ForthRight Wealth Management, LLC
RIA/Wealth
ForthRight Wealth Management, LLC is a RIA/Wealth based in Austin, TX led by Brian Patrick Johnston, reporting $663.8M in AUM as of Q3 2025 with 91% ETF concentration and 75% concentrated in top 10 holdings.
CIOBrian Patrick Johnston
- Portfolio Value
- $344.2M
- Positions
- 69
- Top Holding
- VOO at 14.32%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ForthRight Wealth Management, LLC's portfolio (75.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $49.3M | 14.32% | +$666.3K Bought | — 80.5K shares | |
ETF ETF | $34.4M | 9.99% | +$1.5M Bought | — 1.3M shares | |
ETF ETF | $30.0M | 8.72% | +$825.4K Bought | — 300.1K shares | |
ETF ETF | $29.6M | 8.60% | -$193.8K Sold | — 179.9K shares | |
ETF ETF | $26.3M | 7.63% | +$707.0K Bought | — 941.5K shares | |
ETF ETF | $22.6M | 6.57% | -$2.7M Sold | — 219.3K shares | |
ETF ETF | $21.3M | 6.19% | +$643.9K Bought | — 272.8K shares | |
ETF ETF | $17.0M | 4.95% | +$1.1M Bought | — 347.5K shares | |
ETF ETF | $14.5M | 4.23% | +$1.1M Bought | — 326.3K shares | |
ETF ETF | $13.6M | 3.96% | +$408.0K Bought | — 46.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ForthRight Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+98.19% | |
+41.69% | |
+18.58% | |
+13.63% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-20.51% | |
-16.6% | |
-11.19% | |
-10.52% | |
-9.51% |
Analytics
Portfolio insights and performance metrics for ForthRight Wealth Management, LLC
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