§ 13F · FUND PROFILE
ForthRight Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $344M (13F)Positions · 69Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 78K | $47M | 13.3% | −1% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.29M | $40M | 11.2% | +2% |
| 3 | IUSV | ISHARES TR | 302K | $31M | 8.8% | +1% |
| 4 | SCHA | SCHWAB STRATEGIC TR | 955K | $28M | 7.9% | ±0% |
| 5 | IUSG | ISHARES TR | 174K | $27M | 7.6% | −1% |
| 6 | BIV | VANGUARD BD INDEX FDS | 315K | $24M | 6.9% | +10% |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 422K | $20M | 5.7% | +9% |
| 8 | DIVO | AMPLIFY ETF TR | 417K | $19M | 5.3% | +11% |
| 9 | NOBL | PROSHARES TR | 171K | $18M | 5.1% | −8% |
| 10 | VO | VANGUARD INDEX FDS | 47K | $14M | 3.9% | +1% |
§ 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 $344 million in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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