ForthRight Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$420,996
Net value change ($000)
+30,117 (7.7%)
New positions
8
Sold out positions
2
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
JCPB 15,184 NEW
MUB 10,251 1020.0%
DIVO 2,716 12.7%
JIRE 2,705 23.5%
SCHD 2,302 5.6%
VOO 1,686 3.2%
JPIB 1,539 7.0%
MPC 1,356 55.2%
IUSV 1,174 3.6%
IDVO 961 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTEB -4,457 -60.2%
NOBL -3,681 -20.2%
SCHA -2,935 -8.6%
FGD -671 -12.7%
HD -620 -48.1%
TRPA -557 -22.0%
XOM -548 -100.0%
PFF -416 -41.4%
IBM -336 -27.6%
WTBN -331 -100.0%
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