Long-term investor
Forthright Family Wealth Advisory LLC @forthrightfamilywealthad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008648).
Record
- Tracked since 2025-06-30 (434 days), 162 trades recorded
- Returns: week n/a · month n/a · 90 days +28.6% · 6 months +3.2% · 1 year +9.2% · all +9.2%
- Max drawdown -21.4% · Sharpe 0.10 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 10.4% · long · since 2025-06-30
- IVW · 7.7% · long · since 2025-06-30
- DFAC · 7.3% · long · since 2025-06-30
- BRTR · 7.0% · long · since 2025-06-30
- QUAL · 6.9% · long · since 2025-06-30
- EFV · 6.2% · long · since 2025-06-30
- AVLV · 6.0% · long · since 2025-06-30
- EMXC · 5.5% · long · since 2025-06-30
- SCHZ · 4.1% · long · since 2025-06-30
- IYW · 3.6% · long · since 2025-06-30
- OEF · 3.5% · long · since 2025-06-30
- VMBS · 2.8% · long · since 2025-06-30