Institutions / ForthRight Wealth Management, LLC

ForthRight Wealth Management, LLC

CIK 1841633 · Institution · as of Jun 30, 2026
Portfolio value
$390.88M
Positions
76
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$390.88M+12.4%
$390.88M$369.36M$347.84MQ4 '25Q2 '26

Positions

76+7.0%
767471Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 76 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds—$52.26M76,08513.4%
Schwab Strategic Tr—$41.14M1,297,54010.5%
Schwab Strategic Tr—$34.05M942,3648.7%
iShares Tr—$32.42M294,3588.3%
iShares Tr—$32.34M171,9188.3%
Vanguard Bd Index Fds—$25.48M332,2296.5%
J P Morgan Exchange Traded F—$22.04M455,7395.6%
Amplify ETF Tr—$21.30M466,1255.4%
ProShares Tr—$18.26M325,1634.7%
Vanguard Index Fds—$15.80M196,1274.0%
J P Morgan Exchange Traded F—$11.52M139,6942.9%
Vanguard Mun Bd Fds—$7.40M146,2591.9%
State Str SPDR S&P 500 ETF T—$6.23M8,3421.6%
American Centy ETF Tr—$5.34M42,8271.4%
First Tr Exchange-Traded Fd—$5.30M165,5941.4%
Alps ETF Tr—$5.25M127,5261.3%
Cohen & Steers ETF Trust—$3.98M168,1951.0%
iShares Tr—$3.89M50,4551.0%
Visa Inc—$2.97M8,6690.8%
Apple Inc.—$2.89M9,9900.7%
Hartford Fds Exchange Traded—$2.53M65,0340.6%
Marathon Petroleum Corp—$2.45M9,6020.6%
Progressive CORP/OH—$1.65M7,5480.4%
First Tr Exchange-Traded Fd—$1.62M17,2280.4%
PROCTER & GAMBLE Co—$1.53M10,4310.4%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add922908629
Common stock
$12.01M+149K
+316.64%
196,127
4.04% of portfolio
medium
Q2 2026
as of
Add74348A467
Common stock
$7.82M+139K
+74.93%
325,163
4.67% of portfolio
medium
Q2 2026
as of
New025072877
Common stock
$5.34M+43K
42,827
1.37% of portfolio
medium
Q2 2026
as of
Trim74347B698
Common stock
$-5.33M-69K
-79.03%
18,354
0.36% of portfolio
medium
Q2 2026
as of
Add032108409
Common stock
$4.18M+91K
+24.41%
466,125
5.45% of portfolio
low
Q2 2026
as of
New19249U609
Common stock
$3.98M+168K
168,195
1.02% of portfolio
low
Q2 2026
as of
Add921937819
Common stock
$3.45M+45K
+15.68%
332,229
6.52% of portfolio
low
Q2 2026
as of
Add46641Q852
Common stock
$3.41M+70K
+18.29%
455,739
5.64% of portfolio
low
Q2 2026
as of
Add46641Q134
Common stock
$2.50M+30K
+27.77%
139,694
2.95% of portfolio
low
Q2 2026
as of
Trim41653L602
Common stock
$-1.99M-51K
-44.06%
65,034
0.65% of portfolio
low