Forthright Family Wealth Advisory LLC

**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.

📌 Top Holdings