ForthRight Wealth Management, LLC

Portfolio Overview

ForthRight Wealth Management, LLC disclosed 76 positions worth $390.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 7 new positions and exited 6 and a full exit from $CVX. The portfolio is most concentrated in Other (90.8% of disclosed assets). All figures are sourced directly from ForthRight Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1841633.

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $52.3M76,085 sh

• SCHWAB STRATEGIC TR - US DIVIDEND EQ

  —

  Quality

  $41.1M1,297,540 sh

• SCHWAB STRATEGIC TR - US SML CAP ETF

  —

  Quality

  $34.0M942,364 sh

• ISHARES TR - CORE S&P US VLU

  —

  Quality

  $32.4M294,358 sh

• ISHARES TR - CORE S&P US GWT

  —

  Quality

  $32.3M171,918 sh

• VANGUARD BD INDEX FDS - INTERMED TERM

  —

  Quality

  $25.5M332,229 sh

• J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF

  —

  Quality

  $22.0M455,739 sh

• AMPLIFY ETF TR - CWP ENHANCED DIV

  —

  Quality

  $21.3M466,125 sh

• PROSHARES TR - S&P 500 DV ARIST

  —

  Quality

  $18.3M325,163 sh

• VANGUARD INDEX FDS - MID CAP ETF

  —

  Quality

  $15.8M196,127 sh

Showing top 10 of 76 holdings.

Full Holdings — ForthRight Wealth Management, LLC (Q2 2026)

All 76 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$52.3M	13.4%	-3%	—
2	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$41.1M	10.5%	+1%	—
3	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$34.0M	8.7%	-1%	—
4	—	ISHARES TR - CORE S&P US VLU	$32.4M	8.3%	-3%	—
5	—	ISHARES TR - CORE S&P US GWT	$32.3M	8.3%	-1%	—
6	—	VANGUARD BD INDEX FDS - INTERMED TERM	$25.5M	6.5%	+5%	—
7	—	J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF	$22.0M	5.6%	+8%	—
8	—	AMPLIFY ETF TR - CWP ENHANCED DIV	$21.3M	5.5%	+12%	—
9	—	PROSHARES TR - S&P 500 DV ARIST	$18.3M	4.7%	+90%	—
10	—	VANGUARD INDEX FDS - MID CAP ETF	$15.8M	4.0%	+313%	—
11	—	J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT	$11.5M	3.0%	+15%	—
12	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$7.4M	1.9%	-2%	—
13	$SPY	SPDR S&P 500 ETF TRUST	$6.2M	1.6%	-0%	—
14	—	AMERICAN CENTY ETF TR - US SML CP VALU	$5.3M	1.4%	-3%	—
15	—	FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID	$5.3M	1.4%	-6%	—
16	$ALPS	Alps Group Inc	$5.3M	1.3%	-6%	—
17	—	COHEN & STEERS ETF TRUST - FUTURE OF ENERGY	$4.0M	1.0%	NEW	—
18	—	ISHARES TR - CORE S&P MCP ETF	$3.9M	1.0%	-1%	—
19	$V	VISA INC.	$3.0M	0.8%	+0%	82.9
20	$AAPL	Apple Inc.	$2.9M	0.7%	-3%	76.4
21	—	HARTFORD FDS EXCHANGE TRADED - AAA CLO ETF	$2.5M	0.7%	-12%	—
22	$MPC	Marathon Petroleum Corp	$2.5M	0.6%	+0%	61
23	$PGR	PROGRESSIVE CORP/OH/	$1.6M	0.4%	+0%	80.1
24	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	$1.6M	0.4%	-1%	—
25	$PG	PROCTER & GAMBLE Co	$1.5M	0.4%	+0%	64.6
26	—	PROSHARES TR - RUSS 2000 DIVD	$1.4M	0.4%	+0%	—
27	$DINO	HF Sinclair Corp	$1.4M	0.3%	-7%	58.7
28	$HD	HOME DEPOT, INC.	$1.3M	0.3%	+0%	60.3
29	$GOOGL	Alphabet Inc.	$1.3M	0.3%	-2%	78.2
30	$SO	SOUTHERN CO	$1.2M	0.3%	+2%	62
31	$AMZN	AMAZON COM INC	$1.2M	0.3%	+2%	68.7
32	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$1.2M	0.3%	+2%	70
33	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	$1.2M	0.3%	+0%	—
34	$UPS	UNITED PARCEL SERVICE INC	$1.0M	0.3%	+0%	58.6
35	—	ISHARES TR - NATIONAL MUN ETF	$1.0M	0.3%	+0%	—
36	—	ISHARES TR - PFD AND INCM SEC	$1.0M	0.3%	-9%	—
37	—	SPDR SERIES TRUST - ST STR P500VAL	$929,653	0.2%	+0%	—
38	$MSFT	MICROSOFT CORP	$865,510	0.2%	+4%	79.8
39	$IBTA	Ibotta, Inc.	$860,149	0.2%	-17%	39.7
40	$AFL	AFLAC INC	$818,773	0.2%	+0%	61.3
41	—	ISHARES TR - CORE S&P TTL STK	$766,933	0.2%	-1%	—
42	$WMT	Walmart Inc.	$684,400	0.2%	+0%	60.2
43	$NVDA	NVIDIA CORP	$649,947	0.2%	+27%	85.9
44	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$604,481	0.1%	+0%	—
45	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$575,346	0.1%	+2%	—
46	$XOM.R34088	EXXON MOBIL CORP	$547,700	0.1%	+0%	57.9
47	$GOOG	Alphabet Inc.	$528,550	0.1%	+3%	78.2
48	$YMM	Full Truck Alliance Co. Ltd.	$512,124	0.1%	+8%	—
49	$GPC	GENUINE PARTS CO	$499,980	0.1%	+0%	52.7
50	$INTC	INTEL CORP	$493,034	0.1%	NEW	45.6
51	$SAP	SAP SE	$468,340	0.1%	+0%	—
52	$TRV	TRAVELERS COMPANIES, INC.	$449,623	0.1%	-4%	75.9
53	—	ISHARES TR - CORE MSCI TOTAL	$438,169	0.1%	-14%	—
54	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$437,382	0.1%	+0%	—
55	—	ISHARES TR - INTL EQTY FACTOR	$407,962	0.1%	+2%	—
56	$CAT	CATERPILLAR INC	$402,532	0.1%	-10%	66.5
57	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$400,072	0.1%	+0%	—
58	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	$393,464	0.1%	+0%	—
59	$MCK	MCKESSON CORP	$376,347	0.1%	+0%	63.4
60	$QQQ	INVESCO QQQ TRUST, SERIES 1	$355,823	0.1%	+1%	—
61	—	VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F	$352,953	0.1%	+500%	—
62	$TFC	TRUIST FINANCIAL CORP	$340,617	0.1%	-3%	76.4
63	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$339,167	0.1%	+0%	—
64	$ORCL	ORACLE CORP	$336,772	0.1%	+0%	66.2
65	$WT	WisdomTree, Inc.	$330,506	0.1%	NEW	59.9
66	$JNJ	JOHNSON & JOHNSON	$330,152	0.1%	+0%	69
67	$JBL	JABIL INC	$295,610	0.1%	+0%	57.4
68	—	ISHARES TR - S&P 100 ETF	$294,159	0.1%	+0%	—
69	—	ISHARES TR - CORE S&P500 ETF	$292,816	0.1%	+0%	—
70	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX	$267,669	0.1%	+0%	—
71	$MHK	MOHAWK INDUSTRIES INC	$260,860	0.1%	+0%	52.3
72	—	SPDR SERIES TRUST - ST STR P400MID	$245,633	0.1%	+0%	—
73	$SNX	TD SYNNEX CORP	$215,476	0.1%	NEW	58.4
74	—	VANGUARD INDEX FDS - GROWTH ETF	$209,974	0.1%	NEW	—
75	—	ISHARES TR - RUS 1000 VAL ETF	$209,944	0.1%	NEW	—
76	$KO	COCA COLA CO	$207,235	0.1%	NEW	69.5