§ 13F · FUND PROFILE
Forthright Family Wealth Advisory LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $163M (13F)Positions · 56Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SER TR | 709K | $44M | 29.2% | +239% |
| 2 | QUAL | ISHARES TR | 61K | $10M | 6.7% | +5% |
| 3 | EFV | ISHARES TR | 144K | $8M | 5.2% | −3% |
| 4 | VMBS | VANGUARD SCOTTSDALE FDS | 135K | $6M | 4.1% | +30% |
| 5 | SCHZ | SCHWAB STRATEGIC TR | 126K | $6M | 3.9% | −61% |
| 6 | IUSB | ISHARES TR | 116K | $5M | 3.6% | NEW |
| 7 | BIV | VANGUARD BD INDEX FDS | 62K | $5M | 3.2% | +2308% |
| 8 | EFG | ISHARES TR | 44K | $5M | 3.0% | +46% |
| 9 | IYW | ISHARES TR | 30K | $4M | 2.7% | +15% |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | 65K | $4M | 2.6% | −15% |
§ 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 $163 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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