Holdings
Forthright Family Wealth Advisory LLC
As of Jun 30, 2026, Forthright Family Wealth Advisory LLC reported 15 positions worth US$10.7M. Largest: Apple Inc, Philip Morris International Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 9,037 | US$2.61M | −3,859 | Jun 30, 2026 |
| Philip Morris International Inc | 10,102 | US$1.83M | +100 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,570 | US$1.28M | +716 | Jun 30, 2026 |
| Microsoft Corp. | 3,249 | US$1.21M | +253 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,714 | US$885K | +423 | Jun 30, 2026 |
| Nvidia Corporation | 2,627 | US$526K | +2,332 | Jun 30, 2026 |
| Altria Group, Inc. | 5,000 | US$360K | no change | Jun 30, 2026 |
| Progressive Corporation (the) | 1,277 | US$279K | no change | Jun 30, 2026 |
| Old Dominion Freight Line, Inc. | 1,226 | US$266K | −200 | Jun 30, 2026 |
| Teledyne Technologies Incorporated | 384 | US$256K | new | Jun 30, 2026 |