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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001841633

ForthRight Wealth Management, LLC

ALPHARETTA, GA · File #028-20494

Latest AUM
$347.8M
Positions
71
Top-10 Concentration
76.8%
Filings
12

Sector Allocation

Financials
2.2%$7.6M
Technology
1.4%$5.1M
Energy
0.5%$1.7M
Industrials
0.4%$1.4M
Utilities
0.3%$1.2M
Healthcare
0.3%$1.0M
Consumer Staples
0.2%$673,221

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836378,913$49.5M14.48%
2SCHWAB STRATEGIC TR8085247971,262,314$34.6M10.13%
3ISHARES TR464287663300,457$30.8M9.02%
4ISHARES TR464287671176,125$29.6M8.66%
5SCHWAB STRATEGIC TR808524607951,024$27.1M7.93%
6VANGUARD BD INDEX FDS921937819287,200$22.4M6.55%
7PROSHARES TR74348A467185,880$19.3M5.66%
8J P MORGAN EXCHANGE TRADED F46641Q852385,258$18.8M5.49%
9AMPLIFY ETF TR032108409374,681$16.7M4.88%
10VANGUARD INDEX FDS92290862947,074$13.7M4.00%
11J P MORGAN EXCHANGE TRADED F46641Q134109,333$8.2M2.40%
12VANGUARD MUN BD FDS922907746144,087$7.2M2.12%
13PROSHARES TR74347B69887,530$5.8M1.69%
14SPDR S&P 500 ETF TRSPY8,379$5.7M1.67%
15FIRST TR EXCHANGE TRADED FD33734X200176,771$5.4M1.57%
16ALPS ETF TR00162Q718136,705$5.3M1.54%
17HARTFORD FDS EXCHANGE TRADED41653L602116,251$4.5M1.32%
18ISHARES TR46428750750,805$3.4M0.98%
19VISA INCV8,674$3.0M0.89%
20APPLE INCAAPL10,263$2.8M0.82%