Long-term investor
Forteris Wealth Management Inc. @forteriswealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107238).
Record
- Tracked since 2025-12-31 (264 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year n/a · all +10.1%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V104 · 7.3% · long · since 2025-12-31
- AMAT · 6.1% · long · since 2025-12-31
- 25434V203 · 5.4% · long · since 2025-12-31
- 25434V724 · 5.3% · long · since 2025-12-31
- 46432F339 · 5.0% · long · since 2025-12-31
- AAPL · 4.2% · long · since 2025-12-31
- 25434V708 · 3.5% · long · since 2025-12-31
- 25434V401 · 3.4% · long · since 2025-12-31
- 464287226 · 3.2% · long · since 2025-12-31
- 25434V609 · 3.1% · long · since 2025-12-31
- 46137V613 · 3.1% · long · since 2025-12-31
- 25434V807 · 3.1% · long · since 2025-12-31