ForthRight Wealth Management, LLC holds a focused book of 76 stocks worth $390.9M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Cohen & Steers ETF Trust and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 13% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning ForthRight Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $52.3M | 76.1K | 13.4% | ▼−3.0% Reduced · −2K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $41.1M | 1.30M | 10.5% | ▲+0.6% Added · +7K sh | |
| 3 | Schwab Strategic TR US SML CAP ETF | $34.0M | 942.4K | 8.7% | ▼−1.3% Reduced · −12K sh | |
| 4 | Ishares TR CORE S&P US VLU | $32.4M | 294.4K | 8.3% | ▼−2.6% Reduced · −8K sh | |
| 5 | Ishares TR CORE S&P US GWT | $32.3M | 171.9K | 8.3% | ▼−0.9% Reduced · −2K sh | |
| 6 | Vanguard BD Index FDS INTERMED TERM | $25.5M | 332.2K | 6.5% | ▲+5.4% Added · +17K sh | |
| 7 | J P Morgan Exchange Traded F INTL BD OPP ETF | $22.0M | 455.7K | 5.6% | ▲+8.1% Added · +34K sh | |
| 8 | Amplify ETF TR CWP ENHANCED DIV | $21.3M | 466.1K | 5.4% | ▲+12% Added · +49K sh | |
| 9 | Proshares TR S&P 500 DV ARIST | $18.3M | 325.2K | 4.7% | ▲+90% Added · +154K sh | |
| 10 | Vanguard Index FDS MID CAP ETF | $15.8M | 196.1K | 4.0% | ▲+313% Added · +149K sh | |
| 11 | J P Morgan Exchange Traded F INTRNL RES EQT | $11.5M | 139.7K | 2.9% | ▲+15% Added · +18K sh | |
| 12 | Vanguard Mun BD FDS TAX EXEMPT BD | $7.4M | 146.3K | 1.9% | ▼−2.0% Reduced · −3K sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $6.2M | 8.3K | 1.6% | ▼−0.1% Reduced · −11 sh | |
| 14 | American Centy ETF TR US SML CP VALU | $5.3M | 42.8K | 1.4% | ▼−3.2% Reduced · −1K sh | |
| 15 | First TR Exchange-Traded FD DJ GLBL DIVID | $5.3M | 165.6K | 1.4% | ▼−6.1% Reduced · −11K sh | |
| 16 | ALPS ETF TR INTL SEC DV DOG | $5.3M | 127.5K | 1.3% | ▼−6.4% Reduced · −9K sh | |
| 17 | Cohen & Steers ETF Trust FUTURE OF ENERGY | $4.0M | 168.2K | 1.0% | ▲New New position | |
| 18 | Ishares TR CORE S&P MCP ETF | $3.9M | 50.5K | 1.0% | ▼−0.8% Reduced · −437 sh | |
| 19 | Visa Inc COM CL A | $3.0M | 8.7K | 0.8% | —Held | |
| 20 | Apple Inc COM | $2.9M | 10.0K | 0.7% | ▼−2.7% Reduced · −273 sh | |
| 21 | Hartford FDS Exchange Traded AAA CLO ETF | $2.5M | 65.0K | 0.6% | ▼−12% Reduced · −9K sh | |
| 22 | Marathon Pete Corp COM | $2.5M | 9.6K | 0.6% | —Held | |
| 23 | Progressive Corp COM | $1.6M | 7.5K | 0.4% | —Held | |
| 24 | First TR Exchange-Traded FD CAP STRENGTH ETF | $1.6M | 17.2K | 0.4% | ▼−0.7% Reduced · −118 sh | |
| 25 | Procter & Gamble Co COM | $1.5M | 10.4K | 0.4% | ▲+0.1% Added · +15 sh | |
| 26 | Proshares TR RUSS 2000 DIVD | $1.4M | 18.4K | 0.4% | ▲~0% Added · +3 sh | |
| 27 | HF Sinclair Corp COM | $1.4M | 19.9K | 0.4% | ▼−6.8% Reduced · −1K sh | |
| 28 | Home Depot Inc COM | $1.3M | 3.7K | 0.3% | ▲+0.2% Added · +7 sh | |
| 29 | Alphabet Inc CAP STK CL C | $1.3M | 3.6K | 0.3% | ▼−2.3% Reduced · −82 sh | |
| 30 | Southern Co COM | $1.2M | 13.0K | 0.3% | ▲+1.6% Added · +204 sh | |
| 31 | Amazon Com Inc COM | $1.2M | 5.2K | 0.3% | ▲+2.1% Added · +106 sh | |
| 32 | International Business Machs COM | $1.2M | 4.3K | 0.3% | ▲+2.4% Added · +101 sh | |
| 33 | Vanguard Scottsdale FDS VNG RUS1000GRW | $1.2M | 9.1K | 0.3% | —Held | |
| 34 | United Parcel Svcs Inc CL B | $1.0M | 9.4K | 0.3% | —Held | |
| 35 | Ishares TR NATIONAL MUN ETF | $1.0M | 9.3K | 0.3% | —Held | |
| 36 | Ishares TR PFD AND INCM SEC | $1.0M | 32.9K | 0.3% | ▼−9.2% Reduced · −3K sh | |
| 37 | SPDR Series Trust ST STR P500VAL | $930K | 15.3K | 0.2% | ▲~0% Added · +2 sh | |
| 38 | Microsoft Corp COM | $866K | 2.3K | 0.2% | ▲+3.6% Added · +81 sh | |
| 39 | Ibotta Inc CLASS A COM SHS | $860K | 25.2K | 0.2% | ▼−17% Reduced · −5K sh | |
| 40 | Aflac Inc COM | $819K | 7.0K | 0.2% | —Held | |
| 41 | Ishares TR CORE S&P TTL STK | $767K | 4.7K | 0.2% | ▼−0.8% Reduced · −39 sh | |
| 42 | Walmart Inc COM | $684K | 6.0K | 0.2% | —Held | |
| 43 | Nvidia Corporation COM | $650K | 3.2K | 0.2% | ▲+27% Added · +700 sh | |
| 44 | Vanguard Specialized Funds DIV APP ETF | $604K | 2.6K | 0.2% | ▲+0.1% Added · +2 sh | |
| 45 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $575K | 7.3K | 0.1% | ▲+1.6% Added · +117 sh | |
| 46 | Exxon Mobil Corp COM | $548K | 4.0K | 0.1% | —Held | |
| 47 | Alphabet Inc CAP STK CL A | $529K | 1.5K | 0.1% | ▲+2.8% Added · +40 sh | |
| 48 | Global X FDS GLOBAL X URANIUM | $512K | 11.7K | 0.1% | ▲+7.7% Added · +834 sh | |
| 49 | Genuine Parts Co COM | $500K | 4.2K | 0.1% | ▲+0.1% Added · +3 sh | |
| 50 | Intel Corp COM | $493K | 3.5K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1841633/holdings"
Use Arkolith to show ForthRight Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 76 | $390.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 75 | $352.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 71 | $347.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 69 | $344.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 65 | $320.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 65 | $298.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 60 | $300.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 63 | $300.4M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 12, 2024 | 64 | $278.2M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 23, 2024 | 66 | $278.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 23, 2024 | 59 | $258.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 56 | $232.1M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 57 | $239.2M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 18, 2023 | 57 | $218.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 18, 2023 | 51 | $195.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 17, 2022 | 47 | $170.5M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 15, 2022 | 44 | $179.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 19, 2022 | 45 | $193.5M | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Jan 24, 2022 | 45 | $183.0M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 26, 2021 | 39 | $164.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 23, 2021 | 34 | $157.7M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 26, 2021 | 35 | $147.4M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 29, 2021 | 189 | $127.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.