Forthright Family Wealth Advisory LLC

Q2 2025 13F Holdings

Location
Houston, TX
Holdings as of
6/30/2025
Value ($000)
$157,893
Num holdings
49
Date filed
8/13/2025
Form type
13F-HR
Prev filing
4/30/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type