FORTERIS WEALTH MANAGEMENT INC.: 13F holdings
CIK 21072382026Q2
| Positions | 69 |
|---|---|
| Reported value | $122.2m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PAVE DIMENSIONAL ETF TRUST | 172,682 | $8.9m | 7.3% |
| AMAT APPLIED MATLS INC | 10,328 | $7.5m | 6.1% |
| DFAI DIMENSIONAL ETF TRUST | 158,894 | $6.6m | 5.4% |
| YM=F DIMENSIONAL ETF TRUST | 117,272 | $6.5m | 5.3% |
| QUAL ISHARES TR | 27,953 | $6.1m | 5.0% |
| AAPL APPLE INC | 17,552 | $5.1m | 4.2% |
| DIMENSIONAL ETF TRUST | 95,848 | $4.3m | 3.5% |
| DFUS DIMENSIONAL ETF TRUST | 50,333 | $4.1m | 3.4% |
| AGG ISHARES TR | 40,007 | $4.0m | 3.2% |
| DIMENSIONAL ETF TRUST | 54,521 | $3.8m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2107238")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.