Portfolio (Quarterly) Guide ↗

ForthRight Wealth Management, LLC

· CIK 0001841633

13F Portfolio $353M AUM 75 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 17 Added 18 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AXP	AMERICAN EXPRESS CO	Financial Services	582	$215K	0.06%	SOLD
2	AGCO	AGCO CORP	Industrials	2,050	$214K	0.06%	SOLD

Sector Allocation

Financial Services 35.4%

Technology 18.3%

Energy 14.3%

Consumer Cyclical 9.0%

Consumer Defensive 6.9%

Communication Services 4.5%

Industrials 4.4%

Utilities 4.4%

Healthcare 2.8%