ForthRight Wealth Management, LLC

CIK

1841633

Location

ALPHARETTA, GA

Portfolio Value

Micro $32,481,505

Diversification

Diversified

Filing Date

Global Rank

#7,337 / 8,605 ▲ 91 · as of Mar 2026

Top Industry

Oil & Gas Refining & Marketing 13.8%

3Y Alpha vs SPY

-10.7%

Period ended 3 months ago

Filed May 12, 2026 · 58d

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+33.7%

SPY

+76.5%

Annualised alpha

-10.7%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.7%

−0.6 pts

Top 5

44.7%

−0.3 pts

Top 10

64.2%

−0.5 pts

HHI

627

Diversified−25

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.2%	$6,872,241	8
Unclassified	18.3%	$5,933,075	3
Financial Services	17.3%	$5,618,170	5
Energy	14.4%	$4,663,808	4
Consumer Cyclical	9.0%	$2,925,880	4
Consumer Defensive	6.9%	$2,255,511	2
Utilities	4.5%	$1,450,549	2
Industrials	4.4%	$1,430,239	3
Healthcare	2.8%	$918,234	3
Communication Services	1.3%	$413,798	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	+45	4,006	$679,657
QQQ	Invesco Qqq Trust, Series 1	+7	477	$275,314
TFC	Truist Financial Corp	+3	7,037	$323,490
GPC	Genuine Parts Co	+3	4,235	$447,851
JNJ	Johnson & Johnson	+1	1,299	$317,527
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	−814	12,824	$1,237,772
PG	PROCTER & GAMBLE Co	−330	10,416	$1,504,487
AFL	Aflac Inc	−200	6,983	$766,104
HD	Home Depot, Inc.	−193	3,648	$1,199,790
MCK	Mckesson Corp	−105	498	$430,949
MSFT	Microsoft Corp	−33	2,239	$828,810
SPY	Spdr S&P 500 ETF Trust	−26	8,353	$5,432,290
GLD	Spdr Gold Trust	−13	524	$225,471
V	Visa Inc.	−5	8,669	$2,620,118
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
DUK	Duke Energy CORP	1,625	$212,777
JBL	Jabil Inc	767	$203,738
LMT	Lockheed Martin Corp	336	$203,075
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
AXP	American Express Co	582	$215,310
AGCO	Agco Corp /De	2,050	$213,856
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 positions · $32,481,505 total · as of Mar 31, 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	8,353	-26	$5,432,290	−4.9%	16.72%
V	Visa Inc. Financial Services	Reduced	8,669	-5	$2,620,118	−13.9%	8.07%
AAPL	Apple Inc. Technology	Held	10,263	0	$2,604,646	−6.6%	8.02%
MPC	Marathon Petroleum Corp Energy	Held	9,602	0	$2,344,616	+50.1%	7.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,416	-330	$1,504,487	−2.3%	4.63%
PGR	Progressive Corp/Oh/ Financial Services	Held	7,548	0	$1,496,315	−12.9%	4.61%
DINO	HF Sinclair Corp Energy	Held	21,331	0	$1,330,841	+35.4%	4.10%
SO	Southern Co Utilities	Reduced	12,824	-814	$1,237,772	+4.1%	3.81%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,648	-193	$1,199,790	−9.2%	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	Held	5,121	0	$1,066,550	−9.8%	3.28%
IBM	International Business Machines Corp Technology	Held	4,226	0	$1,024,340	−18.2%	3.15%
UPS	United Parcel Service Inc Industrials	Held	9,442	0	$928,903	−0.8%	2.86%
IBTA	Ibotta, Inc. Technology	Held	30,296	0	$907,971	+31.9%	2.80%
MSFT	Microsoft Corp Technology	Reduced	2,239	-33	$828,810	−24.6%	2.55%
AFL	Aflac Inc Financial Services	Reduced	6,983	-200	$766,104	−3.3%	2.36%
WMT	Walmart Inc. Consumer Defensive	Held	6,043	0	$751,024	+11.6%	2.31%
XOM	Exxon Mobil Corp Energy	Added	4,006	+45	$679,657	+42.6%	2.09%
SAP	Sap SE Technology	Held	3,039	0	$520,307	−29.5%	1.60%
GPC	Genuine Parts Co Consumer Cyclical	Added	4,235	+3	$447,851	−13.9%	1.38%
NVDA	Nvidia Corp Technology	Held	2,548	0	$444,371	−6.5%	1.37%
MCK	Mckesson Corp Healthcare	Reduced	498	-105	$430,949	−12.9%	1.33%
GOOGL	Alphabet Inc. Communication Services	Held	1,439	0	$413,798	−8.1%	1.27%
TRV	Travelers Companies, Inc. Financial Services	Held	1,413	0	$412,143	+0.6%	1.27%
ORCL	Oracle Corp Technology	Held	2,298	0	$338,058	−24.5%	1.04%
TFC	Truist Financial Corp Financial Services	Added	7,037	+3	$323,490	−6.5%	1.00%
JNJ	Johnson & Johnson Healthcare	Added	1,299	+1	$317,527	+18.2%	0.98%
CVX	Chevron Corp Energy	Held	1,492	0	$308,694	+35.8%	0.95%
CAT	Caterpillar Inc Industrials	Held	421	0	$298,261	+23.7%	0.92%
QQQ	Invesco Qqq Trust, Series 1	Added	477	+7	$275,314	−4.6%	0.85%
GLD	Spdr Gold Trust	Reduced	524	-13	$225,471	+5.9%	0.69%
DUK	Duke Energy CORP Utilities	NEW	1,625	NEW	$212,777	NEW	0.66%
MHK	Mohawk Industries Inc Consumer Cyclical	Held	2,150	0	$211,689	−9.9%	0.65%
JBL	Jabil Inc Technology	NEW	767	NEW	$203,738	NEW	0.63%
LMT	Lockheed Martin Corp Industrials	NEW	336	NEW	$203,075	NEW	0.63%
DCGO	DocGo Inc. Healthcare	Held	269,887	0	$169,758	−28.4%	0.52%