13F HOLDINGS REPORT
ForthRight Wealth Management, LLC
Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001951757-25-000975
Total Value
$320.7M
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 79,374 | $45.1M | 14.06% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 1,205,516 | $31.9M | 9.96% |
| 3 | ISHARES TR | 464287663 | 291,869 | $27.6M | 8.61% |
| 4 | ISHARES TR | 464287671 | 181,076 | $27.2M | 8.49% |
| 5 | PROSHARES TR | 74348A467 | 245,132 | $24.7M | 7.70% |
| 6 | SCHWAB STRATEGIC TR | 808524607 | 916,117 | $23.2M | 7.23% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 264,520 | $20.5M | 6.38% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 325,518 | $15.8M | 4.94% |
| 9 | AMPLIFY ETF TR | 032108409 | 301,714 | $12.8M | 4.00% |
| 10 | VANGUARD INDEX FDS | 922908629 | 44,968 | $12.6M | 3.92% |
| 11 | VANGUARD MUN BD FDS | 922907746 | 136,705 | $6.7M | 2.09% |
| 12 | HARTFORD FDS EXCHANGE TRADED | 41653L602 | 147,275 | $5.7M | 1.79% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 78,919 | $5.6M | 1.74% |
| 14 | PROSHARES TR | 74347B698 | 85,395 | $5.6M | 1.73% |
| 15 | SPDR S&P 500 ETF TR | SPY | 8,490 | $5.2M | 1.64% |
| 16 | FIRST TR EXCHANGE TRADED FD | 33734X200 | 176,385 | $4.9M | 1.51% |
| 17 | ALPS ETF TR | 00162Q718 | 134,915 | $4.6M | 1.43% |
| 18 | ISHARES TR | 464287507 | 51,901 | $3.2M | 1.00% |
| 19 | VISA INC | V | 8,651 | $3.1M | 0.96% |
| 20 | ISHARES TR | 464288687 | 78,382 | $2.4M | 0.75% |
| 21 | APPLE INC | AAPL | 9,936 | $2.0M | 0.64% |
| 22 | PROGRESSIVE CORP | 743315103 | 7,548 | $2.0M | 0.63% |
| 23 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 20,859 | $1.9M | 0.59% |
| 24 | PROCTER AND GAMBLE CO | 742718109 | 10,761 | $1.7M | 0.53% |
| 25 | HOME DEPOT INC | HD | 4,471 | $1.6M | 0.51% |
| 26 | MARATHON PETE CORP | MARA | 9,602 | $1.6M | 0.50% |
| 27 | SOUTHERN CO | SOMN | 13,614 | $1.3M | 0.39% |
| 28 | IBOTTA INC | IBTA | 30,296 | $1.1M | 0.35% |
| 29 | MICROSOFT CORP | MSFT | 2,142 | $1.1M | 0.33% |
| 30 | AMAZON COM INC | AMZN | 4,657 | $1.0M | 0.32% |
| 31 | ISHARES TR | 464288414 | 9,442 | $986,500 | 0.31% |
| 32 | UNITED PARCEL SERVICE INC | UPS | 9,442 | $953,075 | 0.30% |
| 33 | VANGUARD SCOTTSDALE FDS | 92206C680 | 8,545 | $933,070 | 0.29% |
| 34 | SAP SE | SAPGF | 3,039 | $924,160 | 0.29% |
| 35 | HF SINCLAIR CORP | DINO | 21,646 | $889,218 | 0.28% |
| 36 | AFLAC INC | AFL | 7,273 | $767,002 | 0.24% |
| 37 | ALPHABET INC | GOOG | 4,229 | $750,182 | 0.23% |
| 38 | SPDR SERIES TRUST | 78464A508 | 14,209 | $743,715 | 0.23% |
| 39 | ISHARES TR | 464287150 | 4,743 | $640,457 | 0.20% |
| 40 | INTERNATIONAL BUSINESS MACHS | INTR | 2,102 | $619,628 | 0.19% |
| 41 | WALMART INC | WMT | 6,143 | $600,637 | 0.19% |
| 42 | GENUINE PARTS CO | GPC | 4,677 | $567,367 | 0.18% |
| 43 | ORACLE CORP | ORCL-PD | 2,298 | $502,412 | 0.16% |
| 44 | MCKESSON CORP | MCK | 653 | $478,505 | 0.15% |
| 45 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,265 | $463,578 | 0.14% |
| 46 | GLOBAL X FDS | 37954Y871 | 11,613 | $450,701 | 0.14% |
| 47 | DOCGO INC | DCGO | 269,887 | $423,723 | 0.13% |
| 48 | TRAVELERS COMPANIES INC | TRV | 1,470 | $393,284 | 0.12% |
| 49 | EXXON MOBIL CORP | XOM | 3,634 | $391,745 | 0.12% |
| 50 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 7,365 | $369,060 | 0.12% |
| 51 | NVIDIA CORPORATION | NVDA | 2,238 | $353,511 | 0.11% |
| 52 | ISHARES TR | 46434V274 | 9,872 | $337,919 | 0.11% |
| 53 | TRUIST FINL CORP | 89832Q109 | 7,616 | $327,430 | 0.10% |
| 54 | FIRST TR EXCHANGE-TRADED ALP | 33734K109 | 2,853 | $313,716 | 0.10% |
| 55 | FIRST TR EXCHNG TRADED FD VI | 33740F748 | 6,035 | $301,931 | 0.09% |
| 56 | ISHARES TR | 464287101 | 964 | $293,393 | 0.09% |
| 57 | VANGUARD ADMIRAL FDS INC | 921932505 | 707 | $280,354 | 0.09% |
| 58 | ISHARES TR | 46432F834 | 3,566 | $275,705 | 0.09% |
| 59 | SCHWAB STRATEGIC TR | 808524300 | 9,122 | $266,454 | 0.08% |
| 60 | ISHARES TR | 464287200 | 414 | $257,053 | 0.08% |
| 61 | SPDR SERIES TRUST | 78464A847 | 4,256 | $231,419 | 0.07% |
| 62 | MOHAWK INDS INC | 608190104 | 2,150 | $225,406 | 0.07% |
| 63 | CHEVRON CORP NEW | CVX | 1,492 | $213,613 | 0.07% |
| 64 | ALPHABET INC | GOOG | 1,196 | $210,771 | 0.07% |
| 65 | AGCO CORP | AGCO | 2,040 | $210,404 | 0.07% |