Forthright Family Wealth Advisory LLC

The portfolio is highly diversified, though it relies heavily on fund structures to achieve this. Approximately 87.1% of the portfolio is invested in ETFs, indicating a preference for accessing broad asset classes or specific factors through fund managers rather than selecting individual securities. The remaining exposure is divided among individual equities, with a slight tilt towards Communication Services and Technology. The portfolio's turnover was exceptionally high this quarter, characterized by a massive restructuring: 27 positions were sold entirely, while 10 new positions were initiated.

Key Holdings

The portfolio is top-heavy, with the first three positions accounting for nearly 48% of the total assets.