Forthright Family Wealth Advisory LLC Top Holdings and 13F Report (2025) About Forthright Family Wealth Advisory LLCInvestment ActivityForthright Family Wealth Advisory LLC has $151.37 million in total holdings as of March 31, 2025.Forthright Family Wealth Advisory LLC owns shares of 55 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.26% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Forthright Family Wealth Advisory LLC has purchased 60 new stocks and bought additional shares in 17 stocks.Forthright Family Wealth Advisory LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $22,157,635BLACKROCK ETF TRUST II $13,614,473iShares S&P 500 Growth ETF $10,416,269iShares MSCI USA Quality Factor ETF $10,173,423Schwab U.S. Aggregate Bond ETF $10,003,742 Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 6,516 shares (about $428.49K)BLACKROCK ETF TRUST II 4,418 shares (about $222.49K)iShares S&P 500 Growth ETF 2,392 shares (about $222.05K)Dimensional U.S. Core Equity 2 ETF 6,207 shares (about $204.77K)iShares MSCI USA Quality Factor ETF 1,046 shares (about $178.75K) Largest Sales this Quarter Vanguard S&P 500 ETF 544 shares (about $279.60K)Vanguard FTSE Developed Markets ETF 4,690 shares (about $238.39K)Schwab U.S. Aggregate Bond ETF 9,397 shares (about $217.63K)iShares MSCI USA Momentum Factor ETF 893 shares (about $180.50K)Vanguard Short-Term Bond ETF 1,816 shares (about $142.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForthright Family Wealth Advisory LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$22,157,635$428,492 ▲2.0%336,94714.6%ETFBLACKROCK ETF TRUST II$13,614,473$222,490 ▲1.7%270,3439.0%ISHARES TOTAL REIVWiShares S&P 500 Growth ETF$10,416,269$222,049 ▲2.2%112,2086.9%ETFQUALiShares MSCI USA Quality Factor ETF$10,173,423$178,751 ▲1.8%59,5326.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$10,003,742$217,635 ▼-2.1%431,9406.6%ETFDFACDimensional U.S. Core Equity 2 ETF$9,710,079$204,769 ▲2.2%294,3346.4%ETFEFViShares MSCI EAFE Value ETF$9,572,799$97,428 ▲1.0%162,4166.3%ETFEFGiShares MSCI EAFE Growth ETF$8,669,490$127,600 ▲1.5%86,6955.7%ETFAVLVAvantis U.S. Large Cap Value ETF$5,742,719$92,794 ▲1.6%88,0653.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$5,367,788$8,428 ▼-0.2%115,9103.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,031,431$77,236 ▲2.0%73,1792.7%ManufacturingIYWiShares U.S. Technology ETF$3,597,090$81,315 ▲2.3%25,6132.4%ManufacturingCGMSCapital Group U.S. Multi-Sector Income ETF$3,163,224$35,053 ▲1.1%115,8692.1%ETFVGLTVanguard Long-Term Treasury ETF$2,613,650$30,649 ▲1.2%45,3681.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,523,853$24,370 ▲1.0%64,1061.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,436,879$180,502 ▼-6.9%12,0561.6%ETFSPYSPDR S&P 500 ETF Trust$2,295,7370.0%4,1041.5%FinanceAAPLApple$2,237,008$18,658 ▼-0.8%10,0711.5%Computer and TechnologyVOOVanguard S&P 500 ETF$1,857,464$279,596 ▼-13.1%3,6141.2%ETFPMPhilip Morris International$1,595,5540.0%10,0521.1%Consumer StaplesIAUiShares Gold Trust$1,585,434$24,940 ▲1.6%26,8901.0%FinanceIFRAiShares U.S. Infrastructure ETF$1,364,539$46,693 ▲3.5%30,2760.9%ETFDFAUDimensional US Core Equity Market ETF$1,320,1020.0%34,3420.9%ETFJPMBJPMorgan USD Emerging Markets Sovereign Bond ETF$1,269,760$11,411 ▲0.9%32,9380.8%ETFMSFTMicrosoft$1,242,910$10,886 ▼-0.9%3,3110.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,142,304$238,393 ▼-17.3%22,4730.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$758,3240.0%15,9580.5%ETFIWDiShares Russell 1000 Value ETF$756,0270.0%4,0180.5%ETFIWFiShares Russell 1000 Growth ETF$738,7900.0%2,0460.5%ETFAMZNAmazon.com$691,595$9,513 ▼-1.4%3,6350.5%Retail/WholesaleBNDXVanguard Total International Bond ETF$674,983$141,822 ▼-17.4%13,8260.4%ETFBSVVanguard Short-Term Bond ETF$653,541$142,152 ▼-17.9%8,3490.4%ETFPCORProcore Technologies$594,1800.0%9,0000.4%Computer and TechnologyEZUiShares MSCI Eurozone ETF$493,4680.0%9,2670.3%ETFGOOGLAlphabet$460,518$7,423 ▼-1.6%2,9780.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$438,026$100,568 ▼-18.7%9,6780.3%ETFDFCFDimensional Core Fixed Income ETF$425,1000.0%10,1070.3%ETFDFAIDimensional International Core Equity Market ETF$386,6590.0%12,3810.3%ETFNVDANVIDIA$383,665$51,914 ▼-11.9%3,5400.3%Computer and TechnologyPGRProgressive$382,064$1,415 ▲0.4%1,3500.3%FinanceBLVVanguard Long-Term Bond ETF$323,883$62,608 ▼-16.2%4,5990.2%ETFBIVVanguard Intermediate-Term Bond ETF$317,156$55,820 ▼-15.0%4,1420.2%ETFBSXBoston Scientific$316,8640.0%3,1410.2%MedicalMOAltria Group$300,1000.0%5,0000.2%Consumer StaplesVXFVanguard Extended Market ETF$296,487$37,384 ▼-11.2%1,7210.2%ETFMETAMeta Platforms$268,584$13,833 ▼-4.9%4660.2%Computer and TechnologyEWUiShares MSCI United Kingdom ETF$253,4850.0%6,7650.2%ETFHDHome Depot$251,412$4,031 ▼-1.6%6860.2%Retail/WholesaleEPPiShares MSCI Pacific ex Japan ETF$229,2320.0%5,1980.2%FinanceFIFiserv$227,0130.0%1,0280.1%Business ServicesPRIPrimerica$217,0960.0%7630.1%FinanceIJHiShares Core S&P Mid-Cap ETF$212,3940.0%3,6400.1%ETFUNHUnitedHealth Group$207,9290.0%3970.1%MedicalIJRiShares Core S&P Small-Cap ETF$204,6430.0%1,9570.1%ETFODFLOld Dominion Freight Line$202,8420.0%1,2260.1%TransportationRRCRange Resources$0$474,180 ▼-100.0%00.0%EnergyARCCAres Capital$0$218,900 ▼-100.0%00.0%FinanceOEFiShares S&P 100 ETF$0$209,994 ▼-100.0%00.0%ETFGSBDGoldman Sachs BDC$0$121,000 ▼-100.0%00.0%FinanceCVMCEL-SCI$0$10,597 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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