Fort Henry Capital, LLC - Portfolio overview

Fort Henry Capital, LLC has 17 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Communication Services and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 24.37%
2. AGG - ISHARES TR, 18.30%
3. IJR - ISHARES TR, 13.03%

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

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