Forthright Family Wealth Advisory LLC Top Holdings and 13F Report (2025) About Forthright Family Wealth Advisory LLCInvestment ActivityForthright Family Wealth Advisory LLC has $153.86 million in total holdings as of December 31, 2024.Forthright Family Wealth Advisory LLC owns shares of 60 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 18.13% of the portfolio was purchased this quarter.About 15.75% of the portfolio was sold this quarter.This quarter, Forthright Family Wealth Advisory LLC has purchased 63 new stocks and bought additional shares in 17 stocks.Forthright Family Wealth Advisory LLC sold shares of 22 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $22,779,913BLACKROCK ETF TRUST II $13,115,421iShares S&P 500 Growth ETF $11,149,618iShares MSCI USA Quality Factor ETF $10,415,187Schwab U.S. Aggregate Bond ETF $10,018,353 Largest New Holdings this Quarter BLACKROCK ETF TRUST II $13,115,421 HoldingiShares MSCI USA Momentum Factor ETF $2,679,407 HoldingiShares Gold Trust $1,310,381 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST II 265,925 shares (about $13.12M)iShares MSCI EAFE Value ETF 89,995 shares (about $4.72M)iShares MSCI USA Momentum Factor ETF 12,949 shares (about $2.68M)iShares MSCI Emerging Markets ex China ETF 26,167 shares (about $1.45M)iShares Gold Trust 26,467 shares (about $1.31M) Largest Sales this Quarter iShares S&P 100 ETF 10,808 shares (about $3.12M)SPDR Portfolio S&P 500 ETF 31,834 shares (about $2.19M)iShares S&P 500 Growth ETF 15,379 shares (about $1.56M)Vanguard Long-Term Treasury Index ETF 8,863 shares (about $490.57K)Vanguard Mortgage-Backed Securities ETF 9,328 shares (about $422.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForthright Family Wealth Advisory LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$22,779,913$2,194,636 ▼-8.8%330,43114.8%ETFBLACKROCK ETF TRUST II$13,115,421$13,115,421 ▲New Holding265,9258.5%ISHARES TOTAL REIVWiShares S&P 500 Growth ETF$11,149,618$1,561,430 ▼-12.3%109,8167.2%ETFQUALiShares MSCI USA Quality Factor ETF$10,415,187$322,325 ▲3.2%58,4866.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$10,018,353$815,293 ▲8.9%441,3376.5%ETFDFACDimensional U.S. Core Equity 2 ETF$9,966,313$754,200 ▲8.2%288,1276.5%ETFEFViShares MSCI EAFE Value ETF$8,435,235$4,722,038 ▲127.2%160,7635.5%ETFEFGiShares MSCI EAFE Growth ETF$8,271,112$493,832 ▲6.3%85,4195.4%ETFAVLVAvantis U.S. Large Cap Value ETF$5,785,086$144,223 ▲2.6%86,6423.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$5,263,592$422,930 ▼-7.4%116,0923.4%ETFIYWiShares U.S. Technology ETF$3,993,424$401,033 ▼-9.1%25,0342.6%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$3,980,035$1,450,960 ▲57.4%71,7772.6%ManufacturingCGMSCapital Group U.S. Multi-Sector Income ETF$3,125,879$802,059 ▲34.5%114,5852.0%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,679,407$2,679,407 ▲New Holding12,9491.7%ETFAAPLApple$2,542,943$140,732 ▼-5.2%10,1551.7%Computer and TechnologyVGLTVanguard Long-Term Treasury Index ETF$2,481,673$490,567 ▼-16.5%44,8361.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,435,996$168,329 ▼-6.5%63,4871.6%ETFSPYSPDR S&P 500 ETF Trust$2,405,2720.0%4,1041.6%FinanceVOOVanguard S&P 500 ETF$2,240,532$370,728 ▼-14.2%4,1581.5%ETFMSFTMicrosoft$1,407,705$15,594 ▼-1.1%3,3400.9%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$1,390,503$78,267 ▼-5.3%34,3420.9%ETFIFRAiShares U.S. Infrastructure ETF$1,353,520$99,385 ▲7.9%29,2400.9%ETFIAUiShares Gold Trust$1,310,381$1,310,381 ▲New Holding26,4670.9%FinanceVEAVanguard FTSE Developed Markets ETF$1,298,952$58,437 ▼-4.3%27,1630.8%ETFJPMBJPMorgan USD Emerging Markets Sovereign Bond ETF$1,241,702$744,976 ▲150.0%32,6420.8%ETFPMPhilip Morris International$1,209,758$6,017 ▼-0.5%10,0520.8%Consumer StaplesIWFiShares Russell 1000 Growth ETF$821,6330.0%2,0460.5%ETFBNDXVanguard Total International Bond ETF$820,634$1,570 ▼-0.2%16,7310.5%ETFAMZNAmazon.com$808,4520.0%3,6850.5%Retail/WholesaleBSVVanguard Short-Term Bond ETF$785,481$262,960 ▲50.3%10,1650.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$748,111$13,408 ▲1.8%15,9580.5%ETFIWDiShares Russell 1000 Value ETF$743,8520.0%4,0180.5%ETFPCORProcore Technologies$674,3700.0%9,0000.4%Computer and TechnologyGOOGLAlphabet$572,8220.0%3,0260.4%Computer and TechnologyNVDANVIDIA$539,712$1,611 ▼-0.3%4,0190.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$524,074$1,938 ▲0.4%11,9000.3%ETFRRCRange Resources$474,1800.0%13,1790.3%Oils/EnergyEZUiShares MSCI Eurozone ETF$437,4020.0%9,2670.3%ETFDFCFDimensional Core Fixed Income ETF$417,116$9,987 ▲2.5%10,1070.3%ETFBLVVanguard Long-Term Bond ETF$375,548$135,903 ▲56.7%5,4880.2%ETFVXFVanguard Extended Market ETF$368,205$46,358 ▼-11.2%1,9380.2%ETFBIVVanguard Intermediate-Term Bond ETF$363,999$17,187 ▼-4.5%4,8710.2%ETFDFAIDimensional International Core Equity Market ETF$361,525$10,892 ▲3.1%12,3810.2%ETFPGRProgressive$322,275$15,095 ▼-4.5%1,3450.2%FinanceMETAMeta Platforms$286,9000.0%4900.2%Computer and TechnologyBSXBoston Scientific$280,554$11,969 ▼-4.1%3,1410.2%MedicalHDHome Depot$271,1260.0%6970.2%Retail/WholesaleMOAltria Group$261,4500.0%5,0000.2%Consumer StaplesEWUiShares MSCI United Kingdom ETF$229,3340.0%6,7650.1%ETFEPPiShares MSCI Pacific ex Japan ETF$227,7240.0%5,1980.1%FinanceIJHiShares Core S&P Mid-Cap ETF$226,8080.0%3,6400.1%ETFIJRiShares Core S&P Small-Cap ETF$225,4860.0%1,9570.1%ETFARCCAres Capital$218,900$21,890 ▼-9.1%10,0000.1%FinanceODFLOld Dominion Freight Line$216,2660.0%1,2260.1%TransportationFIFiserv$211,172$9,449 ▼-4.3%1,0280.1%Business ServicesOEFiShares S&P 100 ETF$209,994$3,121,892 ▼-93.7%7270.1%ETFPRIPrimerica$207,0930.0%7630.1%FinanceUNHUnitedHealth Group$200,826$22,258 ▼-10.0%3970.1%MedicalGSBDGoldman Sachs BDC$121,0000.0%10,0000.1%FinanceCVMCEL-SCI$10,597$3,999 ▲60.6%26,5000.0%MedicalIUSBiShares Core Total USD Bond Market ETF$0$12,504,785 ▼-100.0%00.0%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$0$1,378,727 ▼-100.0%00.0%ETFESGUiShares ESG Aware MSCI USA ETF$0$692,636 ▼-100.0%00.0%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$0$282,501 ▼-100.0%00.0%ETFRFRegions Financial$0$204,172 ▼-100.0%00.0%FinanceEVAEnviva$0$2 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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