SEC Form 13F

Forthright Family Wealth Advisory LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$176,729,059
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$18,454,977210,002
ISHARES TRIVWS&P 500 GRWT ETF$13,589,16698,809
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$12,920,789291,271
BLACKROCK ETF TRUST IIBRTRISHA TOTA RE ETF$12,455,144247,494
ISHARES TRQUALMSCI USA QLT FCT$12,202,51755,610
ISHARES TREFVEAFE VALUE ETF$10,949,679143,040
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$10,584,779116,048
ISHARES INCEMXCMSCI EMRG CHN$9,770,98795,513
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$7,322,730316,590
ISHARES TRIYWU.S. TECH ETF$6,403,66925,388

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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