Institutions / Forteris Wealth Management Inc.
Forteris Wealth Management Inc.
CIK 2107238 · Institution · as of Dec 31, 2025
Portfolio value
$101.60M
Positions
67
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 67 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $7.52M | 7.4% |
| Dimensional ETF Trust | $5.77M | 5.7% |
| Dimensional ETF Trust | $5.33M | 5.2% |
| Apple Inc. | $5.04M | 5.0% |
| iShares MSCI UAE ETF | $4.91M | 4.8% |
| Dimensional ETF Trust | $3.93M | 3.9% |
| iShares Tr | $3.77M | 3.7% |
| Dimensional ETF Trust | $3.71M | 3.6% |
| Invesco Exchange Traded Fd T | $3.43M | 3.4% |
| Dimensional ETF Trust | $3.38M | 3.3% |
| Dimensional ETF Trust | $3.14M | 3.1% |
| iShares Tr | $3.09M | 3.0% |
| Meta Platforms Inc | $3.09M | 3.0% |
| Applied Materials Inc /De | $2.67M | 2.6% |
| ELI LILLY & Co | $2.65M | 2.6% |
| JPMorgan Chase & Co | $2.49M | 2.5% |
| PIMCO ETF Tr | $2.42M | 2.4% |
| iShares Tr | $2.12M | 2.1% |
| iShares Tr | $1.86M | 1.8% |
| Dimensional ETF Trust | $1.83M | 1.8% |
| iShares Tr | $1.72M | 1.7% |
| Amazon.com Inc | $1.61M | 1.6% |
| Walmart Inc. | $1.58M | 1.6% |
| iShares MSCI UAE ETF | $1.40M | 1.4% |
| Dimensional ETF Trust | $1.22M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.