Forthright Family Wealth Advisory
Forthright Family Wealth Advisory reported 57 stocks worth $177M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are SPYM (10.4%), IVW (7.7%) and Dimensional ETF Trust (7.3%). Compared with Q1 2026, the fund opened new positions in BRTR, AVLV and MTUM, added to IVW, EMXC and SCHZ, trimmed SPYM, QUAL and EFV and sold out of IUSB, BIV and FBND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $18.5M | 10.4% | 210K | −499K (−70%) | 8 of 8 | |
| 2 |  IVW Ishares TR | $13.6M | 7.7% | 99K | +67K (+213%) | 8 of 8 | |
| 3 | DIMENSIONAL ETF TRUST | $12.9M | 7.3% | 291K | New position | 7 of 8 | |
| 4 |  BRTR Blackrock ETF Trust II | $12.5M | 7.0% | 247K | New position | 6 of 8 | |
| 5 |  QUAL Ishares TR | $12.2M | 6.9% | 56K | −4,975 (−8%) | 8 of 8 | |
| 6 |  EFV Ishares TR | $10.9M | 6.2% | 143K | −531 (−0%) | 8 of 8 | |
| 7 |  AVLV American Centy ETF TR | $10.6M | 6.0% | 116K | New position | 7 of 8 | |
| 8 |  EMXC Ishares Msci Emerging Markets EX China ETF | $9.8M | 5.5% | 96K | +74K (+344%) | 8 of 8 | |
| 9 |  SCHZ Schwab US Aggregate Bond | $7.3M | 4.1% | 317K | +191K (+152%) | 8 of 8 | |
| 10 |  IYW Ishares US Technology | $6.4M | 3.6% | 25K | −4,880 (−16%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IUSB Ishares Core | $5.3M | 116K |
 BIV Vanguard Intermediate | $4.7M | 62K |
 FBND Fidelity Total Bond ETF | $2.8M | 62K |
 IEMG Ishares Inc | $2.8M | 54K |
 TFLO Ishares TR | $2.7M | 53K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 16, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Forthright Family Wealth Advisory 13F FAQ
What does Forthright Family Wealth Advisory own?
Forthright Family Wealth Advisory reported 57 stocks worth $177M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are SPYM (10.4%), IVW (7.7%) and Dimensional ETF Trust (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Forthright Family Wealth Advisory buy and sell in Q2 2026?
Compared with Q1 2026: 25 new positions, 11 added to, 19 trimmed and 31 sold out. New positions include BRTR, AVLV and MTUM. It sold all of IUSB, BIV and FBND.
When will Forthright Family Wealth Advisory file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Forthright Family Wealth Advisory's portfolio worth?
The Q2 2026 filing reports $177M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.