ForthRight Wealth Management, LLC
CIK: 0001841633SEC EDGAR →
Portfolio Value
$347.8M
Holdings
71
As of
Q4 2025
New Positions
4
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 78,913 | $49.5M | 14.23% |
| 2 | SCHWAB STRATEGIC TR | 1,262,314 | $34.6M | 9.95% |
| 3 | ISHARES TR | 300,457 | $30.8M | 8.86% |
| 4 | ISHARES TR | 176,125 | $29.6M | 8.50% |
| 5 | SCHWAB STRATEGIC TR | 951,024 | $27.1M | 7.79% |
| 6 | VANGUARD BD INDEX FDS | 287,200 | $22.4M | 6.43% |
| 7 | PROSHARES TR | 185,880 | $19.3M | 5.56% |
| 8 | J P MORGAN EXCHANGE TRADED F | 385,258 | $18.8M | 5.39% |
| 9 | AMPLIFY ETF TR | 374,681 | $16.7M | 4.79% |
| 10 | VANGUARD INDEX FDS | 47,074 | $13.7M | 3.93% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $325.8M | 93.7% |
| Technology | 7 | $7.5M | 2.2% |
| Consumer Cyclical | 4 | $3.3M | 0.9% |
| Energy | 4 | $3.2M | 0.9% |
| Consumer Defensive | 2 | $2.2M | 0.6% |
| Communication Services | 2 | $1.7M | 0.5% |
| Industrials | 3 | $1.4M | 0.4% |
| Utilities | 1 | $1.2M | 0.3% |
| Healthcare | 3 | $998K | 0.3% |
| Unknown | 2 | $500K | 0.1% |