Forthright Family Wealth Advisory LLC
Forthright Family Wealth Advisory LLC reported 57 positions worth $176.7M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SPYM (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $18.5M | 10.44% | 210,002 | — | — | |
| ▸ 2 | IVW | SH | $13.6M | 7.69% | 98,809 | — | — | |
| ▸ 3 | DFAC | SH | $12.9M | 7.31% | 291,271 | — | — | |
| ▸ 4 | BRTR | SH | $12.5M | 7.05% | 247,494 | — | — | |
| ▸ 5 | QUAL | SH | $12.2M | 6.90% | 55,610 | — | — | |
| ▸ 6 | EFV | SH | $10.9M | 6.20% | 143,040 | — | — | |
| ▸ 7 | AVLV | SH | $10.6M | 5.99% | 116,048 | — | — | |
| ▸ 8 | EMXC | SH | $9.8M | 5.53% | 95,513 | — | — | |
| ▸ 9 | SCHZ | SH | $7.3M | 4.14% | 316,590 | — | — | |
| ▸ 10 | IYW | SH | $6.4M | 3.62% | 25,388 | — | — |
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Frequently Asked Questions
What stocks does Forthright Family Wealth Advisory LLC hold as of Q2 2026?
Forthright Family Wealth Advisory LLC reported 57 positions worth $176.7M in its Q2 2026 13F filing. Largest positions: SPYM (10.4%), IVW (7.7%), DFAC (7.3%), BRTR (7.0%) and QUAL (6.9%).
What did Forthright Family Wealth Advisory LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Forthright Family Wealth Advisory LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.