Holdings
ForthRight Wealth Management, LLC
As of Jun 30, 2026, ForthRight Wealth Management, LLC reported 31 positions worth US$29.8M. Largest: Visa Inc., Apple Inc and Marathon Petroleum Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Visa Inc. | 8,669 | US$2.97M | no change | Jun 30, 2026 |
| Apple Inc | 9,990 | US$2.89M | −273 | Jun 30, 2026 |
| Marathon Petroleum Corporation | 9,602 | US$2.45M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,991 | US$1.78M | −73 | Jun 30, 2026 |
| Progressive Corporation (the) | 7,548 | US$1.65M | no change | Jun 30, 2026 |
| Procter & Gamble Company (the) | 10,431 | US$1.53M | +15 | Jun 30, 2026 |
| Hf Sinclair Corporation | 19,891 | US$1.39M | −1,440 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 3,655 | US$1.29M | +7 | Jun 30, 2026 |
| Southern Company (the) | 13,028 | US$1.25M | +204 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,227 | US$1.25M | +106 | Jun 30, 2026 |