Forthright Family Wealth Advisory LLC Portfolio Holdings
Forthright Family Wealth Advisory LLC
- $141 Million
- Q2 2025
Forthright Family Wealth Advisory LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $141 Million distributed in 49 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 $24.4M, Ishares S&P 500 Growth ETF with a value of $12.1M, Ishares Msci Usa Quality Facto with a value of $10.7M, Dimensional ETF Tr U S Core Eq with a value of $10.5M, and Msci Eafe Value ETF with a value of $10.1M.
Examining the 13F form we can see an increase of $6.74M in the current position value, from $134M to 141M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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