ForthRight Wealth Management, LLC: 13F holdings
CIK 18416332026Q2
| Positions | 76 |
|---|
| Reported value | $390.9m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 76 (+1 vs prior quarter) |
|---|
| Reported value | $390.9m (+10.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 76,085 | $52.3m | 13.4% |
| SCHD SCHWAB STRATEGIC TR | 1,297,540 | $41.1m | 10.5% |
| SCHA SCHWAB STRATEGIC TR | 942,364 | $34.0m | 8.7% |
| QQQE ISHARES TR | 294,358 | $32.4m | 8.3% |
| IUSG ISHARES TR | 171,918 | $32.3m | 8.3% |
| BIV VANGUARD BD INDEX FDS | 332,229 | $25.5m | 6.5% |
| JPIB J P MORGAN EXCHANGE TRADED F | 455,739 | $22.0m | 5.6% |
| DIVO AMPLIFY ETF TR | 466,125 | $21.3m | 5.4% |
| NOBL PROSHARES TR | 325,163 | $18.3m | 4.7% |
| VO VANGUARD INDEX FDS | 196,127 | $15.8m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1841633")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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