CIK 1841633
ForthRight Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
71
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 71
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 79K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 1.3M | $1M+ | SH |
| IUSV | ISHARES TR | 300K | $1M+ | SH |
| IUSG | ISHARES TR | 176K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 951K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 287K | $1M+ | SH |
| NOBL | PROSHARES TR | 186K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 385K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 375K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 47K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 109K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 144K | $1M+ | SH |
| SMDV | PROSHARES TR | 88K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 8K | $1M+ | SH |
| FGD | FIRST TR EXCHANGE TRADED FD | 177K | $1M+ | SH |
| IDOG | ALPS ETF TR | 137K | $1M+ | SH |
| TRPA | HARTFORD FDS EXCHANGE TRADED | 116K | $1M+ | SH |
| IJH | ISHARES TR | 51K | $1M+ | SH |
| V | VISA INC | 9K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 8K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 18K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 10K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 11K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| PFF | ISHARES TR | 42K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| SO | SOUTHERN CO | 14K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 9K | $1M+ | SH |
| MUB | ISHARES TR | 9K | $1M+ | SH |
| DINO | HF SINCLAIR CORP | 21K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 9K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 14K | $500K+ | SH |
| AFL | AFLAC INC | 7K | $500K+ | SH |
| SAP | SAP SE | 3K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| IBTA | IBOTTA INC | 30K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| URA | GLOBAL X FDS | 14K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| GPC | GENUINE PARTS CO | 4K | $500K+ | SH |
| MCK | MCKESSON CORP | 603 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 3K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |