Fortem Financial Group, LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$398.5M
Holdings
173
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +670.8% (83.9k → 646.4k shares)
3.9%
02
$URA
GLOBAL X FDS
Q1 2026: Exited (was 389.2k shares)
3.7%
03
$SRLN
SSGA ACTIVE ETF TR
Q1 2026: Exited (was 287.6k shares)
3.6%
04
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: Sold 89.7% (98.7k → 10.2k shares)
3.5%
05
$AMLP
ALPS ETF TR
Q1 2026: Exited (was 242.1k shares)
3.2%
06
$AVGO
BROADCOM INC
Q1 2026: Increased +29.8% (32.2k → 41.7k shares)
2.4%
07
$TSLA
TESLA INC
Q1 2026: Sold 37.2% (25.6k → 16.1k shares)
2.4%
08
$KLAC
KLA CORP
Q1 2026: Sold 71.3% (7.4k → 2.1k shares)
2.4%
09
$VSLU
ETF OPPORTUNITIES TRUST
Q1 2026: Exited (was 7.9k shares)
2.2%
10
$XME
SPDR SERIES TRUST
Q1 2026: Exited (was 107.3k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:32 UTC.