13F Filings History of FORTE ASSET MANAGEMENT LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$220,213,763
Signature - Title
Timothy Low - Managing Director
Location
Bedford, NY
Summary
This page shows a list of all the recent 13F filings made by FORTE ASSET MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FORTE ASSET MANAGEMENT LLC reported 73 stock holdings with total value $220,213,763 as of Q4 2025. Top holdings included MSFT, IXUS, QUAL, DGRO, and IWV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 73 $220,213,763 +$14,633,497 -$4,680,972 +$9,952,525 MSFT, IXUS, QUAL, DGRO, IWV 13F-HR 16 Jan 2026, 16:47
Q3 2025 73 $207,776,786 +$11,591,028 -$11,537,188 +$53,840 IXUS, DGRO, QUAL, IWV, LRGF 13F-HR 30 Oct 2025, 16:31
Q2 2025 66 $196,266,073 +$20,115,765 -$36,974,977 -$16,859,212 IXUS, QUAL, IWV, DGRO, EFG 13F-HR 31 Jul 2025, 16:21
Q1 2025 66 $198,540,032 +$21,615,093 -$10,131,597 +$11,483,496 IVE, QUAL, IXUS, DGRO, IWV 13F-HR 29 Apr 2025, 15:06
Q4 2024 60 $188,329,638 +$15,311,798 -$11,862,163 +$3,449,635 DGRO, IXUS, QUAL, IVE, IWV 13F-HR 22 Jan 2025, 16:54
Q3 2024 63 $187,475,912 +$19,549,867 -$10,846,284 +$8,703,583 IXUS, DGRO, QUAL, IVE, IWV 13F-HR 28 Oct 2024, 15:33
Q2 2024 61 $169,531,298 +$11,046,714 -$7,943,639 +$3,103,075 IXUS, DGRO, QUAL, IWV, USHY 13F-HR 25 Jul 2024, 12:04
Q1 2024 58 $164,980,863 +$24,435,458 -$12,479,433 +$11,956,025 IXUS, DGRO, QUAL, IDV, IWV 13F-HR 03 May 2024, 16:20
Q4 2023 55 $146,327,470 +$21,405,519 -$37,697,653 -$16,292,134 IXUS, DGRO, IDV, QUAL, IWV 13F-HR 31 Jan 2024, 15:06
Q3 2023 53 $148,896,473 +$14,301,320 -$14,425,720 -$124,400 DGRO, IXUS, IDV, USHY, QUAL 13F-HR 16 Oct 2023, 20:28
Q2 2023 57 $154,244,319 +$11,646,358 -$12,679,178 -$1,032,820 DGRO, IXUS, ICSH, IDV, IWV 13F-HR 17 Jul 2023, 10:53
Q1 2023 60 $151,321,528 +$18,653,939 -$29,480,602 -$10,826,663 DGRO, IXUS, IWV, IWR, EFG 13F-HR 21 Apr 2023, 21:01
Q4 2022 60 $153,433,222 +$48,984,602 -$54,566,676 -$5,582,074 DGRO, IWV, IXUS, MUB, IWR 13F-HR 17 Jan 2023, 14:30
Q3 2022 60 $150,786,000 +$20,366,555 -$6,604,986 +$13,761,569 EFA, DGRO, ICSH, GLD, IWV 13F-HR 24 Oct 2022, 17:43
Q2 2022 60 $144,520,000 $0 $0 $0 EFA, DGRO, GLD, IWV, LRGF 13F-HR 22 Jul 2022, 16:17