First seen by DFX
Sep 12, 2026
date not stated
Forthright Family Wealth Advisory LLC found on the SEC adviser roster (name)
Forthright Family Wealth Advisory LLC reported $161,415,786 across 50 13(f) positions for the quarter ended 2026-03-31
Forthright Family Wealth Advisory LLC exited American Centy Etf Tr (was $8,744,691, 115,411 shares)
Forthright Family Wealth Advisory LLC exited Blackrock Etf Trust II (was $12,982,583, 255,689 shares)
Forthright Family Wealth Advisory LLC exited Blackrock Etf Trust (was $3,309,990, 85,840 shares)
Forthright Family Wealth Advisory LLC exited Capital Grp Fixed Incm Etf T (was $3,136,748, 113,568 shares)
Forthright Family Wealth Advisory LLC exited Dimensional Etf Trust (was $11,621,367, 293,543 shares)
Forthright Family Wealth Advisory LLC exited Ishares Gold Tr (was $3,815,558, 47,007 shares)
Forthright Family Wealth Advisory LLC exited Ishares Tr (was $3,020,991, 12,069 shares)
Forthright Family Wealth Advisory LLC increased Apple Inc 8,990 -> 12,896 shares ($2,444,139 -> $2,211,406)
Forthright Family Wealth Advisory LLC opened a $2,814,567 position in Fidelity Merrimack Str Tr (62,118 shares)
Forthright Family Wealth Advisory LLC opened a $2,803,686 position in Ishares Inc (54,335 shares)
Forthright Family Wealth Advisory LLC reduced Ishares Inc 101,354 -> 21,525 shares ($7,366,409 -> $1,239,194)
Forthright Family Wealth Advisory LLC reduced Ishares Tr 50,111 -> 29,148 shares ($2,636,841 -> $1,263,857)
Forthright Family Wealth Advisory LLC opened a $2,494,172 position in Ishares Tr (21,696 shares)
Forthright Family Wealth Advisory LLC reduced Ishares Tr 99,072 -> 31,532 shares ($12,211,629 -> $2,662,562)
Forthright Family Wealth Advisory LLC increased Ishares Tr 29,846 -> 43,591 shares ($3,400,045 -> $4,524,300)
Forthright Family Wealth Advisory LLC opened a $2,099,795 position in Schwab Strategic Tr (47,197 shares)
Forthright Family Wealth Advisory LLC reduced Schwab Strategic Tr 319,426 -> 125,786 shares ($7,464,986 -> $5,786,136)
Forthright Family Wealth Advisory LLC increased Spdr Ser Tr 209,322 -> 708,568 shares ($16,791,840 -> $43,598,189)
Forthright Family Wealth Advisory LLC opened a $2,238,998 position in Spdr Ser Tr (72,624 shares)
Forthright Family Wealth Advisory LLC increased Vanguard Bd Index Fds 2,590 -> 62,371 shares ($201,713 -> $4,702,779)
Forthright Family Wealth Advisory LLC increased Vanguard Index Fds 2,425 -> 5,413 shares ($1,521,007 -> $2,602,068)
Forthright Family Wealth Advisory LLC increased Vanguard Scottsdale Fds 104,137 -> 135,422 shares ($4,902,756 -> $6,176,604)
Forthright Family Wealth Advisory LLC opened a $2,700,814 position in Ishares Tr (53,281 shares)
Forthright Family Wealth Advisory LLC opened a $5,304,917 position in Ishares Tr (116,361 shares)
Forthright Family Wealth Advisory LLC reported $166,538,390 across 53 13(f) positions for the quarter ended 2025-12-31
Forthright Family Wealth Advisory LLC exited Ishares Tr (was $3,272,877, 4,890 shares)
Forthright Family Wealth Advisory LLC reported $162,667,612 across 56 13(f) positions for the quarter ended 2025-09-30
Forthright Family Wealth Advisory LLC opened a $3,084,303 position in Blackrock Etf Trust (81,466 shares)
Forthright Family Wealth Advisory LLC reduced Ishares Tr 84,089 -> 30,462 shares ($9,417,957 -> $3,469,002)
Forthright Family Wealth Advisory LLC reduced Schwab Strategic Tr 420,274 -> 313,206 shares ($9,767,168 -> $7,350,945)
Forthright Family Wealth Advisory LLC reduced Spdr Index Shs Fds 63,694 -> 26,499 shares ($2,722,282 -> $1,240,418)
Forthright Family Wealth Advisory LLC reduced Spdr Series Trust 336,260 -> 207,274 shares ($24,442,717 -> $16,237,816)
Forthright Family Wealth Advisory LLC increased Vanguard Scottsdale Fds 44,861 -> 74,763 shares ($2,517,599 -> $4,251,024)
Forthright Family Wealth Advisory LLC exited Spdr S&p 500 Etf Tr (was $2,551,721, 4,130 shares)
Forthright Family Wealth Advisory LLC increased American Centy Etf Tr 86,476 -> 112,021 shares ($5,898,528 -> $8,094,637)
Forthright Family Wealth Advisory LLC increased Ishares Gold Tr 26,493 -> 45,316 shares ($1,652,103 -> $3,297,645)
Forthright Family Wealth Advisory LLC increased Ishares Inc 67,339 -> 98,428 shares ($4,251,784 -> $6,644,874)
Forthright Family Wealth Advisory LLC increased Ishares Tr 28,881 -> 47,644 shares ($1,420,656 -> $2,516,556)