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Fort Vancouver Investment Management, LLC

Q4 2025 · 13F-HR

Fort Vancouver Investment Management, LLCholdings as filed

Filed 2026-02-06 · accession 0002032698-26-000001

$187.1M
Reported value
51
Positions
2025-12-31
Period end
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The Brief · Fort Vancouver Investment Management, LLC · Q4 2025

AI · grounded in 13F

Fort Vancouver Investment Management, LLC reduced its position in DFAI by 50.59%. The fund also trimmed holdings in DFAU by 24.35% and SCHM by 21.28%. On the buy side, the manager accumulated shares of DFLV by 4.46% and AVUV by 3.52%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V666DFLVDIMENSIONAL ETF TRUST$25.4M13.6%742,632CommonNONE
922908363VOOVANGUARD INDEX FDS$23.5M12.6%37,544CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$19.1M10.2%187,462CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$14.1M7.52%408,247CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$12.5M6.70%162,886CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$12.0M6.39%497,224CommonNONE
922908652VXFVANGUARD INDEX FDS$11.1M5.92%52,996CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$9.1M4.86%113,995CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$8.5M4.57%187,727CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$8.2M4.36%86,819CommonNONE
922020805VTIPVANGUARD MALVERN FDS$7.1M3.81%144,260CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$7.1M3.81%167,435CommonNONE
025072687AVSFAMERICAN CENTY ETF TR$7.1M3.79%150,777CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$5.2M2.79%108,163CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$4.4M2.35%163,335CommonNONE
922908736VUGVANGUARD INDEX FDS$4.1M2.21%8,468CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$1.5M0.79%19,432CommonNONE
808524706SCHESCHWAB STRATEGIC TR$1.0M0.55%31,590CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$864,8980.46%13,845CommonNONE
922908629VOVANGUARD INDEX FDS$664,6040.36%2,290CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$619,7420.33%19,028CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$619,6810.33%18,841CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$520,2300.28%3,688CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$481,4080.26%5,848CommonNONE
464288273SCZISHARES TR$409,4360.22%5,281CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$335,9730.18%11,173CommonNONE
808524607SCHASCHWAB STRATEGIC TR$328,7170.18%11,542CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$227,5220.12%3,093CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$198,7130.11%6,711CommonNONE
921910733ESGVVANGUARD WORLD FD$115,5170.06%955CommonNONE
46435G516ESGDISHARES TR$103,6490.06%1,090CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$85,3640.05%1,824CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$68,6070.04%222CommonNONE
025072281AVSUAMERICAN CENTY ETF TR$50,2820.03%659CommonNONE
46435G243SUSBISHARES TR$48,5620.03%1,924CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$44,9700.02%1,180CommonNONE
25434V690DFSIDIMENSIONAL ETF TRUST$42,1600.02%984CommonNONE
46436E551XJHISHARES TR$34,8270.02%780CommonNONE
464288166AGZISHARES TR$23,1530.01%210CommonNONE
36828A101GEVGE VERNOVA INC$19,6080.01%30CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$16,4990.01%677CommonNONE
46436E569XVVISHARES TR$12,7010.01%241CommonNONE
46435U440BGRNISHARES TR$12,5120.01%261CommonNONE
46436E619EUSBISHARES TR$11,2410.01%256CommonNONE
67066G104NVDANVIDIA CORPORATION$9,3250.00%50CommonNONE
718546104PSXPHILLIPS 66$6,3230.00%49CommonNONE
921910725VSGXVANGUARD WORLD FD$5,5870.00%78CommonNONE
780259305SHELSHELL PLC$4,9240.00%67CommonNONE
464288612GVIISHARES TR$2,5770.00%24CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,3130.00%16CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$6090.00%5CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.