FORTE ASSET MANAGEMENT LLC - Portfolio overview

FORTE ASSET MANAGEMENT LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. ICSH - ISHARES TR, 5.94%
2. IXUS - ISHARES TR, 4.99%
3. DGRO - ISHARES TR, 4.34%

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

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