Forthright Wealth Management Q2 2026 Portfolio Activity: Major Purchases and Sales Observed
A detailed analysis of Fortright Wealth Management's portfolio movements during the second quarter of 2026, highlighting significant additions and exits based on disclosed holdings data.
As reported in insider filings for Q2 2026 (ending June 30th), Forthright Wealth Management, Llc, also known as Fortright WM, has shown notable activity across its holdings. The total portfolio value stood at $386,570,458 during this period.
Fortright WM's strategy appears focused on capitalizing on specific market movements or opportunities within certain sectors. This quarter saw significant purchases in several exchange-traded funds (ETFs), including a major increase in ProShares TR, which experienced an 89.88% jump in shares, boosting its portfolio allocation to 4.67%. Another substantial addition was the 313.35% increase in Vanguard Admiral Fund Shares (VO), now accounting for 4.04% of the total value.
The investor also demonstrated strong interest in other ETFs, notably increasing its stake in JPMorgan Exchange-Traded Fund (JPIB) by 8.07%, and adding significant positions to both Vanguard Balanced Index Funds (BIV) with a 5.36% increase, and Schwab Strategic Trust fund shares (SCHA) despite a slight decrease in percentage allocation (-1.28%) from prior period data.
Conversely, Fortright WM divested positions from certain ETFs during Q2 2026. The investor sold shares of Schwab Strategic Trust fund shares (SCHD) which resulted in a decrease of its allocation by 0.57%. Similarly, the position in iShares TR (IUSV) saw a reduction due to share decreases (-2.62%) and was divested entirely from positions like First Trust Exchange-Tradable Fund (FGD) which decreased by 6.1%, Hartford FDS Exchange-Traded Fund (HSRT) with a -12.06% change, and ALPS ETF TR (IDOG) with an 89.88% reduction in allocation (-6.44%).
Furthermore, Fortright WM disposed of its entire position in Amplify ETF TR (DIVO) during the quarter, as indicated by a portfolio percentage allocation drop to 0%, following an increase earlier in the year. The investor also exited positions in other funds like JPMorgan Exchange-Traded Fund (JIRE) (-14.87%) and Vanguard Balanced Index Funds (BIV) which saw a decrease in allocation.
In summary, Fortright WM's Q2 2026 activity involved strategic additions to ETFs like ProShares TR (NOBL), Vanguard Admiral Shares (VO), JPMorgan ETFs (JPIB and JIRE), and Vanguard Balanced Index Funds (BIV). Simultaneously, the investor reduced or exited positions in funds such as Amplify ETF TR (DIVO), Schwab Strategic Trust (SCHD), First Trust ETF (FGD), Hartford FDS ETF (HSRT), and ALPS ETF TR (IDOG).