13F Filings History of Fort Henry Capital, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$163,242,173
Signature - Title
Jeremy Justin Lowe - CCO
Location
Wheeling, WV
Summary
This page shows a list of all the recent 13F filings made by Fort Henry Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fort Henry Capital, LLC reported 16 stock holdings with total value $163,242,173 as of Q4 2025. Top holdings included IVV, AGG, IJR, BSV, and VNQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 16 $163,242,173 +$5,390,416 -$1,175,924 +$4,214,492 IVV, AGG, IJR, BSV, VNQ 13F-HR 23 Jan 2026, 06:14
Q3 2025 17 $157,426,571 +$2,052,935 -$728,794 +$1,324,141 IVV, AGG, IJR, BSV, VNQ 13F-HR 14 Oct 2025, 17:10
Q2 2025 16 $148,766,184 +$2,366,603 -$30,929 +$2,335,674 IVV, AGG, IJR, BSV, VNQ 13F-HR 15 Jul 2025, 08:34
Q1 2025 14 $139,262,892 +$2,499,064 -$1,149,231 +$1,349,833 IVV, AGG, BSV, IJR, VNQ 13F-HR 22 Apr 2025, 17:18
Q4 2024 14 $139,777,932 +$1,280,827 -$4,861,399 -$3,580,572 IVV, AGG, IJR, BSV, VNQ 13F-HR 21 Jan 2025, 16:46
Q3 2024 16 $146,931,007 +$6,057,916 -$6,823,356 -$765,440 IVV, AGG, IJR, BSV, VNQ 13F-HR 24 Oct 2024, 17:15
Q2 2024 15 $138,926,309 +$2,916,518 -$146,066 +$2,770,452 IVV, AGG, BSV, IJR, VNQ 13F-HR 18 Jul 2024, 11:12
Q1 2024 15 $135,573,207 +$4,032,753 -$2,202,889 +$1,829,864 IVV, AGG, BSV, IJR, VNQ 13F-HR 19 Apr 2024, 16:50
Q4 2023 14 $129,331,846 +$3,005,853 -$1,295,311 +$1,710,542 IVV, BSV, AGG, IJR, VNQ 13F-HR 22 Jan 2024, 11:28
Q3 2023 15 $116,893,250 +$269,806 -$2,664,469 -$2,394,663 IVV, BSV, AGG, IJR, VNQ 13F-HR 10 Oct 2023, 16:12
Q2 2023 15 $124,207,285 +$2,281,146 -$677,161 +$1,603,985 IVV, BSV, AGG, IJR, VNQ 13F-HR 25 Jul 2023, 12:00
Q1 2023 15 $119,444,381 +$4,832,746 -$200,118 +$4,632,628 IVV, BSV, AGG, IJR, VNQ 13F-HR 20 Apr 2023, 14:45
Q4 2022 15 $110,489,606 +$4,389,910 -$1,420,397 +$2,969,513 IVV, BSV, AGG, IJR, VNQ 13F-HR 20 Jan 2023, 13:18
Q3 2022 15 $102,738,000 +$1,903,215 -$80,092 +$1,823,123 IVV, BSV, AGG, IJR, VNQ 13F-HR 26 Oct 2022, 10:52
Q2 2022 15 $107,134,000 +$3,959,623 -$70,795 +$3,888,828 IVV, BSV, AGG, IJR, VNQ 13F-HR 27 Jul 2022, 12:31
Q1 2022 15 $115,861,000 +$2,611,471 -$514,369 +$2,097,102 IVV, BSV, AGG, IJR, VNQ 13F-HR 27 Apr 2022, 17:10
Q4 2021 13 $119,932,000 +$2,916,710 -$2,309,832 +$606,878 IVV, BSV, AGG, IJR, VNQ 13F-HR 27 Jan 2022, 14:00
Q3 2021 13 $113,663,000 +$1,049,872 -$390,930 +$658,942 IVV, BSV, AGG, IJR, VNQ 13F-HR 13 Oct 2021, 15:13
Q2 2021 12 $113,769,000 +$3,967,988 -$666,511 +$3,301,477 IVV, BSV, AGG, IJR, VNQ 13F-HR 14 Jul 2021, 15:29
Q1 2021 9 $105,629,000 +$2,817,009 -$1,677,647 +$1,139,362 IVV, BSV, AGG, IJR, VNQ 13F-HR 19 Apr 2021, 18:54
Q4 2020 11 $100,065,000 $0 $0 $0 IVV, BSV, AGG, IJR, VNQ 13F-HR 08 Feb 2021, 12:21