ForthRight Wealth Management, LLC

CIK

1841633

Location

ALPHARETTA, GA

Portfolio Value

Micro $36,369,080

Diversification

Diversified

Filing Date

Global Rank

#7,284 / 8,517 ▼ 221

Top Industry

Oil & Gas Refining & Marketing 12.9%

3Y Alpha vs SPY

-11.8%

Period ended 47 days ago

Filed Aug 7, 2026 · 9d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+29.5%

SPY

+76.6%

Annualised alpha

-11.9%

Max drawdown

−12.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.1%

−24.5 pts

Top 5

44.9%

−19.0 pts

Top 10

64.4%

−11.5 pts

HHI

641

Diversified−1,296

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	22.8%	$8,292,230	10
Unclassified	18.1%	$6,585,236	2
Financial Services	17.1%	$6,232,105	5
Energy	12.1%	$4,388,051	3
Consumer Cyclical	9.1%	$3,295,706	4
Consumer Defensive	6.7%	$2,421,269	3
Communication Services	4.9%	$1,783,578	1
Industrials	3.9%	$1,417,547	2
Utilities	3.4%	$1,246,909	1
Healthcare	1.9%	$706,449	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+700	3,248	$649,892
SO	Southern Co	+204	13,028	$1,246,909
AMZN	Amazon Com Inc	+106	5,227	$1,245,803
IBM	International Business Machines Corp	+101	4,327	$1,216,795
MSFT	Microsoft Corp	+81	2,320	$865,406
PG	PROCTER & GAMBLE Co	+15	10,431	$1,529,601
HD	Home Depot, Inc.	+7	3,655	$1,289,045
QQQ	Invesco Qqq Trust, Series 1	+6	483	$355,681
GPC	Genuine Parts Co	+3	4,238	$499,999
JNJ	Johnson & Johnson	+1	1,300	$330,161
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
IBTA	Ibotta, Inc.	−5,116	25,180	$860,148
DINO	HF Sinclair Corp	−1,440	19,891	$1,385,408
AAPL	Apple Inc.	−273	9,990	$2,890,706
TFC	Truist Financial Corp	−200	6,837	$340,619
TRV	Travelers Companies, Inc.	−51	1,362	$449,623
CAT	Caterpillar Inc	−43	378	$402,532
GOOGL	Alphabet Inc.	−42	5,031	$1,783,578
SPY	Spdr S&P 500 ETF Trust	−11	8,342	$6,229,555
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,531	$493,033
SNX	Td Synnex Corp	806	$215,476
KO	Coca Cola Co	2,550	$207,238
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	315,313	$24,335,857
VIG	Vanguard Dividend Appreciation ETF	2,553	$549,048
CVX	Chevron Corp	1,492	$308,694
GLD	Spdr Gold Trust	524	$225,471
DUK	Duke Energy CORP	1,625	$212,777
LMT	Lockheed Martin Corp	336	$203,075
DCGO	DocGo Inc.	269,887	$169,758
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $36,369,080 total · filing declares 76 positions · $390,879,297 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	8,342	-11	$6,229,555	+14.7%	17.13%
V	Visa Inc. Financial Services	Held	8,669	0	$2,974,247	+13.5%	8.18%
AAPL	Apple Inc. Technology	Reduced	9,990	-273	$2,890,706	+11.0%	7.95%
MPC	Marathon Petroleum Corp Energy	Held	9,602	0	$2,454,943	+4.7%	6.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,031	-42	$1,783,578	+22.5%	4.90%
PGR	Progressive Corp/Oh/ Financial Services	Held	7,548	0	$1,648,860	+10.2%	4.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,431	+15	$1,529,601	+1.7%	4.21%
DINO	HF Sinclair Corp Energy	Reduced	19,891	-1,440	$1,385,408	+4.1%	3.81%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,655	+7	$1,289,045	+7.4%	3.54%
SO	Southern Co Utilities	Added	13,028	+204	$1,246,909	+0.7%	3.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,227	+106	$1,245,803	+16.8%	3.43%
IBM	International Business Machines Corp Technology	Added	4,327	+101	$1,216,795	+18.8%	3.35%
UPS	United Parcel Service Inc Industrials	Held	9,442	0	$1,015,015	+9.3%	2.79%
MSFT	Microsoft Corp Technology	Added	2,320	+81	$865,406	+4.4%	2.38%
IBTA	Ibotta, Inc. Technology	Reduced	25,180	-5,116	$860,148	−5.3%	2.37%
AFL	Aflac Inc Financial Services	Held	6,983	0	$818,756	+6.9%	2.25%
WMT	Walmart Inc. Consumer Defensive	Held	6,043	0	$684,430	−8.9%	1.88%
NVDA	Nvidia Corp Technology	Added	3,248	+700	$649,892	+46.2%	1.79%
XOM	ExxonMobil Holdings Corp Energy	Held	4,006	0	$547,700	−19.4%	1.51%
GPC	Genuine Parts Co Consumer Cyclical	Added	4,238	+3	$499,999	+11.6%	1.37%
INTC	Intel Corp Technology	NEW	3,531	NEW	$493,033	NEW	1.36%
SAP	Sap SE Technology	Held	3,039	0	$468,340	−10.0%	1.29%
TRV	Travelers Companies, Inc. Financial Services	Reduced	1,362	-51	$449,623	+9.1%	1.24%
CAT	Caterpillar Inc Industrials	Reduced	378	-43	$402,532	+35.0%	1.11%
MCK	Mckesson Corp Healthcare	Held	498	0	$376,288	−12.7%	1.03%
QQQ	Invesco Qqq Trust, Series 1	Added	483	+6	$355,681	+29.2%	0.98%
TFC	Truist Financial Corp Financial Services	Reduced	6,837	-200	$340,619	+5.3%	0.94%
ORCL	Oracle Corp Technology	Held	2,298	0	$336,771	−0.4%	0.93%
JNJ	Johnson & Johnson Healthcare	Added	1,300	+1	$330,161	+4.0%	0.91%
JBL	Jabil Inc Technology	Held	767	0	$295,663	+45.1%	0.81%
MHK	Mohawk Industries Inc Consumer Cyclical	Held	2,150	0	$260,859	+23.2%	0.72%
SNX	Td Synnex Corp Technology	NEW	806	NEW	$215,476	NEW	0.59%
KO	Coca Cola Co Consumer Defensive	NEW	2,550	NEW	$207,238	NEW	0.57%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.