ForthRight Wealth Management, LLC ETF holdings
Alpharetta, GA
Reported $361.1M in 44 ETFs in its Form 13F for June 30, 2026.
ETF value
$361.1M
ETFs held
44
Change from prior quarter
+11.1%
With price moves
ETFs as a share of its 13F
92.4%
of $390.9M
Top 10 of 44 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $52.3M | 76,085 | −2,337 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $41.1M | 1,297,540 | +7,397 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $34.0M | 942,364 | −12,197 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $32.4M | 294,358 | −7,915 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $32.3M | 171,918 | −1,626 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $25.5M | 332,229 | +16,916 shares |
| JPIB | JPMorgan International Bond Opportunities ETF | $22.0M | 455,739 | +34,041 shares |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | $21.3M | 466,125 | +49,112 shares |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $18.3M | 325,163 | +153,915 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $15.8M | 196,127 | +148,679 shares |
34 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001841633. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does ForthRight Wealth Management, LLC own?
ForthRight Wealth Management, LLC reported 44 ETF positions worth $361.1M in its Form 13F for June 30, 2026. The largest was VOO, at $52.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.