Fort Henry Capital, LLC
Fort Henry Capital, LLC reported 17 positions worth $181.5M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: IVV (25.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $45.6M | 25.12% | 60,894 | — | — | |
| ▸ 2 | AGG | SH | $31.0M | 17.08% | 313,230 | — | — | |
| ▸ 3 | IJR | SH | $25.2M | 13.90% | 170,176 | — | — | |
| ▸ 4 | BSV | SH | $19.4M | 10.68% | 248,902 | — | — | |
| ▸ 5 | VNQ | SH | $16.1M | 8.85% | 166,661 | — | — | |
| ▸ 6 | DFAI | SH | $11.9M | 6.53% | 287,287 | — | — | |
| ▸ 7 | VTI | SH | $7.0M | 3.86% | 18,927 | — | — | |
| ▸ 8 | DFAE | SH | $6.8M | 3.73% | 168,412 | — | — | |
| ▸ 9 | AOA | SH | $4.9M | 2.69% | 50,005 | — | — | |
| ▸ 10 | AOR | SH | $4.2M | 2.33% | 60,855 | — | — |
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Frequently Asked Questions
What stocks does Fort Henry Capital, LLC hold as of Q2 2026?
Fort Henry Capital, LLC reported 17 positions worth $181.5M in its Q2 2026 13F filing. Largest positions: IVV (25.1%), AGG (17.1%), IJR (13.9%), BSV (10.7%) and VNQ (8.9%).
What did Fort Henry Capital, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fort Henry Capital, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.