FORTE CAPITAL LLC /ADV - Portfolio overview

FORTE CAPITAL LLC /ADV has 239 reported holdings in this dataset, with the latest filing dated 2025-07-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHG - Schwab US Large-Cap Growth ETF, 4.98%
2. AAPL - APPLE INC, 4.98%
3. NVDA - NVIDIA CORP, 3.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.