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Forthright Family Wealth Advisory LLC
Updated 2 days agoManaged by Forthright Family Wealth Advisory Llc • Latest filing Q3 2026
Portfolio value
$175.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $162.7M |
| Q4 2025 | $159.1M |
| Q1 2026 | $149.1M |
| Q2 2026 | $176.7M |
| Q3 2026 | $175.8M |
Top holdings
56 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $18.9M | 210.5K | 10.75% | — | |
| 2 | $14.1M | 98.9K | 8.00% | — | |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $13M | 291.5K | 7.37% | — |
| 4 | $12.3M | 55.6K | 7.02% | — | |
| 5 | ? N/A BLACKROCK ETF TRUST II | $11.3M | 237.0K | 6.45% | — |
| 6 | $11.3M | 142.9K | 6.43% | — | |
| 7 | ? N/A AMERICAN CENTY ETF TR | $10.5M | 116.4K | 5.99% | — |
| 8 | $9.4M | 95.2K | 5.37% | — | |
| 9 | $6.9M | 312.9K | 3.93% | — | |
| 10 | $6.7M | 25.4K | 3.82% | — | |
| 11 | $6.3M | 16.6K | 3.61% | — | |
| 12 | $4.7M | 105.5K | 2.66% | — | |
| 13 | $3.9M | 12.2K | 2.21% | — | |
| 14 | $3.7M | 74.0K | 2.11% | — | |
| 15 | $3.6M | 81.2K | 2.03% | — | |
| 16 | $3.5M | 29.6K | 2.02% | — | |
| 17 | $3.5M | 45.2K | 2.01% | — | |
| 18 | $3M | 9.0K | 1.71% | — | |
| 19 | $3M | 114.1K | 1.70% | — | |
| 20 | $2.7M | 48.3K | 1.51% | — |