Forthright Family Wealth Advisory LLC Top Holdings and 13F Report (2026) About Forthright Family Wealth Advisory LLCInvestment ActivityForthright Family Wealth Advisory LLC has $149.12 million in total holdings as of March 31, 2026.Forthright Family Wealth Advisory LLC owns shares of 63 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 51.93% of the portfolio was purchased this quarter.About 50.24% of the portfolio was sold this quarter.This quarter, Forthright Family Wealth Advisory LLC has purchased 47 new stocks and bought additional shares in 19 stocks.Forthright Family Wealth Advisory LLC sold shares of 11 stocks and completely divested from 15 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $43,598,189iShares MSCI USA Quality Factor ETF $9,957,145iShares MSCI EAFE Value ETF $7,810,262Vanguard Mortgage-Backed Securities ETF $6,176,604Schwab U.S. Aggregate Bond ETF $5,786,136 Largest New Holdings this Quarter 46434V613 - iShares Core Total USD Bond Market ETF $5,304,917 Holding316188309 - Fidelity Total Bond ETF $2,814,567 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $2,803,686 Holding46434V860 - iShares Treasury Floating Rate Bond ETF $2,700,814 Holding46435G425 - iShares ESG Aware MSCI USA ETF $2,494,172 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 499,246 shares (about $30.72M)iShares Core Total USD Bond Market ETF 116,361 shares (about $5.30M)Vanguard Intermediate-Term Bond ETF 59,781 shares (about $4.51M)Fidelity Total Bond ETF 62,118 shares (about $2.81M)iShares Core MSCI Emerging Markets ETF 54,335 shares (about $2.80M) Largest Sales this Quarter Schwab U.S. Aggregate Bond ETF 193,640 shares (about $8.91M)iShares S&P 500 Growth ETF 67,540 shares (about $5.70M)iShares MSCI Emerging Markets ex China ETF 79,829 shares (about $4.60M)NVIDIA 2,204 shares (about $1.99M)iShares S&P 100 ETF 4,178 shares (about $1.03M) 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$43,598,189$30,718,606 â–²238.5%708,56829.2%ETFQUALiShares MSCI USA Quality Factor ETF$9,957,145$501,268 â–²5.3%60,5856.7%ETFEFViShares MSCI EAFE Value ETF$7,810,262$235,824 â–¼-2.9%143,5715.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$6,176,604$1,426,910 â–²30.0%135,4224.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$5,786,136$8,907,409 â–¼-60.6%125,7863.9%ETFIUSBiShares Core Total USD Bond Market ETF$5,304,917$5,304,917 â–²New Holding116,3613.6%ManufacturingBIVVanguard Intermediate-Term Bond ETF$4,702,779$4,507,493 â–²2,308.1%62,3713.2%ETFEFGiShares MSCI EAFE Growth ETF$4,524,300$1,426,590 â–²46.1%43,5913.0%ETFIYWiShares U.S. Technology ETF$4,087,996$539,024 â–²15.2%30,2682.7%ManufacturingVGLTVanguard Long-Term Treasury ETF$3,841,714$673,322 â–¼-14.9%64,8502.6%ETFOEFiShares S&P 100 ETF$3,439,494$1,033,679 â–¼-23.1%13,9022.3%ETFFBNDFidelity Total Bond ETF$2,814,567$2,814,567 â–²New Holding62,1181.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,803,686$2,803,686 â–²New Holding54,3351.9%ETFTFLOiShares Treasury Floating Rate Bond ETF$2,700,814$2,700,814 â–²New Holding53,2811.8%ETFIVWiShares S&P 500 Growth ETF$2,662,562$5,703,077 â–¼-68.2%31,5321.8%ETFVOOVanguard S&P 500 ETF$2,602,068$1,436,353 â–²123.2%5,4131.7%ETFESGUiShares ESG Aware MSCI USA ETF$2,494,172$2,494,172 â–²New Holding21,6961.7%ManufacturingFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$2,238,998$2,238,998 â–²New Holding72,6241.5%ETFAAPLApple$2,211,406$669,801 â–²43.4%12,8961.5%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$2,099,795$2,099,795 â–²New Holding47,1971.4%ETFSPYSPDR S&P 500 ETF Trust$1,911,821$1,911,821 â–²New Holding3,6551.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,821,869$1,821,869 â–²New Holding21,7981.2%ETFDFAUDimensional US Core Equity Market ETF$1,730,279$461,427 â–²36.4%47,3531.2%ETFVEAVanguard FTSE Developed Markets ETF$1,467,171$791,632 â–²117.2%29,2441.0%ETFTIPiShares TIPS Bond ETF$1,461,206$1,461,206 â–²New Holding13,6041.0%ETFIFRAiShares U.S. Infrastructure ETF$1,263,857$908,955 â–¼-41.8%29,1480.8%ETFMSFTMicrosoft$1,260,477$92,558 â–¼-6.8%2,9960.8%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$1,239,194$4,595,755 â–¼-78.8%21,5250.8%ManufacturingPMPhilip Morris International$916,383$9,162 â–¼-1.0%10,0020.6%Consumer StaplesDFAIDimensional International Core Equity Market ETF$887,561$507,091 â–²133.3%29,3700.6%ETFBNDXVanguard Total International Bond ETF$872,589$365,485 â–²72.1%17,7390.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$818,966$69,713 â–²9.3%17,4100.5%ETFBSVVanguard Short-Term Bond ETF$806,987$384,747 â–²91.1%10,5250.5%ETFIWDiShares Russell 1000 Value ETF$694,230$694,230 â–²New Holding3,8760.5%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$653,425$653,425 â–²New Holding7,2870.4%ETFVDEVanguard Energy ETF$651,652$651,652 â–²New Holding4,9480.4%ETFIWFiShares Russell 1000 Growth ETF$642,754$642,754 â–²New Holding1,9070.4%ETFAMZNAmazon.com$593,631$67,462 â–¼-10.2%3,2910.4%Retail/WholesaleIXCiShares Global Energy ETF$526,653$526,653 â–²New Holding12,2620.4%ETFVWOVanguard FTSE Emerging Markets ETF$493,450$266,481 â–²117.4%11,8140.3%ETFDFCFDimensional Core Fixed Income ETF$488,130$109,699 â–²29.0%11,6360.3%ETFFDEMFidelity Emerging Markets Multifactor ETF$450,467$450,467 â–²New Holding18,1640.3%ETFDFIVDimensional International Value ETF$431,298$431,298 â–²New Holding11,7360.3%ETFGOOGLAlphabet$430,754$1,057 â–²0.2%2,8540.3%Computer and TechnologyVXFVanguard Extended Market ETF$414,519$414,519 â–²New Holding2,3650.3%ETFEZUiShares MSCI Eurozone ETF$402,506$402,506 â–²New Holding7,8830.3%ETFBLVVanguard Long-Term Bond ETF$400,787$400,787 â–²New Holding5,5410.3%ETFODFLOld Dominion Freight Line$312,736$312,736 â–²New Holding1,4260.2%TransportationIJHiShares Core S&P Mid-Cap ETF$276,974$276,974 â–²New Holding4,5600.2%ETFBSXBoston Scientific$275,467$75,682 â–²37.9%4,0220.2%MedicalNVDANVIDIA$266,550$1,991,445 â–¼-88.2%2950.2%Computer and TechnologyPGRProgressive$264,1090.0%1,2770.2%FinanceCDWCDW$260,896$260,896 â–²New Holding1,0200.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$259,169$259,169 â–²New Holding2,3450.2%ETFUNHUnitedHealth Group$256,255$256,255 â–²New Holding5180.2%MedicalHDHome Depot$253,176$4,603 â–²1.9%6600.2%Retail/WholesaleARCCAres Capital$229,020$229,020 â–²New Holding11,0000.2%FinanceMOAltria Group$218,1000.0%5,0000.1%Consumer StaplesEWUiShares MSCI United Kingdom ETF$207,313$207,313 â–²New Holding6,0600.1%ETFEPPiShares MSCI Pacific ex Japan ETF$203,348$203,348 â–²New Holding4,7500.1%FinanceIBHDiShares iBonds 2024 Term High Yield and Income ETF$201,449$201,449 â–²New Holding8,6400.1%ETFCEL-SCI CORP$31,515$31,515 â–²New Holding16,5000.0%COM PAR NEWENVIVA INC$8,813$8,813 â–²New Holding20,0250.0%COMBLACKROCK ETF TRUST II$0$12,982,583 â–¼-100.0%00.0%ISHARES TOTAL REDFACDimensional U.S. Core Equity 2 ETF$0$11,621,367 â–¼-100.0%00.0%ETFAVLVAvantis U.S. Large Cap Value ETF$0$8,744,691 â–¼-100.0%00.0%ETFIAUiShares Gold Trust$0$3,815,558 â–¼-100.0%00.0%FinanceBTHMBlackRock Future U.S. Themes ETF$0$3,309,990 â–¼-100.0%00.0%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$0$3,136,748 â–¼-100.0%00.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$0$3,020,991 â–¼-100.0%00.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$0$1,222,915 â–¼-100.0%00.0%ETFJPMBJPMorgan USD Emerging Markets Sovereign Bond ETF$0$1,166,779 â–¼-100.0%00.0%ETFINNOVATOR ETFS TRUST$0$534,292 â–¼-100.0%00.0%EQUITY DEFINED PMETAMeta Platforms$0$281,198 â–¼-100.0%00.0%Computer and TechnologyGLOBAL X FDS$0$220,740 â–¼-100.0%00.0%DEFENSE TECH ETFGOOGAlphabet$0$214,639 â–¼-100.0%00.0%Computer and TechnologyCFGCitizens Financial Group$0$213,372 â–¼-100.0%00.0%FinanceRFRegions Financial$0$210,703 â–¼-100.0%00.0%FinanceShowing 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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