FORTERIS WEALTH MANAGEMENT INC.
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Armonk, NY
CIK
0002107238
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
68
104,482
DFAU, DFAI, DFUV, QUAL
13F-HR
4/21/2026
000210723826000002
Q4 2025
67
101,598
DFAU, DFAI, DFUV, AAPL
13F-HR
1/26/2026
000210723826000001