ForthRight Wealth Management, LLC
Top Portfolio Positions
35 positions ·
$32,481,505 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
8,353 | $5,432,290 | 16.72% | |
| V |
Visa Inc.
Financial Services
|
8,669 | $2,620,118 | 8.07% | |
| AAPL |
Apple Inc.
Technology
|
10,263 | $2,604,646 | 8.02% | |
| MPC |
Marathon Petroleum Corp
Energy
|
9,602 | $2,344,616 | 7.22% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
10,416 | $1,504,487 | 4.63% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
7,548 | $1,496,315 | 4.61% | |
| DINO |
HF Sinclair Corp
Energy
|
21,331 | $1,330,841 | 4.10% | |
| SO |
Southern Co
Utilities
|
12,824 | $1,237,772 | 3.81% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
3,648 | $1,199,790 | 3.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,121 | $1,066,550 | 3.28% |
Portfolio Trend
22 quarters · across all stocks
Holdings in IBTA
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $907,971 | 30,296 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $688,628 | 30,296 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $843,743 | 30,296 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,108,833 | 30,296 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,459,951 | 34,596 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,251,507 | 34,596 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $340,025 | 5,519 | Shares | Sole | 2024-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||