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FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-06-30
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC runs FORT VANCOUVER INVESTMENT MANAGEMENT, LLC and currently holds 62 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $214.14M. Their top holdings are DFLV, VOO, AVUV, DFIC, AVEM. The top five represent 51.1% of reported portfolio weight. FORT VANCOUVER INVESTMENT MANAGEMENT, LLC ranks #763 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FORT VANCOUVER INVESTMENT MANAGEMENT, LLC initiated 2 new positions. They added to 14 existing positions. They trimmed 21 positions. Their current best-performing preview position is HUT with returns of +145.83%.
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62 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFLV DIMENSIONAL ETF TRUST | 14.32% | $32.47 | $42.02 | +29.41% | Trimmed -0.83% |
 VOO VANGUARD INDEX FDS | 12.12% | $516.98 | $703.77 | +36.13% | Trimmed -5.88% |
 AVUV AMERICAN CENTY ETF TR | 10.76% | $89.38 | $126.43 | +41.45% | Trimmed -4.00% |
 DFIC DIMENSIONAL ETF TRUST | 7.16% | $29.32 | $39.39 | +34.35% | Trimmed -1.32% |
 AVEM AMERICAN CENTY ETF TR | 6.75% | $60.51 | $94.23 | +55.73% | Trimmed -9.40% |
 SCHF SCHWAB STRATEGIC TR | 6.47% | $19.32 | $28.46 | +47.28% | Trimmed -1.85% |
 VXF VANGUARD INDEX FDS | 6.46% | $173.14 | $245.51 | +41.80% | Trimmed -0.82% |
 DFGP DIMENSIONAL ETF TRUST | 4.67% | $54.03 | $53.25 | -1.45% | Added +9.04% |
 AVSF AMERICAN CENTY ETF TR | 4.54% | $46.75 | $46.37 | -0.81% | Added +17.52% |
 SCHC SCHWAB STRATEGIC TR | 4.18% | $36.23 | $51.26 | +41.48% | Trimmed -2.73% |
Showing 1-10 of 62