13F HOLDINGS REPORT
ForthRight Wealth Management, LLC
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001951757-25-001322
Total Value
$344.2M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 80,462 | $49.3M | 14.32% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 1,258,987 | $34.4M | 9.99% |
| 3 | ISHARES TR | 464287663 | 300,127 | $30.0M | 8.72% |
| 4 | ISHARES TR | 464287671 | 179,898 | $29.6M | 8.60% |
| 5 | SCHWAB STRATEGIC TR | 808524607 | 941,457 | $26.3M | 7.63% |
| 6 | PROSHARES TR | 74348A467 | 219,341 | $22.6M | 6.57% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 272,765 | $21.3M | 6.19% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 347,513 | $17.0M | 4.95% |
| 9 | AMPLIFY ETF TR | 032108409 | 326,320 | $14.5M | 4.23% |
| 10 | VANGUARD INDEX FDS | 922908629 | 46,357 | $13.6M | 3.96% |
| 11 | VANGUARD MUN BD FDS | 922907746 | 153,970 | $7.7M | 2.24% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 93,582 | $6.9M | 2.00% |
| 13 | PROSHARES TR | 74347B698 | 86,438 | $5.8M | 1.67% |
| 14 | SPDR S&P 500 ETF TR | SPY | 8,490 | $5.7M | 1.64% |
| 15 | HARTFORD FDS EXCHANGE TRADED | 41653L602 | 141,192 | $5.5M | 1.60% |
| 16 | FIRST TR EXCHANGE TRADED FD | 33734X200 | 174,647 | $5.0M | 1.46% |
| 17 | ALPS ETF TR | 00162Q718 | 135,677 | $4.8M | 1.40% |
| 18 | ISHARES TR | 464287507 | 51,873 | $3.4M | 0.98% |
| 19 | VISA INC | V | 8,673 | $3.0M | 0.86% |
| 20 | APPLE INC | AAPL | 10,596 | $2.7M | 0.78% |
| 21 | ISHARES TR | 464288687 | 62,305 | $2.0M | 0.57% |
| 22 | PROGRESSIVE CORP | 743315103 | 7,548 | $1.9M | 0.54% |
| 23 | MARATHON PETE CORP | MARA | 9,602 | $1.9M | 0.54% |
| 24 | HOME DEPOT INC | HD | 4,461 | $1.8M | 0.53% |
| 25 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 18,525 | $1.7M | 0.50% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 10,761 | $1.7M | 0.48% |
| 27 | SOUTHERN CO | SOMN | 13,600 | $1.3M | 0.37% |
| 28 | MICROSOFT CORP | MSFT | 2,275 | $1.2M | 0.34% |
| 29 | INTERNATIONAL BUSINESS MACHS | INTR | 4,166 | $1.2M | 0.34% |
| 30 | HF SINCLAIR CORP | DINO | 21,646 | $1.1M | 0.33% |
| 31 | AMAZON COM INC | AMZN | 5,155 | $1.1M | 0.33% |
| 32 | ALPHABET INC | GOOG | 4,313 | $1.1M | 0.31% |
| 33 | VANGUARD SCOTTSDALE FDS | 92206C680 | 8,531 | $1.0M | 0.30% |
| 34 | ISHARES TR | 464288414 | 9,337 | $994,297 | 0.29% |
| 35 | IBOTTA INC | IBTA | 30,296 | $843,744 | 0.25% |
| 36 | AFLAC INC | AFL | 7,286 | $813,843 | 0.24% |
| 37 | SAP SE | SAPGF | 3,039 | $812,051 | 0.24% |
| 38 | UNITED PARCEL SERVICE INC | UPS | 9,447 | $789,108 | 0.23% |
| 39 | SPDR SERIES TRUST | 78464A508 | 14,188 | $785,007 | 0.23% |
| 40 | ISHARES TR | 464287150 | 4,705 | $685,286 | 0.20% |
| 41 | ORACLE CORP | ORCL-PD | 2,298 | $646,290 | 0.19% |
| 42 | WALMART INC | WMT | 6,043 | $622,764 | 0.18% |
| 43 | GENUINE PARTS CO | GPC | 4,232 | $586,555 | 0.17% |
| 44 | GLOBAL X FDS | 37954Y871 | 11,973 | $570,753 | 0.17% |
| 45 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,550 | $550,264 | 0.16% |
| 46 | MCKESSON CORP | MCK | 603 | $465,842 | 0.14% |
| 47 | NVIDIA CORPORATION | NVDA | 2,438 | $454,805 | 0.13% |
| 48 | EXXON MOBIL CORP | XOM | 3,800 | $428,503 | 0.12% |
| 49 | SCHWAB STRATEGIC TR | 808524300 | 12,925 | $412,437 | 0.12% |
| 50 | TRAVELERS COMPANIES INC | TRV | 1,413 | $394,538 | 0.11% |
| 51 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 7,115 | $376,312 | 0.11% |
| 52 | DOCGO INC | DCGO | 269,887 | $367,046 | 0.11% |
| 53 | ISHARES TR | 46434V274 | 9,872 | $354,504 | 0.10% |
| 54 | VANGUARD ADMIRAL FDS INC | 921932505 | 782 | $340,530 | 0.10% |
| 55 | FIRST TR EXCHANGE-TRADED ALP | 33734K109 | 2,853 | $333,290 | 0.10% |
| 56 | ALPHABET INC | GOOG | 1,359 | $330,373 | 0.10% |
| 57 | TRUIST FINL CORP | 89832Q109 | 7,032 | $321,494 | 0.09% |
| 58 | FIRST TR EXCHNG TRADED FD VI | 33740F748 | 6,035 | $315,310 | 0.09% |
| 59 | ISHARES TR | 46432F834 | 3,566 | $294,499 | 0.09% |
| 60 | ISHARES TR | 464287200 | 416 | $278,429 | 0.08% |
| 61 | MOHAWK INDS INC | 608190104 | 2,150 | $277,178 | 0.08% |
| 62 | ISHARES TR | 464287101 | 804 | $267,603 | 0.08% |
| 63 | SPDR SERIES TRUST | 78464A847 | 4,272 | $244,323 | 0.07% |
| 64 | JOHNSON & JOHNSON | JNJ | 1,302 | $241,417 | 0.07% |
| 65 | CHEVRON CORP NEW | CVX | 1,492 | $231,664 | 0.07% |
| 66 | INVESCO QQQ TR | IVZ | 374 | $224,538 | 0.07% |
| 67 | AGCO CORP | AGCO | 2,045 | $218,960 | 0.06% |
| 68 | CATERPILLAR INC | CAT | 421 | $200,880 | 0.06% |
| 69 | DUKE ENERGY CORP NEW | DUKB | 1,617 | $200,139 | 0.06% |