Forth Right Wealth Management, LLC Portfolio Holdings

Forth Right Wealth Management, LLC

  • $338 Million
  • Q3 2025

Forth Right Wealth Management, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $338 Million distributed in 69 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 $49.3M, Schwab Strategic Tr Us Dividen with a value of $34.4M, Ishares Core S&P U.S. Value Et with a value of $30M, Ishares Core S&P U.S Growth Et with a value of $29.6M, and Schwab Strategic Tr Us Small C with a value of $26.3M.

Examining the 13F form we can see an increase of $23.9M in the current position value, from $314M to 338M.

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

Portfolio value $338 Million
ETFs: $309 Million
Technology: $6.96 Million
Financial Services: $6.35 Million
Consumer Cyclical: $3.8 Million
Energy: $3.64 Million
Consumer Defensive: $2.28 Million
Utilities: $1.49 Million
Communication Services: $1.38 Million
Other: $2.28 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $338 Million
  • Prior Value $314 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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