ForthRight Wealth Management, LLC
•CIK: 1841633•Filing: Q4 2025
**ForthRight Wealth Management, LLC** manages $348M across a diversified portfolio of 71 holdings. The strategy exhibits a pronounced focus on dividend-paying and established equity sectors, evidenced by top allocations to VOO ($49.5M) and SCHD ($34.6M). Significant weightings are also directed toward income-generating vehicles, including IUSV ($30.8M) and IUSG ($29.6M). This concentration suggests a core mandate centered on reliable income generation and market exposure.
Total AUM
$347.8M
QoQ Performance
+1.1%
Positions
53
Top 10 Concentration
75.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
SCHD
IUSV
IUSG
SCHA
BIV
NOBL
JPIB
VOO14.2%
SCHD10.0%
IUSV8.9%
IUSG8.5%
SCHA7.8%
BIV6.4%
NOBL5.6%
JPIB5.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.6%
ETF15.9%
Technology2.2%
Financial0.9%
Consumer0.9%
Energy0.7%
Utilities0.3%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑25 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022