEX FDS | 287K | $22.4T | 6.4% | +5% |
| 7 | NOBL | PROSHARES TR | 186K | $19.3T | 5.6% | −15% |
| 8 | JPIB | J P MORGAN EXCHANGE TRADED F | 385K | $18.8T | 5.4% | +11% |
| 9 | DIVO | AMPLIFY ETF TR | 375K | $16.7T | 4.8% | +15% |
| 10 | VO | VANGUARD INDEX FDS | 47K | $13.7T | 3.9% | +2% |
§ 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 $320689.8 trillion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed