13F Filings History of FORTERIS WEALTH MANAGEMENT INC.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$101,598,559
Signature - Title
Brett Fry - Managing Director
Location
Armonk, NY
Summary
This page shows a list of all the recent 13F filings made by FORTERIS WEALTH MANAGEMENT INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FORTERIS WEALTH MANAGEMENT INC. reported 67 stock holdings with total value $101,598,559 as of Q4 2025. Top holdings included DFAU, DFAI, DFUV, AAPL, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 67 $101,598,559 $0 $0 $0 DFAU, DFAI, DFUV, AAPL, QUAL 13F-HR 26 Jan 2026, 12:33