Fort Vancouver Investment Management, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 1, 2025
Value $
$146M
Signature - Title
Holly Breeden - CCO
Location
Vancouver, WA
Summary
This page shows a list of all the recent 13F filings made by Fort Vancouver Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fort Vancouver Investment Management, LLC reported 54 stock holdings with total value $146M as of Q2 2025. Top holdings included VOO, AVUV, AVEM, SCHF, and VXF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 54 $146M +$7.58M -$2.5M +$5.08M VOO, AVUV, AVEM, SCHF, VXF 13F-HR 7/31/2025, 08:32 PM
Q1 2025 53 $130M +$50.2M -$37.1M +$13M VOO, AVUV, SCHF, AVEM, VXF 13F-HR 4/25/2025, 05:30 PM
Q4 2024 47 $118M +$45M -$30.5M +$14.5M VOO, SCHF, VXF, VCSH, VTIP 13F-HR 2/11/2025, 06:41 PM
Q3 2024 48 $116M +$9.56M -$3.62M +$5.93M VOO, SCHF, AVEM, AVUV, VXF 13F-HR 10/25/2024, 03:30 PM
Q2 2024 48 $104M $0 $0 VOO, SCHF, AVEM, AVUV, VXF 13F-HR 8/9/2024, 02:16 PM