Forthright Wealth Management, LLC - Q12026 Holdings

Forthright Wealth Management, LLC holds 75 stocks with a total portfolio value of $ 352.52M as of Q12026. In Q12026, Forthright Wealth Management, LLC added 6 new positions, increased stakes in 24 stocks, reduced 22 holdings, and fully exited 2 positions. The largest holding is Vanguard Index Fds (VOO), representing 13.29% of the total portfolio.