ForthRight Wealth Management, LLC
CIK 0001841633 · ALPHARETTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$390.9M
2026 Q2
Positions
76
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
75.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
13.4%
SCHD
SCHWAB STRATEGIC TR
10.5%
SCHA
SCHWAB STRATEGIC TR
8.7%
IUSV
ISHARES TR
8.3%
IUSG
ISHARES TR
8.3%
BIV
VANGUARD BD INDEX FDS
6.5%
JPIB
J P MORGAN EXCHANGE TRADED F
5.6%
DIVO
AMPLIFY ETF TR
5.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.