ForthRight Wealth Management, LLC

CIK 0001841633 • 6 13F filings • Apr 15, 2025 – Aug 7, 2026

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Filer information

Filed by: ForthRight Wealth Management, LLC, Chief Compliance Officer
Address: 5755 NORTH POINT PKWY, SUITE 47, ALPHARETTA, GA, 30022
Phone: (470) 395-4749
AUM: $347.8M

AUM over time

$390.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $347.8M69 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$792K	0.2%Prev: 0.2%	7,183 SH	Decreased-103 SH
AGCO CORP	COM	$214K	0.1%Prev: 0.1%	2,050 SH	Decreased+5 SH
ALPHABET INC	CAP STK CL A	$450K	0.1%Prev: 0.1%	1,439 SH	Increased+80 SH
ALPHABET INC	CAP STK CL C	$1.3M	0.4%Prev: 0.3%	4,039 SH	Increased-274 SH
ALPS ETF TR	INTL SEC DV DOG	$5.3M	1.5%Prev: 1.4%	136,705 SH	Increased+1,028 SH
AMAZON COM INC	COM	$1.2M	0.3%Prev: 0.3%	5,121 SH	Increased-34 SH
AMERICAN EXPRESS CO	COM	$215K	0.1%	582 SH	New
AMPLIFY ETF TR	CWP ENHANCED DIV	$16.7M	4.8%Prev: 4.2%	374,681 SH	Increased+48,361 SH
APPLE INC	COM	$2.8M	0.8%Prev: 0.8%	10,263 SH	Increased-333 SH
CATERPILLAR INC	COM	$241K	0.1%Prev: 0.1%	421 SH	Increased
CHEVRON CORP NEW	COM	$227K	0.1%Prev: 0.1%	1,492 SH	Decreased
DOCGO INC	COM	$237K	0.1%Prev: 0.1%	269,887 SH	Decreased
EXXON MOBIL CORP	COM	$477K	0.1%Prev: 0.1%	3,961 SH	Increased+161 SH
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$5.4M	1.5%Prev: 1.5%	176,771 SH	Increased+2,124 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$338K	0.1%Prev: 0.1%	2,853 SH	Increased
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.7M	0.5%Prev: 0.5%	17,902 SH	Decreased-623 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$698K	0.2%Prev: 0.2%	12,875 SH	Increased-275 SH
GENUINE PARTS CO	COM	$520K	0.1%Prev: 0.2%	4,232 SH	Decreased
GLOBAL X FDS	GLOBAL X URANIUM	$578K	0.2%Prev: 0.2%	13,525 SH	Increased+1,552 SH
HARTFORD FDS EXCHANGE TRADED	AAA CLO ETF	$4.5M	1.3%Prev: 1.6%	116,251 SH	Decreased-24,941 SH
HF SINCLAIR CORP	COM	$983K	0.3%Prev: 0.3%	21,331 SH	Decreased-315 SH
HOME DEPOT INC	COM	$1.3M	0.4%Prev: 0.5%	3,841 SH	Decreased-620 SH
IBOTTA INC	CLASS A COM SHS	$689K	0.2%Prev: 0.2%	30,296 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$1.3M	0.4%Prev: 0.3%	4,226 SH	Increased+60 SH
INVESCO QQQ TR	UNIT SER 1	$289K	0.1%Prev: 0.1%	470 SH	Increased+96 SH
ISHARES TR	CORE MSCI TOTAL	$403K	0.1%Prev: 0.1%	4,758 SH	Increased+1,192 SH
ISHARES TR	CORE S&P MCP ETF	$3.4M	1.0%Prev: 1.0%	50,805 SH	Decreased-1,068 SH
ISHARES TR	CORE S&P TTL STK	$700K	0.2%Prev: 0.2%	4,707 SH	Increased+2 SH
ISHARES TR	CORE S&P US GWT	$29.6M	8.5%Prev: 8.6%	176,125 SH	Decreased-3,773 SH
ISHARES TR	CORE S&P US VLU	$30.8M	8.9%Prev: 8.7%	300,457 SH	Increased+330 SH
ISHARES TR	CORE S&P500 ETF	$264K	0.1%Prev: 0.1%	386 SH	Decreased-30 SH
ISHARES TR	INTL EQTY FACTOR	$357K	0.1%Prev: 0.1%	9,459 SH	Increased-413 SH
ISHARES TR	NATIONAL MUN ETF	$1.0M	0.3%Prev: 0.3%	9,337 SH	Increased
ISHARES TR	PFD AND INCM SEC	$1.3M	0.4%Prev: 0.6%	41,569 SH	Decreased-20,736 SH
ISHARES TR	S&P 100 ETF	$276K	0.1%Prev: 0.1%	804 SH	Increased
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$18.8M	5.4%Prev: 5.0%	385,258 SH	Increased+37,745 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$8.2M	2.4%Prev: 2.0%	109,333 SH	Increased+15,751 SH
JOHNSON & JOHNSON	COM	$269K	0.1%Prev: 0.1%	1,298 SH	Increased-4 SH
MARATHON PETE CORP	COM	$1.6M	0.4%Prev: 0.5%	9,602 SH	Decreased
MCKESSON CORP	COM	$495K	0.1%Prev: 0.1%	603 SH	Increased
MICROSOFT CORP	COM	$1.1M	0.3%Prev: 0.3%	2,272 SH	Decreased-3 SH
MOHAWK INDS INC	COM	$235K	0.1%Prev: 0.1%	2,150 SH	Decreased
NVIDIA CORPORATION	COM	$475K	0.1%Prev: 0.1%	2,548 SH	Increased+110 SH
ORACLE CORP	COM	$448K	0.1%Prev: 0.2%	2,298 SH	Decreased
PROCTER AND GAMBLE CO	COM	$1.5M	0.4%Prev: 0.5%	10,746 SH	Decreased-15 SH
PROGRESSIVE CORP	COM	$1.7M	0.5%Prev: 0.5%	7,548 SH	Decreased
PROSHARES TR	RUSS 2000 DIVD	$5.8M	1.7%Prev: 1.7%	87,530 SH	Increased+1,092 SH
PROSHARES TR	S&P 500 DV ARIST	$19.3M	5.6%Prev: 6.6%	185,880 SH	Decreased-33,461 SH
SAP SE	SPON ADR	$738K	0.2%Prev: 0.2%	3,039 SH	Decreased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$34.6M	10.0%Prev: 10.0%	1,262,314 SH	Increased+3,327 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$422K	0.1%Prev: 0.1%	12,925 SH	Increased
SCHWAB STRATEGIC TR	US SML CAP ETF	$27.1M	7.8%Prev: 7.6%	951,024 SH	Increased+9,567 SH
SOUTHERN CO	COM	$1.2M	0.3%Prev: 0.4%	13,638 SH	Decreased+38 SH
SPDR GOLD TR	GOLD SHS	$213K	0.1%	537 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$5.7M	1.6%Prev: 1.6%	8,379 SH	Increased-111 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.0M	0.3%	17,690 SH	New
TRAVELERS COMPANIES INC	COM	$410K	0.1%Prev: 0.1%	1,413 SH	Increased
TRUIST FINL CORP	COM	$346K	0.1%Prev: 0.1%	7,034 SH	Increased+2 SH
UNITED PARCEL SERVICE INC	CL B	$937K	0.3%Prev: 0.2%	9,442 SH	Increased-5 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$323K	0.1%Prev: 0.1%	727 SH	Decreased-55 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$22.4M	6.4%Prev: 6.2%	287,200 SH	Increased+14,435 SH
VANGUARD INDEX FDS	MID CAP ETF	$13.7M	3.9%Prev: 4.0%	47,074 SH	Increased+717 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$49.5M	14.2%Prev: 14.3%	78,913 SH	Increased-1,549 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.2M	2.1%Prev: 2.2%	144,087 SH	Decreased-9,883 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$567K	0.2%	7,112 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.0M	0.3%Prev: 0.3%	8,531 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$561K	0.2%Prev: 0.2%	2,552 SH	Increased+2 SH
VISA INC	COM CL A	$3.0M	0.9%Prev: 0.9%	8,674 SH	Increased+1 SH
WALMART INC	COM	$673K	0.2%Prev: 0.2%	6,043 SH	Increased

Sold (vs prior filing)

DUKE ENERGY CORP NEW — $200K
SPDR SERIES TRUST — $244K
SPDR SERIES TRUST — $785K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 13, 2026	Q4 2025	13F-HR	0001951757-26-000057	$347.8M	View
Nov 7, 2025	Q3 2025	13F-HR	0001951757-25-001322	$344.2M	View
Aug 7, 2026	Q2 2026