Fort Vancouver Investment Management, LLC
All 13F Filings
- Location
- Vancouver, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,143
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 62 | 214,143 | 13F-HR | Fort Vancouver Investment Management, LLC |
| Q1 2026 | 5/15/2026 | 59 | 196,959 | 13F-HR | Fort Vancouver Investment Management, LLC |
| Q4 2025 | 2/6/2026 | 51 | 187,123 | 13F-HR | Fort Vancouver Investment Management, LLC |
| Q3 2025 | 11/14/2025 | 48 | 180,127 | 13F-HR | Fort Vancouver Investment Management, LLC |
| Q2 2025 | 8/1/2025 | 54 | 146,288 | 13F-HR | Fort Vancouver Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26 | 0.0% | 8 | 0 | 8 |
| ETFs | 214.1 K | 100.0% | 17.18 K | 0 | 17.18 K |
| Debt | 35 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
214,143
Holdings
62
QoQ value change ($000)
17,184
(8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.