Home/Smart Money/FORTEM FINANCIAL GROUP, LLC
§ 13F · FUND PROFILE

FORTEM FINANCIAL GROUP, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $310.1T (13F)Positions · 171Turnover · · Q4Filed · Feb 4, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$25.4T 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 FEB 4, 2026
#TickerNameShares$ value% portΔ Q4
1PLTRPALANTIR TECHNOLOGIES INC99K$17.6T4.7%+3%
2URAGLOBAL X FDS389K$16.6T4.4%+1%
3NVDANVIDIA CORPORATION84K$15.6T4.2%+4%
4SRLNSSGA ACTIVE ETF TR288K$11.9T3.2%+2%
5TSLATESLA INC26K$11.5T3.1%+2%
6AMLPALPS ETF TR242K$11.4T3.0%±0%
7AVGOBROADCOM INC32K$11.1T3.0%+1%
8XMESPDR SERIES TRUST107K$11.1T3.0%±0%
9KLACKLA CORP7K$9.0T2.4%±0%
10CSPFCOHEN & STEERS ETF TRUST300K$7.8T2.1%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE FORTEM SIGNAL

AC read

FORTEM FINANCIAL GROUP, LLC is a Other fund managing $310121.5 trillion in assets. The fund runs a portfolio of 171 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