Forth Right Wealth Management, LLC Portfolio Holdings

Forth Right Wealth Management, LLC

  • $339 Million
  • Q4 2025

Forth Right Wealth Management, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $339 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $48.8M, Schwab Strategic Tr Us Dividen with a value of $34.4M, Ishares Core S&P U.S. Value Et with a value of $30.4M, Ishares Core S&P U.S Growth Et with a value of $29.1M, and Schwab Strategic Tr Us Small C with a value of $26.1M.

Examining the 13F form we can see an increase of $1.61M in the current position value, from $338M to 339M.

Below you can find more details about Forth Right Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $339 Million
ETFs: $311 Million
Technology: $6.86 Million
Financial Services: $6.26 Million
Energy: $3.81 Million
Consumer Cyclical: $3.34 Million
Consumer Defensive: $2.19 Million
Communication Services: $1.55 Million
Industrials: $1.34 Million
Other: $2.29 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $339 Million
  • Prior Value $338 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Forth Right Wealth Management, LLC Portfolio

Follow Forth Right Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forth Right Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email