ForthRight Wealth Management, LLC Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$347.8B
Holdings
71
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (71 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 78,913 | $49.5B | 14.23% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,262,314 | $34.6B | 9.95% | |
| 3 | IUSVISHARES TR | 300,457 | $30.8B | 8.86% | |
| 4 | IUSGISHARES TR | 176,125 | $29.6B | 8.50% | |
| 5 | SCHASCHWAB STRATEGIC TR | 951,024 | $27.1B | 7.79% | |
| 6 | BIVVANGUARD BD INDEX FDS | 287,200 | $22.4B | 6.43% | |
| 7 | NOBLPROSHARES TR | 185,880 | $19.3B | 5.56% | |
| 8 | JPIBJ P MORGAN EXCHANGE TRADED F | 385,258 | $18.8B | 5.39% | |
| 9 | DIVOAMPLIFY ETF TR | 374,681 | $16.7B | 4.79% | |
| 10 | VOVANGUARD INDEX FDS | 47,074 | $13.7B | 3.93% | |
| 11 | JIREJ P MORGAN EXCHANGE TRADED F | 109,333 | $8.2B | 2.35% | |
| 12 | VTEBVANGUARD MUN BD FDS | 144,087 | $7.2B | 2.08% | |
| 13 | SMDVPROSHARES TR | 87,530 | $5.8B | 1.66% | |
| 14 | SPYSPDR S&P 500 ETF TR | 8,379 | $5.7B | 1.64% | |
| 15 | FGDFIRST TR EXCHANGE TRADED FD | 176,771 | $5.3B | 1.54% | |
| 16 | IDOGALPS ETF TR | 136,705 | $5.3B | 1.52% | |
| 17 | TRPAHARTFORD FDS EXCHANGE TRADED | 116,251 | $4.5B | 1.30% | |
| 18 | IJHISHARES TR | 50,805 | $3.4B | 0.96% | |
| 19 | VVISA INC | 8,674 | $3.0B | 0.87% | |
| 20 | AAPLAPPLE INC | 10,263 | $2.8B | 0.80% | |
| 21 | PGRPROGRESSIVE CORP | 7,548 | $1.7B | 0.49% | |
| 22 | FTCSFIRST TR EXCHANGE-TRADED FD | 17,902 | $1.7B | 0.48% | |
| 23 | MPCMARATHON PETE CORP | 9,602 | $1.6B | 0.45% | |
| 24 | PGPROCTER AND GAMBLE CO | 10,746 | $1.5B | 0.44% | |
| 25 | HDHOME DEPOT INC | 3,841 | $1.3B | 0.38% | |
| 26 | PFFISHARES TR | 41,569 | $1.3B | 0.37% | |
| 27 | GOOGALPHABET INC | 4,039 | $1.3B | 0.36% | |
| 28 | IBMINTERNATIONAL BUSINESS MACHS | 4,226 | $1.3B | 0.36% | |
| 29 | SOSOUTHERN CO | 13,638 | $1.2B | 0.34% | |
| 30 | AMZNAMAZON COM INC | 5,121 | $1.2B | 0.34% | |
| 31 | MSFTMICROSOFT CORP | 2,272 | $1.1B | 0.32% | |
| 32 | VONGVANGUARD SCOTTSDALE FDS | 8,531 | $1.0B | 0.30% | |
| 33 | MUBISHARES TR | 9,337 | $1.0B | 0.29% | |
| 34 | DINOHF SINCLAIR CORP | 21,331 | $982.0M | 0.28% | |
| 35 | UPSUNITED PARCEL SERVICE INC | 9,442 | $936.0M | 0.27% | |
| 36 | SPYVSPDR SERIES TRUST | 14,191 | $806.0M | 0.23% | |
| 37 | AFLAFLAC INC | 7,183 | $792.0M | 0.23% | |
| 38 | SAPSAP SE | 3,039 | $738.0M | 0.21% | |
| 39 | ITOTISHARES TR | 4,707 | $699.0M | 0.20% | |
| 40 | IBTAIBOTTA INC | 30,296 | $688.0M | 0.20% | |
| 41 | WMTWALMART INC | 6,043 | $673.0M | 0.19% | |
| 42 | URAGLOBAL X FDS | 13,525 | $577.0M | 0.17% | |
| 43 | VCSHVANGUARD SCOTTSDALE FDS | 7,112 | $567.0M | 0.16% | |
| 44 | VIGVANGUARD SPECIALIZED FUNDS | 2,552 | $560.0M | 0.16% | |
| 45 | GPCGENUINE PARTS CO | 4,232 | $520.0M | 0.15% | |
| 46 | MCKMCKESSON CORP | 603 | $494.0M | 0.14% | |
| 47 | XOMEXXON MOBIL CORP | 3,961 | $476.0M | 0.14% | |
| 48 | NVDANVIDIA CORPORATION | 2,548 | $475.0M | 0.14% | |
| 49 | GOOGLALPHABET INC | 1,439 | $450.0M | 0.13% | |
| 50 | ORCLORACLE CORP | 2,298 | $447.0M | 0.13% | |
| 51 | SCHGSCHWAB STRATEGIC TR | 12,925 | $421.0M | 0.12% | |
| 52 | TRVTRAVELERS COMPANIES INC | 1,413 | $409.0M | 0.12% | |
| 53 | IXUSISHARES TR | 4,758 | $402.0M | 0.12% | |
| 54 | FNOVFIRST TR EXCHNG TRADED FD VI | 6,840 | $375.0M | 0.11% | |
| 55 | INTFISHARES TR | 9,459 | $357.0M | 0.10% | |
| 56 | TFCTRUIST FINL CORP | 7,034 | $346.0M | 0.10% | |
| 57 | FEXFIRST TR EXCHANGE-TRADED ALP | 2,853 | $338.0M | 0.10% | |
| 58 | VOOGVANGUARD ADMIRAL FDS INC | 727 | $323.0M | 0.09% | |
| 59 | FMAYFIRST TR EXCHNG TRADED FD VI | 6,035 | $322.0M | 0.09% | |
| 60 | NDQINVESCO QQQ TR | 470 | $288.0M | 0.08% | |
| 61 | OEFISHARES TR | 804 | $275.0M | 0.08% | |
| 62 | JNJJOHNSON & JOHNSON | 1,298 | $268.0M | 0.08% | |
| 63 | IVVISHARES TR | 386 | $264.0M | 0.08% | |
| 64 | CATCATERPILLAR INC | 421 | $241.0M | 0.07% | |
| 65 | DCGODOCGO INC | 269,887 | $236.0M | 0.07% | |
| 66 | MHKMOHAWK INDS INC | 2,150 | $234.0M | 0.07% | |
| 67 | CVXCHEVRON CORP NEW | 1,492 | $227.0M | 0.07% | |
| 68 | AXPAMERICAN EXPRESS CO | 582 | $215.0M | 0.06% | |
| 69 | AGCOAGCO CORP | 2,050 | $213.0M | 0.06% | |
| 70 | GQ9SPDR GOLD TR | 537 | $212.0M | 0.06% | |
| 71 | SPMDSPDR SERIES TRUST | 3,499 | $202.0M | 0.06% |