FORTEM FINANCIAL GROUP, LLC Diversified Active

Location: Palm Desert, CA

CIK: 0001766509 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 16, 2026

Total Value: $399M (100.0% shares, 0.0% debt)

Holdings (173)

NVDA NVIDIA CORPORATION 3.9%
Value $15.37M Shares 88,111 Est. Cost $102.65 Unrealized +81.8%
URA GLOBAL X FDS 3.7%
Value $14.58M Shares 301,066 Est. Cost $27.77 Unrealized
SRLN SSGA ACTIVE ETF TR 3.6%
Value $14.44M Shares 359,832 Est. Cost $41.14 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 3.5%
Value $14.06M Shares 96,137 Est. Cost $38.28 Unrealized +302.8%
AMLP ALPS ETF TR 3.2%
Value $12.93M Shares 245,708 Est. Cost $47.11 Unrealized
AVGO BROADCOM INC 2.4%
Value $9.758M Shares 31,528 Est. Cost $152.94 Unrealized +118.5%
TSLA TESLA INC 2.4%
Value $9.668M Shares 26,006 Est. Cost $229.34 Unrealized +85.7%
KLAC KLA CORP 2.4%
Value $9.653M Shares 6,556 Est. Cost $400.77 Unrealized +264.8%
VSLU ETF OPPORTUNITIES TRUST 2.2%
Value $8.965M Shares 214,425 Est. Cost $41.90 Unrealized
XME SPDR SERIES TRUST 2.2%
Value $8.946M Shares 82,826 Est. Cost $53.11 Unrealized
CSPF COHEN & STEERS ETF TRUST 2.1%
Value $8.562M Shares 333,994 Est. Cost $25.89 Unrealized
QQQ INVESCO QQQ TR 2.1%
Value $8.418M Shares 14,586 Est. Cost $346.91 Unrealized
DELL DELL TECHNOLOGIES INC 1.9%
Value $7.44M Shares 45,332 Est. Cost $61.49 Unrealized +93.6%
AMZN AMAZON COM INC 1.8%
Value $7.259M Shares 34,856 Est. Cost $172.23 Unrealized +31.7%
GOOGL ALPHABET INC 1.8%
Value $7.219M Shares 25,104 Est. Cost $157.95 Unrealized +104.7%
AAPL APPLE INC 1.7%
Value $6.88M Shares 27,111 Est. Cost $112.18 Unrealized +134.3%
VNLA JANUS DETROIT STR TR 1.7%
Value $6.829M Shares 139,775 Est. Cost $49.19 Unrealized
EME EMCOR GROUP INC 1.7%
Value $6.806M Shares 9,218 Est. Cost $251.53 Unrealized +188.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.6%
Value $6.489M Shares 19,200 Est. Cost $200.80 Unrealized
LRCX LAM RESEARCH CORP 1.6%
Value $6.4M Shares 29,955 Est. Cost $86.71 Unrealized +160.6%
AMAT APPLIED MATLS INC 1.6%
Value $6.279M Shares 18,370 Est. Cost $162.61 Unrealized +100.8%
MSFT MICROSOFT CORP 1.6%
Value $6.277M Shares 16,957 Est. Cost $270.85 Unrealized +60.5%
SHLD GLOBAL X FDS 1.3%
Value $5.375M Shares 75,873 Est. Cost $70.50 Unrealized
META META PLATFORMS INC 1.3%
Value $5.009M Shares 8,755 Est. Cost $311.85 Unrealized +110.2%
NEM NEWMONT CORP 1.3%
Value $4.988M Shares 46,082 Est. Cost $52.02 Unrealized +127.1%
APH AMPHENOL CORP NEW 1.2%
Value $4.832M Shares 38,246 Est. Cost $91.35 Unrealized +60.3%
PAVE GLOBAL X FDS 1.1%
Value $4.206M Shares 82,787 Est. Cost $41.11 Unrealized
CAH CARDINAL HEALTH INC 1.0%
Value $4.148M Shares 19,631 Est. Cost $160.30 Unrealized +34.3%
CMI CUMMINS INC 1.0%
Value $4.123M Shares 7,664 Est. Cost $333.78 Unrealized +72.4%
NLY ANNALY CAPITAL MANAGEMENT IN 1.0%
Value $4.1M Shares 193,851 Est. Cost $19.26 Unrealized
TPR TAPESTRY INC 1.0%
Value $4.092M Shares 28,996 Est. Cost $68.09 Unrealized +105.0%
ADI ANALOG DEVICES INC 1.0%
Value $4.028M Shares 12,660 Est. Cost $238.48 Unrealized +32.6%
TER TERADYNE INC 1.0%
Value $3.915M Shares 13,205 Est. Cost $171.50 Unrealized +55.0%
NFLX NETFLIX INC 1.0%
Value $3.803M Shares 39,553 Est. Cost $99.47 Unrealized -15.7%
VV VANGUARD INDEX FDS 0.8%
Value $3.315M Shares 11,091 Est. Cost $175.22 Unrealized
HWM HOWMET AEROSPACE INC 0.8%
Value $3.286M Shares 14,259 Est. Cost $191.94 Unrealized +18.0%
EOG EOG RES INC 0.8%
Value $3.274M Shares 22,644 Est. Cost $99.96 Unrealized +12.2%
SAMT ADVISORS INNER CIRCLE FD III 0.8%
Value $3.267M Shares 83,199 Est. Cost $23.10 Unrealized
HCA HCA HEALTHCARE INC 0.8%
Value $3.171M Shares 6,700 Est. Cost $306.49 Unrealized +62.5%
NRG NRG ENERGY INC 0.8%
Value $3.146M Shares 21,527 Est. Cost $74.33 Unrealized +113.2%
ET ENERGY TRANSFER L P 0.8%
Value $3.007M Shares 155,804 Est. Cost $9.74 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value $2.994M Shares 4,604 Est. Cost $509.47 Unrealized
LNG CHENIERE ENERGY INC 0.7%
Value $2.893M Shares 10,194 Est. Cost $221.01 Unrealized -5.1%
GVLE GOLDMAN SACHS ETF TR 0.7%
Value $2.843M Shares 71,503 Est. Cost $40.63 Unrealized
PNW PINNACLE WEST CAP CORP 0.7%
Value $2.709M Shares 26,887 Est. Cost $88.21 Unrealized +6.0%
NFG NATIONAL FUEL GAS CO 0.7%
Value $2.7M Shares 28,736 Est. Cost $68.76 Unrealized +21.5%
ADSK AUTODESK INC 0.7%
Value $2.662M Shares 11,121 Est. Cost $242.22 Unrealized +4.8%
JPM JPMORGAN CHASE & CO. 0.7%
Value $2.594M Shares 8,819 Est. Cost $107.07 Unrealized +190.8%
ULTA ULTA BEAUTY INC 0.6%
Value $2.53M Shares 4,841 Est. Cost $472.98 Unrealized +41.6%
HAL HALLIBURTON CO 0.6%
Value $2.504M Shares 64,213 Est. Cost $28.18 Unrealized +19.0%
SPG SIMON PPTY GROUP INC NEW 0.6%
Value $2.427M Shares 13,011 Est. Cost $113.40 Unrealized +62.2%
AZO AUTOZONE INC 0.6%
Value $2.253M Shares 667 Est. Cost $3335.93 Unrealized +8.7%
NOC NORTHROP GRUMMAN CORP 0.6%
Value $2.202M Shares 3,228 Est. Cost $520.21 Unrealized +29.5%
NDAQ NASDAQ INC 0.5%
Value $2.188M Shares 25,780 Est. Cost $91.37 Unrealized +0.4%
BX BLACKSTONE INC 0.5%
Value $2.146M Shares 18,665 Est. Cost $122.21 Unrealized +15.3%
COWG PACER FDS TR 0.5%
Value $2.139M Shares 63,393 Est. Cost $35.21 Unrealized
COF CAPITAL ONE FINL CORP 0.5%
Value $2.119M Shares 11,615 Est. Cost $199.56 Unrealized +11.9%
BLD TOPBUILD CORP 0.5%
Value $2.108M Shares 6,000 Est. Cost $382.17 Unrealized +28.7%
IDXX IDEXX LABS INC 0.5%
Value $2.105M Shares 3,747 Est. Cost $679.04 Unrealized -1.3%
NUVEEN S&P 500 DYNAMIC OVERW 0.5%
Value $2.104M Shares 130,912 Est. Cost $16.19 Unrealized
DG DOLLAR GEN CORP NEW 0.5%
Value $2.016M Shares 16,980 Est. Cost $111.59 Unrealized +32.3%
MPLX MPLX LP 0.4%
Value $1.716M Shares 30,073 Est. Cost $34.78 Unrealized
CAT CATERPILLAR INC 0.4%
Value $1.667M Shares 2,353 Est. Cost $271.81 Unrealized +151.8%
SPGI S&P GLOBAL INC 0.4%
Value $1.631M Shares 3,834 Est. Cost $497.12 Unrealized -2.4%
CSCO CISCO SYS INC 0.4%
Value $1.605M Shares 20,690 Est. Cost $46.68 Unrealized +66.9%
PAA PLAINS ALL AMERN PIPELINE L 0.4%
Value $1.478M Shares 66,211 Est. Cost $13.16 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value $1.446M Shares 1,452 Est. Cost $317.05 Unrealized +204.0%
LLY ELI LILLY & CO 0.4%
Value $1.43M Shares 1,555 Est. Cost $347.68 Unrealized +201.2%
ABBV ABBVIE INC 0.4%
Value $1.422M Shares 6,539 Est. Cost $153.82 Unrealized +44.7%
PYPL PAYPAL HLDGS INC 0.4%
Value $1.418M Shares 31,347 Est. Cost $67.96 Unrealized -26.3%
PM PHILIP MORRIS INTL INC 0.4%
Value $1.4M Shares 8,469 Est. Cost $132.56 Unrealized +32.7%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value $1.329M Shares 3,405 Est. Cost $313.10 Unrealized +37.7%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.3%
Value $1.301M Shares 24,657 Est. Cost $63.13 Unrealized
GEV GE VERNOVA INC 0.3%
Value $1.28M Shares 1,466 Est. Cost $351.16 Unrealized +109.9%
EMR EMERSON ELEC CO 0.3%
Value $1.216M Shares 9,282 Est. Cost $90.85 Unrealized +63.4%
GE GE AEROSPACE 0.3%
Value $1.206M Shares 4,250 Est. Cost $114.73 Unrealized +177.3%
ARM ARM HOLDINGS PLC 0.3%
Value $1.186M Shares 7,843 Est. Cost $143.37 Unrealized
BAC BANK AMERICA CORP 0.2%
Value $996K Shares 20,424 Est. Cost $38.62 Unrealized +38.9%
VLO VALERO ENERGY CORP 0.2%
Value $984K Shares 3,982 Est. Cost $106.62 Unrealized +78.3%
WMT WALMART INC 0.2%
Value $969K Shares 7,796 Est. Cost $67.03 Unrealized +82.1%
T AT&T INC 0.2%
Value $940K Shares 32,429 Est. Cost $17.40 Unrealized +47.9%
MCD MCDONALDS CORP 0.2%
Value $931K Shares 2,995 Est. Cost $261.40 Unrealized +21.4%
BKR BAKER HUGHES COMPANY 0.2%
Value $918K Shares 15,036 Est. Cost $44.05 Unrealized +27.3%
PNC PNC FINL SVCS GROUP INC 0.2%
Value $912K Shares 4,382 Est. Cost $123.21 Unrealized +82.6%
ORCL ORACLE CORP 0.2%
Value $906K Shares 6,159 Est. Cost $191.19 Unrealized -11.3%
JNJ JOHNSON & JOHNSON 0.2%
Value $894K Shares 3,659 Est. Cost $166.39 Unrealized +36.9%
QCOM QUALCOMM INC 0.2%
Value $893K Shares 6,935 Est. Cost $154.34 Unrealized -0.3%
GILD GILEAD SCIENCES INC 0.2%
Value $887K Shares 6,364 Est. Cost $67.94 Unrealized +103.7%
VOO VANGUARD INDEX FDS 0.2%
Value $871K Shares 1,457 Est. Cost $615.81 Unrealized
IWM ISHARES TR 0.2%
Value $870K Shares 3,510 Est. Cost $248.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $852K Shares 1,779 Est. Cost $313.04 Unrealized +57.6%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $836K Shares 22,097 Est. Cost $27.82 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $812K Shares 17,699 Est. Cost $54.65 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value $782K Shares 15,653 Est. Cost $62.91 Unrealized
EXPE EXPEDIA GROUP INC 0.2%
Value $773K Shares 3,350 Est. Cost $119.07 Unrealized +112.8%
RGTI RIGETTI COMPUTING INC 0.2%
Value $772K Shares 54,986 Est. Cost $12.89 Unrealized +58.7%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $765K Shares 2,216 Est. Cost $224.94 Unrealized +52.5%
ASTS AST SPACEMOBILE INC 0.2%
Value $760K Shares 9,177 Est. Cost $42.02 Unrealized +133.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value $755K Shares 12,313 Est. Cost $75.06 Unrealized +2.3%
GD GENERAL DYNAMICS CORP 0.2%
Value $755K Shares 2,200 Est. Cost $222.75 Unrealized +59.1%
DUK DUKE ENERGY CORP NEW 0.2%
Value $742K Shares 5,670 Est. Cost $118.56 Unrealized +2.0%
BLK BLACKROCK INC 0.2%
Value $734K Shares 763 Est. Cost $987.07 Unrealized +11.2%
ARKK ARK ETF TR 0.2%
Value $722K Shares 10,688 Est. Cost $85.72 Unrealized
MS MORGAN STANLEY 0.2%
Value $722K Shares 4,388 Est. Cost $84.76 Unrealized +112.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $714K Shares 3,509 Est. Cost $184.63 Unrealized +20.1%
ALV AUTOLIV INC 0.2%
Value $684K Shares 6,502 Est. Cost $99.46 Unrealized +25.6%
MA MASTERCARD INCORPORATED 0.2%
Value $676K Shares 1,353 Est. Cost $319.52 Unrealized +68.7%
CBOE CBOE GLOBAL MKTS INC 0.2%
Value $659K Shares 2,344 Est. Cost $120.35 Unrealized +126.0%
BE BLOOM ENERGY CORP 0.2%
Value $644K Shares 4,750 Est. Cost $109.24 Unrealized +32.4%
PWR QUANTA SVCS INC 0.2%
Value $641K Shares 1,168 Est. Cost $253.42 Unrealized +91.9%
HON HONEYWELL INTL INC 0.2%
Value $640K Shares 2,832 Est. Cost $197.31 Unrealized +14.5%
UBER UBER TECHNOLOGIES INC 0.2%
Value $634K Shares 8,818 Est. Cost $62.08 Unrealized +26.8%
EBAY EBAY INC. 0.2%
Value $630K Shares 6,918 Est. Cost $54.84 Unrealized +62.9%
KMI KINDER MORGAN INC DEL 0.2%
Value $623K Shares 18,579 Est. Cost $26.64 Unrealized +11.7%
GOOG ALPHABET INC 0.2%
Value $610K Shares 2,126 Est. Cost $147.98 Unrealized +118.7%
MU MICRON TECHNOLOGY INC 0.2%
Value $609K Shares 1,803 Est. Cost $258.13 Unrealized +49.9%
PFE PFIZER INC 0.1%
Value $588K Shares 20,955 Est. Cost $25.20 Unrealized +3.9%
WMB WILLIAMS COS INC 0.1%
Value $585K Shares 8,035 Est. Cost $62.64 Unrealized +5.9%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value $569K Shares 1,200 Est. Cost $323.51 Unrealized +15.4%
VO VANGUARD INDEX FDS 0.1%
Value $558K Shares 1,943 Est. Cost $257.47 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $512K Shares 10,365 Est. Cost $48.25 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value $509K Shares 700 Est. Cost $256.04 Unrealized +146.5%
MTG MGIC INVT CORP WIS 0.1%
Value $509K Shares 19,388 Est. Cost $16.24 Unrealized +66.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value $493K Shares 3,074 Est. Cost $187.78 Unrealized -8.3%
CFG CITIZENS FINL GROUP INC 0.1%
Value $486K Shares 8,104 Est. Cost $54.75 Unrealized +15.3%
INTC INTEL CORP 0.1%
Value $486K Shares 11,009 Est. Cost $40.29 Unrealized +15.2%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value $486K Shares 13,363 Est. Cost $36.35 Unrealized
FR FIRST INDL RLTY TR INC 0.1%
Value $475K Shares 8,205 Est. Cost $53.96 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value $458K Shares 29,293 Est. Cost $10.90 Unrealized +64.2%
TXN TEXAS INSTRS INC 0.1%
Value $439K Shares 2,259 Est. Cost $206.27 Unrealized 0.0%
ALB ALBEMARLE CORP 0.1%
Value $427K Shares 2,381 Est. Cost $151.62 Unrealized +13.0%
WFC WELLS FARGO CO NEW 0.1%
Value $417K Shares 5,236 Est. Cost $47.47 Unrealized +89.7%
COR CENCORA INC 0.1%
Value $401K Shares 1,275 Est. Cost $209.13 Unrealized +68.8%
RTX RTX CORPORATION 0.1%
Value $391K Shares 2,029 Est. Cost $125.87 Unrealized +56.2%
VTR VENTAS INC 0.1%
Value $378K Shares 4,628 Est. Cost $70.36 Unrealized +9.9%
V VISA INC 0.1%
Value $374K Shares 1,237 Est. Cost $238.25 Unrealized +38.2%
BA BOEING CO 0.1%
Value $368K Shares 1,850 Est. Cost $205.66 Unrealized +16.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value $363K Shares 7,220 Est. Cost $35.51 Unrealized +13.4%
CF CF INDS HLDGS INC 0.1%
Value $357K Shares 2,748 Est. Cost $90.08 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value $344K Shares 4,165 Est. Cost $81.69 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $336K Shares 1,982 Est. Cost $113.61 Unrealized +22.1%
CVX CHEVRON CORP NEW 0.1%
Value $334K Shares 1,613 Est. Cost $171.87 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $331K Shares 2,528 Est. Cost $77.72 Unrealized +55.1%
HD HOME DEPOT INC 0.1%
Value $327K Shares 995 Est. Cost $254.89 Unrealized +47.9%
URI UNITED RENTALS INC 0.1%
Value $310K Shares 425 Est. Cost $665.35 Unrealized +32.7%
GM GENERAL MTRS CO 0.1%
Value $298K Shares 4,006 Est. Cost $36.58 Unrealized +124.9%
UUUU ENERGY FUELS INC 0.1%
Value $297K Shares 16,300 Est. Cost $18.41 Unrealized +17.3%
VTI VANGUARD INDEX FDS 0.1%
Value $292K Shares 909 Est. Cost $271.28 Unrealized
GLW CORNING INC 0.1%
Value $291K Shares 2,141 Est. Cost $111.68 Unrealized 0.0%
ROYCE SMALL CAP TRUST INC 0.1%
Value $289K Shares 17,388 Est. Cost $16.60 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $288K Shares 5,082 Est. Cost $60.28 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value $279K Shares 10,878 Est. Cost $24.44 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value $273K Shares 4,642 Est. Cost $44.09 Unrealized +38.6%
XPO XPO INC 0.1%
Value $266K Shares 1,366 Est. Cost $170.37 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value $264K Shares 436 Est. Cost $432.87 Unrealized +38.8%
BTC GRAYSCALE BITCOIN MINI TR ET 0.1%
Value $263K Shares 8,776 Est. Cost $37.34 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value $248K Shares 1,690 Est. Cost $124.60 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $246K Shares 3,735 Est. Cost $63.03 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value $237K Shares 1,600 Est. Cost $134.11 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value $227K Shares 1,300 Est. Cost $200.57 Unrealized 0.0%
PHM PULTE GROUP INC 0.1%
Value $223K Shares 1,900 Est. Cost $83.60 Unrealized +57.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $219K Shares 258 Est. Cost $475.08 Unrealized +96.3%
QUBT QUANTUM COMPUTING INC 0.1%
Value $216K Shares 31,596 Est. Cost $12.73 Unrealized -20.1%
KDP KEURIG DR PEPPER INC 0.1%
Value $209K Shares 7,946 Est. Cost $28.32 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $208K Shares 8,409 Est. Cost $24.04 Unrealized
C CITIGROUP INC 0.1%
Value $204K Shares 1,803 Est. Cost $103.64 Unrealized +12.1%
QBTS D-WAVE QUANTUM INC 0.0%
Value $173K Shares 12,004 Est. Cost $27.48 Unrealized -13.9%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $154K Shares 13,929 Est. Cost $11.91 Unrealized +1.0%
F FORD MTR CO 0.0%
Value $127K Shares 11,019 Est. Cost $9.27 Unrealized +48.2%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $91,393 Shares 13,150 Est. Cost $8.23 Unrealized -1.8%
BFRG BULLFROG AI HLDGS INC 0.0%
Value $84,000 Shares 50,000 Est. Cost $4.22 Unrealized -84.7%
NMAX NEWSMAX INC 0.0%
Value $73,994 Shares 14,175 Est. Cost $13.50 Unrealized -49.7%
UWMC UWM HOLDINGS CORPORATION 0.0%
Value $54,246 Shares 14,985 Est. Cost $5.27 Unrealized -3.7%