Fort Henry Capital, LLC

Executive Summary

Fort Henry Capital, LLC has undergone a significant transformation in the quarter ended December 31, 2025. The firm executed a massive capital deployment strategy, increasing total portfolio value by 868.2% from $16.86 million to $163.24 million. This explosive growth was driven not merely by market appreciation, but by a substantial overhaul of the portfolio’s structure, shifting toward a passive, ETF-centric core-satellite model with a heavy emphasis on broad market expo...