ForthRight Wealth Management, LLC
- SEC CIK
- 0001841633
- Latest filing
- Aug 7, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 26, 2021. Long positions only.
- Positions
- 35
- No 13F data for Q4 2020
- Portfolio value
- $147.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 3,585 | $200.0K | 0.1% | – | – | History |
| AGCOAGCO Corp | COM | 1,517 | $218.0K | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 1,635 | $222.0K | 0.2% | – | – | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 4,256 | $222.0K | 0.2% | – | – | History |
| SOSouthern Co | Stock | 3,998 | $249.0K | 0.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,099 | $259.0K | 0.2% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 2,760 | $263.0K | 0.2% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 1,900 | $286.0K | 0.2% | – | – | History |
| HVTHaverty Furniture Companies Inc | COM | 8,000 | $298.0K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 8,418 | $444.0K | 0.3% | – | – | History |
| iShares Tr46434V274 | INTL EQTY FACTOR | 17,438 | $501.0K | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,354 | $537.0K | 0.4% | – | – | History |
| GPCGenuine Parts Co | Stock | 5,079 | $587.0K | 0.4% | – | – | History |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 7,628 | $611.0K | 0.4% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 13,146 | $703.0K | 0.5% | – | – | History |
| HFCHollyFrontier Corp | COM | 23,186 | $830.0K | 0.6% | – | – | History |
| AAPLApple Inc. | Stock | 7,216 | $881.0K | 0.6% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 10,758 | $985.0K | 0.7% | – | – | – |
| PGProcter & Gamble Co | Stock | 8,335 | $1.13M | 0.8% | – | – | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 33,621 | $1.16M | 0.8% | – | – | – |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 24,770 | $1.38M | 0.9% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 9,834 | $1.67M | 1.1% | – | – | History |
| VVisa Inc. | Stock | 9,643 | $2.04M | 1.4% | – | – | History |
| Alps ETF Tr00162Q718 | INTL SEC DV DOG | 101,529 | $2.78M | 1.9% | – | – | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 132,201 | $3.32M | 2.3% | – | – | – |
| First Tr Exchange-Traded FD336917109 | SHS | 103,242 | $3.38M | 2.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 99,677 | $5.45M | 3.7% | – | – | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 87,598 | $5.73M | 3.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,233 | $6.05M | 4.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 188,637 | $13.0M | 8.8% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 191,441 | $13.6M | 9.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 182,229 | $16.2M | 11.0% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 183,485 | $16.7M | 11.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 59,010 | $21.5M | 14.6% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 279,591 | $24.1M | 16.4% | – | – | – |