Q2 2026 13F · SEC CIK 1841633

ForthRight Wealth Management, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $390.9M
Reported positions: 76
Top holdings a year, 3 yrs: +12.9%
Assets under management: $773.4M

ForthRight Wealth Management, LLC is a wealth manager that reported 76 positions worth $390.9M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vanguard Index Fds (VOO, 13.4%), Schwab Strategic Tr (SCHD, 10.5%), Schwab Strategic Tr (SCHA, 8.7%). A portfolio copying its top holdings returned 12.9% a year over the last 3 years, against 20.4% for the S&P 500.

ForthRight Wealth Management, LLC holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

ForthRight Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	13.4%	13.3%	76,085	-3.0%	$52.3M
SCHDSchwab Strategic Tr	10.5%	11.2%	1,297,540	+0.6%	$41.1M
SCHASchwab Strategic Tr	8.7%	7.9%	942,364	-1.3%	$34.0M
IUSVIshares Tr	8.3%	8.8%	294,358	-2.6%	$32.4M
IUSGIshares Tr	8.3%	7.6%	171,918	-0.9%	$32.3M
BIVVanguard Bd Index Fds	6.5%	6.9%	332,229	+5.4%	$25.5M
JPIBJ P Morgan Exchange Traded F	5.6%	5.7%	455,739	+8.1%	$22.0M
DIVOAmplify ETF Tr	5.5%	5.3%	466,125	+11.8%	$21.3M
NOBLProshares Tr	4.7%	5.2%	325,163	+89.9%	$18.3M
VOVanguard Index Fds	4.0%	3.9%	196,127	+313.4%	$15.8M
JIREJpmorgan International Research Enhanced	2.9%	2.6%	139,694	+14.9%	$11.5M
VTEBVanguard Mun Bd Fds	1.9%	2.1%	146,259	-2.0%	$7.4M
SPYState Str Spdr S&p 500 ETF T	1.6%	1.5%	8,342	-0.1%	$6.2M
AVUVAmerican Centy ETF Tr	1.4%	1.4%	42,827	-3.2%	$5.3M
FGDFirst Tr Exchange-Traded Fd	1.4%	1.6%	165,594	-6.1%	$5.3M
IDOGAlps ETF Tr	1.3%	1.6%	127,526	-6.4%	$5.3M
CSENCohen & Steers ETF Trust	1.0%	—	168,195	—	$4.0M
IJHIshares Tr	1.0%	1.0%	50,455	-0.9%	$3.9M
VVisa Inc	0.8%	0.7%	8,669	+0.0%	$3.0M
AAPLApple Inc	0.7%	0.7%	9,990	-2.7%	$2.9M
HSRTHartford Fds Exchange Traded	0.6%	0.8%	65,034	-12.1%	$2.5M
MPCMarathon Petroleum	0.6%	0.7%	9,602	+0.0%	$2.5M
PGRProgressive Corp	0.4%	0.4%	7,548	+0.0%	$1.6M
FTCSFirst Tr Exchange-Traded Fd	0.4%	0.5%	17,228	-0.7%	$1.6M
PGProcter & Gamble Co	0.4%	0.4%	10,431	+0.1%	$1.5M
SMDVProshares Tr	0.4%	0.4%	18,354	+0.0%	$1.4M
DINOHf Sinclair Corp	0.4%	0.4%	19,891	-6.8%	$1.4M
HDHome Depot Inc	0.3%	0.3%	3,655	+0.2%	$1.3M
GOOGAlphabet Inc	0.3%	0.3%	3,552	-2.3%	$1.3M
SOSouthern Co	0.3%	0.4%	13,028	+1.6%	$1.2M
AMZNAmazon Com Inc	0.3%	0.3%	5,227	+2.1%	$1.2M
IBMInternational Business Machs	0.3%	0.3%	4,327	+2.4%	$1.2M
VONGVanguard Scottsdale Fds	0.3%	0.3%	9,088	+0.0%	$1.2M
UPSUnited Parcel Svcs Inc	0.3%	0.3%	9,442	+0.0%	$1.0M
MUBIshares Tr	0.3%	0.3%	9,337	+0.0%	$1.0M
PFFIshares Tr	0.3%	0.3%	32,917	-9.2%	$1.0M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.2%	0.2%	15,293	+0.0%	$930K
MSFTMicrosoft Corp	0.2%	0.2%	2,320	+3.6%	$866K
IBTAIbotta Inc CL A	0.2%	0.3%	25,180	-16.9%	$860K
AFLAflac Inc	0.2%	0.2%	6,983	+0.0%	$819K
ITOTIshares Tr	0.2%	0.2%	4,669	-0.8%	$767K
WMTWalmart Inc	0.2%	0.2%	6,043	+0.0%	$684K
NVDANvidia Corporation	0.2%	0.1%	3,248	+27.5%	$650K
VIGVanguard Specialized Funds	0.2%	0.2%	2,555	+0.1%	$604K
VCSHVanguard Scottsdale Fds	0.1%	0.2%	7,280	+1.6%	$575K
XOMExxon Mobil Corp	0.1%	0.2%	4,006	+0.0%	$548K
GOOGLAlphabet Inc	0.1%	—	1,479	—	$529K
URAGlobal X Fds	0.1%	0.1%	11,719	+7.7%	$512K
GPCGenuine Parts Co	0.1%	0.1%	4,238	+0.1%	$500K
INTCIntel Corp	0.1%	—	3,531	—	$493K

What ForthRight Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+313.4% shares
NOBL Proshares Tr+89.9% shares
NVDA Nvidia Corporation+27.5% shares
JIRE Jpmorgan International Research Enhanced+14.9% shares
DIVO Amplify ETF Tr+11.8% shares
JPIB J P Morgan Exchange Traded F+8.1% shares
URA Global X Fds+7.7% shares
BIV Vanguard Bd Index Fds+5.4% shares

Reduced

IBTA Ibotta Inc CL A-16.9% shares
HSRT Hartford Fds Exchange Traded-12.1% shares
PFF Ishares Tr-9.2% shares
DINO Hf Sinclair Corp-6.8% shares
IDOG Alps ETF Tr-6.4% shares
FGD First Tr Exchange-Traded Fd-6.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +12.9% /yr; S&P 500 +20.4%
5 years: +6.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$390.9M	76
Q1 2026	$352.5M	75
Q4 2025	$347.8M	71
Q3 2025	$344.2M	69
Q2 2025	$320.7M	65
Q1 2025	$298.9M	65
Q4 2024	$300.0M	60
Q3 2024	$300.4M	63
Q2 2024	$278.2M	64
Q1 2024	$278.6M	66
Q4 2023	$258.2M	59
Q3 2023	$232.1M	56

Questions about ForthRight Wealth Management, LLC's portfolio

What stocks does ForthRight Wealth Management, LLC own?

ForthRight Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 76 positions worth $390.9M. The largest are Vanguard Index Fds (VOO) at 13.4%, Schwab Strategic Tr (SCHD) at 10.5%, Schwab Strategic Tr (SCHA) at 8.7%, Ishares Tr (IUSV) at 8.3% and Ishares Tr (IUSG) at 8.3%.

What did ForthRight Wealth Management, LLC buy last quarter?

In Q2 2026, ForthRight Wealth Management, LLC added Vanguard Index Fds (VO) (+313.4% shares), Proshares Tr (NOBL) (+89.9% shares) and Nvidia Corporation (NVDA) (+27.5% shares), compared with its Q1 2026 filing.

What did ForthRight Wealth Management, LLC sell last quarter?

In Q2 2026, ForthRight Wealth Management, LLC cut from its top 50 Sap SE (SAPGF), cut from its top 50 Ishares Tr (IXUS), cut from its top 50 Mckesson Corp (MCK), Ibotta Inc CL A (IBTA) (-16.9% shares), Hartford Fds Exchange Traded (HSRT) (-12.1% shares) and Ishares Tr (PFF) (-9.2% shares), compared with its Q1 2026 filing.

How has ForthRight Wealth Management, LLC's portfolio performed?

A portfolio copying ForthRight Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +6.7% a year against +11.6%.

When is ForthRight Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. ForthRight Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does ForthRight Wealth Management, LLC manage?

ForthRight Wealth Management, LLC reported $773.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $390.9M.