FORTERIS WEALTH MANAGEMENT INC.

13F Portfolio Filings

Most recent 13F
Q2 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
Q2 2026 69 122,234 DFAU, AMAT, DFAI, DFUV 13F-HR 7/21/2026 000210723826000003
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