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ForthRight Wealth Management, LLC

13F filer · CIK 0001841633
Reported 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 free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 7, 202636 positions
NOBLNoble International, Ltd.$18.3M4.67%Not reported-5.1%Q4 2020
SPYSPDR S&P 500 ETF Trust$6.23M1.59%Not reported-0.1%Q4 2020
VVisa Inc.$2.97M0.76%0.00%Not reportedQ1 2021
AAPLApple Inc.$2.89M0.74%0.00%-2.7%Q4 2020
MPCMarathon Petroleum Corp$2.45M0.63%0.00%Not reportedQ4 2020
PGRProgressive Corp$1.65M0.42%0.00%Not reportedQ1 2024
PGPROCTER & GAMBLE Co$1.53M0.39%0.00%+0.1%Q4 2020
DINOHF Sinclair Corp$1.39M0.35%0.01%-6.8%Q1 2022
HDHome Depot, Inc.$1.29M0.33%0.00%+0.2%Q4 2020
GOOGAlphabet Inc.$1.26M0.32%Not reported-2.3%Q4 2020
SOSouthern Co$1.25M0.32%0.00%+1.6%Q4 2020
AMZNAmazon Com Inc$1.25M0.32%0.00%+2.1%Q4 2020
IBMInternational Business Machines Corp$1.22M0.31%0.00%+2.4%Q4 2020
UPSUnited Parcel Service Inc$1.02M0.26%0.00%Not reportedQ1 2021
MSFTMicrosoft Corp$866K0.22%0.00%+3.6%Q4 2020
IBTAIbotta, Inc.$860K0.22%0.27%-16.9%Q3 2024
AFLAflac Inc$819K0.21%0.00%Not reportedQ3 2023
WMTWalmart Inc.$684K0.18%0.00%Not reportedQ4 2020
NVDANvidia Corp$650K0.17%0.00%+27.5%Q1 2024
XOMExxonMobil Holdings Corp$548K0.14%0.00%Not reportedQ4 2020
GOOGLAlphabet Inc.$529K0.14%0.00%+2.8%Q4 2020
GPCGenuine Parts Co$500K0.13%0.00%+0.1%Q4 2020
INTCIntel Corp$493K0.13%0.00%Not reportedQ4 2020
SAPSap SE$468K0.12%0.00%Not reportedQ2 2025
TRVTravelers Companies, Inc.$450K0.12%0.00%-3.6%Q1 2021
CATCaterpillar Inc$403K0.10%0.00%-10.2%Q1 2024
MCKMckesson Corp$376K0.10%0.00%Not reportedQ4 2020
QQQInvesco QQQ Trust, Series 1$356K0.09%Not reported+1.3%Q3 2025
TFCTruist Financial Corp$341K0.09%0.00%-2.8%Q3 2021
ORCLOracle Corp$337K0.09%0.00%Not reportedQ4 2020
JNJJohnson & Johnson$330K0.08%0.00%+0.1%Q4 2020
JBLJabil Inc$296K0.08%0.00%Not reportedQ4 2020
MHKMohawk Industries Inc$261K0.07%0.00%Not reportedQ3 2022
SPMDSupermedia Inc.$246K0.06%Not reported0.0%Q1 2025
SNXTD Synnex Corp$215K0.06%0.00%NewQ2 2026
KOCoca Cola Co$207K0.05%0.00%Not reportedQ4 2020
Q1 2026Reported May 12, 202638 positions
NOBLNoble International, Ltd.$18.2M5.15%Not reported-7.9%Q4 2020
SPYSPDR S&P 500 ETF Trust$5.43M1.54%Not reported-0.3%Q4 2020
VVisa Inc.$2.62M0.74%0.00%-0.1%Q1 2021
AAPLApple Inc.$2.6M0.74%0.00%Not reportedQ4 2020
MPCMarathon Petroleum Corp$2.34M0.67%0.00%Not reportedQ4 2020
PGPROCTER & GAMBLE Co$1.5M0.43%0.00%-3.1%Q4 2020
PGRProgressive Corp$1.5M0.42%0.00%Not reportedQ1 2024
DINOHF Sinclair Corp$1.33M0.38%0.01%Not reportedQ1 2022
SOSouthern Co$1.24M0.35%0.00%-6.0%Q4 2020
HDHome Depot, Inc.$1.2M0.34%0.00%-5.0%Q4 2020
AMZNAmazon Com Inc$1.07M0.30%0.00%Not reportedQ4 2020
GOOGAlphabet Inc.$1.04M0.30%Not reported-10.0%Q4 2020
IBMInternational Business Machines Corp$1.02M0.29%0.00%Not reportedQ4 2020
UPSUnited Parcel Service Inc$929K0.26%0.00%Not reportedQ1 2021
IBTAIbotta, Inc.$908K0.26%0.32%Not reportedQ3 2024
MSFTMicrosoft Corp$829K0.24%0.00%-1.5%Q4 2020
AFLAflac Inc$766K0.22%0.00%-2.8%Q3 2023
WMTWalmart Inc.$751K0.21%0.00%Not reportedQ4 2020
XOMExxonMobil Holdings Corp$680K0.19%0.00%+1.1%Q4 2020
SAPSap SE$520K0.15%0.00%Not reportedQ2 2025
GPCGenuine Parts Co$448K0.13%0.00%+0.1%Q4 2020
NVDANvidia Corp$444K0.13%0.00%Not reportedQ1 2024
MCKMckesson Corp$431K0.12%0.00%-17.4%Q4 2020
GOOGLAlphabet Inc.$414K0.12%0.00%Not reportedQ4 2020
TRVTravelers Companies, Inc.$412K0.12%0.00%Not reportedQ1 2021
ORCLOracle Corp$338K0.10%0.00%Not reportedQ4 2020
TFCTruist Financial Corp$323K0.09%0.00%0.0%Q3 2021
JNJJohnson & Johnson$318K0.09%0.00%+0.1%Q4 2020
CVXChevron Corp$309K0.09%0.00%Not reportedQ4 2020
CATCaterpillar Inc$298K0.08%0.00%Not reportedQ1 2024
QQQInvesco QQQ Trust, Series 1$275K0.08%Not reported+1.5%Q3 2025
GLDSPDR Gold Trust$225K0.06%0.00%-2.4%Q4 2020
SPMDSupermedia Inc.$215K0.06%Not reported+3.9%Q1 2025
DUKDuke Energy CORP$213K0.06%0.00%Not reportedQ4 2020
MHKMohawk Industries Inc$212K0.06%0.00%Not reportedQ3 2022
JBLJabil Inc$204K0.06%0.00%Not reportedQ4 2020
LMTLockheed Martin Corp$203K0.06%0.00%Not reportedQ4 2020
DCGODocGo Inc.$170K0.05%0.27%Not reportedQ3 2022
Q4 2025Reported Jan 13, 202637 positions
NOBLNoble International, Ltd.$19.3M5.56%Not reported-15.3%Q4 2020
SPYSPDR S&P 500 ETF Trust$5.71M1.64%Not reported-1.3%Q4 2020
VVisa Inc.$3.04M0.87%0.00%0.0%Q1 2021
AAPLApple Inc.$2.79M0.80%0.00%-3.1%Q4 2020
PGRProgressive Corp$1.72M0.49%0.00%Not reportedQ1 2024
MPCMarathon Petroleum Corp$1.56M0.45%0.00%Not reportedQ4 2020
PGPROCTER & GAMBLE Co$1.54M0.44%0.00%-0.1%Q4 2020
HDHome Depot, Inc.$1.32M0.38%0.00%-13.9%Q4 2020
GOOGAlphabet Inc.$1.27M0.36%Not reported-6.4%Q4 2020
IBMInternational Business Machines Corp$1.25M0.36%0.00%+1.4%Q4 2020
SOSouthern Co$1.19M0.34%0.00%+0.3%Q4 2020
AMZNAmazon Com Inc$1.18M0.34%0.00%-0.7%Q4 2020
MSFTMicrosoft Corp$1.1M0.32%0.00%-0.1%Q4 2020
DINOHF Sinclair Corp$983K0.28%0.01%-1.5%Q1 2022
UPSUnited Parcel Service Inc$937K0.27%0.00%-0.1%Q1 2021
AFLAflac Inc$792K0.23%0.00%-1.4%Q3 2023
SAPSap SE$738K0.21%0.00%Not reportedQ2 2025
IBTAIbotta, Inc.$689K0.20%0.32%Not reportedQ3 2024
WMTWalmart Inc.$673K0.19%0.00%Not reportedQ4 2020
GPCGenuine Parts Co$520K0.15%0.00%Not reportedQ4 2020
MCKMckesson Corp$495K0.14%0.00%Not reportedQ4 2020
XOMExxonMobil Holdings Corp$477K0.14%0.00%+4.2%Q4 2020
NVDANvidia Corp$475K0.14%0.00%+4.5%Q1 2024
GOOGLAlphabet Inc.$450K0.13%0.00%+5.9%Q4 2020
ORCLOracle Corp$448K0.13%0.00%Not reportedQ4 2020
TRVTravelers Companies, Inc.$410K0.12%0.00%Not reportedQ1 2021
TFCTruist Financial Corp$346K0.10%0.00%0.0%Q3 2021
QQQInvesco QQQ Trust, Series 1$289K0.08%Not reported+25.7%Q3 2025
JNJJohnson & Johnson$269K0.08%0.00%-0.3%Q4 2020
CATCaterpillar Inc$241K0.07%0.00%Not reportedQ1 2024
DCGODocGo Inc.$237K0.07%0.27%Not reportedQ3 2022
MHKMohawk Industries Inc$235K0.07%0.00%Not reportedQ3 2022
CVXChevron Corp$227K0.07%0.00%Not reportedQ4 2020
AXPAmerican Express Co$215K0.06%0.00%NewQ4 2025
AGCOAgco Corp$214K0.06%0.00%+0.2%Q4 2020
GLDSPDR Gold Trust$213K0.06%0.00%Not reportedQ4 2020
SPMDSupermedia Inc.$203K0.06%Not reported-18.1%Q1 2025
Q3 2025Reported Nov 7, 202536 positions
NOBLNoble International, Ltd.$22.6M6.57%Not reported-10.5%Q4 2020
SPYSPDR S&P 500 ETF Trust$5.66M1.64%Not reportedNot reportedQ4 2020
VVisa Inc.$2.96M0.86%0.00%+0.3%Q1 2021
AAPLApple Inc.$2.7M0.78%0.00%+6.6%Q4 2020
PGRProgressive Corp$1.86M0.54%0.00%Not reportedQ1 2024
MPCMarathon Petroleum Corp$1.85M0.54%0.00%Not reportedQ4 2020
HDHome Depot, Inc.$1.81M0.53%0.00%-0.2%Q4 2020
PGPROCTER & GAMBLE Co$1.65M0.48%0.00%Not reportedQ4 2020
SOSouthern Co$1.29M0.37%0.00%-0.1%Q4 2020
MSFTMicrosoft Corp$1.18M0.34%0.00%+6.2%Q4 2020
IBMInternational Business Machines Corp$1.18M0.34%0.00%+98.2%Q4 2020
DINOHF Sinclair Corp$1.13M0.33%0.01%Not reportedQ1 2022
AMZNAmazon Com Inc$1.13M0.33%0.00%+10.7%Q4 2020
GOOGAlphabet Inc.$1.05M0.31%Not reported+2.0%Q4 2020
IBTAIbotta, Inc.$844K0.25%0.32%Not reportedQ3 2024
AFLAflac Inc$814K0.24%0.00%+0.2%Q3 2023
SAPSap SE$812K0.24%0.00%Not reportedQ2 2025
UPSUnited Parcel Service Inc$789K0.23%0.00%+0.1%Q1 2021
ORCLOracle Corp$646K0.19%0.00%Not reportedQ4 2020
WMTWalmart Inc.$623K0.18%0.00%-1.6%Q4 2020
GPCGenuine Parts Co$587K0.17%0.00%-9.5%Q4 2020
MCKMckesson Corp$466K0.14%0.00%-7.7%Q4 2020
NVDANvidia Corp$455K0.13%0.00%+8.9%Q1 2024
XOMExxonMobil Holdings Corp$429K0.12%0.00%+4.6%Q4 2020
TRVTravelers Companies, Inc.$395K0.11%0.00%-3.9%Q1 2021
DCGODocGo Inc.$367K0.11%0.28%Not reportedQ3 2022
GOOGLAlphabet Inc.$330K0.10%0.00%+13.6%Q4 2020
TFCTruist Financial Corp$321K0.09%0.00%-7.7%Q3 2021
MHKMohawk Industries Inc$277K0.08%0.00%Not reportedQ3 2022
SPMDSupermedia Inc.$244K0.07%Not reported+0.4%Q1 2025
JNJJohnson & Johnson$241K0.07%0.00%Not reportedQ4 2020
CVXChevron Corp$232K0.07%0.00%Not reportedQ4 2020
QQQInvesco QQQ Trust, Series 1$225K0.07%Not reportedNewQ3 2025
AGCOAgco Corp$219K0.06%0.00%+0.3%Q4 2020
CATCaterpillar Inc$201K0.06%0.00%Not reportedQ1 2024
DUKDuke Energy CORP$200K0.06%0.00%Not reportedQ4 2020
Premium opens every quarter this fund has filed

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