§ 13F · FUND PROFILE
Forthright Family Wealth Advisory LLC.
AUM · $177M (13F)Positions · 57Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$60M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 210K | $18M | 10.4% | −70% |
| 2 | IVW | ISHARES TR | 99K | $14M | 7.7% | +213% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 291K | $13M | 7.3% | NEW |
| 4 | BRTR | BLACKROCK ETF TRUST II | 247K | $12M | 7.0% | NEW |
| 5 | QUAL | ISHARES TR | 56K | $12M | 6.9% | −8% |
| 6 | EFV | ISHARES TR | 143K | $11M | 6.2% | ±0% |
| 7 | AVLV | AMERICAN CENTY ETF TR | 116K | $11M | 6.0% | NEW |
| 8 | EMXC | ISHARES INC | 96K | $10M | 5.5% | +344% |
| 9 | SCHZ | SCHWAB STRATEGIC TR | 317K | $7M | 4.1% | +152% |
| 10 | IYW | ISHARES TR | 25K | $6M | 3.6% | −16% |
§ 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 $177 million in assets. The fund runs a portfolio of 57 positions.
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