ForthRight Wealth Management, LLC — 13F holdings
ForthRight Wealth Management, LLC reported 76 holdings worth $391M in its 13F filing for Q2 2026, filed August 7, 2026.
Largest positions
- VOO VANGUARD INDEX FDS — $52.3M (13.4%)
- SCHD SCHWAB STRATEGIC TR — $41.1M (10.5%)
- SCHA SCHWAB STRATEGIC TR — $34.0M (8.7%)
- IUSV ISHARES TR — $32.4M (8.3%)
- IUSG ISHARES TR — $32.3M (8.3%)
- BIV VANGUARD BD INDEX FDS — $25.5M (6.5%)
- JPIB J P MORGAN EXCHANGE TRADED F — $22.0M (5.6%)
- DIVO AMPLIFY ETF TR — $21.3M (5.4%)
- NOBL PROSHARES TR — $18.3M (4.7%)
- VO VANGUARD INDEX FDS — $15.8M (4.0%)