account_balance
Investment manager · 13F filer · SEC CIK 1927129
Forte Asset Management LLC
Reported value$248Mas of Sep 30, 2026
Positions76 3 new, 4 sold out
Top 10 weight36.9%IXUS alone is 5%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IXUSiShares Tr
5.3%
MSFTMicrosoft Corp
4.6%Trimmed −5%
QUALiShares Tr
4.5%
DGROiShares Tr
4.0%Trimmed −8%
IDViShares Tr
3.4%
DYNFBlackRock ETF Trust
3.3%
IWViShares Tr
3.3%
IWRiShares Tr
3.1%
IVViShares Tr
2.7%
LRGFiShares Tr
2.6%
IVEiShares Tr
2.6%
EFGiShares Tr
2.5%
IXUSiShares Tr
5.3%
MSFTMicrosoft Corp
4.6%
QUALiShares Tr
4.5%
DGROiShares Tr
4.0%−8%
IDViShares Tr
3.4%
DYNFBlackRock ETF Trust
3.3%
IWViShares Tr
3.3%
IWRiShares Tr
3.1%
IVViShares Tr
2.7%
LRGFiShares Tr
2.6%
IVEiShares Tr
2.6%
EFGiShares Tr
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IXUS iShares Tr 5.3% Held
MSFT Microsoft Corp 4.6% Trimmed −5%QUAL iShares Tr 4.5% Held
DGRO iShares Tr 4.0% Trimmed −8%
IDV iShares Tr 3.4% Held
DYNF BlackRock ETF Trust 3.3% Held
IWV iShares Tr 3.3% Held
IWR iShares Tr 3.1% Held
IVV iShares Tr 2.7% Held
LRGF iShares Tr 2.6% Held
IVE iShares Tr 2.6% Held
EFG iShares Tr 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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