§ 13F · FUND PROFILE
Fort Henry Capital, LLC.
AUM · $182M (13F)Positions · 17Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 61K | $46M | 25.1% | −1% |
| 2 | AGG | ISHARES TR | 313K | $31M | 17.1% | +3% |
| 3 | IJR | ISHARES TR | 170K | $25M | 13.9% | −2% |
| 4 | BSV | VANGUARD BD INDEX FDS | 249K | $19M | 10.7% | +3% |
| 5 | VNQ | VANGUARD INDEX FDS | 167K | $16M | 8.9% | +1% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 287K | $12M | 6.5% | ±0% |
| 7 | VTI | VANGUARD INDEX FDS | 19K | $7M | 3.9% | +4% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 168K | $7M | 3.7% | −4% |
| 9 | AOA | ISHARES TR | 50K | $5M | 2.7% | +1% |
| 10 | AOR | ISHARES TR | 61K | $4M | 2.3% | +2% |
§ 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 $182 million in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →