13F Filings History of Forthright Family Wealth Advisory LLC

Latest 13F report
Q4 2025 - 23 Feb 2026
Value $
$159,105,379
Signature - Title
Neal Carlson - Managing Director
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Forthright Family Wealth Advisory LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forthright Family Wealth Advisory LLC reported 47 stock holdings with total value $159,105,379 as of Q4 2025. Top holdings included SPYM, BRTR, IVW, DFAC, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $159,105,379 +$3,698,493 -$10,512,886 -$6,814,393 SPYM, BRTR, IVW, DFAC, QUAL 13F-HR 23 Feb 2026, 16:37
Q3 2025 56 $162,667,612 +$25,347,603 -$29,547,070 -$4,199,467 SPLG, BRTR, IVW, DFAC, QUAL 13F-HR 04 Nov 2025, 10:03
Q2 2025 49 $157,893,044 +$1,151,030 -$6,853,675 -$5,702,645 SPLG, BRTR, IVW, QUAL, DFAC 13F-HR 13 Aug 2025, 11:42
Q1 2025 55 $151,371,416 +$1,907,455 -$2,615,837 -$708,382 SPLG, BRTR, IVW, QUAL, SCHZ 13F-HR 30 Apr 2025, 12:46
Q4 2024 60 $153,862,133 +$27,074,296 -$24,240,801 +$2,833,495 SPLG, BRTR, IVW, QUAL, SCHZ 13F-HR 03 Mar 2025, 11:31
Q3 2024 63 $145,475,117 +$43,962,830 -$58,056,219 -$14,093,389 SPLG, IVW, IUSB, QUAL, DFAC 13F-HR 09 Dec 2024, 10:57
Q2 2024 69 $155,168,609 +$5,912,252 -$3,227,880 +$2,684,372 SPLG, QUAL, EFV, SCHZ, VMBS 13F-HR 12 Aug 2024, 09:57
Q1 2024 63 $149,115,110 +$15,553,917 -$1,108,764 +$14,445,153 SPLG, QUAL, EFV, VMBS, SCHZ 13F-HR 29 Apr 2024, 16:46
Q4 2023 53 $127,657,740 $0 $0 $0 SPLG, QUAL, EFV, VMBS, BIV 13F-HR 28 Feb 2024, 15:57