Institutions / Forthright Family Wealth Advisory LLC
Forthright Family Wealth Advisory LLC
CIK 2008648 · Institution · as of Dec 31, 2025
Portfolio value
$159.11M
Positions
47
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 47 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $16.79M | 10.6% |
| BlackRock ETF Trust II | $12.98M | 8.2% |
| iShares Tr | $12.21M | 7.7% |
| Dimensional ETF Trust | $11.62M | 7.3% |
| iShares MSCI UAE ETF | $11.43M | 7.2% |
| iShares Tr | $10.56M | 6.6% |
| American Centy ETF Tr | $8.74M | 5.5% |
| Schwab Strategic Tr | $7.46M | 4.7% |
| iShares Inc | $7.37M | 4.6% |
| iShares Tr | $6.20M | 3.9% |
| iShares Tr | $5.25M | 3.3% |
| Vanguard Scottsdale Fds | $4.90M | 3.1% |
| Vanguard Scottsdale Fds | $4.25M | 2.7% |
| iShares Gold Tr | $3.82M | 2.4% |
| iShares Tr | $3.40M | 2.1% |
| BlackRock ETF Trust | $3.31M | 2.1% |
| Capital Grp Fixed Incm ETF T | $3.14M | 2.0% |
| iShares MSCI UAE ETF | $3.02M | 1.9% |
| iShares Tr | $2.64M | 1.7% |
| Apple Inc. | $2.44M | 1.5% |
| Dimensional ETF Trust | $1.63M | 1.0% |
| Philip Morris International Inc. | $1.62M | 1.0% |
| Microsoft Corp | $1.56M | 1.0% |
| Vanguard Index Fds | $1.52M | 1.0% |
| SPDR Index Shs Fds | $1.22M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.