AI Analysis · Q1 2026 · Q1 2026
SEC 13F Filing Analysis: ForthRight Wealth Management, LLC
1. Portfolio Overview
ForthRight Wealth Management reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 303.1% from $86.30M to $347.84M quarter-over-quarter. This significant capital influx suggests a period of strong client acquisition or net inflows. The portfolio consists of 71 holdings, reflecting a diversified approach.
The investment strategy is predomin...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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