Forthright Family Wealth Advisory LLC has filed its 13F form on March 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $138 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $22.8M, Ishares S&P 500 Growth ETF with a value of $11.1M, Ishares Msci Usa Quality Facto with a value of $10.4M, Schwab Us Aggregate Bond ETF with a value of $10M, and Dimensional ETF Tr U S Core Eq with a value of $9.97M.

Examining the 13F form we can see an decrease of $156B in the current position value, from $156B to 138M.

Forthright Family Wealth Advisory LLC is based out at Houston, TX

Below you can find more details about Forthright Family Wealth Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Million
ETFs: $121 Million
Technology: $5.29 Million
Consumer Defensive: $1.47 Million
Consumer Cyclical: $1.08 Million
Financial Services: $868,000
Communication Services: $861,000
Healthcare: $490,000
Energy: $474,000
Other: $216,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $138 Million
  • Prior Value $156 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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