ForthRight Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$352,516
Net value change ($000)
+4,678 (1.3%)
New positions
6
Sold out positions
2
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHD 4,957 14.3%
AVUV 4,886 NEW
DIVO 2,030 12.2%
BIV 1,969 8.8%
JPIB 1,404 7.5%
JIRE 1,024 12.5%
MPC 783 50.1%
SCHA 674 2.5%
IDOG 406 7.7%
DINO 348 35.4%
Top Reduces (Value $000, Stocks/ETFs)
SMDV -4,522 -78.2%
IUSG -2,660 -9.0%
VOO -2,628 -5.3%
TRPA -1,657 -36.6%
NOBL -1,191 -6.2%
V -422 -13.9%
SPY -282 -4.9%
MSFT -270 -24.6%
IBM -228 -18.2%
GOOGL -225 -17.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type