FW
ForthRight Wealth Management, LLC
13F filer · CIK 0001841633Reported Aug 7, 2026
Net seller this quarter
13F portfolio value$391MU.S. long equity reported on 13F
Positions363 new · 5 closed
Net flow last quarter-$1.21MBuys minus sells
Top 10 positions weight10.2%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 7, 202636 positions | |||||
| $18.3M | 4.67% | Not reported | -5.1% | Q4 2020 | |
| $6.23M | 1.59% | Not reported | -0.1% | Q4 2020 | |
| $2.97M | 0.76% | 0.00% | Not reported | Q1 2021 | |
| $2.89M | 0.74% | 0.00% | -2.7% | Q4 2020 | |
| $2.45M | 0.63% | 0.00% | Not reported | Q4 2020 | |
| $1.65M | 0.42% | 0.00% | Not reported | Q1 2024 | |
| $1.53M | 0.39% | 0.00% | +0.1% | Q4 2020 | |
| $1.39M | 0.35% | 0.01% | -6.8% | Q1 2022 | |
| $1.29M | 0.33% | 0.00% | +0.2% | Q4 2020 | |
| $1.26M | 0.32% | Not reported | -2.3% | Q4 2020 | |
| $1.25M | 0.32% | 0.00% | +1.6% | Q4 2020 | |
| $1.25M | 0.32% | 0.00% | +2.1% | Q4 2020 | |
| $1.22M | 0.31% | 0.00% | +2.4% | Q4 2020 | |
| $1.02M | 0.26% | 0.00% | Not reported | Q1 2021 | |
| $866K | 0.22% | 0.00% | +3.6% | Q4 2020 | |
| $860K | 0.22% | 0.27% | -16.9% | Q3 2024 | |
| $819K | 0.21% | 0.00% | Not reported | Q3 2023 | |
| $684K | 0.18% | 0.00% | Not reported | Q4 2020 | |
| $650K | 0.17% | 0.00% | +27.5% | Q1 2024 | |
| $548K | 0.14% | 0.00% | Not reported | Q4 2020 | |
| $529K | 0.14% | 0.00% | +2.8% | Q4 2020 | |
| $500K | 0.13% | 0.00% | +0.1% | Q4 2020 | |
| $493K | 0.13% | 0.00% | Not reported | Q4 2020 | |
| $468K | 0.12% | 0.00% | Not reported | Q2 2025 | |
| $450K | 0.12% | 0.00% | -3.6% | Q1 2021 | |
| $403K | 0.10% | 0.00% | -10.2% | Q1 2024 | |
| $376K | 0.10% | 0.00% | Not reported | Q4 2020 | |
| $356K | 0.09% | Not reported | +1.3% | Q3 2025 | |
| $341K | 0.09% | 0.00% | -2.8% | Q3 2021 | |
| $337K | 0.09% | 0.00% | Not reported | Q4 2020 | |
| $330K | 0.08% | 0.00% | +0.1% | Q4 2020 | |
| $296K | 0.08% | 0.00% | Not reported | Q4 2020 | |
| $261K | 0.07% | 0.00% | Not reported | Q3 2022 | |
| $246K | 0.06% | Not reported | 0.0% | Q1 2025 | |
| $215K | 0.06% | 0.00% | New | Q2 2026 | |
| $207K | 0.05% | 0.00% | Not reported | Q4 2020 | |
| Q1 2026Reported May 12, 202638 positions | |||||
| $18.2M | 5.15% | Not reported | -7.9% | Q4 2020 | |
| $5.43M | 1.54% | Not reported | -0.3% | Q4 2020 | |
| $2.62M | 0.74% | 0.00% | -0.1% | Q1 2021 | |
| $2.6M | 0.74% | 0.00% | Not reported | Q4 2020 | |
| $2.34M | 0.67% | 0.00% | Not reported | Q4 2020 | |
| $1.5M | 0.43% | 0.00% | -3.1% | Q4 2020 | |
| $1.5M | 0.42% | 0.00% | Not reported | Q1 2024 | |
| $1.33M | 0.38% | 0.01% | Not reported | Q1 2022 | |
| $1.24M | 0.35% | 0.00% | -6.0% | Q4 2020 | |
| $1.2M | 0.34% | 0.00% | -5.0% | Q4 2020 | |
| $1.07M | 0.30% | 0.00% | Not reported | Q4 2020 | |
| $1.04M | 0.30% | Not reported | -10.0% | Q4 2020 | |
| $1.02M | 0.29% | 0.00% | Not reported | Q4 2020 | |
| $929K | 0.26% | 0.00% | Not reported | Q1 2021 | |
| $908K | 0.26% | 0.32% | Not reported | Q3 2024 | |
| $829K | 0.24% | 0.00% | -1.5% | Q4 2020 | |
| $766K | 0.22% | 0.00% | -2.8% | Q3 2023 | |
| $751K | 0.21% | 0.00% | Not reported | Q4 2020 | |
| $680K | 0.19% | 0.00% | +1.1% | Q4 2020 | |
| $520K | 0.15% | 0.00% | Not reported | Q2 2025 | |
| $448K | 0.13% | 0.00% | +0.1% | Q4 2020 | |
| $444K | 0.13% | 0.00% | Not reported | Q1 2024 | |
| $431K | 0.12% | 0.00% | -17.4% | Q4 2020 | |
| $414K | 0.12% | 0.00% | Not reported | Q4 2020 | |
| $412K | 0.12% | 0.00% | Not reported | Q1 2021 | |
| $338K | 0.10% | 0.00% | Not reported | Q4 2020 | |
| $323K | 0.09% | 0.00% | 0.0% | Q3 2021 | |
| $318K | 0.09% | 0.00% | +0.1% | Q4 2020 | |
| $309K | 0.09% | 0.00% | Not reported | Q4 2020 | |
| $298K | 0.08% | 0.00% | Not reported | Q1 2024 | |
| $275K | 0.08% | Not reported | +1.5% | Q3 2025 | |
| $225K | 0.06% | 0.00% | -2.4% | Q4 2020 | |
| $215K | 0.06% | Not reported | +3.9% | Q1 2025 | |
| DEDUKDuke Energy CORP | $213K | 0.06% | 0.00% | Not reported | Q4 2020 |
| $212K | 0.06% | 0.00% | Not reported | Q3 2022 | |
| $204K | 0.06% | 0.00% | Not reported | Q4 2020 | |
| $203K | 0.06% | 0.00% | Not reported | Q4 2020 | |
| $170K | 0.05% | 0.27% | Not reported | Q3 2022 | |
| Q4 2025Reported Jan 13, 202637 positions | |||||
| $19.3M | 5.56% | Not reported | -15.3% | Q4 2020 | |
| $5.71M | 1.64% | Not reported | -1.3% | Q4 2020 | |
| $3.04M | 0.87% | 0.00% | 0.0% | Q1 2021 | |
| $2.79M | 0.80% | 0.00% | -3.1% | Q4 2020 | |
| $1.72M | 0.49% | 0.00% | Not reported | Q1 2024 | |
| $1.56M | 0.45% | 0.00% | Not reported | Q4 2020 | |
| $1.54M | 0.44% | 0.00% | -0.1% | Q4 2020 | |
| $1.32M | 0.38% | 0.00% | -13.9% | Q4 2020 | |
| $1.27M | 0.36% | Not reported | -6.4% | Q4 2020 | |
| $1.25M | 0.36% | 0.00% | +1.4% | Q4 2020 | |
| $1.19M | 0.34% | 0.00% | +0.3% | Q4 2020 | |
| $1.18M | 0.34% | 0.00% | -0.7% | Q4 2020 | |
| $1.1M | 0.32% | 0.00% | -0.1% | Q4 2020 | |
| $983K | 0.28% | 0.01% | -1.5% | Q1 2022 | |
| $937K | 0.27% | 0.00% | -0.1% | Q1 2021 | |
| $792K | 0.23% | 0.00% | -1.4% | Q3 2023 | |
| $738K | 0.21% | 0.00% | Not reported | Q2 2025 | |
| $689K | 0.20% | 0.32% | Not reported | Q3 2024 | |
| $673K | 0.19% | 0.00% | Not reported | Q4 2020 | |
| $520K | 0.15% | 0.00% | Not reported | Q4 2020 | |
| $495K | 0.14% | 0.00% | Not reported | Q4 2020 | |
| $477K | 0.14% | 0.00% | +4.2% | Q4 2020 | |
| $475K | 0.14% | 0.00% | +4.5% | Q1 2024 | |
| $450K | 0.13% | 0.00% | +5.9% | Q4 2020 | |
| $448K | 0.13% | 0.00% | Not reported | Q4 2020 | |
| $410K | 0.12% | 0.00% | Not reported | Q1 2021 | |
| $346K | 0.10% | 0.00% | 0.0% | Q3 2021 | |
| $289K | 0.08% | Not reported | +25.7% | Q3 2025 | |
| $269K | 0.08% | 0.00% | -0.3% | Q4 2020 | |
| $241K | 0.07% | 0.00% | Not reported | Q1 2024 | |
| $237K | 0.07% | 0.27% | Not reported | Q3 2022 | |
| $235K | 0.07% | 0.00% | Not reported | Q3 2022 | |
| $227K | 0.07% | 0.00% | Not reported | Q4 2020 | |
| $215K | 0.06% | 0.00% | New | Q4 2025 | |
| $214K | 0.06% | 0.00% | +0.2% | Q4 2020 | |
| $213K | 0.06% | 0.00% | Not reported | Q4 2020 | |
| $203K | 0.06% | Not reported | -18.1% | Q1 2025 | |
| Q3 2025Reported Nov 7, 202536 positions | |||||
| $22.6M | 6.57% | Not reported | -10.5% | Q4 2020 | |
| $5.66M | 1.64% | Not reported | Not reported | Q4 2020 | |
| $2.96M | 0.86% | 0.00% | +0.3% | Q1 2021 | |
| $2.7M | 0.78% | 0.00% | +6.6% | Q4 2020 | |
| $1.86M | 0.54% | 0.00% | Not reported | Q1 2024 | |
| $1.85M | 0.54% | 0.00% | Not reported | Q4 2020 | |
| $1.81M | 0.53% | 0.00% | -0.2% | Q4 2020 | |
| $1.65M | 0.48% | 0.00% | Not reported | Q4 2020 | |
| $1.29M | 0.37% | 0.00% | -0.1% | Q4 2020 | |
| $1.18M | 0.34% | 0.00% | +6.2% | Q4 2020 | |
| $1.18M | 0.34% | 0.00% | +98.2% | Q4 2020 | |
| $1.13M | 0.33% | 0.01% | Not reported | Q1 2022 | |
| $1.13M | 0.33% | 0.00% | +10.7% | Q4 2020 | |
| $1.05M | 0.31% | Not reported | +2.0% | Q4 2020 | |
| $844K | 0.25% | 0.32% | Not reported | Q3 2024 | |
| $814K | 0.24% | 0.00% | +0.2% | Q3 2023 | |
| $812K | 0.24% | 0.00% | Not reported | Q2 2025 | |
| $789K | 0.23% | 0.00% | +0.1% | Q1 2021 | |
| $646K | 0.19% | 0.00% | Not reported | Q4 2020 | |
| $623K | 0.18% | 0.00% | -1.6% | Q4 2020 | |
| $587K | 0.17% | 0.00% | -9.5% | Q4 2020 | |
| $466K | 0.14% | 0.00% | -7.7% | Q4 2020 | |
| $455K | 0.13% | 0.00% | +8.9% | Q1 2024 | |
| $429K | 0.12% | 0.00% | +4.6% | Q4 2020 | |
| $395K | 0.11% | 0.00% | -3.9% | Q1 2021 | |
| $367K | 0.11% | 0.28% | Not reported | Q3 2022 | |
| $330K | 0.10% | 0.00% | +13.6% | Q4 2020 | |
| $321K | 0.09% | 0.00% | -7.7% | Q3 2021 | |
| $277K | 0.08% | 0.00% | Not reported | Q3 2022 | |
| $244K | 0.07% | Not reported | +0.4% | Q1 2025 | |
| $241K | 0.07% | 0.00% | Not reported | Q4 2020 | |
| $232K | 0.07% | 0.00% | Not reported | Q4 2020 | |
| $225K | 0.07% | Not reported | New | Q3 2025 | |
| $219K | 0.06% | 0.00% | +0.3% | Q4 2020 | |
| $201K | 0.06% | 0.00% | Not reported | Q1 2024 | |
| DEDUKDuke Energy CORP | $200K | 0.06% | 0.00% | Not reported | Q4 2020 |
Premium opens every quarter this fund has filed