FORTERIS WEALTH MANAGEMENT INC.
FORTERIS WEALTH MANAGEMENT INC. reported 69 positions worth $122.2M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: DFAU (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $8.9M | 7.30% | 172,682 | — | — | |
| ▸ 2 | AMAT | SH | $7.5M | 6.11% | 10,328 | — | — | |
| ▸ 3 | DFAI | SH | $6.6M | 5.36% | 158,894 | — | — | |
| ▸ 4 | DFUV | SH | $6.5M | 5.28% | 117,272 | — | — | |
| ▸ 5 | QUAL | SH | $6.1M | 5.02% | 27,953 | — | — | |
| ▸ 6 | AAPL | SH | $5.1M | 4.16% | 17,552 | — | — | |
| ▸ 7 | DFAC | SH | $4.3M | 3.48% | 95,848 | — | — | |
| ▸ 8 | DFUS | SH | $4.1M | 3.37% | 50,333 | — | — | |
| ▸ 9 | AGG | SH | $4.0M | 3.24% | 40,007 | — | — | |
| ▸ 10 | DFAT | SH | $3.8M | 3.12% | 54,521 | — | — |
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Frequently Asked Questions
What stocks does FORTERIS WEALTH MANAGEMENT INC. hold as of Q2 2026?
FORTERIS WEALTH MANAGEMENT INC. reported 69 positions worth $122.2M in its Q2 2026 13F filing. Largest positions: DFAU (7.3%), AMAT (6.1%), DFAI (5.4%), DFUV (5.3%) and QUAL (5.0%).
What did FORTERIS WEALTH MANAGEMENT INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FORTERIS WEALTH MANAGEMENT INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.