Long-term investor
Forthright Wealth Management, LLC @forthrightwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001841633).
Record
- Tracked since 2025-06-30 (446 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +6.3% · 6 months n/a · 1 year +12.9% · all +12.9%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 13.4% · long · since 2025-06-30
- 808524797 · 10.5% · long · since 2025-06-30
- 808524607 · 8.7% · long · since 2025-06-30
- 464287663 · 8.3% · long · since 2025-06-30
- 464287671 · 8.3% · long · since 2025-06-30
- 921937819 · 6.5% · long · since 2025-06-30
- 46641Q852 · 5.6% · long · since 2025-06-30
- 032108409 · 5.4% · long · since 2025-06-30
- 74348A467 · 4.7% · long · since 2025-06-30
- 922908629 · 4.0% · long · since 2025-06-30
- 46641Q134 · 2.9% · long · since 2025-06-30
- 922907746 · 1.9% · long · since 2025-06-30