Forthright Family Wealth Advisory LLC

CIK

2008648

Location

HOUSTON, TX

Portfolio Value

Micro $1,983,680

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,680 / 8,232 ▲ 138

Top Industry

Consumer Electronics 34.9%

3Y Alpha vs SPY

-0.6%

Period ended 2 months ago

Filed May 13, 2026 · 32d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.1%

SPY

+52.9%

Annualised alpha

-0.6%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.8%

−0.6 pts

Top 5

78.5%

+1.6 pts

Top 10

93.8%

+0.7 pts

HHI

1,583

Moderately concentrated+42

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.7%	$4,556,792	4
Unclassified	20.2%	$2,376,992	1
Consumer Defensive	16.9%	$1,983,680	2
Consumer Cyclical	7.7%	$902,483	2
Communication Services	7.0%	$820,696	1
Financial Services	3.8%	$451,372	2
Healthcare	3.3%	$392,545	2
Industrials	2.4%	$278,640	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+3,906	12,896	$3,272,875
BSX	Boston Scientific Corp	+1,105	4,022	$252,380
HD	Home Depot, Inc.	+12	660	$217,067
GOOGL	Alphabet Inc.	+7	2,854	$820,696
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−2,204	295	$51,448
AMZN	Amazon Com Inc	−374	3,291	$685,416
MSFT	Microsoft Corp	−220	2,996	$1,109,029
PM	Philip Morris International Inc.	−100	10,002	$1,653,730
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	3,655	$2,376,992
ODFL	Old Dominion Freight Line, Inc.	1,426	$278,640
ARCC	Ares Capital Corp	11,000	$198,220
UNH	Unitedhealth Group Inc	518	$140,165
CDW	CDW Corp	1,020	$123,440
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	47,007	$3,815,558
META	Meta Platforms, Inc.	426	$281,198
CFG	Citizens Financial Group Inc/Ri	3,653	$213,371
RF	Regions Financial Corp	7,775	$210,702
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $1,983,680 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
PM	Philip Morris International Inc. Consumer Defensive	Reduced	10,002	-100	$1,653,730	+2.1%	83.37%
MO	Altria Group, Inc. Consumer Defensive	Held	5,000	0	$329,950	+14.4%	16.63%