Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Forthright Family Wealth Advisory Llc > Profile

Instuitional Investor - Forthright Family Wealth Advisory Llc

Fund Profile
Filing Period:
Fund Name: Forthright Family Wealth Advisory Llc
Portfolio Value $161,415,786
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 708,568 $43,598,189 29.24%
2.
Ishares Trust
 HYG 60,585 $9,957,145 6.68%
3.
Ishares Tr - EAFE VALUE ETF
 143,571 $7,810,262 5.24%
4.
Vanguard Scottsdale Funds
 135,422 $6,176,604 4.14%
5.
Schwab Strategic Trust
 SCHD 125,786 $5,786,136 3.88%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.