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: $320.7M64 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$767K	0.2%Prev: 0.2%	7,273 SH	Increased+290 SH
AGCO CORP	COM	$210K	0.1%	2,040 SH	New
ALPHABET INC	CAP STK CL A	$211K	0.1%Prev: 0.1%	1,196 SH	Decreased-243 SH
ALPHABET INC	CAP STK CL C	$750K	0.2%Prev: 0.3%	4,229 SH	Decreased+595 SH
ALPS ETF TR	INTL SEC DV DOG	$4.6M	1.4%Prev: 1.6%	134,915 SH	Decreased-1,383 SH
AMAZON COM INC	COM	$1.0M	0.3%Prev: 0.3%	4,657 SH	Decreased-464 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$12.8M	4.0%Prev: 5.3%	301,714 SH	Decreased-115,299 SH
APPLE INC	COM	$2.0M	0.6%Prev: 0.7%	9,936 SH	Decreased-327 SH
CHEVRON CORP NEW	COM	$214K	0.1%	1,492 SH	New
DOCGO INC	COM	$424K	0.1%Prev: 0.0%	269,887 SH	Increased
EXXON MOBIL CORP	COM	$392K	0.1%Prev: 0.2%	3,634 SH	Decreased-372 SH
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$4.9M	1.5%	176,385 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$314K	0.1%Prev: 0.1%	2,853 SH	Decreased+50 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.9M	0.6%Prev: 0.5%	20,859 SH	Increased+3,513 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$671K	0.2%Prev: 0.2%	13,400 SH	Decreased+525 SH
GENUINE PARTS CO	COM	$567K	0.2%Prev: 0.1%	4,677 SH	Increased+442 SH
GLOBAL X FDS	GLOBAL X URANIUM	$451K	0.1%Prev: 0.1%	11,613 SH	Decreased+728 SH
HARTFORD FDS EXCHANGE TRADED	AAA CLO ETF	$5.7M	1.8%Prev: 0.8%	147,275 SH	Increased+73,321 SH
HF SINCLAIR CORP	COM	$889K	0.3%Prev: 0.4%	21,646 SH	Decreased+315 SH
HOME DEPOT INC	COM	$1.6M	0.5%Prev: 0.3%	4,471 SH	Increased+823 SH
IBOTTA INC	CLASS A COM SHS	$1.1M	0.3%Prev: 0.3%	30,296 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$620K	0.2%Prev: 0.3%	2,102 SH	Decreased-2,124 SH
ISHARES TR	CORE MSCI TOTAL	$276K	0.1%Prev: 0.1%	3,566 SH	Decreased-1,762 SH
ISHARES TR	CORE S&P MCP ETF	$3.2M	1.0%Prev: 1.0%	51,901 SH	Decreased+1,009 SH
ISHARES TR	CORE S&P TTL STK	$640K	0.2%Prev: 0.2%	4,743 SH	Decreased+35 SH
ISHARES TR	CORE S&P US GWT	$27.2M	8.5%Prev: 7.6%	181,076 SH	Increased+7,532 SH
ISHARES TR	CORE S&P US VLU	$27.6M	8.6%Prev: 8.8%	291,869 SH	Decreased-10,404 SH
ISHARES TR	CORE S&P500 ETF	$257K	0.1%Prev: 0.1%	414 SH	Increased+23 SH
ISHARES TR	INTL EQTY FACTOR	$338K	0.1%Prev: 0.1%	9,872 SH	Decreased+151 SH
ISHARES TR	NATIONAL MUN ETF	$987K	0.3%Prev: 0.3%	9,442 SH	Decreased+105 SH
ISHARES TR	PFD AND INCM SEC	$2.4M	0.7%Prev: 0.3%	78,382 SH	Increased+42,120 SH
ISHARES TR	S&P 100 ETF	$293K	0.1%Prev: 0.1%	964 SH	Increased+160 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$15.8M	4.9%Prev: 5.7%	325,518 SH	Decreased-96,180 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$5.6M	1.7%Prev: 2.6%	78,919 SH	Decreased-42,694 SH
MARATHON PETE CORP	COM	$1.6M	0.5%Prev: 0.7%	9,602 SH	Decreased
MCKESSON CORP	COM	$479K	0.1%Prev: 0.1%	653 SH	Increased+155 SH
MICROSOFT CORP	COM	$1.1M	0.3%Prev: 0.2%	2,142 SH	Increased-97 SH
MOHAWK INDS INC	COM	$225K	0.1%Prev: 0.1%	2,150 SH	Increased
NVIDIA CORPORATION	COM	$354K	0.1%Prev: 0.1%	2,238 SH	Decreased-310 SH
ORACLE CORP	COM	$502K	0.2%Prev: 0.1%	2,298 SH	Increased
PROCTER AND GAMBLE CO	COM	$1.7M	0.5%	10,761 SH	New
PROGRESSIVE CORP	COM	$2.0M	0.6%Prev: 0.4%	7,548 SH	Increased
PROSHARES TR	RUSS 2000 DIVD	$5.6M	1.7%Prev: 0.4%	85,395 SH	Increased+67,044 SH
PROSHARES TR	S&P 500 DV ARIST	$24.7M	7.7%Prev: 5.1%	245,132 SH	Increased+73,884 SH
SAP SE	SPON ADR	$924K	0.3%Prev: 0.1%	3,039 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$31.9M	10.0%Prev: 11.2%	1,205,516 SH	Decreased-84,627 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$266K	0.1%Prev: 0.1%	9,122 SH	Decreased-3,803 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$23.2M	7.2%Prev: 7.9%	916,117 SH	Decreased-38,444 SH
SOUTHERN CO	COM	$1.3M	0.4%Prev: 0.4%	13,614 SH	Increased+790 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.2M	1.6%	8,490 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$231K	0.1%	4,256 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$744K	0.2%	14,209 SH	New
TRAVELERS COMPANIES INC	COM	$393K	0.1%Prev: 0.1%	1,470 SH	Decreased+57 SH
TRUIST FINL CORP	COM	$327K	0.1%Prev: 0.1%	7,616 SH	Increased+579 SH
UNITED PARCEL SERVICE INC	CL B	$953K	0.3%	9,442 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$280K	0.1%Prev: 0.1%	707 SH	Decreased-5 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$20.5M	6.4%Prev: 6.9%	264,520 SH	Decreased-50,793 SH
VANGUARD INDEX FDS	MID CAP ETF	$12.6M	3.9%Prev: 3.9%	44,968 SH	Decreased-2,480 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$45.1M	14.1%Prev: 13.3%	79,374 SH	Decreased+952 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$6.7M	2.1%Prev: 2.1%	136,705 SH	Decreased-12,478 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$933K	0.3%Prev: 0.3%	8,545 SH	Decreased-543 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$464K	0.1%Prev: 0.2%	2,265 SH	Decreased-288 SH
VISA INC	COM CL A	$3.1M	1.0%Prev: 0.7%	8,651 SH	Increased-18 SH
WALMART INC	COM	$601K	0.2%Prev: 0.2%	6,143 SH	Decreased+100 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $4.9M
CATERPILLAR INC — $298K
CHEVRON CORPORATION — $309K
DUKE ENERGY CORP NEW — $213K
FIRST TR EXCHANGE-TRADED FD — $5.6M
INVESCO QQQ TR — $275K
JABIL INC — $204K
JOHNSON & JOHNSON — $318K
LOCKHEED MARTIN CORP — $203K
PROCTER & GAMBLE CO — $1.5M
SPDR GOLD TR — $225K
SPDR SERIES TRUST — $1.1M
SPROTT FDS TR — $212K
STATE STR SPDR S&P 500 ETF T — $5.4M
UNITED PARCEL SVCS INC — $929K
VANGUARD SCOTTSDALE FDS — $568K
VANGUARD SCOTTSDALE FDS — $221K

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