Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forthright Family Wealth Advisory LLC (CIK 2008648) reported $149.1M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($43.6M, 29.24%), QUAL ($10.0M, 6.68%), EFV ($7.8M, 5.24%), VMBS ($6.2M, 4.14%), SCHZ ($5.8M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SER TR | $43.6M | 29.24% | 708,568 | Added |
| 2 | QUAL | ISHARES TR | $10.0M | 6.68% | 60,585 | Added |
| 3 | EFV | ISHARES TR | $7.8M | 5.24% | 143,571 | Trimmed |
| 4 | VMBS | VANGUARD SCOTTSDALE FDS | $6.2M | 4.14% | 135,422 | Added |
| 5 | SCHZ | SCHWAB STRATEGIC TR | $5.8M | 3.88% | 125,786 | Trimmed |
| 6 | IUSB | ISHARES TR | $5.3M | 3.56% | 116,361 | New |
| 7 | BIV | VANGUARD BD INDEX FDS | $4.7M | 3.15% | 62,371 | Added |
| 8 | EFG | ISHARES TR | $4.5M | 3.03% | 43,591 | Added |
| 9 | IYW | ISHARES TR | $4.1M | 2.74% | 30,268 | Added |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | $3.8M | 2.58% | 64,850 | Trimmed |
| 11 | OEF | ISHARES TR | $3.4M | 2.31% | 13,902 | Trimmed |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $2.8M | 1.89% | 62,118 | New |
| 13 | IEMG | ISHARES INC | $2.8M | 1.88% | 54,335 | New |
| 14 | TFLO | ISHARES TR | $2.7M | 1.81% | 53,281 | New |
| 15 | IVW | ISHARES TR | $2.7M | 1.79% | 31,532 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $2.6M | 1.75% | 5,413 | Added |
| 17 | ESGU | ISHARES TR | $2.5M | 1.67% | 21,696 | New |
| 18 | FLRN | SPDR SER TR | $2.2M | 1.50% | 72,624 | New |
| 19 | AAPL | APPLE INC | $2.2M | 1.48% | 12,896 | Added |
| 20 | SCHI | SCHWAB STRATEGIC TR | $2.1M | 1.41% | 47,197 | New |
| 21 | SPY | SPDR S&P 500 ETF TR | $1.9M | 1.28% | 3,655 | New |
| 22 | USMV | ISHARES TR | $1.8M | 1.22% | 21,798 | New |
| 23 | DFAU | DIMENSIONAL ETF TRUST | $1.7M | 1.16% | 47,353 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $1.5M | 0.98% | 29,244 | Added |
| 25 | TIP | ISHARES TR | $1.5M | 0.98% | 13,604 | New |
Source: SEC Form 13F filings · as of 2026-03-31