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The Analysis of Fort Henry Capital, LLC's Holdings & P&L

Currently, Fort Henry Capital, LLC holds 17 types of securities in its portfolio with a total value $181.5M. In the most recent quarter, they have increased their positions in N/A (+8.5K shares, valued at $838.3K), BSV (+7.6K shares, valued at $588.5K), N/A (+662 shares, valued at $245.0K); decreased their positions in N/A (-801 shares, valued at $599.9K), IJR (-3.2K shares, valued at $467.6K), DFAE (-6.5K shares, valued at $261.0K).

1M P&L

-213.9K-0.22%

3M P&L

+2.8M+2.91%

HY P&L

+6.5M+7.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A96.8M

98.9%

2Utilities - Renewable549.8K

0.6%

3Entertainment541.3K

0.6%

Top Industries by Stock Count

1N/A11 stocks

78.6%

2Entertainment2 stocks

14.3%

3Utilities - Renewable1 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR60.9K shares-1.30%2026-06-302026-07-15

ISHARES TR ISHARES TR313.2K shares2.78%2026-06-302026-07-15

IJR ISHARES TR170.2K shares-1.82%2026-06-302026-07-15

BSV VANGUARD BD INDEX FDS248.9K shares3.13%2026-06-302026-07-15

VNQ VANGUARD INDEX FDS166.7K shares0.59%2026-06-302026-07-15

DFAI DIMENSIONAL ETF TRUST287.3K shares-0.11%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS18.9K shares3.62%2026-06-302026-07-15

DFAE DIMENSIONAL ETF TRUST168.4K shares-3.71%2026-06-302026-07-15

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AOA ISHARES TR50.0K shares1.37%2026-06-302026-07-15

AOR ISHARES TR60.9K shares2.24%2026-06-302026-07-15

VXUS VANGUARD STAR FDS42.0K shares3.68%2026-06-302026-07-15

BND VANGUARD BD INDEX FDS32.2K shares7.84%2026-06-302026-07-15

BNDX VANGUARD CHARLOTTE FDS26.7K shares7.70%2026-06-302026-07-15

AOM ISHARES TR22.8K shares0.50%2026-06-302026-07-15

GEV GE VERNOVA INC468 shares0.00%2026-06-302026-07-15

LLYVK LIBERTY LIVE HOLDINGS INC2.7K shares0.00%2026-06-302026-07-15

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SIRI SIRIUSXM HOLDINGS INC8.7K shares0.00%2026-06-302026-07-15

ISHARES TR

-1.30%

Shares60.9K

Event2026-06-30

Filed2026-07-15

ISHARES TR

2.78%

Shares313.2K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

-1.82%

Shares170.2K

Event2026-06-30

Filed2026-07-15

BSV

VANGUARD BD INDEX FDS

3.13%

Shares248.9K

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD INDEX FDS

0.59%

Shares166.7K

Event2026-06-30

Filed2026-07-15

DFAI

DIMENSIONAL ETF TRUST

-0.11%

Shares287.3K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

3.62%

Shares18.9K

Event2026-06-30

Filed2026-07-15

DFAE

DIMENSIONAL ETF TRUST

-3.71%

Shares168.4K

Event2026-06-30

Filed2026-07-15

AOA

ISHARES TR

1.37%

Shares50.0K

Event2026-06-30

Filed2026-07-15

AOR

ISHARES TR

2.24%

Shares60.9K

Event2026-06-30

Filed2026-07-15

VXUS

VANGUARD STAR FDS

3.68%

Shares42.0K

Event2026-06-30

Filed2026-07-15

BND

VANGUARD BD INDEX FDS

7.84%

Shares32.2K

Event2026-06-30

Filed2026-07-15

BNDX

VANGUARD CHARLOTTE FDS

7.70%

Shares26.7K

Event2026-06-30

Filed2026-07-15

AOM

ISHARES TR

0.50%

Shares22.8K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

0.00%

Shares468

Event2026-06-30

Filed2026-07-15

LLYVK

LIBERTY LIVE HOLDINGS INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

SIRI

SIRIUSXM HOLDINGS INC

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Fort Henry Capital, LLC Institutional Holdings, Portfolio & P&L — TradeFomo