— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

ForthRight Wealth Management, LLC

Q2 2025 · Filed 2025-07-28
Market Value
$321M
+7.3%
Holdings
71
+5
New Purchases
6
Added To
24
Closed
6
Reduced
15
Top 10 Concentration
75.3%
Turnover
16.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DIVO 4.00% 1.95% +2.05% $13M
JIRE 1.74% 0.00% +1.74% $6M
IUSG 8.49% 7.43% +1.06% $27M
VOO 14.06% 13.15% +0.91% $45M
SCHA 7.23% 6.58% +0.65% $23M
FGD 1.51% 1.18% +0.33% $5M
VO 3.92% 3.60% +0.33% $13M
SAP 0.29% 0.00% +0.29% $924K
SMDV 1.73% 1.50% +0.23% $6M
URA 0.14% 0.00% +0.14% $451K
IBM 0.19% 0.07% +0.12% $620K
IDOG 1.43% 1.32% +0.11% $5M
IVV 0.08% 0.00% +0.08% $257K
JPIB 4.94% 4.86% +0.07% $16M
GOOGL 0.07% 0.00% +0.07% $211K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NOBL 7.70% 11.69% -4.00% $25M
TRPA 1.79% 2.63% -0.84% $6M
RYF 0.00% 0.77% -0.77% $0
BIV 6.38% 7.02% -0.64% $20M
VTEB 2.09% 2.48% -0.39% $7M
IUSV 8.61% 8.83% -0.22% $28M
MUB 0.31% 0.52% -0.21% $986K
HD 0.51% 0.72% -0.21% $2M
PFF 0.75% 0.91% -0.16% $2M
IBTA 0.35% 0.49% -0.14% $1M
DCGO 0.13% 0.24% -0.11% $424K
AAPL 0.64% 0.74% -0.10% $2M
KO 0.00% 0.10% -0.10% $0
PGR 0.63% 0.71% -0.09% $2M
MCD 0.00% 0.08% -0.08% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 22 $78M 24.4%
Large Cap 32 $187M 58.4%
Mid Cap 6 $16M 5.0%
Small Cap 8 $33M 10.3%
Micro Cap 3 $6M 1.9%

Portfolio Analytics

Avg Market Cap
$500.7B
Median Market Cap
$56.7B
Avg P/E
29.3
Median P/E
23.6
Avg Dividend Yield
0.02%
Avg Beta
0.84
# Stocks
33
# ETFs / Funds
38

Top Holdings (71 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 14.06% 79,374 $45M $568.03 $6M +2,875 +3.8%
2 SCHD 9.96% 1,205,516 $32M $26.50 $2M +146,036 +13.8%
3 IUSV 8.61% 291,869 $28M $94.63 $1M +5,932 +2.1%
4 IUSG 8.49% 181,076 $27M $150.40 $5M +6,323 +3.6%
5 NOBL 7.70% 245,132 $25M $100.70 -$10M -96,908 -28.3%
6 SCHA 7.23% 916,117 $23M $25.30 $4M +77,299 +9.2%
7 BIV 6.38% 264,520 $20M $77.34 -$517K -9,408 -3.4%
8 JPIB 4.94% 325,518 $16M $48.62 $1M +21,872 +7.2%
9 DIVO 4.00% 301,714 $13M $42.55 $7M +158,405 +110.5%
10 VO 3.92% 44,968 $13M $279.83 $2M +3,416 +8.2%
11 VTEB 2.09% 136,705 $7M $49.03 -$699K -12,455 -8.3%
12 TRPA 1.79% 147,275 $6M $38.88 -$2M -55,049 -27.2%
13 JIRE 1.74% 78,919 $6M $70.77 +78,919 NEW
14 SMDV 1.73% 85,395 $6M $65.06 $1M +16,836 +24.6%
15 SPY 1.64% 8,490 $5M $617.83 $522K +46 +0.5%
16 FGD 1.51% 176,385 $5M $27.54 $1M +30,147 +20.6%
17 IDOG 1.43% 134,915 $5M $33.92 $636K +10,432 +8.4%
18 IJH 1.00% 51,901 $3M $62.02 $241K +862 +1.7%
19 V 0.96% 8,651 $3M $355.07 $40K
20 PFF 0.75% 78,382 $2M $30.68 -$323K -10,372 -11.7%
21 AAPL 0.64% 9,936 $2M $205.16 -$163K +25 +0.2%
22 PGR 0.63% 7,548 $2M $266.86 -$122K
23 FTCS 0.59% 20,859 $2M $90.89 -$84K -1,228 -5.6%
24 PG 0.53% 10,761 $2M $159.32 -$119K
25 HD 0.51% 4,471 $2M $366.63 -$506K -1,382 -23.6%
26 MPC 0.50% 9,602 $2M $166.11 $94K -700 -6.8%
27 SO 0.39% 13,614 $1M $91.83 -$26K -261 -1.9%
28 IBTA 0.35% 30,296 $1M $36.60 -$351K -4,300 -12.4%
29 MSFT 0.33% 2,142 $1M $497.47 $261K
30 AMZN 0.32% 4,657 $1M $219.39 $130K -30 -0.6%
31 MUB 0.31% 9,442 $986K $104.48 -$568K -5,298 -35.9%
32 UPS 0.30% 9,442 $953K $100.94 -$85K
33 VONG 0.29% 8,545 $933K $109.19 $184K +468 +5.8%
34 SAP 0.29% 3,039 $924K $304.10 +3,039 NEW
35 DINO 0.28% 21,646 $889K $41.08 $177K
36 AFL 0.24% 7,273 $767K $105.46 -$41K +10 +0.1%
37 GOOG 0.23% 4,229 $750K $177.39 $28K -395 -8.5%
38 SPYV 0.23% 14,209 $744K $52.34 $81K +1,235 +9.5%
39 ITOT 0.20% 4,743 $640K $135.03 $62K +2 +0.0%
40 IBM 0.19% 2,102 $620K $294.78 $408K +1,251 +147.0%
41 WMT 0.19% 6,143 $601K $97.78 $63K +24 +0.4%
42 GPC 0.18% 4,677 $567K $121.31 $10K
43 ORCL 0.16% 2,298 $502K $218.63 $181K
44 MCK 0.15% 653 $479K $732.78 $108K +102 +18.5%
45 VIG 0.14% 2,265 $464K $204.67 $24K
46 URA 0.14% 11,613 $451K $38.81 +11,613 NEW
47 DCGO 0.13% 269,887 $424K $1.57 -$289K
48 TRV 0.12% 1,470 $393K $267.54 -$16K -76 -4.9%
49 XOM 0.12% 3,634 $392K $107.80 -$40K
50 FNOV 0.12% 7,365 $369K $50.11 $25K
51 NVDA 0.11% 2,238 $354K $157.96 $111K
52 INTF 0.11% 9,872 $338K $34.23 $33K
53 TFC 0.10% 7,616 $327K $42.99 $14K +2 +0.0%
54 FEX 0.10% 2,853 $314K $109.96 -$4K -250 -8.1%
55 FMAY 0.09% 6,035 $302K $50.03 $23K
56 OEF 0.09% 964 $293K $304.35 $32K
57 VOOG 0.09% 707 $280K $396.54 $44K
58 IXUS 0.09% 3,566 $276K $77.31 $69K +610 +20.6%
59 SCHG 0.08% 9,122 $266K $29.21 $38K
60 IVV 0.08% 414 $257K $620.90 +414 NEW
61 SPMD 0.07% 4,256 $231K $54.37 $19K +107 +2.6%
62 MHK 0.07% 2,150 $225K $104.84 -$20K
63 CVX 0.07% 1,492 $214K $143.17 -$36K
64 GOOGL 0.07% 1,196 $211K $176.23 +1,196 NEW
65 AGCO 0.07% 2,040 $210K $103.14 +2,040 NEW
66 MCD —% -$243K -777 -100.0% SOLD
67 KMB —% -$202K -1,418 -100.0% SOLD
68 RYF —% -$2M -31,678 -100.0% SOLD
69 JNJ —% -$210K -1,266 -100.0% SOLD
70 KO —% -$301K -4,197 -100.0% SOLD
71 IWM —% -$226K -1,133 -100.0% SOLD

New Positions

SymbolValue% Port
JIRE $6M 1.74%
SAP $924K 0.29%
URA $451K 0.14%
IVV $257K 0.08%
GOOGL $211K 0.07%
AGCO $210K 0.07%

Sold Out Positions

SymbolValue% Port
KO —%
MCD —%
JNJ —%
KMB —%
IWM —%
RYF —%
View SEC EDGAR Filings for ForthRight Wealth Management, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms