Forthright Family Wealth Advisory LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of September 30, 2026. The filing lists Neal D. Carlson as the Managing Director responsible for the report.
The advisory firm reported ownership of 56 separate securities. The top holdings in the portfolio include a mix of individual equities and exchange-traded funds (ETFs). Among the individual stocks held, Apple Inc. is the largest position, followed by Microsoft Corporation, Alphabet Inc., and Amazon.com Inc.
The portfolio also features significant allocations to ETFs tracking various market indices and sectors. Major holdings include the iShares S&P 500 Growth ETF, the iShares S&P 500 ETF, the iShares Core U.S. Aggregate Bond ETF, and the Vanguard Total International Bond ETF.
The filing details specific share counts for many positions. For example, Forthright Family Wealth Advisory holds 9,032 shares of Apple, 3,249 shares of Microsoft, and 4,422 shares of Alphabet Class A. The firm also holds 1,381 shares of Space Exploration Technologies Corp (SpaceX) Class A.
