Forthright Family Wealth Advisory LLC

Est. AUM

$149.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SER TR	PORTFOLIO S&P500	$43.6M	708568	29.24%	SOLE
2	ISHARES TR	MSCI USA QLT FCT	$10.0M	60585	6.68%	SOLE
3	ISHARES TR	EAFE VALUE ETF	$7.8M	143571	5.24%	SOLE
4	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$6.2M	135422	4.14%	SOLE
5	SCHWAB STRATEGIC TR	US AGGREGATE B	$5.8M	125786	3.88%	SOLE
6	ISHARES TR	CORE TOTAL USD	$5.3M	116361	3.56%	SOLE
7	VANGUARD BD INDEX FDS	INTERMED TERM	$4.7M	62371	3.15%	SOLE
8	ISHARES TR	EAFE GRWTH ETF	$4.5M	43591	3.03%	SOLE
9	ISHARES TR	U.S. TECH ETF	$4.1M	30268	2.74%	SOLE
10	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$3.8M	64850	2.58%	SOLE
11	ISHARES TR	S&P 100 ETF	$3.4M	13902	2.31%	SOLE
12	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.8M	62118	1.89%	SOLE
13	ISHARES INC	CORE MSCI EMKT	$2.8M	54335	1.88%	SOLE
14	ISHARES TR	TRS FLT RT BD	$2.7M	53281	1.81%	SOLE
15	ISHARES TR	S&P 500 GRWT ETF	$2.7M	31532	1.79%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	5413	1.74%	SOLE
17	ISHARES TR	ESG AWR MSCI USA	$2.5M	21696	1.67%	SOLE
18	SPDR SER TR	BLOOMBERG INVT	$2.2M	72624	1.50%	SOLE
19	APPLE INC	COM	$2.2M	12896	1.48%	SOLE
20	SCHWAB STRATEGIC TR	5 10YR CORP BD	$2.1M	47197	1.41%	SOLE
21	SPDR S&P 500 ETF TR	TR UNIT	$1.9M	3655	1.28%	SOLE
22	ISHARES TR	MSCI USA MIN VOL	$1.8M	21798	1.22%	SOLE
23	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.7M	47353	1.16%	SOLE
24	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	29244	0.98%	SOLE
25	ISHARES TR	TIPS BD ETF	$1.5M	13604	0.98%	SOLE
26	ISHARES TR	US INFRASTRUC	$1.3M	29148	0.85%	SOLE
27	MICROSOFT CORP	COM	$1.3M	2996	0.84%	SOLE
28	ISHARES INC	MSCI EMRG CHN	$1.2M	21525	0.83%	SOLE
29	PHILIP MORRIS INTL INC	COM	$916K	10002	0.61%	SOLE
30	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$888K	29370	0.60%	SOLE
31	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$873K	17739	0.59%	SOLE
32	DIMENSIONAL ETF TRUST	SHORT DURATION F	$819K	17410	0.55%	SOLE
33	VANGUARD BD INDEX FDS	SHORT TRM BOND	$807K	10525	0.54%	SOLE
34	ISHARES TR	RUS 1000 VAL ETF	$694K	3876	0.47%	SOLE
35	ISHARES TR	JPMORGAN USD EMG	$653K	7287	0.44%	SOLE
36	VANGUARD WORLD FD	ENERGY ETF	$652K	4948	0.44%	SOLE
37	ISHARES TR	RUS 1000 GRW ETF	$643K	1907	0.43%	SOLE
38	AMAZON COM INC	COM	$594K	3291	0.40%	SOLE
39	ISHARES TR	GLOBAL ENERG ETF	$527K	12262	0.35%	SOLE
40	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$493K	11814	0.33%	SOLE
41	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$488K	11636	0.33%	SOLE
42	FIDELITY COVINGTON TRUST	EMERG MKTS MLTFT	$450K	18164	0.30%	SOLE
43	ALPHABET INC	CAP STK CL A	$431K	2854	0.29%	SOLE
44	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$431K	11736	0.29%	SOLE
45	VANGUARD INDEX FDS	EXTEND MKT ETF	$415K	2365	0.28%	SOLE
46	ISHARES INC	MSCI EURZONE ETF	$403K	7883	0.27%	SOLE
47	VANGUARD BD INDEX FDS	LONG TERM BOND	$401K	5541	0.27%	SOLE
48	OLD DOMINION FREIGHT LINE IN	COM	$313K	1426	0.21%	SOLE
49	ISHARES TR	CORE S&P MCP ETF	$277K	4560	0.19%	SOLE
50	BOSTON SCIENTIFIC CORP	COM	$275K	4022	0.18%	SOLE

1–50 of 63

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.