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Anthony Austreng

Forthright Wealth Management, Llc

Assets Managed
$352.516M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
1.35%(2Q avg: 1.21%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Forthright Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Forthright Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 352.516M in assets, with a quarterly growth rate of 1.35% and a 2-quarter average growth rate of 1.21%. The portfolio is managed by Anthony Austreng, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.62%
13.3%
$46.861M
78,422 shares@ $597.56 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.21%
11.23%
$39.582M
1.29M shares@ $30.68 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 0.61%
8.77%
$30.907M
302,273 shares@ $102.25 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Increased 0.38%
7.88%
$27.759M
954,561 shares@ $29.08 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Decreased -1.46%
7.64%
$26.918M
173,544 shares@ $155.12 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 9.79%
6.91%
$24.336M
315,313 shares@ $77.18 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 9.46%
5.73%
$20.166M
421,698 shares@ $47.82 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 11.3%
5.31%
$18.703M
417,013 shares@ $44.85 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Decreased -7.87%
5.15%
$18.154M
171,248 shares@ $106.01 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 0.8%
3.87%
$13.626M
47,448 shares@ $287.18 avg price

1-10 of 75