# EDGAR Filing Document

**Accession Number:** 0002008648
**File Stem:** 0002008648-25-000003
**Filing Date:** 2025-8
**Character Count:** 8788
**Document Hash:** 856274e44c10b04d1a99c9339617c108
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002008648-25-000003.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0002008648-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Forthright Family Wealth Advisory LLC
- **CENTRAL INDEX KEY:** 0002008648

**ORGANIZATION NAME:**
- **EIN:** 842170659
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23995
- **FILM NUMBER:** 251209836

**BUSINESS ADDRESS:**
- **STREET 1:** 825 TOWN AND COUNTRY LN
- **STREET 2:** 12TH FL
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77024
- **BUSINESS PHONE:** 7135103510

**MAIL ADDRESS:**
- **STREET 1:** 825 TOWN AND COUNTRY LN
- **STREET 2:** 12TH FL
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77024

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Forthright Family Wealth Advisory LLC<br>**Address:** 825 TOWN AND COUNTRY LN<br>12TH FL<br>HOUSTON, TX 77024

**Form 13F File Number:** 028-23995

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Neal D. Carlson<br>**Title:** Managing Director<br>**Phone:** 713-510-3510

**Signature, Place, and Date of Signing:**

Neal Carlson  Houston, TX  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $163157345

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 539969 | 3064 | SH |  | SOLE | 0 | 0 | 0 | 3064 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 293150 | 5000 | SH |  | SOLE | 0 | 0 | 0 | 5000 |
| AMAZON COM INC | COM | 023135106 |  | 863519 | 3936 | SH |  | SOLE | 0 | 0 | 0 | 3936 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 5898528 | 86476 | SH |  | SOLE | 0 | 727 | 0 | 85749 |
| APPLE INC | COM | 037833100 |  | 2053132 | 10007 | SH |  | SOLE | 0 | 0 | 0 | 10007 |
| BLACKROCK ETF TRUST II | ISHARES TOTAL RE | 092528876 |  | 13471267 | 266573 | SH |  | SOLE | 0 | 551 | 0 | 266022 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 338127 | 3148 | SH |  | SOLE | 0 | 0 | 0 | 3148 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 3154232 | 114201 | SH |  | SOLE | 0 | 93 | 0 | 114108 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 764607 | 15926 | SH |  | SOLE | 0 | 0 | 0 | 15926 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 425600 | 10071 | SH |  | SOLE | 0 | 0 | 0 | 10071 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 1451545 | 34267 | SH |  | SOLE | 0 | 0 | 0 | 34267 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 426732 | 12344 | SH |  | SOLE | 0 | 0 | 0 | 12344 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 10480369 | 292421 | SH |  | SOLE | 0 | 2782 | 0 | 289639 |
| HOME DEPOT INC | COM | 437076102 |  | 248582 | 678 | SH |  | SOLE | 0 | 0 | 0 | 678 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1652103 | 26493 | SH |  | SOLE | 0 | 187 | 0 | 26306 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 |  | 457646 | 7698 | SH |  | SOLE | 0 | 0 | 0 | 7698 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 4251784 | 67339 | SH |  | SOLE | 0 | 825 | 0 | 66514 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 1420656 | 28881 | SH |  | SOLE | 0 | 432 | 0 | 28449 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 10657492 | 58295 | SH |  | SOLE | 0 | 533 | 0 | 57762 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 385640 | 6218 | SH |  | SOLE | 0 | 0 | 0 | 6218 |
| ISHARES TR | CORE S ETF | 464287200 |  | 361364 | 582 | SH |  | SOLE | 0 | 0 | 0 | 582 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 12111330 | 110003 | SH |  | SOLE | 0 | 1042 | 0 | 108961 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 780416 | 4018 | SH |  | SOLE | 0 | 0 | 0 | 4018 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 878031 | 2068 | SH |  | SOLE | 0 | 0 | 0 | 2068 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 4320487 | 24935 | SH |  | SOLE | 0 | 245 | 0 | 24690 |
| ISHARES TR | S 100 ETF | 464287101 |  | 261132 | 858 | SH |  | SOLE | 0 | 0 | 0 | 858 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 10097954 | 159073 | SH |  | SOLE | 0 | 1575 | 0 | 157498 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 9417957 | 84089 | SH |  | SOLE | 0 | 835 | 0 | 83254 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 2699995 | 11235 | SH |  | SOLE | 0 | 135 | 0 | 11100 |
| J P MORGAN EXCHANGE TRADED F | USD EMRNG MKT | 46641Q746 |  | 1129929 | 28999 | SH |  | SOLE | 0 | 0 | 0 | 28999 |
| META PLATFORMS INC | CL A | 30303M102 |  | 358712 | 486 | SH |  | SOLE | 0 | 0 | 0 | 486 |
| MICROSOFT CORP | COM | 594918104 |  | 1715227 | 3448 | SH |  | SOLE | 0 | 0 | 0 | 3448 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 737713 | 4669 | SH |  | SOLE | 0 | 0 | 0 | 4669 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1830771 | 10052 | SH |  | SOLE | 0 | 0 | 0 | 10052 |
| PRIMERICA INC | COM | 74164M108 |  | 208810 | 763 | SH |  | SOLE | 0 | 0 | 0 | 763 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 |  | 615780 | 9000 | SH |  | SOLE | 0 | 0 | 0 | 9000 |
| PROGRESSIVE CORP | COM | 743315103 |  | 357059 | 1338 | SH |  | SOLE | 0 | 0 | 0 | 1338 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 9767168 | 420274 | SH |  | SOLE | 0 | 547 | 0 | 419727 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 2722282 | 63694 | SH |  | SOLE | 0 | 525 | 0 | 63169 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2551721 | 4130 | SH |  | SOLE | 0 | 0 | 0 | 4130 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 24442717 | 336260 | SH |  | SOLE | 0 | 2981 | 0 | 333279 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 403563 | 5128 | SH |  | SOLE | 0 | 0 | 0 | 5128 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 443440 | 8957 | SH |  | SOLE | 0 | 0 | 0 | 8957 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1360645 | 2395 | SH |  | SOLE | 0 | 0 | 0 | 2395 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 222616 | 1155 | SH |  | SOLE | 0 | 0 | 0 | 1155 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 327335 | 6618 | SH |  | SOLE | 0 | 0 | 0 | 6618 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 5143206 | 110988 | SH |  | SOLE | 0 | 118 | 0 | 110870 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 |  | 2517599 | 44861 | SH |  | SOLE | 0 | 201 | 0 | 44660 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 873405 | 15320 | SH |  | SOLE | 0 | 0 | 0 | 15320 |

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