Forthright Family Wealth Advisory LLC
Q3 2026 13F filing
Updated 2 days ago56 disclosed positions worth $175.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $18.9M | 210.5K | 10.75% | — |
| 2 | E ISHARES TR | $14.1M | 98.9K | 8.00% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $13M | 291.5K | 7.37% | — |
| 4 | E ISHARES TR | $12.3M | 55.6K | 7.02% | — |
| 5 | ? N/A BLACKROCK ETF TRUST II | $11.3M | 237.0K | 6.45% | — |
| 6 | E ISHARES TR | $11.3M | 142.9K | 6.43% | — |
| 7 | ? N/A AMERICAN CENTY ETF TR | $10.5M | 116.4K | 5.99% | — |
| 8 | E ISHARES INC | $9.4M | 95.2K | 5.37% | — |
| 9 | S SCHWAB STRATEGIC TR | $6.9M | 312.9K | 3.93% | — |
| 10 | E ISHARES TR | $6.7M | 25.4K | 3.82% | — |
| 11 | E ISHARES TR | $6.3M | 16.6K | 3.61% | — |
| 12 | V VANGUARD SCOTTSDALE FDS | $4.7M | 105.5K | 2.66% | — |
| 13 | E ISHARES TR | $3.9M | 12.2K | 2.21% | — |
| 14 | V VANGUARD SCOTTSDALE FDS | $3.7M | 74.0K | 2.11% | — |
| 15 | E BLACKROCK ETF TRUST | $3.6M | 81.2K | 2.03% | — |
| 16 | E ISHARES TR | $3.5M | 29.6K | 2.02% | — |
| 17 | I ISHARES GOLD TR | $3.5M | 45.2K | 2.01% | — |
| 18 | A APPLE INC | $3M | 9.0K | 1.71% | — |
| 19 | C CAPITAL GRP FIXED INCM ETF T | $3M | 114.1K | 1.70% | — |
| 20 | E ISHARES TR | $2.7M | 48.3K | 1.51% | — |
| 21 | ? N/A EA SERIES TRUST | $2M | 40.1K | 1.16% | — |
| 22 | P PHILIP MORRIS INTL INC | $1.9M | 10.0K | 1.09% | — |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 34.6K | 1.03% | — |
| 24 | M MICROSOFT CORP | $1.7M | 3.2K | 0.95% | — |
| 25 | S SPDR INDEX SHS FDS | $1.5M | 28.6K | 0.84% | — |
| 26 | V VANGUARD INDEX FDS | $1.5M | 2.1K | 0.84% | — |
| 27 | ? N/A J P MORGAN EXCHANGE TRADED F | $1.1M | 28.3K | 0.61% | — |
| 28 | G ALPHABET INC | $988K | 2.9K | 0.56% | — |
| 29 | A AMAZON COM INC | $924K | 3.7K | 0.53% | — |
| 30 | E BLACKROCK ETF TRUST | $828K | 22.8K | 0.47% | — |
| 31 | V VANGUARD TAX-MANAGED FDS | $801K | 11.3K | 0.46% | — |
| 32 | R DIMENSIONAL ETF TRUST | $738K | 15.9K | 0.42% | — |
| 33 | V VANGUARD CHARLOTTE FDS | $659K | 14.1K | 0.38% | — |
| 34 | N NVIDIA CORPORATION | $600K | 2.6K | 0.34% | — |
| 35 | ? N/A INNOVATOR ETFS TRUST | $558K | 20.0K | 0.32% | — |
| 36 | C DIMENSIONAL ETF TRUST | $519K | 12.5K | 0.30% | — |
| 37 | V VANGUARD INTL EQUITY INDEX F | $400K | 6.7K | 0.23% | — |
| 38 | H DIMENSIONAL ETF TRUST | $360K | 9.0K | 0.20% | — |
| 39 | V VANGUARD BD INDEX FDS | $355K | 4.6K | 0.20% | — |
| 40 | M ALTRIA GROUP INC | $337K | 5.0K | 0.19% | — |
| 41 | E ISHARES TR | $333K | 15.2K | 0.19% | — |
| 42 | M META PLATFORMS INC | $321K | 442 | 0.18% | — |
| 43 | B WISDOMTREE TR | $286K | 10.2K | 0.16% | — |
| 44 | P PROGRESSIVE CORP | $265K | 1.3K | 0.15% | — |
| 45 | G ALPHABET INC | $241K | 706 | 0.14% | — |
| 46 | N DIMENSIONAL ETF TRUST | $234K | 5.9K | 0.13% | — |
| 47 | T TELEDYNE TECHNOLOGIES INC | $233K | 384 | 0.13% | — |
| 48 | C CITIZENS FINL GROUP INC | $233K | 3.7K | 0.13% | — |
| 49 | G GLOBAL X FDS | $227K | 3.8K | 0.13% | — |
| 50 | E BLACKROCK ETF TRUST | $225K | 4.8K | 0.13% | — |