Forthright Family Wealth Advisory LLC Purchases in Q3 2025

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
17.1K
+ 1989.51%
N/A
17.9K $4.77M
IVV
Ishares Core S&P 500 ETF

ETFs
4.31K
+ 740.21%
$620.67 - $670.08 $2.67M - $2.89M
4.89K $3.27M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
31.1K
+ 46.17%
$62.54 - $68.42 $1.94M - $2.13M
98.4K $6.64M
AVLV
American Centy ETF Tr Avantis
25.5K
+ 29.54%
$68.33 - $72.69 $1.75M - $1.86M
112K $8.09M
VGLT
Vanguard Long Term Treasury Et

ETFs
29.9K
+ 66.65%
$54.21 - $57.41 $1.62M - $1.72M
74.8K $4.25M
IAU
Ishares Gold Trust

ETFs
18.8K
+ 71.05%
$61.62 - $72.77 $1.16M - $1.37M
45.3K $3.3M
IFRA
Ishares Tr

ETFs
18.8K
+ 64.97%
$49.77 - $52.82 $934K - $991K
47.6K $2.52M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17.1K
New
$52.12 - $55.33 $893K - $949K
17.1K $948K
SPYG
Spdr Portfolio

ETFs
8.94K
New
$94.33 - $105.31 $843K - $942K
8.94K $934K
IYW
Ishares Dj Us Tech ETF

ETFs
890
+ 3.57%
$171.38 - $197.01 $153K - $175K
25.8K $5.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
621
+ 5.53%
$236.25 - $257.69 $147K - $160K
11.9K $3.04M
TDY
Teledyne Technologies Inc

Technology
384
New
$509.51 - $586.04 $196K - $225K
384 $225K
EWJ
Ishares Msci Japan ETF

ETFs
2.79K
New
$71.69 - $81.49 $200K - $228K
2.79K $224K
GOOGL
Alphabet Inc.

Communication Services
9
+ 0.29%
$174.36 - $254.72 $1.57K - $2.29K
3.07K $747K
DGRO
Ishares Core Dividend Growth E

ETFs
3.04K
New
$64.12 - $68.08 $195K - $207K
3.04K $207K
RF
Regions Financial Corp

Financial Services
7.78K
New
$24.03 - $27.41 $187K - $213K
7.78K $205K
ORCL
Oracle Corp

Technology
715
New
$218.96 - $328.33 $157K - $235K
715 $201K
DFAU
Dimensional ETF Tr

ETFs
12
+ 0.04%
$42.42 - $45.96 $509 - $552
34.3K $1.57M
MSFT
Microsoft Corp

Technology
11
+ 0.32%
$491.09 - $535.64 $5.4K - $5.89K
3.46K $1.79M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
881
+ 11.44%
$57.5 - $61.94 $50.7K - $54.6K
8.58K $531K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
673
+ 10.82%
$62.09 - $66.51 $41.8K - $44.8K
6.89K $449K
BNDX
Vanguard Total International B

ETFs
960
+ 10.72%
$49.0 - $49.51 $47K - $47.5K
9.92K $490K
DFAI
Dimensional ETF Tr

ETFs
4
+ 0.03%
$34.05 - $36.55 $136 - $146
12.3K $448K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
90
+ 1.76%
$78.11 - $79.07 $7.03K - $7.12K
5.22K $411K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2
+ 0.02%
$41.8 - $43.15 $83.6 - $86.3
10.1K $430K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2
+ 0.01%
$47.86 - $48.43 $95.7 - $96.9
15.9K $767K
Innovator Etfs Trust
20K
New
N/A
20K $0
Global X Fds
12.1K
New
N/A
12.1K $0
Blackrock ETF Trust
81.5K
New
N/A
81.5K $0
Wisdomtree Tr
25.3K
New
N/A
25.3K $0
BSX
Boston Scientific Corp

Healthcare
11
+ 0.35%
$97.03 - $108.14 $1.07K - $1.19K
3.16K $308K
Activity Summary
Buys All Purchases 32 New Holdings 11 Increased Positions 21 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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