FORTEM FINANCIAL GROUP, LLC - Portfolio overview

FORTEM FINANCIAL GROUP, LLC has 197 reported holdings in this dataset, with the latest filing dated 2026-04-16.

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. NVDA - NVIDIA CORPORATION, 3.74%
2. URA - GLOBAL X FDS, 3.55%
3. SRLN - SSGA ACTIVE ETF TR, 3.52%

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

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