ForthRight Wealth Management, LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 390,879
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 76 | 390,879 | 13F-HR | ForthRight Wealth Management, LLC |
| Q1 2026 | 5/12/2026 | 75 | 352,516 | 13F-HR | ForthRight Wealth Management, LLC |
| Q4 2025 | 1/13/2026 | 71 | 347,838 | 13F-HR | ForthRight Wealth Management, LLC |
| Q3 2025 | 11/7/2025 | 69 | 344,150 | 13F-HR | ForthRight Wealth Management, LLC |
| Q2 2025 | 7/28/2025 | 65 | 320,690 | 13F-HR | ForthRight Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.55 K | 9.3% | 2.085 K | 0 | 2.085 K |
| ETFs | 354.3 K | 90.7% | 36.28 K | 0 | 36.28 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
390,879
Holdings
76
QoQ value change ($000)
38,363
(10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.