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ForthRight Wealth Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001841633

$390.9M

disclosed book value

76

positions

13.4%

largest position share

Positions, as of 2026-06-30

top 76 of 76 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS76,085$52.3M13.4%
2SCHDSCHWAB STRATEGIC TR1.3M$41.1M10.5%
3SCHASCHWAB STRATEGIC TR942,364$34.0M8.7%
4IUSVISHARES TR294,358$32.4M8.3%
5IUSGISHARES TR171,918$32.3M8.3%
6BIVVANGUARD BD INDEX FDS332,229$25.5M6.5%
7JPIBJ P MORGAN EXCHANGE TRADED F455,739$22.0M5.6%
8DIVOAMPLIFY ETF TR466,125$21.3M5.4%
9NOBLPROSHARES TR325,163$18.3M4.7%
10VOVANGUARD INDEX FDS196,127$15.8M4%
11JIREJ P MORGAN EXCHANGE TRADED F139,694$11.5M2.9%
12VTEBVANGUARD MUN BD FDS146,259$7.4M1.9%
13SPYSTATE STR SPDR S&P 500 ETF T8,342$6.2M1.6%
14AVUVAMERICAN CENTY ETF TR42,827$5.3M1.4%
15FGDFIRST TR EXCHANGE-TRADED FD165,594$5.3M1.4%
16IDOGALPS ETF TR127,526$5.3M1.3%
17CSENCOHEN & STEERS ETF TRUST168,195$4.0M1%
18IJHISHARES TR50,455$3.9M1%
19VVISA INC8,669$3.0M0.8%
20AAPLAPPLE INC9,990$2.9M0.7%
21TRPAHARTFORD FDS EXCHANGE TRADED65,034$2.5M0.6%
22MPCMARATHON PETE CORP9,602$2.5M0.6%
23PGRPROGRESSIVE CORP7,548$1.6M0.4%
24FTCSFIRST TR EXCHANGE-TRADED FD17,228$1.6M0.4%
25PGPROCTER & GAMBLE CO10,431$1.5M0.4%
26SMDVPROSHARES TR18,354$1.4M0.4%
27DINOHF SINCLAIR CORP19,891$1.4M0.4%
28HDHOME DEPOT INC3,655$1.3M0.3%
29GOOGALPHABET INC3,552$1.3M0.3%
30SOSOUTHERN CO13,028$1.2M0.3%
31AMZNAMAZON COM INC5,227$1.2M0.3%
32IBMINTERNATIONAL BUSINESS MACHS4,327$1.2M0.3%
33VONGVANGUARD SCOTTSDALE FDS9,088$1.2M0.3%
34UPSUNITED PARCEL SVCS INC9,442$1.0M0.3%
35MUBISHARES TR9,337$1.0M0.3%
36PFFISHARES TR32,917$1.0M0.3%
37SPYVSPDR SERIES TRUST15,293$929,6530.2%
38MSFTMICROSOFT CORP2,320$865,5100.2%
39IBTAIBOTTA INC25,180$860,1490.2%
40AFLAFLAC INC6,983$818,7730.2%
41ITOTISHARES TR4,669$766,9330.2%
42WMTWALMART INC6,043$684,4000.2%
43NVDANVIDIA CORPORATION3,248$649,9470.2%
44VIGVANGUARD SPECIALIZED FUNDS2,555$604,4810.2%
45VCSHVANGUARD SCOTTSDALE FDS7,280$575,3460.1%
46EXMOCEXXON MOBIL CORP4,006$547,7000.1%
47GOOGLALPHABET INC1,479$528,5500.1%
48URAGLOBAL X FDS11,719$512,1240.1%
49GPCGENUINE PARTS CO4,238$499,9800.1%
50INTCINTEL CORP3,531$493,0340.1%
51SAPSAP SE3,039$468,3400.1%
52TRVTRAVELERS COMPANIES INC1,362$449,6230.1%
53IXUSISHARES TR4,591$438,1690.1%
54SCHGSCHWAB STRATEGIC TR12,925$437,3820.1%
55INTFISHARES TR9,960$407,9620.1%
56CATCATERPILLAR INC378$402,5320.1%
57FNOVFIRST TR EXCHNG TRADED FD VI6,840$400,0720.1%
58FEXFIRST TR EXCHANGE-TRADED ALP2,813$393,4640.1%
59MCKMCKESSON CORP498$376,3470.1%
60QQQINVESCO QQQ TR483$355,8230.1%
61VOOGVANGUARD ADMIRAL FDS INC4,272$352,9530.1%
62TFCTRUIST FINL CORP6,837$340,6170.1%
63FMAYFIRST TR EXCHNG TRADED FD VI6,035$339,1670.1%
64ORCLORACLE CORP2,298$336,7720.1%
65WTBNWISDOMTREE TR13,142$330,5060.1%
66JNJJOHNSON & JOHNSON1,300$330,1520.1%
67JBLJABIL INC767$295,6100.1%
68OEFISHARES TR804$294,1590.1%
69IVVISHARES TR391$292,8160.1%
70VTWOVANGUARD SCOTTSDALE FDS2,204$267,6690.1%
71MHKMOHAWK INDS INC2,150$260,8600.1%
72SPMDSPDR SERIES TRUST3,636$245,6330.1%
73SNXTD SYNNEX CORPORATION806$215,4760.1%
74VUGVANGUARD INDEX FDS2,438$209,9740.1%
75IWDISHARES TR866$209,9440.1%
76KOCOCA COLA CO2,550$207,2350.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
ForthRight Wealth Management, LLC — 13F Holdings & Portfolio | EvidInvest | EvidInvest