account_balance

Investment manager · 13F filer · SEC CIK 2008648

Forthright Family Wealth Advisory LLC

Reported value$176Mas of Sep 30, 2026
Positions56 1 new, 2 sold out
Top 10 weight65.1%SPYM alone is 11%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 10.7% Held
IVW iShares Tr 8.0% Held
DFAC Dimensional ETF Trust 7.4% Held
QUAL iShares Tr 7.0% Held
BRTR BlackRock ETF Trust II 6.4% Trimmed −4%
EFV iShares Tr 6.4% Held
AVLV American Centy ETF Tr 6.0% Held
EMXC iShares Inc 5.4% Held
SCHZ Schwab Strategic Tr 3.9% Held
IYW iShares Tr 3.8% Held
OEF iShares Tr 3.6% Held
VMBS Vanguard Scottsdale FDS 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 16, 2026 filing
add_circleNew
arrow_upwardAdded
  • VWO +43%
  • CORO +8%
  • BNDX +3%
arrow_downwardTrimmed
  • SPEM −6%
  • BRTR −4%
remove_circleSold out
  • HD $229K
  • VXF $206K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast