Forthright Family Wealth Advisory LLC: 13F holdings
CIK 20086482026Q2
| Positions | 57 |
|---|---|
| Reported value | $176.7m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 210,002 | $18.5m | 10.4% |
| IWF ISHARES TR | 98,809 | $13.6m | 7.7% |
| DIMENSIONAL ETF TRUST | 291,271 | $12.9m | 7.3% |
| BLACKROCK ETF TRUST II | 247,494 | $12.5m | 7.0% |
| QUAL ISHARES TR | 55,610 | $12.2m | 6.9% |
| EFV ISHARES TR | 143,040 | $10.9m | 6.2% |
| AVLV AMERICAN CENTY ETF TR | 116,048 | $10.6m | 6.0% |
| EMXC ISHARES INC | 95,513 | $9.8m | 5.5% |
| SCHZ SCHWAB STRATEGIC TR | 316,590 | $7.3m | 4.1% |
| IYW ISHARES TR | 25,388 | $6.4m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008648")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.