ForthRight Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$300M
Signature - Title
Anthony Austreng - Chief Compliance Officer
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by ForthRight Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ForthRight Wealth Management, LLC reported 63 stock holdings with total value $300M as of Q3 2024. Top holdings included VOO, NOBL, SCHD, IUSV, and IUSG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 63 $300M +$15.9M -$12.9M +$3.01M VOO, NOBL, SCHD, IUSV, IUSG 13F-HR 10/28/2024, 04:50 PM
Q2 2024 64 $278M +$10.5M -$8.82M +$1.66M VOO, NOBL, IUSV, IUSG, SCHD 13F-HR 7/12/2024, 02:00 PM
Q1 2024 66 $279M +$10.3M -$2.45M +$7.82M VOO, NOBL, IUSV, IUSG, SCHD 13F-HR 4/23/2024, 10:00 AM
Q4 2023 59 $258M +$8.63M -$3.78M +$4.85M VOO, NOBL, IUSV, IUSG, SCHD 13F-HR 1/23/2024, 10:57 AM
Q3 2023 56 $232M +$6.15M -$3.07M +$3.08M NOBL, VOO, IUSV, IUSG, SCHD 13F-HR 10/24/2023, 10:23 AM
Q2 2023 57 $239M +$32.4M -$20.4M +$12M NOBL, VOO, IUSV, IUSG, SCHD 13F-HR 7/17/2023, 09:47 AM
Q1 2023 57 $218M +$23.9M -$7.8M +$16.1M NOBL, VOO, IUSV, IUSG, SCHA 13F-HR 4/18/2023, 04:29 PM
Q4 2022 51 $196M +$10.8M -$1.32M +$9.48M NOBL, VOO, IUSV, IUSG, FTCS 13F-HR 1/17/2023, 09:42 PM
Q3 2022 47 $170M +$8.31M -$8.12M +$190K NOBL, VOO, IUSV, IUSG, FTCS 13F-HR 10/14/2022, 08:21 PM
Q2 2022 44 $180M +$22.6M -$12.3M +$10.3M NOBL, VOO, IUSV, IUSG, MUB 13F-HR 7/14/2022, 07:09 PM
Q1 2022 45 $193M +$26.4M -$5.41M +$21M NOBL, VOO, IUSG, IUSV, FTCS Restatement 4/19/2022, 04:55 PM
Q4 2021 45 $183M +$13.2M -$9.33M +$3.87M NOBL, VOO, IUSG, FTCS, BIV 13F-HR 1/24/2022, 03:08 PM
Q3 2021 39 $165M +$9.3M -$543K +$8.75M NOBL, VOO, IUSG, BIV, FTCS 13F-HR 10/26/2021, 03:28 PM
Q2 2021 34 $158M +$2.65M -$427K +$2.22M NOBL, VOO, IUSG, BIV, FTCS 13F-HR 7/23/2021, 11:49 AM
Q1 2021 35 $147M +$21.1M -$9.83M +$11.3M NOBL, VOO, IUSG, BIV, FTCS 13F-HR 4/26/2021, 07:51 AM
Q4 2020 176 $127M $0 $0 NOBL, VOO, IUSG, FTCS, IUSV 13F-HR 1/29/2021, 11:48 AM