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Portfolio (Quarterly) Guide ↗

Forthright Family Wealth Advisory LLC

· CIK 0002008648
13F Portfolio $149M AUM 50 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 18 Added 11 Reduced 15 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,426.0 $313K 0.21% NEW $219.31 -4.0%
22 IJH ISHARES TR 4,560.0 $277K 0.19% NEW $60.74 +21.0%
23 CDW CDW CORP Technology 1,020.0 $261K 0.17% NEW $255.78 -56.7%
24 IJR ISHARES TR 2,345.0 $259K 0.17% NEW $110.52 +24.3%
25 UNH UNITEDHEALTH GROUP INC Healthcare 518.0 $256K 0.17% NEW $494.70 -21.5%
26 ARCC ARES CAPITAL CORP Financial Services 11,000.0 $229K 0.15% NEW $20.82 -10.7%
27 EWU ISHARES TR 6,060.0 $207K 0.14% NEW $34.21 +37.6%
28 EPP ISHARES INC 4,750.0 $203K 0.14% NEW $42.81 +28.4%
29 ISHARES TR 8,640.0 $201K 0.14% NEW $23.32
30 CEL-SCI CORP 16,500.0 $32K 0.02% NEW $1.91
31 ENVIVA INC 20,025.0 $9K 0.01% NEW $0.44
Page 2 of 2  ·  31 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.4%
Financial Services 24.9%
Consumer Defensive 11.7%
Consumer Cyclical 8.8%
Healthcare 5.5%
Communication Services 4.5%
Industrials 3.2%