ForthRight Wealth Management, LLC
ForthRight Wealth Management, LLC reported 76 holdings worth US$391M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
ForthRight Wealth Management, LLC reported 76 holdings worth US$391M as of Jun 30, 2026. Largest: Visa Inc., Apple Inc and Marathon Petroleum Corporation. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$391M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Visa Inc. | 8,669 | US$2.97M | 0.76% |
| Apple Inc | 9,990 | US$2.89M | 0.74% |
| Marathon Petroleum Corporation | 9,602 | US$2.45M | 0.63% |
| Alphabet Inc (google) Class C | 4,991 | US$1.78M | 0.46% |
| Progressive Corporation (the) | 7,548 | US$1.65M | 0.42% |
| Procter & Gamble Company (the) | 10,431 | US$1.53M | 0.39% |
| Hf Sinclair Corporation | 19,891 | US$1.39M | 0.35% |
| Home Depot, Inc. (the) | 3,655 | US$1.29M | 0.33% |
| Southern Company (the) | 13,028 | US$1.25M | 0.32% |
| Amazon.com, Inc. | 5,227 | US$1.25M | 0.32% |
| International Business Machines Corporation | 4,327 | US$1.22M | 0.31% |
| United Parcel Service, Inc. | 9,442 | US$1.02M | 0.26% |
| Microsoft Corp. | 2,320 | US$866K | 0.22% |
| Ibotta, Inc. | 25,180 | US$860K | 0.22% |
| Aflac Incorporated | 6,983 | US$819K | 0.21% |
| Walmart Inc. | 6,043 | US$684K | 0.18% |
| Nvidia Corporation | 3,248 | US$650K | 0.17% |
| Exxon Mobil Corporation | 4,006 | US$548K | 0.14% |
| Genuine Parts Company | 4,238 | US$500K | 0.13% |
| Intel Corporation | 3,531 | US$493K | 0.13% |
| Sap Se | 3,039 | US$468K | 0.12% |
| The Travelers Companies, Inc. | 1,362 | US$450K | 0.12% |
| Caterpillar, Inc. | 378 | US$403K | 0.10% |
| Mckesson Corporation | 498 | US$376K | 0.10% |
| Truist Financial Corporation | 6,837 | US$341K | 0.09% |
| Oracle Corporation | 2,298 | US$337K | 0.09% |
| Johnson & Johnson | 1,300 | US$330K | 0.08% |
| Jabil Inc. | 767 | US$296K | 0.08% |
| Mohawk Industries, Inc. | 2,150 | US$261K | 0.07% |
| Td Synnex Corporation | 806 | US$215K | 0.06% |
| Coca-cola Company (the) | 2,550 | US$207K | 0.05% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Docgo Inc. | 0 | US$0 | 0.00% |
| Duke Energy Corporation (holding Company) | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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