Forteris Wealth Management Inc.
All holdings · as of Dec 31, 2025
| 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% |
| NetApp Inc | $1.18M | 1.2% |
| Valero Energy Corp | $957.9K | 0.9% |
| DIMENSIONAL ETF TRUST | $858.8K | 0.8% |
| HOME DEPOT, INC. | $816.9K | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $783.7K | 0.8% |
| GILEAD SCIENCES, INC. | $754.9K | 0.7% |
| DIMENSIONAL ETF TRUST | $749.5K | 0.7% |
| Alibaba Group Holding LtdBABA | $748.6K | 0.7% |
| INTERNATIONAL BUSINESS MACHINES CORP | $727.5K | 0.7% |
| HALLIBURTON CO | $689.5K | 0.7% |
| ISHARES U S ETF TR | $653.8K | 0.6% |
| Nuveen S&P 500 BuyWrite Income Fund | $645.1K | 0.6% |
| Marathon Petroleum Corp | $634.3K | 0.6% |
| BRISTOL MYERS SQUIBB CO | $631.1K | 0.6% |
| FORD MOTOR CO | $606.7K | 0.6% |
| United Parcel Service Inc | $581.8K | 0.6% |
| DIMENSIONAL ETF TRUST | $581.6K | 0.6% |
| ISHARES TR | $580.2K | 0.6% |
| DIMENSIONAL ETF TRUST | $573.9K | 0.6% |
| MICROSOFT CORP | $545.5K | 0.5% |
| JOHNSON & JOHNSON | $543.9K | 0.5% |
| 3M CO | $530.3K | 0.5% |
| EXXON MOBIL CORP | $528.4K | 0.5% |
| Tapestry Inc | $478.4K | 0.5% |
| PROSHARES TR | $450.8K | 0.4% |