Forthright Family Wealth Advisory LLC - Q12026 Holdings

Forthright Family Wealth Advisory LLC holds 63 stocks with a total portfolio value of $ 149.12M as of Q12026. In Q12026, Forthright Family Wealth Advisory LLC added 31 new positions, increased stakes in 19 stocks, reduced 11 holdings, and fully exited 15 positions. The largest holding is Spdr Ser Tr (SPYM), representing 29.24% of the total portfolio.