Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fort Henry Capital, LLC (CIK 1843536) reported $165.4M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($40.3M, 24.37%), AGG ($30.3M, 18.30%), IJR ($21.5M, 13.03%), BSV ($18.9M, 11.44%), VNQ ($14.7M, 8.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $40.3M | 24.37% | 61,695 | Added |
| 2 | AGG | ISHARES TR | $30.3M | 18.30% | 304,761 | Added |
| 3 | IJR | ISHARES TR | $21.5M | 13.03% | 173,329 | Added |
| 4 | BSV | VANGUARD BD INDEX FDS | $18.9M | 11.44% | 241,349 | Added |
| 5 | VNQ | VANGUARD INDEX FDS | $14.7M | 8.89% | 165,683 | Added |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $11.2M | 6.78% | 287,617 | Trimmed |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $5.9M | 3.58% | 174,904 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $5.9M | 3.54% | 18,265 | Added |
| 9 | AOA | ISHARES TR | $4.4M | 2.64% | 49,327 | Added |
| 10 | AOR | ISHARES TR | $3.8M | 2.32% | 59,520 | Added |
| 11 | VXUS | VANGUARD STAR FDS | $3.1M | 1.89% | 40,496 | Added |
| 12 | BND | VANGUARD BD INDEX FDS | $2.2M | 1.33% | 29,839 | Added |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | $1.2M | 0.72% | 24,820 | Added |
| 14 | AOM | ISHARES TR | $1.1M | 0.65% | 22,680 | Added |
| 15 | GEV | GE VERNOVA INC | $408,517 | 0.25% | 468 | Hold |
| 16 | LIBERTY LIVE HOLDINGS INC | $254,003 | 0.15% | 2,699 | Hold | |
| 17 | SIRI | SIRIUSXM HOLDINGS INC | $200,173 | 0.12% | 8,673 | New |
Source: SEC Form 13F filings · as of 2026-03-31