Forthright Family Wealth Advisory LLC - Q42025 Holdings

Forthright Family Wealth Advisory LLC holds 47 stocks with a total portfolio value of $ 159.11M as of Q42025. In Q42025, Forthright Family Wealth Advisory LLC added 3 new positions, increased stakes in 25 stocks, reduced 15 holdings, and fully exited 12 positions. The largest holding is Spdr Series Trust (SPYM), representing 10.55% of the total portfolio.