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Livermore
Livermore
ZHEN

ForthRight Wealth Management, LLC

SEC CIK
0001841633
Latest filing
Aug 7, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by ForthRight Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
8,342
Value
$6.23M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of SPY by ForthRight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,342$6.23M1.6%−11−0.1%ReducedHolders
Q1 20268,353$5.43M1.5%−26−0.3%ReducedHolders
Q4 20258,379$5.71M1.6%−111−1.3%ReducedHolders
Q3 20258,490$5.66M1.6%00.0%UnchangedHolders
Q2 20258,490$5.25M1.6%+46+0.5%AddedHolders
Q1 20258,444$4.72M1.6%−45−0.5%ReducedHolders
Q4 20248,489$4.98M1.7%−97−1.1%ReducedHolders
Q3 20248,586$4.93M1.6%+842+10.9%AddedHolders
Q2 20247,744$4.21M1.5%−24−0.3%ReducedHolders
Q1 20247,768$4.06M1.5%−19−0.2%ReducedHolders
Q4 20237,787$3.70M1.4%+1,048+15.6%AddedHolders
Q3 20236,739$2.88M1.2%+19+0.3%AddedHolders
Q2 20236,720$2.98M1.2%+20+0.3%AddedHolders
Q1 20236,700$2.74M1.3%−20−0.3%ReducedHolders
Q4 20226,720$2.57M1.3%+5,354+391.9%AddedHolders
Q3 20221,366$488.0K0.3%00.0%UnchangedHolders
Q2 20221,366$515.0K0.3%+5+0.4%AddedHolders
Q1 20221,361$615.0K0.3%+7+0.5%AddedHolders
Q4 20211,354$643.0K0.4%00.0%UnchangedHolders
Q3 20211,354$581.0K0.4%00.0%UnchangedHolders
Q2 20211,354$580.0K0.4%00.0%UnchangedHolders
Q1 20211,354$537.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.