Forthright Wealth Management, LLC - Q42025 Holdings

Forthright Wealth Management, LLC holds 71 stocks with a total portfolio value of $ 347.84M as of Q42025. In Q42025, Forthright Wealth Management, LLC added 3 new positions, increased stakes in 25 stocks, reduced 24 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VOO), representing 14.23% of the total portfolio.