Forthright Family Wealth Advisory LLC - Portfolio Stock Holdings

Forthright Family Wealth Advisory LLC disclosed 87 stock positions in a recent SEC 13F filing. $176,798,499 of stock holdings were filed, with the largest holdings including SPYM, IVW, and DFAC. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $191,160,666 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.