Sponsored

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

Currently, ForthRight Wealth Management, LLC holds 76 types of securities in its portfolio with a total value $390.9M. In the most recent quarter, they have increased their positions in VO (+148.7K shares, valued at $12.0M), NOBL (+153.9K shares, valued at $8.6M), N/A (+168.2K shares, valued at $4.0M); decreased their positions in VOO (-2.3K shares, valued at $1.6M), IUSV (-7.9K shares, valued at $871.8K), SCHA (-12.2K shares, valued at $440.7K); initiated new positions in N/A (+168.2K shares, valued at $4.0M), INTC (+3.5K shares, valued at $493.0K), WTBN (+13.1K shares, valued at $330.5K).

1M P&L

+3.6M+0.93%

3M P&L

+17.3M+4.68%

HY P&L

-29.0M-6.98%

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/A350.3M

93.5%

2Oil & Gas Refining & Marketing3.8M

1.0%

3Consumer Electronics2.9M

0.8%

Top Industries by Stock Count

1N/A40 stocks

59.7%

2Internet Content & Information2 stocks

3.0%

3Oil & Gas Refining & Marketing2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS76.1K shares-2.98%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR1.3M shares0.57%2026-06-302026-08-07

SCHA SCHWAB STRATEGIC TR942.4K shares-1.28%2026-06-302026-08-07

IUSV ISHARES TR294.4K shares-2.62%2026-06-302026-08-07

IUSG ISHARES TR171.9K shares-0.94%2026-06-302026-08-07

BIV VANGUARD BD INDEX FDS332.2K shares5.36%2026-06-302026-08-07

JPIB J P MORGAN EXCHANGE TRADED F455.7K shares8.07%2026-06-302026-08-07

DIVO AMPLIFY ETF TR466.1K shares11.78%2026-06-302026-08-07

Sponsored

NOBL PROSHARES TR325.2K shares89.88%2026-06-302026-08-07

VO VANGUARD INDEX FDS196.1K shares313.35%2026-06-302026-08-07

JIRE J P MORGAN EXCHANGE TRADED F139.7K shares14.87%2026-06-302026-08-07

VTEB VANGUARD MUN BD FDS146.3K shares-1.96%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T8.3K shares-0.13%2026-06-302026-08-07

AVUV AMERICAN CENTY ETF TR42.8K shares-3.17%2026-06-302026-08-07

FGD FIRST TR EXCHANGE-TRADED FD165.6K shares-6.10%2026-06-302026-08-07

IDOG ALPS ETF TR127.5K shares-6.44%2026-06-302026-08-07

Sponsored

COHEN & STEERS ETF TRUST COHEN & STEERS ETF TRUST168.2K sharesnew addition2026-06-302026-08-07

IJH ISHARES TR50.5K shares-0.86%2026-06-302026-08-07

VISA INC VISA INC8.7K shares0.00%2026-06-302026-08-07

AAPL APPLE INC10.0K shares-2.66%2026-06-302026-08-07

TRPA HARTFORD FDS EXCHANGE TRADED65.0K shares-12.06%2026-06-302026-08-07

MPC MARATHON PETE CORP9.6K shares0.00%2026-06-302026-08-07

PGR PROGRESSIVE CORP7.5K shares0.00%2026-06-302026-08-07

FTCS FIRST TR EXCHANGE-TRADED FD17.2K shares-0.68%2026-06-302026-08-07

Sponsored

PG PROCTER & GAMBLE CO10.4K shares0.14%2026-06-302026-08-07

SMDV PROSHARES TR18.4K shares0.02%2026-06-302026-08-07

DINO HF SINCLAIR CORP19.9K shares-6.75%2026-06-302026-08-07

HD HOME DEPOT INC3.7K shares0.19%2026-06-302026-08-07

GOOG ALPHABET INC3.6K shares-2.26%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO13.0K shares1.59%2026-06-302026-08-07

AMZN AMAZON COM INC5.2K shares2.07%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS4.3K shares2.39%2026-06-302026-08-07

Sponsored

VONG VANGUARD SCOTTSDALE FDS9.1K shares0.00%2026-06-302026-08-07

UPS UNITED PARCEL SVCS INC9.4K shares0.00%2026-06-302026-08-07

MUB ISHARES TR9.3K shares0.00%2026-06-302026-08-07

PFF ISHARES TR32.9K shares-9.22%2026-06-302026-08-07

SPYV SPDR SERIES TRUST15.3K shares0.01%2026-06-302026-08-07

MSFT MICROSOFT CORP2.3K shares3.62%2026-06-302026-08-07

IBTA IBOTTA INC25.2K shares-16.89%2026-06-302026-08-07

AFL AFLAC INC7.0K shares0.00%2026-06-302026-08-07

Sponsored

ITOT ISHARES TR4.7K shares-0.83%2026-06-302026-08-07

WMT WALMART INC6.0K shares0.00%2026-06-302026-08-07

NVDA NVIDIA CORPORATION3.2K shares27.47%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS2.6K shares0.08%2026-06-302026-08-07

VCSH VANGUARD SCOTTSDALE FDS7.3K shares1.63%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP4.0K shares0.00%2026-06-302026-08-07

GOOGL ALPHABET INC1.5K shares2.78%2026-06-302026-08-07

URA GLOBAL X FDS11.7K shares7.66%2026-06-302026-08-07

Sponsored

GPC GENUINE PARTS CO4.2K shares0.07%2026-06-302026-08-07

INTC INTEL CORP3.5K sharesnew addition2026-06-302026-08-07

SAP SAP SE3.0K shares0.00%2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.4K shares-3.61%2026-06-302026-08-07

IXUS ISHARES TR4.6K shares-13.83%2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR12.9K shares0.00%2026-06-302026-08-07

INTF ISHARES TR10.0K shares2.46%2026-06-302026-08-07

CAT CATERPILLAR INC378 shares-10.21%2026-06-302026-08-07

Sponsored

FNOV FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-06-302026-08-07

FEX FIRST TR EXCHANGE-TRADED ALP2.8K shares0.36%2026-06-302026-08-07

MCK MCKESSON CORP498 shares0.00%2026-06-302026-08-07

QQQ INVESCO QQQ TR483 shares1.26%2026-06-302026-08-07

VOOG VANGUARD ADMIRAL FDS INC4.3K shares500.00%2026-06-302026-08-07

TFC TRUIST FINL CORP6.8K shares-2.84%2026-06-302026-08-07

FMAY FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-06-302026-08-07

ORACLE CORP ORACLE CORP2.3K shares0.00%2026-06-302026-08-07

Sponsored

WTBN WISDOMTREE TR13.1K sharesnew addition2026-06-302026-08-07

JNJ JOHNSON & JOHNSON1.3K shares0.08%2026-06-302026-08-07

JBL JABIL INC767 shares0.00%2026-06-302026-08-07

OEF ISHARES TR804 shares0.00%2026-06-302026-08-07

ISHARES TR ISHARES TR391 shares0.00%2026-06-302026-08-07

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS2.2K shares0.00%2026-06-302026-08-07

MHK MOHAWK INDS INC2.1K shares0.00%2026-06-302026-08-07

SPMD SPDR SERIES TRUST3.6K shares0.03%2026-06-302026-08-07

Sponsored

SNX TD SYNNEX CORPORATION806 sharesnew addition2026-06-302026-08-07

VUG VANGUARD INDEX FDS2.4K sharesnew addition2026-06-302026-08-07

IWD ISHARES TR866 sharesnew addition2026-06-302026-08-07

KO COCA COLA CO2.5K sharesnew addition2026-06-302026-08-07

VOO

VANGUARD INDEX FDS

-2.98%

Shares76.1K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

0.57%

Shares1.3M

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB STRATEGIC TR

-1.28%

Shares942.4K

Event2026-06-30

Filed2026-08-07

IUSV

ISHARES TR

-2.62%

Shares294.4K

Event2026-06-30

Filed2026-08-07

IUSG

ISHARES TR

-0.94%

Shares171.9K

Event2026-06-30

Filed2026-08-07

BIV

VANGUARD BD INDEX FDS

5.36%

Shares332.2K

Event2026-06-30

Filed2026-08-07

JPIB

J P MORGAN EXCHANGE TRADED F

8.07%

Shares455.7K

Event2026-06-30

Filed2026-08-07

DIVO

AMPLIFY ETF TR

11.78%

Shares466.1K

Event2026-06-30

Filed2026-08-07

NOBL

PROSHARES TR

89.88%

Shares325.2K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

313.35%

Shares196.1K

Event2026-06-30

Filed2026-08-07

JIRE

J P MORGAN EXCHANGE TRADED F

14.87%

Shares139.7K

Event2026-06-30

Filed2026-08-07

VTEB

VANGUARD MUN BD FDS

-1.96%

Shares146.3K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-0.13%

Shares8.3K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

-3.17%

Shares42.8K

Event2026-06-30

Filed2026-08-07

FGD

FIRST TR EXCHANGE-TRADED FD

-6.10%

Shares165.6K

Event2026-06-30

Filed2026-08-07

IDOG

ALPS ETF TR

-6.44%

Shares127.5K

Event2026-06-30

Filed2026-08-07

COHEN & STEERS ETF TRUST

New

Shares168.2K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-0.86%

Shares50.5K

Event2026-06-30

Filed2026-08-07

VISA INC

0.00%

Shares8.7K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-2.66%

Shares10.0K

Event2026-06-30

Filed2026-08-07

TRPA

HARTFORD FDS EXCHANGE TRADED

-12.06%

Shares65.0K

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-07

PGR

PROGRESSIVE CORP

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-07

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.68%

Shares17.2K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

0.14%

Shares10.4K

Event2026-06-30

Filed2026-08-07

SMDV

PROSHARES TR

0.02%

Shares18.4K

Event2026-06-30

Filed2026-08-07

DINO

HF SINCLAIR CORP

-6.75%

Shares19.9K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

0.19%

Shares3.7K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-2.26%

Shares3.6K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

1.59%

Shares13.0K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

2.07%

Shares5.2K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

2.39%

Shares4.3K

Event2026-06-30

Filed2026-08-07

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

0.00%

Shares9.4K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

0.00%

Shares9.3K

Event2026-06-30

Filed2026-08-07

PFF

ISHARES TR

-9.22%

Shares32.9K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

0.01%

Shares15.3K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

3.62%

Shares2.3K

Event2026-06-30

Filed2026-08-07

IBTA

IBOTTA INC

-16.89%

Shares25.2K

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

-0.83%

Shares4.7K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

27.47%

Shares3.2K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

0.08%

Shares2.6K

Event2026-06-30

Filed2026-08-07

VCSH

VANGUARD SCOTTSDALE FDS

1.63%

Shares7.3K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

2.78%

Shares1.5K

Event2026-06-30

Filed2026-08-07

URA

GLOBAL X FDS

7.66%

Shares11.7K

Event2026-06-30

Filed2026-08-07

GPC

GENUINE PARTS CO

0.07%

Shares4.2K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares3.5K

Event2026-06-30

Filed2026-08-07

SAP

SAP SE

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

-3.61%

Shares1.4K

Event2026-06-30

Filed2026-08-07

IXUS

ISHARES TR

-13.83%

Shares4.6K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares12.9K

Event2026-06-30

Filed2026-08-07

INTF

ISHARES TR

2.46%

Shares10.0K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-10.21%

Shares378

Event2026-06-30

Filed2026-08-07

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.8K

Event2026-06-30

Filed2026-08-07

FEX

FIRST TR EXCHANGE-TRADED ALP

0.36%

Shares2.8K

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

0.00%

Shares498

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

1.26%

Shares483

Event2026-06-30

Filed2026-08-07

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares4.3K

Event2026-06-30

Filed2026-08-07

TFC

TRUIST FINL CORP

-2.84%

Shares6.8K

Event2026-06-30

Filed2026-08-07

FMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

WTBN

WISDOMTREE TR

New

Shares13.1K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

0.08%

Shares1.3K

Event2026-06-30

Filed2026-08-07

JBL

JABIL INC

0.00%

Shares767

Event2026-06-30

Filed2026-08-07

OEF

ISHARES TR

0.00%

Shares804

Event2026-06-30

Filed2026-08-07

ISHARES TR

0.00%

Shares391

Event2026-06-30

Filed2026-08-07

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

MHK

MOHAWK INDS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

SPMD

SPDR SERIES TRUST

0.03%

Shares3.6K

Event2026-06-30

Filed2026-08-07

SNX

TD SYNNEX CORPORATION

New

Shares806

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

New

Shares866

Event2026-06-30

Filed2026-08-07

COCA COLA CO

New

Shares2.5K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available