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Showing Q3 2025 data
Forthright Family Wealth Advisory LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Forthright Family Wealth Advisory LLC
•CIK: 2008648•Filing: Q3 2025
**Forthright Family Wealth Advisory LLC** manages $163M across a diversified portfolio of 56 positions. The strategy exhibits a notable tilt toward volatility and sector-specific exposure, evidenced by top holdings including SPYM at $16.2M and BRTR at $12.8M. Significant allocations are also maintained in IVW ($11.7M), DFAC ($11.1M), and QUAL ($11.0M). This concentrated approach suggests a focus on capturing premium returns within targeted market segments.
Total AUM
$162.7M
QoQ Performance
+3.0%
Positions
37
Top 10 Concentration
62.0%
Latest Filing
Q3 2025
Top Holdings Allocation
SPYM
BRTR
IVW
DFAC
QUAL
EFV
SPYM10.0%
BRTR7.9%
IVW7.2%
DFAC6.8%
QUAL6.8%
EFV6.1%
AVLV5.0%
SCHZ4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.2%
Technology4.0%
ETF2.9%
Consumer0.7%
Consumer Staples0.2%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW11 new positions
↑21 increased
↓20 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023