§ 13F · FUND PROFILE
Fort Henry Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.8T (13F)Positions · 16Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$224.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 61K | $42.0T | 25.7% | −2% |
| 2 | AGG | ISHARES TR | 296K | $29.5T | 18.1% | +5% |
| 3 | IJR | ISHARES TR | 172K | $20.7T | 12.7% | +1% |
| 4 | BSV | VANGUARD BD INDEX FDS | 231K | $18.2T | 11.2% | +4% |
| 5 | VNQ | VANGUARD INDEX FDS | 160K | $14.1T | 8.7% | +7% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 293K | $11.2T | 6.8% | +5% |
| 7 | DFAE | DIMENSIONAL ETF TRUST | 180K | $5.9T | 3.6% | +2% |
| 8 | VTI | VANGUARD INDEX FDS | 17K | $5.8T | 3.6% | +5% |
| 9 | AOA | ISHARES TR | 48K | $4.3T | 2.6% | +3% |
| 10 | AOR | ISHARES TR | 60K | $3.9T | 2.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORT SIGNAL
AC read
Fort Henry Capital, LLC is a Other fund managing $148766.2 trillion in assets. The fund runs a focused portfolio of just 16 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed