ForthRight Wealth Management
ForthRight Wealth Management reported 76 stocks worth $391M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VOO (13.4%), SCHD (10.5%) and SCHA (8.7%). Compared with Q1 2026, the fund opened new positions in CSEN, INTC and WTBN, added to SCHD, BIV and JPIB, trimmed VOO, SCHA and IUSV and sold out of CVX, GLD and DUK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $52.3M | 13.4% | 76K | −2,337 (−3%) | 8 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $41.1M | 10.5% | 1.3M | +7,397 (+1%) | 8 of 8 | |
| 3 |  SCHA Schwab US Small Cap ETF | $34M | 8.7% | 942K | −12K (−1%) | 8 of 8 | |
| 4 |  IUSV Ishares TR | $32.4M | 8.3% | 294K | −7,915 (−3%) | 8 of 8 | |
| 5 |  IUSG Ishares TR | $32.3M | 8.3% | 172K | −1,626 (−1%) | 8 of 8 | |
| 6 |  BIV Vanguard Intermediate | $25.5M | 6.5% | 332K | +17K (+5%) | 8 of 8 | |
| 7 |  JPIB J P Morgan Exchange Traded F | $22M | 5.6% | 456K | +34K (+8%) | 8 of 8 | |
| 8 |  DIVO Amplify ETF TR | $21.3M | 5.5% | 466K | +49K (+12%) | 8 of 8 | |
| 9 |  NOBL Proshares S&P 500 Div Aristocrat ETF | $18.3M | 4.7% | 325K | +154K (+90%) | 8 of 8 | |
| 10 |  VO Vanguard Index Fds | $15.8M | 4.0% | 196K | +149K (+313%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CVX Chevron Corp New | $309K | 1,492 |
 GLD Spdr Gold TR | $225K | 524 |
 DUK Duke Energy Corp New | $213K | 1,625 |
 URNM Sprott Fds TR | $212K | 3,352 |
 LMT Lockheed Martin Corp | $203K | 336 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →ForthRight Wealth Management 13F FAQ
What does ForthRight Wealth Management own?
ForthRight Wealth Management reported 76 stocks worth $391M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VOO (13.4%), SCHD (10.5%) and SCHA (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did ForthRight Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 21 added to, 22 trimmed and 6 sold out. New positions include CSEN, INTC and WTBN. It sold all of CVX, GLD and DUK.
When will ForthRight Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is ForthRight Wealth Management's portfolio worth?
The Q2 2026 filing reports $391M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.