Forthright Family Wealth Advisory LLC — 13F holdings

Forthright Family Wealth Advisory LLC reported 57 holdings worth $177M in its 13F filing for Q2 2026, filed July 16, 2026.

Largest positions

1. SPYM SPDR SERIES TRUST — $18.5M (10.4%)
2. IVW ISHARES TR — $13.6M (7.7%)
3. DIMENSIONAL ETF TRUST — $12.9M (7.3%)
4. BRTR BLACKROCK ETF TRUST II — $12.5M (7.0%)
5. QUAL ISHARES TR — $12.2M (6.9%)
6. EFV ISHARES TR — $10.9M (6.2%)
7. AVLV AMERICAN CENTY ETF TR — $10.6M (6.0%)
8. EMXC ISHARES INC — $9.77M (5.5%)
9. SCHZ SCHWAB STRATEGIC TR — $7.32M (4.1%)
10. IYW ISHARES TR — $6.40M (3.6%)