Institutional Fund
Fortem Financial Group, LLC
Palm Desert, CACIK 17665095 filings on record
Portfolio Value
$398.52M
Q1 2026
Holdings
173
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+6.5%
from $374.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.9%
- Global X Fds3.7%
- Ssga Active ETF Tr3.6%
- Palantir Technologies Inc3.5%
- Alps ETF Tr3.2%
- Broadcom Inc2.4%
- Other79.6%
Portfolio Holdings
173 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 88.1K | $15.37M | 3.9% | +4.2K | Added |
| 2 | Global X Fds | 301.1K | $14.58M | 3.7% | −88.1K | Reduced |
| 3 | Ssga Active ETF Tr | 359.8K | $14.44M | 3.6% | +72.2K | Added |
| 4 | Palantir Technologies Inc | 96.1K | $14.06M | 3.5% | −2.6K | Reduced |
| 5 | Alps ETF Tr | 245.7K | $12.93M | 3.2% | +3.6K | Added |
| 6 | Broadcom Inc | 31.5K | $9.76M | 2.4% | −643 | Reduced |
| 7 | Tesla Inc | 26.0K | $9.67M | 2.4% | +363 | Added |
| 8 | Kla Corp | 6.6K | $9.65M | 2.4% | −836 | Reduced |
| 9 | ETF Opportunities Trust | 214.4K | $8.97M | 2.2% | +206.5K | Added |
| 10 | Spdr Series Trust | 82.8K | $8.95M | 2.2% | −24.4K | Reduced |
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