Forthright Family Wealth Advisory LLC - Portfolio overview

Forthright Family Wealth Advisory LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SER TR, 19.66%
2. SPLG - SPDR SERIES TRUST, 7.32%
3. BRTR - BLACKROCK ETF TRUST II, 5.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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