DOSSIER · 13F-HR · Q1 2026

ForthRight Wealth Management, LLC

ForthRight Wealth's holding co. based in Stamford, CT — $353M in tracked AUM across 75 positions as of Q1 2026.

FW

ForthRight Wealth·Stamford, CT·Holding Co.

CIK 0001841633 · last filed Mar 31, 2026

Total AUM

$353M

▼ 12.1%

vs prior

Holdings

75

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

6% weight

concentration

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.

#HoldingValueSharesWeight

01

VANGUARD INDEX FDS

$47M78K13.3%

02

SCHWAB STRATEGIC TR

$40M1.3M11.2%

03

ISHARES TR

$31M302K8.8%

04

SCHWAB STRATEGIC TR

$28M955K7.9%

05

ISHARES TR

$27M174K7.6%

06

VANGUARD BD INDEX FDS

$24M315K6.9%

07

J P MORGAN EXCHANGE TRADED F

$20M422K5.7%

08

AMPLIFY ETF TR

$19M417K5.3%

09

PROSHARES TR

$18M171K5.1%

10

VANGUARD INDEX FDS

$14M47K3.9%

Filing history

Filing history loading…