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.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $347,838,117 +$8,385,043 -$8,149,652 +$235,391 VOO, SCHD, IUSV, IUSG, SCHA 13F-HR 13 Jan 2026, 09:38
Q3 2025 69 $344,150,314 +$11,081,373 -$4,112,022 +$6,969,351 VOO, SCHD, IUSV, IUSG, SCHA 13F-HR 07 Nov 2025, 08:09
Q2 2025 65 $320,689,752 +$28,351,123 -$18,627,879 +$9,723,244 VOO, SCHD, IUSV, IUSG, NOBL 13F-HR 28 Jul 2025, 17:03
Q1 2025 65 $298,903,104 +$5,794,602 -$1,297,053 +$4,497,549 VOO, NOBL, SCHD, IUSV, IUSG 13F-HR 15 Apr 2025, 17:17
Q4 2024 60 $299,999,292 +$35,929,696 -$3,140,045 +$32,789,651 VOO, NOBL, SCHD, IUSV, IUSG 13F-HR 17 Jan 2025, 11:45
Q3 2024 63 $300,371,166 +$15,906,677 -$12,898,917 +$3,007,760 VOO, NOBL, SCHD, IUSV, IUSG 13F-HR 28 Oct 2024, 16:50
Q2 2024 64 $278,233,029 +$10,487,708 -$8,823,007 +$1,664,701 VOO, NOBL, IUSV, IUSG, SCHD 13F-HR 12 Jul 2024, 14:00
Q1 2024 66 $278,617,696 +$10,269,290 -$2,451,824 +$7,817,466 VOO, NOBL, IUSV, IUSG, SCHD 13F-HR 23 Apr 2024, 10:00
Q4 2023 59 $258,159,130 +$8,625,580 -$3,776,075 +$4,849,505 VOO, NOBL, IUSV, IUSG, SCHD 13F-HR 23 Jan 2024, 10:57
Q3 2023 56 $232,076,271 +$6,154,094 -$2,392,655 +$3,761,439 NOBL, VOO, IUSV, IUSG, SCHD 13F-HR 24 Oct 2023, 10:23
Q2 2023 57 $239,218,386 +$32,418,419 -$19,993,056 +$12,425,363 NOBL, VOO, IUSV, IUSG, SCHD 13F-HR 17 Jul 2023, 09:47
Q1 2023 57 $218,412,868 +$23,909,157 -$7,251,027 +$16,658,130 NOBL, VOO, IUSV, IUSG, SCHA 13F-HR 18 Apr 2023, 16:29
Q4 2022 51 $195,542,151 +$10,796,953 -$1,317,833 +$9,479,120 NOBL, VOO, IUSV, IUSG, FTCS 13F-HR 17 Jan 2023, 20:42
Q3 2022 47 $170,470,000 +$8,308,835 -$7,908,716 +$400,119 NOBL, VOO, IUSV, IUSG, FTCS 13F-HR 14 Oct 2022, 20:21
Q2 2022 44 $179,871,000 +$22,630,416 -$11,157,179 +$11,473,237 NOBL, VOO, IUSV, IUSG, MUB 13F-HR 14 Jul 2022, 19:09
Q1 2022 45 $193,491,000 +$26,419,282 -$3,837,511 +$22,581,771 NOBL, VOO, IUSG, IUSV, FTCS Restatement 19 Apr 2022, 16:55
Q4 2021 45 $182,960,000 +$13,195,174 -$9,041,811 +$4,153,363 NOBL, VOO, IUSG, FTCS, BIV 13F-HR 24 Jan 2022, 14:08
Q3 2021 39 $164,714,000 +$9,295,793 -$543,353 +$8,752,440 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 +$21,106,253 -$9,830,273 +$11,275,980 NOBL, VOO, IUSG, BIV, FTCS 13F-HR 26 Apr 2021, 07:51
Q4 2020 171 $127,260,000 $0 NOBL, VOO, IUSG, FTCS, IUSV 13F-HR 29 Jan 2021, 10:48