Fort Henry Capital, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Fort Henry Capital, LLC held in its portfolio 16 assets valued at $163,242,173 (i.e. $163.24M).

The most valuable assets in the portfolio included: ISHARES TR ($41.95M), ISHARES TR ($29.52M), and ISHARES TR ($20.65M).

The chart below shows the top 10 valuable assets, and the table below shows the top 16 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Fort Henry Capital, LLC Portfolio

ISHARES TR

VANGUARD BD INDEX FDS

VANGUARD INDEX FDS

DIMENSIONAL ETF TRUST

VANGUARD INDEX FDS

ISHARES TR

Fort Henry Capital, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES TR	61252	41953982	CORE S&P500 ETF
ISHARES TR	295599	29524425	CORE US AGGBD ET
ISHARES TR	171843	20652138	CORE S&P SCP ETF
VANGUARD BD INDEX FDS	231139	18216065	SHORT TRM BOND
VANGUARD INDEX FDS	159603	14123247	REAL ESTATE ETF
DIMENSIONAL ETF TRUST	293009	11166573	INTL CORE EQT MK
DIMENSIONAL ETF TRUST	179812	5856477	EMGR CRE EQT MNG
VANGUARD INDEX FDS	17394	5831524	TOTAL STK MKT
ISHARES TR	48036	4302147	CORE 80/20 AGGRE
ISHARES TR	59514	3868973	CORE 60/40 BALAN
VANGUARD STAR FDS	39574	2985463	VG TL INTL STK F
VANGUARD BD INDEX FDS	27783	2057903	TOTAL BND MRKT
VANGUARD CHARLOTTE FDS	22688	1096290	TOTAL INT BD ETF
ISHARES TR	22557	1076646	CORE 40/60 MODER
GE VERNOVA INC	468	305871	COM
LIBERTY LIVE HOLDINGS INC	2699	224449	COM SHS SER C