ForthRight Wealth Management, LLC has disclosed its latest holdings in a 13F-HR filing, revealing a total value of $420,995,986 as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions in various securities, reflecting its ongoing commitment to transparency.

ForthRight Wealth Management, based in Alpharetta, Georgia, is an investment management firm that focuses on wealth management services. The company is registered with the SEC under the Central Index Key (CIK) 0001841633. Its recent filings include a series of 13F-HR reports, with the latest submission dated November 6, 2026, following its previous filings on August 7 and May 12, 2026.

The current filing indicates that ForthRight Wealth Management holds a total of 82 different securities, showcasing a diverse investment portfolio. The firm’s Chief Compliance Officer, Anthony Austreng, signed the filing, emphasizing the firm’s commitment to regulatory compliance and transparency in its operations.

Among the notable holdings listed in the filing are shares of major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. These investments reflect a strategic focus on technology and consumer sectors, which have been pivotal in driving market growth. The filing also indicates that the firm exercises sole investment discretion over its holdings, allowing it to manage its portfolio actively.

The impact of this filing extends beyond ForthRight Wealth Management itself. As the wealth management industry continues to evolve, competitors may analyze these disclosures to adjust their strategies and offerings. The competitive landscape in investment management is influenced by such filings, as firms seek to attract and retain clients by showcasing their investment acumen and portfolio performance.

Looking ahead, it remains to be seen how ForthRight Wealth Management will adapt its strategies in response to market conditions and client needs. The filing does not specify any upcoming actions or events, leaving stakeholders to anticipate further developments in the firm’s investment approach.

For those interested in the details of ForthRight Wealth Management's latest holdings, the full filing can be accessed through the SEC's EDGAR database, under accession number 0001951757-26-001833.