Forthright Family Wealth Advisory LLC
Forthright Family Wealth Advisory LLC reported 57 holdings worth US$177M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Forthright Family Wealth Advisory LLC reported 57 holdings worth US$177M as of Jun 30, 2026. Largest: Apple Inc, Philip Morris International Inc and Alphabet Inc (google) Class C. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$177M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 9,037 | US$2.61M | 1.5% |
| Philip Morris International Inc | 10,102 | US$1.83M | 1.0% |
| Alphabet Inc (google) Class C | 3,570 | US$1.28M | 0.72% |
| Microsoft Corp. | 3,249 | US$1.21M | 0.69% |
| Amazon.com, Inc. | 3,714 | US$885K | 0.50% |
| Nvidia Corporation | 2,627 | US$526K | 0.30% |
| Altria Group, Inc. | 5,000 | US$360K | 0.20% |
| Progressive Corporation (the) | 1,277 | US$279K | 0.16% |
| Old Dominion Freight Line, Inc. | 1,226 | US$266K | 0.15% |
| Teledyne Technologies Incorporated | 384 | US$256K | 0.14% |
| Citizens Financial Group, Inc. | 3,653 | US$256K | 0.14% |
| Meta Platforms, Inc. | 442 | US$249K | 0.14% |
| Regions Financial Corporation | 7,775 | US$235K | 0.13% |
| Home Depot, Inc. (the) | 648 | US$229K | 0.13% |
| Primerica, Inc. | 763 | US$217K | 0.12% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |
| Ares Capital Corporation | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Cdw Corporation | 0 | US$0 | 0.00% |