13F HOLDINGS REPORT
ForthRight Wealth Management, LLC
Quarter ended Q4 2025 · Filed January 13, 2026 · Accession 0001951757-26-000057
Total Value
$347.8M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 78,913 | $49.5M | 14.23% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 1,262,314 | $34.6M | 9.95% |
| 3 | ISHARES TR | 464287663 | 300,457 | $30.8M | 8.86% |
| 4 | ISHARES TR | 464287671 | 176,125 | $29.6M | 8.50% |
| 5 | SCHWAB STRATEGIC TR | 808524607 | 951,024 | $27.1M | 7.79% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 287,200 | $22.4M | 6.43% |
| 7 | PROSHARES TR | 74348A467 | 185,880 | $19.3M | 5.56% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 385,258 | $18.8M | 5.39% |
| 9 | AMPLIFY ETF TR | 032108409 | 374,681 | $16.7M | 4.79% |
| 10 | VANGUARD INDEX FDS | 922908629 | 47,074 | $13.7M | 3.93% |
| 11 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 109,333 | $8.2M | 2.35% |
| 12 | VANGUARD MUN BD FDS | 922907746 | 144,087 | $7.2M | 2.08% |
| 13 | PROSHARES TR | 74347B698 | 87,530 | $5.8M | 1.66% |
| 14 | SPDR S&P 500 ETF TR | SPY | 8,379 | $5.7M | 1.64% |
| 15 | FIRST TR EXCHANGE TRADED FD | 33734X200 | 176,771 | $5.4M | 1.54% |
| 16 | ALPS ETF TR | 00162Q718 | 136,705 | $5.3M | 1.52% |
| 17 | HARTFORD FDS EXCHANGE TRADED | 41653L602 | 116,251 | $4.5M | 1.30% |
| 18 | ISHARES TR | 464287507 | 50,805 | $3.4M | 0.96% |
| 19 | VISA INC | V | 8,674 | $3.0M | 0.87% |
| 20 | APPLE INC | AAPL | 10,263 | $2.8M | 0.80% |
| 21 | PROGRESSIVE CORP | 743315103 | 7,548 | $1.7M | 0.49% |
| 22 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 17,902 | $1.7M | 0.48% |
| 23 | MARATHON PETE CORP | MARA | 9,602 | $1.6M | 0.45% |
| 24 | PROCTER AND GAMBLE CO | 742718109 | 10,746 | $1.5M | 0.44% |
| 25 | HOME DEPOT INC | HD | 3,841 | $1.3M | 0.38% |
| 26 | ISHARES TR | 464288687 | 41,569 | $1.3M | 0.37% |
| 27 | ALPHABET INC | GOOG | 4,039 | $1.3M | 0.36% |
| 28 | INTERNATIONAL BUSINESS MACHS | INTR | 4,226 | $1.3M | 0.36% |
| 29 | SOUTHERN CO | SOMN | 13,638 | $1.2M | 0.34% |
| 30 | AMAZON COM INC | AMZN | 5,121 | $1.2M | 0.34% |
| 31 | MICROSOFT CORP | MSFT | 2,272 | $1.1M | 0.32% |
| 32 | VANGUARD SCOTTSDALE FDS | 92206C680 | 8,531 | $1.0M | 0.30% |
| 33 | ISHARES TR | 464288414 | 9,337 | $1.0M | 0.29% |
| 34 | HF SINCLAIR CORP | DINO | 21,331 | $982,932 | 0.28% |
| 35 | UNITED PARCEL SERVICE INC | UPS | 9,442 | $936,552 | 0.27% |
| 36 | SPDR SERIES TRUST | 78464A508 | 14,191 | $806,168 | 0.23% |
| 37 | AFLAC INC | AFL | 7,183 | $792,072 | 0.23% |
| 38 | SAP SE | SAPGF | 3,039 | $738,203 | 0.21% |
| 39 | ISHARES TR | 464287150 | 4,707 | $699,813 | 0.20% |
| 40 | IBOTTA INC | IBTA | 30,296 | $688,628 | 0.20% |
| 41 | WALMART INC | WMT | 6,043 | $673,221 | 0.19% |
| 42 | GLOBAL X FDS | 37954Y871 | 13,525 | $577,923 | 0.17% |
| 43 | VANGUARD SCOTTSDALE FDS | 92206C409 | 7,112 | $567,027 | 0.16% |
| 44 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,552 | $560,943 | 0.16% |
| 45 | GENUINE PARTS CO | GPC | 4,232 | $520,367 | 0.15% |
| 46 | MCKESSON CORP | MCK | 603 | $494,698 | 0.14% |
| 47 | EXXON MOBIL CORP | XOM | 3,961 | $476,654 | 0.14% |
| 48 | NVIDIA CORPORATION | NVDA | 2,548 | $475,135 | 0.14% |
| 49 | ALPHABET INC | GOOG | 1,439 | $450,407 | 0.13% |
| 50 | ORACLE CORP | ORCL-PD | 2,298 | $447,903 | 0.13% |
| 51 | SCHWAB STRATEGIC TR | 808524300 | 12,925 | $421,614 | 0.12% |
| 52 | TRAVELERS COMPANIES INC | TRV | 1,413 | $409,855 | 0.12% |
| 53 | ISHARES TR | 46432F834 | 4,758 | $402,737 | 0.12% |
| 54 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 6,840 | $375,037 | 0.11% |
| 55 | ISHARES TR | 46434V274 | 9,459 | $357,077 | 0.10% |
| 56 | TRUIST FINL CORP | 89832Q109 | 7,034 | $346,154 | 0.10% |
| 57 | FIRST TR EXCHANGE-TRADED ALP | 33734K109 | 2,853 | $338,413 | 0.10% |
| 58 | VANGUARD ADMIRAL FDS INC | 921932505 | 727 | $323,217 | 0.09% |
| 59 | FIRST TR EXCHNG TRADED FD VI | 33740F748 | 6,035 | $322,571 | 0.09% |
| 60 | INVESCO QQQ TR | IVZ | 470 | $288,782 | 0.08% |
| 61 | ISHARES TR | 464287101 | 804 | $275,748 | 0.08% |
| 62 | JOHNSON & JOHNSON | JNJ | 1,298 | $268,637 | 0.08% |
| 63 | ISHARES TR | 464287200 | 386 | $264,387 | 0.08% |
| 64 | CATERPILLAR INC | CAT | 421 | $241,178 | 0.07% |
| 65 | DOCGO INC | DCGO | 269,887 | $236,907 | 0.07% |
| 66 | MOHAWK INDS INC | 608190104 | 2,150 | $234,995 | 0.07% |
| 67 | CHEVRON CORP NEW | CVX | 1,492 | $227,368 | 0.07% |
| 68 | AMERICAN EXPRESS CO | AXP | 582 | $215,482 | 0.06% |
| 69 | AGCO CORP | AGCO | 2,050 | $213,818 | 0.06% |
| 70 | SPDR GOLD TR | GLD | 537 | $212,818 | 0.06% |
| 71 | SPDR SERIES TRUST | 78464A847 | 3,499 | $202,612 | 0.06% |