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| Happy Holidays!! thanks for using AUM13F!! |
| Fortem Financial Group LLC
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| CRD # | 291662 |
| SEC # | 801-112300 |
| CIK # | 0001766509 |
| AUM | $528.5 M (2025-04-29) |
| Employees | 10 (60% Investors, 10% Brokers) |
| Phone | 760-206-8500 |
| Address | 44801 Village Court 201 Palm Desert, CA 92260 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001766509 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.2 | ||
| Palantir Technologies Inc | 12.6 | ||
| Broadcom Inc | 9.5 | ||
| Tesla Motors Inc | 7.9 | ||
| Microsoft Corp | 7.2 | ||
| KLA Tencor Corp | 6.8 | ||
| Amazon Com Inc | 5.8 | ||
| Apple Inc | 5.6 | ||
| Facebook Inc | 5.6 | ||
| Denali Holding Inc | 5.0 | ||
| Emcor Group Inc | 4.4 | ||
| Alphabet Inc | 4.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.0 | ||
| Emerson Electric Co | 3.5 | ||
| Energy Transfer Equity LP | 3.3 | ||
| J P Morgan Chase & Co | 3.3 | ||
| Annaly Capital Management Inc | 3.0 | ||
| Netflix Inc | 3.0 | ||
| NRG Energy Inc | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 54.5 |
| (b) Individuals (high net worth individuals) | 126 | 429.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.4 |
| (h) Charitable organizations | 4 | 29.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 15.5 |
| (n) Other | 0 | 0.0 |
| Total | 957 | 528.5 |
| By Discretionary | ||
| Discretionary | 926 | 522.7 |
| Non-Discretionary | 31 | 5.9 |
| Total | 957 | 528.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 528.5 | |
| Total | 957 | 528.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766509] |
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