13F Filings History of ForthRight Wealth Management, LLC

Latest 13F filing: Q1 2026 - 12 May 2026
Latest reported 13F value: $352,516,401
Largest 13F holdings: VOO SCHD IUSV SCHA IUSG BIV JPIB DIVO NOBL VO JIRE VTEB
+8 more
IDOG FGD SPY AVUV IJH TRPA V AAPL
Form 13F summary: ForthRight Wealth Management, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
ForthRight Wealth Management, LLC reported 75 equity holdings with a total reported market value of $352,516,401 for Q1 2026. Top reported holdings included VOO, SCHD, IUSV, SCHA, and IUSG.
Manager signature: Anthony Austreng - Chief Compliance Officer
Manager location: Alpharetta, GA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q1 2026

Latest value

$352,516,401

Quarter delta

+$4,678,284

Accepted

12 May 2026, 09:46

Rows shown

1-22 of 22

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q1 2026	75	$352,516,401	+$14,399,882	-$9,909,759	+$4,490,123	VOO, SCHD, IUSV, SCHA, IUSG	13F-HR	12 May 2026, 09:46
Q4 2025	71	$347,838,117	+$8,385,042	-$8,149,653	+$235,389	VOO, SCHD, IUSV, IUSG, SCHA	13F-HR	13 Jan 2026, 09:38
Q3 2025	69	$344,150,314	+$11,081,374	-$4,112,020	+$6,969,354	VOO, SCHD, IUSV, IUSG, SCHA	13F-HR	07 Nov 2025, 08:09
Q2 2025	65	$320,689,752	+$28,351,128	-$18,627,878	+$9,723,250	VOO, SCHD, IUSV, IUSG, NOBL	13F-HR	28 Jul 2025, 17:03
Q1 2025	65	$298,903,104	+$5,794,603	-$1,297,053	+$4,497,550	VOO, NOBL, SCHD, IUSV, IUSG	13F-HR	15 Apr 2025, 17:17
Q4 2024	60	$299,999,292	+$35,929,700	-$3,140,045	+$32,789,655	VOO, NOBL, SCHD, IUSV, IUSG	13F-HR	17 Jan 2025, 11:45
Q3 2024	63	$300,371,166	+$15,906,681	-$12,898,919	+$3,007,762	VOO, NOBL, SCHD, IUSV, IUSG	13F-HR	28 Oct 2024, 16:50
Q2 2024	64	$278,233,029	+$10,487,709	-$8,823,007	+$1,664,702	VOO, NOBL, IUSV, IUSG, SCHD	13F-HR	12 Jul 2024, 14:00
Q1 2024	66	$278,617,696	+$10,269,291	-$2,451,823	+$7,817,468	VOO, NOBL, IUSV, IUSG, SCHD	13F-HR	23 Apr 2024, 10:00
Q4 2023	59	$258,159,130	+$8,625,580	-$3,776,078	+$4,849,502	VOO, NOBL, IUSV, IUSG, SCHD	13F-HR	23 Jan 2024, 10:57
Q3 2023	56	$232,076,271	+$6,154,094	-$3,071,642	+$3,082,452	NOBL, VOO, IUSV, IUSG, SCHD	13F-HR	24 Oct 2023, 10:23
Q2 2023	57	$239,218,386	+$32,418,430	-$20,445,792	+$11,972,638	NOBL, VOO, IUSV, IUSG, SCHD	13F-HR	17 Jul 2023, 09:47
Q1 2023	57	$218,412,868	+$23,909,149	-$7,795,873	+$16,113,276	NOBL, VOO, IUSV, IUSG, SCHA	13F-HR	18 Apr 2023, 16:29
Q4 2022	51	$195,542,151	+$10,796,954	-$1,317,833	+$9,479,121	NOBL, VOO, IUSV, IUSG, FTCS	13F-HR	17 Jan 2023, 21:42
Q3 2022	47	$170,470,000	+$8,308,833	-$8,118,718	+$190,115	NOBL, VOO, IUSV, IUSG, FTCS	13F-HR	14 Oct 2022, 20:21
Q2 2022	44	$179,871,000	+$22,630,415	-$12,297,176	+$10,333,239	NOBL, VOO, IUSV, IUSG, MUB	13F-HR	14 Jul 2022, 19:09
Q1 2022	45	$193,491,000	+$26,419,282	-$5,411,512	+$21,007,770	NOBL, VOO, IUSG, IUSV, FTCS	Restatement	19 Apr 2022, 16:55
Q4 2021	45	$182,960,000	+$13,195,171	-$9,326,815	+$3,868,356	NOBL, VOO, IUSG, FTCS, BIV	13F-HR	24 Jan 2022, 15:08
Q3 2021	39	$164,714,000	+$9,295,794	-$543,353	+$8,752,441	NOBL, VOO, IUSG, BIV, FTCS	13F-HR	26 Oct 2021, 15:28
Q2 2021	34	$157,674,000	+$2,649,009	-$426,520	+$2,222,489	NOBL, VOO, IUSG, BIV, FTCS	13F-HR	23 Jul 2021, 11:49
Q1 2021	35	$147,385,000	+$21,106,255	-$9,830,273	+$11,275,982	NOBL, VOO, IUSG, BIV, FTCS	13F-HR	26 Apr 2021, 07:51
Q4 2020	176	$127,260,000	$0	$0	$0	NOBL, VOO, IUSG, FTCS, IUSV	13F-HR	29 Jan 2021, 11:48