Forthright Family Wealth Advisory LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 176,729
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 57 | 176,729 | 13F-HR | Forthright Family Wealth Advisory LLC |
| Q1 2026 | 5/13/2026 | 63 | 149,115 | 13F-HR | Forthright Family Wealth Advisory LLC |
| Q4 2025 | 2/23/2026 | 47 | 159,105 | 13F-HR | Forthright Family Wealth Advisory LLC |
| Q3 2025 | 11/4/2025 | 56 | 162,668 | 13F-HR | Forthright Family Wealth Advisory LLC |
| Q2 2025 | 8/13/2025 | 49 | 157,893 | 13F-HR | Forthright Family Wealth Advisory LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.77 K | 7.8% | 5.528 K | 0 | 5.528 K |
| ETFs | 162.6 K | 92.0% | 25.84 K | 0 | 25.84 K |
| Debt | 360 | 0.2% | 0 | 1.049 K | -1.049 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
176,729
Holdings
57
QoQ value change ($000)
27,614
(18.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.