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: $344.2M68 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$814K	0.2%Prev: 0.2%	7,286 SH	Decreased+303 SH
AGCO CORP	COM	$219K	0.1%	2,045 SH	New
ALPHABET INC	CAP STK CL A	$330K	0.1%Prev: 0.1%	1,359 SH	Decreased-120 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.3%Prev: 0.3%	4,313 SH	Decreased+761 SH
ALPS ETF TR	INTL SEC DV DOG	$4.8M	1.4%Prev: 1.3%	135,677 SH	Decreased+8,151 SH
AMAZON COM INC	COM	$1.1M	0.3%Prev: 0.3%	5,155 SH	Decreased-72 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$14.5M	4.2%Prev: 5.4%	326,320 SH	Decreased-139,805 SH
APPLE INC	COM	$2.7M	0.8%Prev: 0.7%	10,596 SH	Decreased+606 SH
CATERPILLAR INC	COM	$201K	0.1%Prev: 0.1%	421 SH	Decreased+43 SH
CHEVRON CORP NEW	COM	$232K	0.1%	1,492 SH	New
DOCGO INC	COM	$367K	0.1%	269,887 SH	New
DUKE ENERGY CORP NEW	COM NEW	$200K	0.1%	1,617 SH	New
EXXON MOBIL CORP	COM	$429K	0.1%Prev: 0.1%	3,800 SH	Decreased-206 SH
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$5.0M	1.5%	174,647 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$333K	0.1%Prev: 0.1%	2,853 SH	Decreased+40 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.7M	0.5%Prev: 0.4%	18,525 SH	Increased+1,297 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$692K	0.2%Prev: 0.2%	13,150 SH	Decreased+275 SH
GENUINE PARTS CO	COM	$587K	0.2%Prev: 0.1%	4,232 SH	Increased-6 SH
GLOBAL X FDS	GLOBAL X URANIUM	$571K	0.2%Prev: 0.1%	11,973 SH	Increased+254 SH
HARTFORD FDS EXCHANGE TRADED	AAA CLO ETF	$5.5M	1.6%Prev: 0.6%	141,192 SH	Increased+76,158 SH
HF SINCLAIR CORP	COM	$1.1M	0.3%Prev: 0.4%	21,646 SH	Decreased+1,755 SH
HOME DEPOT INC	COM	$1.8M	0.5%Prev: 0.3%	4,461 SH	Increased+806 SH
IBOTTA INC	CLASS A COM SHS	$844K	0.2%Prev: 0.2%	30,296 SH	Decreased+5,116 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.3%Prev: 0.3%	4,166 SH	Decreased-161 SH
INVESCO QQQ TR	UNIT SER 1	$225K	0.1%Prev: 0.1%	374 SH	Decreased-109 SH
ISHARES TR	CORE MSCI TOTAL	$294K	0.1%Prev: 0.1%	3,566 SH	Decreased-1,025 SH
ISHARES TR	CORE S&P MCP ETF	$3.4M	1.0%Prev: 1.0%	51,873 SH	Decreased+1,418 SH
ISHARES TR	CORE S&P TTL STK	$685K	0.2%Prev: 0.2%	4,705 SH	Decreased+36 SH
ISHARES TR	CORE S&P US GWT	$29.6M	8.6%Prev: 8.3%	179,898 SH	Decreased+7,980 SH
ISHARES TR	CORE S&P US VLU	$30.0M	8.7%Prev: 8.3%	300,127 SH	Decreased+5,769 SH
ISHARES TR	CORE S&P500 ETF	$278K	0.1%Prev: 0.1%	416 SH	Decreased+25 SH
ISHARES TR	INTL EQTY FACTOR	$355K	0.1%Prev: 0.1%	9,872 SH	Decreased-88 SH
ISHARES TR	NATIONAL MUN ETF	$994K	0.3%Prev: 0.3%	9,337 SH	Decreased
ISHARES TR	PFD AND INCM SEC	$2.0M	0.6%Prev: 0.3%	62,305 SH	Increased+29,388 SH
ISHARES TR	S&P 100 ETF	$268K	0.1%Prev: 0.1%	804 SH	Decreased
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$17.0M	5.0%Prev: 5.6%	347,513 SH	Decreased-108,226 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$6.9M	2.0%Prev: 2.9%	93,582 SH	Decreased-46,112 SH
JOHNSON & JOHNSON	COM	$241K	0.1%Prev: 0.1%	1,302 SH	Decreased+2 SH
MARATHON PETE CORP	COM	$1.9M	0.5%Prev: 0.6%	9,602 SH	Decreased
MCKESSON CORP	COM	$466K	0.1%Prev: 0.1%	603 SH	Increased+105 SH
MICROSOFT CORP	COM	$1.2M	0.3%Prev: 0.2%	2,275 SH	Increased-45 SH
MOHAWK INDS INC	COM	$277K	0.1%Prev: 0.1%	2,150 SH	Increased
NVIDIA CORPORATION	COM	$455K	0.1%Prev: 0.2%	2,438 SH	Decreased-810 SH
ORACLE CORP	COM	$646K	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	$1.9M	0.5%Prev: 0.4%	7,548 SH	Increased
PROSHARES TR	RUSS 2000 DIVD	$5.8M	1.7%Prev: 0.4%	86,438 SH	Increased+68,084 SH
PROSHARES TR	S&P 500 DV ARIST	$22.6M	6.6%Prev: 4.7%	219,341 SH	Increased-105,822 SH
SAP SE	SPON ADR	$812K	0.2%Prev: 0.1%	3,039 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$34.4M	10.0%Prev: 10.5%	1,258,987 SH	Decreased-38,553 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$412K	0.1%Prev: 0.1%	12,925 SH	Decreased
SCHWAB STRATEGIC TR	US SML CAP ETF	$26.3M	7.6%Prev: 8.7%	941,457 SH	Decreased-907 SH
SOUTHERN CO	COM	$1.3M	0.4%Prev: 0.3%	13,600 SH	Increased+572 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.7M	1.6%	8,490 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$244K	0.1%	4,272 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$785K	0.2%	14,188 SH	New
TRAVELERS COMPANIES INC	COM	$395K	0.1%Prev: 0.1%	1,413 SH	Decreased+51 SH
TRUIST FINL CORP	COM	$321K	0.1%Prev: 0.1%	7,032 SH	Decreased+195 SH
UNITED PARCEL SERVICE INC	CL B	$789K	0.2%	9,447 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$341K	0.1%Prev: 0.1%	782 SH	Decreased-3,490 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$21.3M	6.2%Prev: 6.5%	272,765 SH	Decreased-59,464 SH
VANGUARD INDEX FDS	MID CAP ETF	$13.6M	4.0%Prev: 4.0%	46,357 SH	Decreased-149,770 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$49.3M	14.3%Prev: 13.4%	80,462 SH	Decreased+4,377 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.7M	2.2%Prev: 1.9%	153,970 SH	Increased+7,711 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.0M	0.3%Prev: 0.3%	8,531 SH	Decreased-557 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$550K	0.2%Prev: 0.2%	2,550 SH	Decreased-5 SH
VISA INC	COM CL A	$3.0M	0.9%Prev: 0.8%	8,673 SH	Decreased+4 SH
WALMART INC	COM	$623K	0.2%Prev: 0.2%	6,043 SH	Decreased

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $5.3M
COCA COLA CO — $207K
COHEN & STEERS ETF TRUST — $4.0M
FIRST TR EXCHANGE-TRADED FD — $5.3M
INTEL CORP — $493K
ISHARES TR — $210K
JABIL INC — $296K
PROCTER & GAMBLE CO — $1.5M
SPDR SERIES TRUST — $246K
SPDR SERIES TRUST — $930K
STATE STR SPDR S&P 500 ETF T — $6.2M
TD SYNNEX CORPORATION — $215K
UNITED PARCEL SVCS INC — $1.0M
VANGUARD INDEX FDS — $210K
VANGUARD SCOTTSDALE FDS — $575K
VANGUARD SCOTTSDALE FDS — $268K
WISDOMTREE TR — $331K

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