StockDriftsStockDriftsTop 50 Forthright Family Wealth Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 10.44% | 210.0K | $18.5M | -70.36%(-498.57K) | $71.06(+28.11%) | 2026-06-30 | |
| IVW | ISHARES TR | 7.69% | 98.8K | $13.6M | +213.36%(+67.28K) | $112.26(+26.28%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.31% | 291.3K | $12.9M | new | $33.48(+37.38%) | 2026-06-30 | |
| BRTR | BLACKROCK ETF TRUST II | 7.05% | 247.5K | $12.5M | new | $50.75(-2.65%) | 2026-06-30 | |
| QUAL | ISHARES TR | 6.9% | 55.6K | $12.2M | -8.21%(-4.97K) | $145.53(+55.48%) | 2026-06-30 | |
| EFV | ISHARES TR | 6.2% | 143.0K | $10.9M | -0.37%(-531) | $53.43(+53.17%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 5.99% | 116.0K | $10.6M | new | $66.05(+42.98%) | 2026-06-30 | |
| EMXC | ISHARES INC | 5.53% | 95.5K | $9.8M | +343.73%(+73.99K) | $64.61(+47.28%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.14% | 316.6K | $7.3M | +151.69%(+190.80K) | $23.10(-1.42%) | 2026-06-30 | |
| IYW | ISHARES TR | 3.62% | 25.4K | $6.4M | -16.12%(-4.88K) | $128.49(+96.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.96% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.26% |
Forthright Family Wealth Advisory LLC reports $176.73M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (10.4%), IVW (7.7%) and DFAC (7.3%). The top 20 holdings account for 86.82% of reported assets. Its disclosed equity book has returned +41.96% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Forthright Family Wealth Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008648). View Forthright Family Wealth Advisory LLC’s 13F filings on SEC