ForthRight Wealth Management, LLC 13F Holdings · Q2 2026
ForthRight Wealth Management, LLC reported 76 securities worth $390.88M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (13.37%), SCHD (10.53%), SCHA (8.71%). Among its top 25 positions this quarter: 1 new, 8 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $52.3M | 13.37% | 76,085 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $41.1M | 10.53% | 1.3M | Added |
| 3 | SCHA | SCHWAB STRATEGIC TR | $34.0M | 8.71% | 942,364 | Trimmed |
| 4 | IUSV | ISHARES TR | $32.4M | 8.30% | 294,358 | Trimmed |
| 5 | IUSG | ISHARES TR | $32.3M | 8.27% | 171,918 | Trimmed |
| 6 | BIV | VANGUARD BD INDEX FDS | $25.5M | 6.52% | 332,229 | Added |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | $22.0M | 5.64% | 455,739 | Added |
| 8 | DIVO | AMPLIFY ETF TR | $21.3M | 5.45% | 466,125 | Added |
| 9 | NOBL | PROSHARES TR | $18.3M | 4.67% | 325,163 | Added |
| 10 | VO | VANGUARD INDEX FDS | $15.8M | 4.04% | 196,127 | Added |
| 11 | JIRE | J P MORGAN EXCHANGE TRADED F | $11.5M | 2.95% | 139,694 | Added |
| 12 | VTEB | VANGUARD MUN BD FDS | $7.4M | 1.89% | 146,259 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 1.59% | 8,342 | Trimmed |
| 14 | AVUV | AMERICAN CENTY ETF TR | $5.3M | 1.37% | 42,827 | Trimmed |
| 15 | FGD | FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.36% | 165,594 | Trimmed |
| 16 | IDOG | ALPS ETF TR | $5.3M | 1.34% | 127,526 | Trimmed |
| 17 | CSEN | COHEN & STEERS ETF TRUST | $4.0M | 1.02% | 168,195 | New |
| 18 | IJH | ISHARES TR | $3.9M | 1.00% | 50,455 | Trimmed |
| 19 | V | VISA INC | $3.0M | 0.76% | 8,669 | Hold |
| 20 | AAPL | APPLE INC | $2.9M | 0.74% | 9,990 | Trimmed |
| 21 | TRPA | HARTFORD FDS EXCHANGE TRADED | $2.5M | 0.65% | 65,034 | Trimmed |
| 22 | MPC | MARATHON PETE CORP | $2.5M | 0.63% | 9,602 | Hold |
| 23 | PGR | PROGRESSIVE CORP | $1.6M | 0.42% | 7,548 | Hold |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.41% | 17,228 | Trimmed |
| 25 | PG | PROCTER & GAMBLE CO | $1.5M | 0.39% | 10,431 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR