Forthright Family Wealth Advisory LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 149,115
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.239 K | 5.6% | 0 | 84.1 K | -84.1 K |
| ETFs | 136.8 K | 93.4% | 71.6 K | 0 | 71.6 K |
| Debt | 1.409 K | 1.0% | 975 | 0 | 975 |
| Other | 0 | 0.0% | 0 | 1.167 K | -1.167 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
149,115
Holdings
63
QoQ value change ($000)
-9,990
(-6.3%)
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.