account_balance
Investment manager · 13F filer · SEC CIK 1841633
ForthRight Wealth Management, LLC
Reported value$421Mas of Sep 30, 2026
Positions82 8 new, 2 sold out
Top 10 weight71.2%VOO alone is 13%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
12.8%
SCHDSchwab Strategic Tr
10.3%Added +3%
IUSViShares Tr
8.0%Added +4%
IUSGiShares Tr
7.9%
SCHASchwab Strategic Tr
7.4%
BIVVanguard Bd Index FDS
6.0%Added +5%
DIVOAmplify ETF Tr
5.7%Added +11%
JPIBJ P Morgan Exchange Traded F
5.6%Added +11%
VOVanguard Index FDS
3.8%Added +5%
JCPBJ P Morgan Exchange Traded F
3.6%New
NOBLProshares Tr
3.5%−17%
JIREJ P Morgan Exchange Traded F
3.4%+24%
VOOVanguard Index FDS
12.8%
SCHDSchwab Strategic Tr
10.3%Added +3%
IUSViShares Tr
8.0%Added +4%
IUSGiShares Tr
7.9%
SCHASchwab Strategic Tr
7.4%
BIVVanguard Bd Index FDS
6.0%
DIVOAmplify ETF Tr
5.7%
JPIBJ P Morgan Exchange Traded F
5.6%+11%
VO3.8%
JCPB
NOBL
JIRE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 12.8% Held
SCHD Schwab Strategic Tr 10.3% Added +3%
IUSV iShares Tr 8.0% Added +4%
IUSG iShares Tr 7.9% Held
SCHA Schwab Strategic Tr 7.4% Held
BIV Vanguard Bd Index FDS 6.0% Added +5%
DIVO Amplify ETF Tr 5.7% Added +11%
JPIB J P Morgan Exchange Traded F 5.6% Added +11%
VO Vanguard Index FDS 3.8% Added +5%
JCPB J P Morgan Exchange Traded F 3.6% New
NOBL Proshares Tr 3.5% Trimmed −17%
JIRE J P Morgan Exchange Traded F 3.4% Added +24%
What changed
Biggest moves since Jun 30, 2026
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