FORTERIS WEALTH MANAGEMENT INC. - Portfolio overview

FORTERIS WEALTH MANAGEMENT INC. has 68 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 Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 7.04%
2. DFAI - DIMENSIONAL ETF TRUST, 5.72%
3. DFUV - DIMENSIONAL ETF TRUST, 5.44%

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

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