§ 13F · FUND PROFILE
Forthright Family Wealth Advisory LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157.9T (13F)Positions · 49Turnover · — · Q4Filed · Feb 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$629.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 209K | $16.8T | 10.6% | +1% |
| 2 | BRTR | BLACKROCK ETF TRUST II | 256K | $13.0T | 8.2% | +2% |
| 3 | IVW | ISHARES TR | 99K | $12.2T | 7.7% | +2% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 294K | $11.6T | 7.3% | +2% |
| 5 | QUAL | ISHARES TR | 58K | $11.4T | 7.2% | +2% |
| 6 | EFV | ISHARES TR | 148K | $10.6T | 6.6% | +2% |
| 7 | AVLV | AMERICAN CENTY ETF TR | 115K | $8.7T | 5.5% | +3% |
| 8 | SCHZ | SCHWAB STRATEGIC TR | 319K | $7.5T | 4.7% | +2% |
| 9 | EMXC | ISHARES INC | 101K | $7.4T | 4.6% | +3% |
| 10 | OEF | ISHARES TR | 18K | $6.2T | 3.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORTHRIGHT SIGNAL
AC read
Forthright Family Wealth Advisory LLC is a Other fund managing $157893.0 trillion in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed