StockDriftsStockDriftsTop 50 ForthRight Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.37% | 76.1K | $52.3M | -2.98%(-2.34K) | $357.03(+99.61%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 10.53% | 1.30M | $41.1M | +0.57%(+7.40K) | $25.63(+34.09%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 8.71% | 942.4K | $34.0M | -1.28%(-12.20K) | $22.93(+55.77%) | 2026-06-30 | |
| IUSV | ISHARES TR | 8.3% | 294.4K | $32.4M | -2.62%(-7.92K) | $66.59(+73.24%) | 2026-06-30 | |
| IUSG | ISHARES TR | 8.27% | 171.9K | $32.3M | -0.94%(-1.63K) | $89.89(+116.12%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 6.52% | 332.2K | $25.5M | +5.36%(+16.92K) | $80.99(-6.73%) | 2026-06-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 5.64% | 455.7K | $22.0M | +8.07%(+34.04K) | $47.56(+0.75%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 5.45% | 466.1K | $21.3M | +11.78%(+49.11K) | $40.76(+18.87%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 4.67% | 325.2K | $18.3M | -5.06%(-17.33K) | $40.24(+45.02%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.04% | 196.1K | $15.8M | +3.34%(+6.33K) | $57.37(+46.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.56% | +38.84% | +6.59% | +37.56% |
| Top 20 Holdings Unweighted | +9.85% | +32.56% | +5.62% | +31.43% |
ForthRight Wealth Management, LLC reports $390.88M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are VOO (13.4%), SCHD (10.5%) and SCHA (8.7%). The top 20 holdings account for 89.15% of reported assets. Its disclosed equity book has returned +38.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from ForthRight Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841633). View ForthRight Wealth Management, LLC’s 13F filings on SEC