FORTERIS WEALTH MANAGEMENT INC.
All 13F Filings
- Location
- Armonk, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 120,950
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 69 | 120,950 | 13F-HR | FORTERIS WEALTH MANAGEMENT INC. |
| 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 | 41.04 K | 33.9% | 0 | 764 | -764 |
| ETFs | 79.61 K | 65.8% | 0 | 816 | -816 |
| Debt | 295 | 0.2% | 295 | 0 | 295 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
120,950
Holdings
69
QoQ value change ($000)
-1,285
(-1.1%)
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.