FORTERIS WEALTH MANAGEMENT INC.
All 13F Filings
- Location
- Armonk, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 122,235
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 7/21/2026 | 69 | 122,235 | 13F-HR | FORTERIS WEALTH MANAGEMENT INC. |
| Q1 2026 | 4/21/2026 | 68 | 104,483 | 13F-HR | FORTERIS WEALTH MANAGEMENT INC. |
| Q4 2025 | 1/26/2026 | 67 | 101,599 | 13F-HR | FORTERIS WEALTH MANAGEMENT INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.81 K | 34.2% | 7.483 K | 0 | 7.483 K |
| ETFs | 80.43 K | 65.8% | 10.27 K | 0 | 10.27 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
122,235
Holdings
69
QoQ value change ($000)
17,752
(17.0%)
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.