Forthright Family Wealth Advisory LLC Top Holdings and 13F Report (2025) About Forthright Family Wealth Advisory LLCInvestment ActivityForthright Family Wealth Advisory LLC has $157.89 million in total holdings as of June 30, 2025.Forthright Family Wealth Advisory LLC owns shares of 49 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 0.73% of the portfolio was purchased this quarter.About 4.34% of the portfolio was sold this quarter.This quarter, Forthright Family Wealth Advisory LLC has purchased 55 new stocks and bought additional shares in 9 stocks.Forthright Family Wealth Advisory LLC sold shares of 33 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $24,442,717BLACKROCK ETF TRUST II $13,471,267iShares S&P 500 Growth ETF $12,111,330iShares MSCI USA Quality Factor ETF $10,657,492Dimensional U.S. Core Equity 2 ETF $10,480,369 Largest New Holdings this Quarter 464287200 - iShares Core S&P 500 ETF $361,364 Holding464287101 - iShares S&P 100 ETF $261,132 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 582 shares (about $361.36K)iShares S&P 100 ETF 858 shares (about $261.13K)NVIDIA 1,129 shares (about $178.38K)iShares Core S&P Mid-Cap ETF 2,578 shares (about $159.89K)Microsoft 137 shares (about $68.15K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,219 shares (about $692.54K)Vanguard FTSE Developed Markets ETF 7,153 shares (about $407.80K)iShares MSCI Emerging Markets ex China ETF 5,840 shares (about $368.74K)iShares MSCI EAFE Growth ETF 2,606 shares (about $291.87K)Schwab U.S. Aggregate Bond ETF 11,666 shares (about $271.12K) 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$24,442,717$49,938 ▼-0.2%336,26015.5%ETFBLACKROCK ETF TRUST II$13,471,267$190,517 ▼-1.4%266,5738.5%ISHARES TOTAL REIVWiShares S&P 500 Growth ETF$12,111,330$242,770 ▼-2.0%110,0037.7%ETFQUALiShares MSCI USA Quality Factor ETF$10,657,492$226,148 ▼-2.1%58,2956.7%ETFDFACDimensional U.S. Core Equity 2 ETF$10,480,369$68,562 ▼-0.6%292,4216.6%ETFEFViShares MSCI EAFE Value ETF$10,097,954$212,214 ▼-2.1%159,0736.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$9,767,168$271,118 ▼-2.7%420,2746.2%ETFEFGiShares MSCI EAFE Growth ETF$9,417,957$291,872 ▼-3.0%84,0896.0%ETFAVLVAvantis U.S. Large Cap Value ETF$5,898,528$108,386 ▼-1.8%86,4763.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$5,143,206$228,086 ▼-4.2%110,9883.3%ETFIYWiShares U.S. Technology ETF$4,320,487$117,477 ▼-2.6%24,9352.7%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$4,251,784$368,738 ▼-8.0%67,3392.7%ManufacturingCGMSCapital Group U.S. Multi-Sector Income ETF$3,154,232$46,070 ▼-1.4%114,2012.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,722,282$17,609 ▼-0.6%63,6941.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,699,995$197,303 ▼-6.8%11,2351.7%ETFSPYSPDR S&P 500 ETF Trust$2,551,721$16,064 ▲0.6%4,1301.6%FinanceVGLTVanguard Long-Term Treasury ETF$2,517,599$28,453 ▼-1.1%44,8611.6%ETFAAPLApple$2,053,132$13,131 ▼-0.6%10,0071.3%Computer and TechnologyPMPhilip Morris International$1,830,7710.0%10,0521.2%Consumer StaplesMSFTMicrosoft$1,715,227$68,151 ▲4.1%3,4481.1%Computer and TechnologyIAUiShares Gold Trust$1,652,103$24,757 ▼-1.5%26,4931.0%FinanceDFAUDimensional US Core Equity Market ETF$1,451,545$3,177 ▼-0.2%34,2670.9%ETFIFRAiShares U.S. Infrastructure ETF$1,420,656$68,620 ▼-4.6%28,8810.9%ETFVOOVanguard S&P 500 ETF$1,360,645$692,537 ▼-33.7%2,3950.9%ETFJPMBJPMorgan USD Emerging Markets Sovereign Bond ETF$1,129,929$153,481 ▼-12.0%28,9990.7%ETFIWFiShares Russell 1000 Growth ETF$878,031$9,341 ▲1.1%2,0680.6%ETFVEAVanguard FTSE Developed Markets ETF$873,405$407,798 ▼-31.8%15,3200.6%ETFAMZNAmazon.com$863,519$66,036 ▲8.3%3,9360.5%Retail/WholesaleIWDiShares Russell 1000 Value ETF$780,4160.0%4,0180.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$764,607$1,536 ▼-0.2%15,9260.5%ETFNVDANVIDIA$737,713$178,385 ▲31.9%4,6690.5%Computer and TechnologyPCORProcore Technologies$615,7800.0%9,0000.4%Computer and TechnologyGOOGLAlphabet$539,969$15,156 ▲2.9%3,0640.3%Computer and TechnologyEZUiShares MSCI Eurozone ETF$457,646$93,277 ▼-16.9%7,6980.3%ETFBNDXVanguard Total International Bond ETF$443,440$241,053 ▼-35.2%8,9570.3%ETFDFAIDimensional International Core Equity Market ETF$426,732$1,279 ▼-0.3%12,3440.3%ETFDFCFDimensional Core Fixed Income ETF$425,600$1,521 ▼-0.4%10,0710.3%ETFBSVVanguard Short-Term Bond ETF$403,563$253,486 ▼-38.6%5,1280.3%ETFIJHiShares Core S&P Mid-Cap ETF$385,640$159,887 ▲70.8%6,2180.2%ETFIVViShares Core S&P 500 ETF$361,364$361,364 ▲New Holding5820.2%ETFMETAMeta Platforms$358,712$14,762 ▲4.3%4860.2%Computer and TechnologyPGRProgressive$357,059$3,202 ▼-0.9%1,3380.2%FinanceBSXBoston Scientific$338,127$752 ▲0.2%3,1480.2%MedicalVWOVanguard FTSE Emerging Markets ETF$327,335$151,352 ▼-31.6%6,6180.2%ETFMOAltria Group$293,1500.0%5,0000.2%Consumer StaplesOEFiShares S&P 100 ETF$261,132$261,132 ▲New Holding8580.2%ETFHDHome Depot$248,582$2,933 ▼-1.2%6780.2%Retail/WholesaleVXFVanguard Extended Market ETF$222,616$109,091 ▼-32.9%1,1550.1%ETFPRIPrimerica$208,8100.0%7630.1%FinanceBLVVanguard Long-Term Bond ETF$0$323,883 ▼-100.0%00.0%ETFBIVVanguard Intermediate-Term Bond ETF$0$317,156 ▼-100.0%00.0%ETFEWUiShares MSCI United Kingdom ETF$0$253,485 ▼-100.0%00.0%ETFEPPiShares MSCI Pacific ex Japan ETF$0$229,232 ▼-100.0%00.0%FinanceFIFiserv$0$227,013 ▼-100.0%00.0%Business ServicesUNHUnitedHealth Group$0$207,929 ▼-100.0%00.0%MedicalIJRiShares Core S&P Small-Cap ETF$0$204,643 ▼-100.0%00.0%ETFODFLOld Dominion Freight Line$0$202,842 ▼-100.0%00.0%TransportationShowing 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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