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Jeremy Justin Lowe

Fort Henry Capital, Llc

Assets Managed
$181.519M
Holdings
17
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
9.78%(2Q avg: 5.54%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fort Henry Capital, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Fort Henry Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 181.519M in assets, with a quarterly growth rate of 9.78% and a 2-quarter average growth rate of 5.54%. The portfolio is managed by Jeremy Justin Lowe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.29%
25.13%
$45.603M
60,894 shares@ $748.9 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2.78%
17.09%
$31.004M
313,230 shares@ $98.99 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.81%
13.91%
$25.239M
170,176 shares@ $148.32 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 3.13%
10.69%
$19.392M
248,902 shares@ $77.92 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 0.6%
8.86%
$16.071M
166,661 shares@ $96.44 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -0.11%
6.53%
$11.851M
287,287 shares@ $41.26 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 3.63%
3.86%
$7.004M
18,927 shares@ $370.05 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -3.71%
3.74%
$6.772M
168,412 shares@ $40.22 avg price
AOA
Ishares Core Aggressive Allo
Recent Activity
Increased 1.38%
2.69%
$4.88M
50,005 shares@ $97.6 avg price
AOR
Ishares Core Growth Allocati
Recent Activity
Increased 2.25%
2.33%
$4.229M
60,855 shares@ $69.5 avg price

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