Quick Takeaways
- ForthRight Wealth Management, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $347,838,117.
13F Filings History of ForthRight Wealth Management, LLC
- Latest 13F report
- Q4 2025 - 13 Jan 2026
- Value $
- $347,838,117
- 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 71 stock holdings with total value $347,838,117 as of Q4 2025. Top holdings included VOO, SCHD, IUSV, IUSG, and SCHA.
Follow Filing Activity
Follow ForthRight Wealth Management, LLC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 13 Jan 2026, 09:38.
- Reported value moved from $344,150,314 to $347,838,117.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |