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Forthright Wealth Management, LLC
ForthRight Wealth Management, LLC is a registered investment adviser headquartered in Alpharetta, Georgia. Founded in 2018, the firm offers personalized financial planning and investment advisory services to individuals and high-net-worth individuals, with a specific emphasis on risk management and individualized client goals. The firm serves over 1,600 accounts with a team of approximately 10 employees, including both investment professionals and support staff.
Investment Strategy
ForthRight Wealth Management focuses on individualized, goal-based investment strategies that prioritize each client's unique objectives, time horizons, and risk tolerance. The firm emphasizes diversification through portfolios of equities and exchange-traded funds (ETFs), portfolio rebalancing, and long-term wealth accumulation, with an emphasis on retirement planning and risk management.
Latest 13F Filing Activity
Forthright Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 64 equity positions with a total 13F market value of $321M. The fund increased holdings in Amplify Etf TR, Vanguard Index FDS, J P Morgan Exchange Traded F among other positions. Forthright Wealth Management, LLC reduced exposure to Proshares TR, Vanguard Mun BD FDS, Ishares TR among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 14.06% | $45.1M | 79,374 | $366.86 | $568.03 | +$5.8M |
S SCHD | SCHWAB STRATEGIC TR | 9.96% | $31.9M | 1,205,516 | $25.48 | $26.50 | +$2.3M |
I IUSV | ISHARES TR | 8.61% | $27.6M | 291,869 | $67.54 | $94.63 | +$1.2M |
I IUSG | ISHARES TR | 8.49% | $27.2M | 181,076 | $93.25 | $150.40 | +$5.0M |
N NOBL | PROSHARES TR | 7.70% | $24.7M | 245,132 | $83.05 | $100.70 | -$10.3M |
Industry Allocation
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