Loading…
CIK 0001841633 • 6 13F filings • Apr 15, 2025 – Aug 7, 2026
Import this data to Google Sheets with:
=jivedata("forthright-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $766K | 0.2%Prev: 0.3% | 6,983 SH | Decreased-280 SH |
| ALPHABET INC | CAP STK CL A | $414K | 0.1% | 1,439 SH | New |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.3%Prev: 0.2% | 3,634 SH | Increased-990 SH |
| ALPS ETF TR | INTL SEC DV DOG | $5.7M | 1.6%Prev: 1.3% | 136,298 SH | Increased+11,815 SH |
| AMAZON COM INC | COM | $1.1M | 0.3%Prev: 0.3% | 5,121 SH | Increased+434 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.9M | 1.4% | 44,228 SH | New |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $18.7M | 5.3%Prev: 2.0% | 417,013 SH | Increased+273,704 SH |
| APPLE INC | COM | $2.6M | 0.7%Prev: 0.7% | 10,263 SH | Increased+352 SH |
| CATERPILLAR INC | COM | $298K | 0.1% | 421 SH | New |
| CHEVRON CORPORATION | COM | $309K | 0.1% | 1,492 SH | New |
| DOCGO INC | COM | $170K | 0.0%Prev: 0.2% | 269,887 SH | Decreased |
| DUKE ENERGY CORP NEW | COM NEW | $213K | 0.1% | 1,625 SH | New |
| EXXON MOBIL CORP | COM | $680K | 0.2%Prev: 0.1% | 4,006 SH | Increased+372 SH |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $342K | 0.1% | 2,803 SH | New |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1.6M | 0.5%Prev: 0.7% | 17,346 SH | Decreased-4,741 SH |
| FIRST TR EXCHANGE-TRADED FD | DJ GLBL DIVID | $5.6M | 1.6% | 176,356 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $684K | 0.2%Prev: 0.2% | 12,875 SH | Increased-525 SH |
| GENUINE PARTS CO | COM | $448K | 0.1%Prev: 0.2% | 4,235 SH | Decreased-442 SH |
| GLOBAL X FDS | GLOBAL X URANIUM | $527K | 0.1% | 10,885 SH | New |
| HARTFORD FDS EXCHANGE TRADED | AAA CLO ETF | $2.9M | 0.8%Prev: 2.6% | 73,954 SH | Decreased-128,370 SH |
| HF SINCLAIR CORP | COM | $1.3M | 0.4%Prev: 0.2% | 21,331 SH | Increased-315 SH |
| HOME DEPOT INC | COM | $1.2M | 0.3%Prev: 0.7% | 3,648 SH | Decreased-2,205 SH |
| IBOTTA INC | CLASS A COM SHS | $908K | 0.3%Prev: 0.5% | 30,296 SH | Decreased-4,300 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.0M | 0.3%Prev: 0.1% | 4,226 SH | Increased+3,375 SH |
| INVESCO QQQ TR | UNIT SER 1 | $275K | 0.1% | 477 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $462K | 0.1%Prev: 0.1% | 5,328 SH | Increased+2,372 SH |
| ISHARES TR | CORE S&P MCP ETF | $3.4M | 1.0%Prev: 1.0% | 50,892 SH | Increased-147 SH |
| ISHARES TR | CORE S&P TTL STK | $670K | 0.2%Prev: 0.2% | 4,708 SH | Increased-33 SH |
| ISHARES TR | CORE S&P US GWT | $26.9M | 7.6%Prev: 7.4% | 173,544 SH | Increased-1,209 SH |
| ISHARES TR | CORE S&P US VLU | $30.9M | 8.8%Prev: 8.8% | 302,273 SH | Increased+16,336 SH |
| ISHARES TR | CORE S&P500 ETF | $255K | 0.1% | 391 SH | New |
| ISHARES TR | INTL EQTY FACTOR | $379K | 0.1%Prev: 0.1% | 9,721 SH | Increased-151 SH |
| ISHARES TR | NATIONAL MUN ETF | $991K | 0.3%Prev: 0.5% | 9,337 SH | Decreased-5,403 SH |
| ISHARES TR | PFD AND INCM SEC | $1.1M | 0.3%Prev: 0.9% | 36,262 SH | Decreased-52,492 SH |
| ISHARES TR | S&P 100 ETF | $256K | 0.1%Prev: 0.1% | 804 SH | Decreased-160 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $20.2M | 5.7%Prev: 4.9% | 421,698 SH | Increased+118,052 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $9.2M | 2.6% | 121,613 SH | New |
| JABIL INC | COM | $204K | 0.1% | 767 SH | New |
| JOHNSON & JOHNSON | COM | $318K | 0.1%Prev: 0.1% | 1,299 SH | Increased+33 SH |
| LOCKHEED MARTIN CORP | COM | $203K | 0.1% | 336 SH | New |
| MARATHON PETE CORP | COM | $2.3M | 0.7%Prev: 0.5% | 9,602 SH | Increased-700 SH |
| MCKESSON CORP | COM | $431K | 0.1%Prev: 0.1% | 498 SH | Increased-53 SH |
| MICROSOFT CORP | COM | $829K | 0.2%Prev: 0.3% | 2,239 SH | Increased+97 SH |
| MOHAWK INDS INC | COM | $212K | 0.1%Prev: 0.1% | 2,150 SH | Decreased |
| NVIDIA CORPORATION | COM | $444K | 0.1%Prev: 0.1% | 2,548 SH | Increased+310 SH |
| ORACLE CORP | COM | $338K | 0.1%Prev: 0.1% | 2,298 SH | Increased |
| PROCTER & GAMBLE CO | COM | $1.5M | 0.4% | 10,416 SH | New |
| PROGRESSIVE CORP | COM | $1.5M | 0.4%Prev: 0.7% | 7,548 SH | Decreased |
| PROSHARES TR | RUSS 2000 DIVD | $1.3M | 0.4%Prev: 1.5% | 18,351 SH | Decreased-50,208 SH |
| PROSHARES TR | S&P 500 DV ARIST | $18.2M | 5.1%Prev: 11.7% | 171,248 SH | Decreased-170,792 SH |
| SAP SE | SPON ADR | $520K | 0.1% | 3,039 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $39.6M | 11.2%Prev: 9.9% | 1,290,143 SH | Increased+230,663 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $377K | 0.1%Prev: 0.1% | 12,925 SH | Increased+3,803 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $27.8M | 7.9%Prev: 6.6% | 954,561 SH | Increased+115,743 SH |
| SOUTHERN CO | COM | $1.2M | 0.4%Prev: 0.4% | 12,824 SH | Decreased-1,051 SH |
| SPDR GOLD TR | GOLD SHS | $225K | 0.1% | 524 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.1M | 0.3% | 18,926 SH | New |
| SPROTT FDS TR | URANIUM MINERS E | $212K | 0.1% | 3,352 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $5.4M | 1.5% | 8,353 SH | New |
| TRAVELERS COMPANIES INC | COM | $412K | 0.1%Prev: 0.1% | 1,413 SH | Increased-133 SH |
| TRUIST FINL CORP | COM | $323K | 0.1%Prev: 0.1% | 7,037 SH | Increased-577 SH |
| UNITED PARCEL SVCS INC | CL B | $929K | 0.3% | 9,442 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $290K | 0.1%Prev: 0.1% | 712 SH | Increased+5 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $24.3M | 6.9%Prev: 7.0% | 315,313 SH | Increased+41,385 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $13.6M | 3.9%Prev: 3.6% | 47,448 SH | Increased+5,896 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $46.9M | 13.3%Prev: 13.2% | 78,422 SH | Increased+1,923 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $7.4M | 2.1%Prev: 2.5% | 149,183 SH | Increased+23 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $568K | 0.2% | 7,163 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $997K | 0.3%Prev: 0.3% | 9,088 SH | Increased+1,011 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $221K | 0.1% | 2,204 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $549K | 0.2%Prev: 0.1% | 2,553 SH | Increased+288 SH |
| VISA INC | COM CL A | $2.6M | 0.7%Prev: 1.0% | 8,669 SH | Decreased+18 SH |
| WALMART INC | COM | $751K | 0.2%Prev: 0.2% | 6,043 SH | Increased-76 SH |
| 13F-HR |
| 0001951757-26-001151 |
| $390.9M |
| View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000975 | $320.7M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000827 | $352.5M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000372 | $298.9M | View |