Sponsored

The Analysis of ForthRight Wealth Management, LLC's Holdings & P&L

Currently, ForthRight Wealth Management, LLC holds 75 types of securities in its portfolio with a total value $352.5M. In the most recent quarter, they have increased their positions in AVUV (+44.2K shares, valued at $4.9M), BIV (+28.1K shares, valued at $2.2M), DIVO (+42.3K shares, valued at $1.9M); decreased their positions in SMDV (-69.2K shares, valued at $4.8M), TRPA (-42.3K shares, valued at $1.6M), NOBL (-14.6K shares, valued at $1.6M); initiated new positions in AVUV (+44.2K shares, valued at $4.9M), VTWO (+2.2K shares, valued at $220.8K), N/A (+1.6K shares, valued at $212.8K).

1M P&L

+7.4M+2.23%

3M P&L

-37.7M-9.97%

HY P&L

-12.8M-3.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A270.0M

91.1%

2Credit Services3.3M

1.1%

3Consumer Electronics2.8M

0.9%

Top Industries by Stock Count

1N/A37 stocks

55.2%

2Farm & Heavy Construction Machinery2 stocks

3.0%

3Credit Services2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS78.4K shares-0.62%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR1.3M shares2.20%2026-03-312026-05-12

IUSV ISHARES TR302.3K shares0.60%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR954.6K shares0.37%2026-03-312026-05-12

IUSG ISHARES TR173.5K shares-1.47%2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS315.3K shares9.79%2026-03-312026-05-12

JPIB J P MORGAN EXCHANGE TRADED F421.7K shares9.46%2026-03-312026-05-12

DIVO AMPLIFY ETF TR417.0K shares11.30%2026-03-312026-05-12

Sponsored

NOBL PROSHARES TR171.2K shares-7.87%2026-03-312026-05-12

VO VANGUARD INDEX FDS47.4K shares0.79%2026-03-312026-05-12

JIRE J P MORGAN EXCHANGE TRADED F121.6K shares11.23%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS149.2K shares3.54%2026-03-312026-05-12

IDOG ALPS ETF TR136.3K shares-0.30%2026-03-312026-05-12

FGD FIRST TR EXCHANGE-TRADED FD176.4K shares-0.23%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T8.4K shares-0.31%2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR44.2K sharesnew addition2026-03-312026-05-12

Sponsored

IJH ISHARES TR50.9K shares0.17%2026-03-312026-05-12

TRPA HARTFORD FDS EXCHANGE TRADED74.0K shares-36.38%2026-03-312026-05-12

V VISA INC8.7K shares-0.06%2026-03-312026-05-12

AAPL APPLE INC10.3K shares0.00%2026-03-312026-05-12

MPC MARATHON PETE CORP9.6K shares0.00%2026-03-312026-05-12

FTCS FIRST TR EXCHANGE-TRADED FD17.3K shares-3.11%2026-03-312026-05-12

PG PROCTER & GAMBLE CO10.4K shares-3.07%2026-03-312026-05-12

PGR PROGRESSIVE CORP7.5K shares0.00%2026-03-312026-05-12

Sponsored

DINO HF SINCLAIR CORP21.3K shares0.00%2026-03-312026-05-12

SMDV PROSHARES TR18.4K shares-79.03%2026-03-312026-05-12

SO SOUTHERN CO12.8K shares-5.97%2026-03-312026-05-12

HD HOME DEPOT INC3.6K shares-5.02%2026-03-312026-05-12

PFF ISHARES TR36.3K shares-12.77%2026-03-312026-05-12

AMZN AMAZON COM INC5.1K shares0.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.6K shares-10.03%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS4.2K shares0.00%2026-03-312026-05-12

Sponsored

VONG VANGUARD SCOTTSDALE FDS9.1K shares6.53%2026-03-312026-05-12

MUB ISHARES TR9.3K shares0.00%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC9.4K shares0.00%2026-03-312026-05-12

IBTA IBOTTA INC30.3K shares0.00%2026-03-312026-05-12

SPYV SPDR SERIES TRUST15.3K shares7.75%2026-03-312026-05-12

MSFT MICROSOFT CORP2.2K shares-1.45%2026-03-312026-05-12

AFL AFLAC INC7.0K shares-2.78%2026-03-312026-05-12

WMT WALMART INC6.0K shares0.00%2026-03-312026-05-12

Sponsored

XOM EXXON MOBIL CORP4.0K shares1.14%2026-03-312026-05-12

ITOT ISHARES TR4.7K shares0.02%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS7.2K shares0.72%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS2.6K shares0.04%2026-03-312026-05-12

URA GLOBAL X FDS10.9K shares-19.52%2026-03-312026-05-12

SAP SAP SE3.0K shares0.00%2026-03-312026-05-12

IXUS ISHARES TR5.3K shares11.98%2026-03-312026-05-12

GPC GENUINE PARTS CO4.2K shares0.07%2026-03-312026-05-12

Sponsored

NVDA NVIDIA CORPORATION2.5K shares0.00%2026-03-312026-05-12

MCK MCKESSON CORP498 shares-17.41%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-05-12

TRV TRAVELERS COMPANIES INC1.4K shares0.00%2026-03-312026-05-12

INTF ISHARES TR9.7K shares2.77%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR12.9K shares0.00%2026-03-312026-05-12

FNOV FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-03-312026-05-12

FEX FIRST TR EXCHANGE-TRADED ALP2.8K shares-1.75%2026-03-312026-05-12

Sponsored

ORCL ORACLE CORP2.3K shares0.00%2026-03-312026-05-12

TFC TRUIST FINL CORP7.0K shares0.04%2026-03-312026-05-12

FMAY FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.3K shares0.08%2026-03-312026-05-12

CVX CHEVRON CORPORATION1.5K shares0.00%2026-03-312026-05-12

CAT CATERPILLAR INC421 shares0.00%2026-03-312026-05-12

VOOG VANGUARD ADMIRAL FDS INC712 shares-2.06%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR477 shares1.49%2026-03-312026-05-12

Sponsored

OEF ISHARES TR804 shares0.00%2026-03-312026-05-12

IVV ISHARES TR391 shares1.30%2026-03-312026-05-12

GLD SPDR GOLD TR524 shares-2.42%2026-03-312026-05-12

VTWO VANGUARD SCOTTSDALE FDS2.2K sharesnew addition2026-03-312026-05-12

SPMD SPDR SERIES TRUST3.6K shares3.89%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.6K sharesnew addition2026-03-312026-05-12

URNM SPROTT FDS TR3.4K sharesnew addition2026-03-312026-05-12

MHK MOHAWK INDS INC2.1K shares0.00%2026-03-312026-05-12

Sponsored

JBL JABIL INC767 sharesnew addition2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP336 sharesnew addition2026-03-312026-05-12

DCGO DOCGO INC269.9K shares0.00%2026-03-312026-05-12

VANGUARD INDEX FDS

-0.62%

Shares78.4K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

2.20%

Shares1.3M

Event2026-03-31

Filed2026-05-12

IUSV

ISHARES TR

0.60%

Shares302.3K

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

0.37%

Shares954.6K

Event2026-03-31

Filed2026-05-12

IUSG

ISHARES TR

-1.47%

Shares173.5K

Event2026-03-31

Filed2026-05-12

BIV

VANGUARD BD INDEX FDS

9.79%

Shares315.3K

Event2026-03-31

Filed2026-05-12

JPIB

J P MORGAN EXCHANGE TRADED F

9.46%

Shares421.7K

Event2026-03-31

Filed2026-05-12

DIVO

AMPLIFY ETF TR

11.30%

Shares417.0K

Event2026-03-31

Filed2026-05-12

NOBL

PROSHARES TR

-7.87%

Shares171.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.79%

Shares47.4K

Event2026-03-31

Filed2026-05-12

JIRE

J P MORGAN EXCHANGE TRADED F

11.23%

Shares121.6K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

3.54%

Shares149.2K

Event2026-03-31

Filed2026-05-12

IDOG

ALPS ETF TR

-0.30%

Shares136.3K

Event2026-03-31

Filed2026-05-12

FGD

FIRST TR EXCHANGE-TRADED FD

-0.23%

Shares176.4K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-0.31%

Shares8.4K

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY ETF TR

New

Shares44.2K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

0.17%

Shares50.9K

Event2026-03-31

Filed2026-05-12

TRPA

HARTFORD FDS EXCHANGE TRADED

-36.38%

Shares74.0K

Event2026-03-31

Filed2026-05-12

VISA INC

-0.06%

Shares8.7K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-12

MPC

MARATHON PETE CORP

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-12

FTCS

FIRST TR EXCHANGE-TRADED FD

-3.11%

Shares17.3K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-3.07%

Shares10.4K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-12

DINO

HF SINCLAIR CORP

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-12

SMDV

PROSHARES TR

-79.03%

Shares18.4K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

-5.97%

Shares12.8K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-5.02%

Shares3.6K

Event2026-03-31

Filed2026-05-12

PFF

ISHARES TR

-12.77%

Shares36.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-10.03%

Shares3.6K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-12

VONG

VANGUARD SCOTTSDALE FDS

6.53%

Shares9.1K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SVCS INC

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-12

IBTA

IBOTTA INC

0.00%

Shares30.3K

Event2026-03-31

Filed2026-05-12

SPYV

SPDR SERIES TRUST

7.75%

Shares15.3K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-1.45%

Shares2.2K

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC

-2.78%

Shares7.0K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

1.14%

Shares4.0K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

0.02%

Shares4.7K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

0.72%

Shares7.2K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

0.04%

Shares2.6K

Event2026-03-31

Filed2026-05-12

URA

GLOBAL X FDS

-19.52%

Shares10.9K

Event2026-03-31

Filed2026-05-12

SAP

SAP SE

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

IXUS

ISHARES TR

11.98%

Shares5.3K

Event2026-03-31

Filed2026-05-12

GPC

GENUINE PARTS CO

0.07%

Shares4.2K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

MCK

MCKESSON CORP

-17.41%

Shares498

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

TRV

TRAVELERS COMPANIES INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

INTF

ISHARES TR

2.77%

Shares9.7K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-12

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-12

FEX

FIRST TR EXCHANGE-TRADED ALP

-1.75%

Shares2.8K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-12

TFC

TRUIST FINL CORP

0.04%

Shares7.0K

Event2026-03-31

Filed2026-05-12

FMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

0.00%

Shares421

Event2026-03-31

Filed2026-05-12

VOOG

VANGUARD ADMIRAL FDS INC

-2.06%

Shares712

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

1.49%

Shares477

Event2026-03-31

Filed2026-05-12

OEF

ISHARES TR

0.00%

Shares804

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

1.30%

Shares391

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-2.42%

Shares524

Event2026-03-31

Filed2026-05-12

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares2.2K

Event2026-03-31

Filed2026-05-12

SPMD

SPDR SERIES TRUST

3.89%

Shares3.6K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

New

Shares1.6K

Event2026-03-31

Filed2026-05-12

URNM

SPROTT FDS TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-12

MHK

MOHAWK INDS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

JBL

JABIL INC

New

Shares767

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

New

Shares336

Event2026-03-31

Filed2026-05-12

DCGO

DOCGO INC

0.00%

Shares269.9K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available