Fortem Financial Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 190 distinct securities held by the firm.
The portfolio includes a mix of large-cap technology companies, energy firms, and exchange-traded funds. Major holdings include shares of Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Amazon.com Inc. The firm also holds significant positions in energy companies such as Kinder Morgan Inc. and Enterprise Products Partners L.P.
Fortem Financial Group lists Brett D'Orlando as the Chief Compliance Officer responsible for the filing, which was signed on October 19, 2026. The firm's address is listed as 44801 Village Court #201 in Palm Desert, California.
