Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ForthRight Wealth Management, LLC (CIK 1841633) reported $352.5M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($46.9M, 13.29%), SCHD ($39.6M, 11.23%), IUSV ($30.9M, 8.77%), SCHA ($27.8M, 7.87%), IUSG ($26.9M, 7.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $46.9M | 13.29% | 78,422 | Trimmed |
| 2 | SCHD | SCHWAB STRATEGIC TR | $39.6M | 11.23% | 1.3M | Added |
| 3 | IUSV | ISHARES TR | $30.9M | 8.77% | 302,273 | Added |
| 4 | SCHA | SCHWAB STRATEGIC TR | $27.8M | 7.87% | 954,561 | Added |
| 5 | IUSG | ISHARES TR | $26.9M | 7.64% | 173,544 | Trimmed |
| 6 | BIV | VANGUARD BD INDEX FDS | $24.3M | 6.90% | 315,313 | Added |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | $20.2M | 5.72% | 421,698 | Added |
| 8 | DIVO | AMPLIFY ETF TR | $18.7M | 5.31% | 417,013 | Added |
| 9 | NOBL | PROSHARES TR | $18.2M | 5.15% | 171,248 | Trimmed |
| 10 | VO | VANGUARD INDEX FDS | $13.6M | 3.87% | 47,448 | Added |
| 11 | JIRE | J P MORGAN EXCHANGE TRADED F | $9.2M | 2.61% | 121,613 | Added |
| 12 | VTEB | VANGUARD MUN BD FDS | $7.4M | 2.11% | 149,183 | Added |
| 13 | IDOG | ALPS ETF TR | $5.7M | 1.61% | 136,298 | Trimmed |
| 14 | FGD | FIRST TR EXCHANGE-TRADED FD | $5.6M | 1.60% | 176,356 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 1.54% | 8,353 | Trimmed |
| 16 | AVUV | AMERICAN CENTY ETF TR | $4.9M | 1.39% | 44,228 | New |
| 17 | IJH | ISHARES TR | $3.4M | 0.97% | 50,892 | Added |
| 18 | HSRT | HARTFORD FDS EXCHANGE TRADED | $2.9M | 0.81% | 73,954 | Trimmed |
| 19 | AAPL | APPLE INC | $2.6M | 0.74% | 10,263 | Hold |
| 20 | V | VISA INC | $2.6M | 0.74% | 8,669 | Trimmed |
| 21 | MPC | MARATHON PETE CORP | $2.3M | 0.67% | 9,602 | Hold |
| 22 | FTCS | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.46% | 17,346 | Trimmed |
| 23 | PG | PROCTER & GAMBLE CO | $1.5M | 0.43% | 10,416 | Trimmed |
| 24 | PGR | PROGRESSIVE CORP | $1.5M | 0.42% | 7,548 | Hold |
| 25 | DINO | HF SINCLAIR CORP | $1.3M | 0.38% | 21,331 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31