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Fort Vancouver Investment Management, LLC

CIK:0002032698
Investment Adviser
$0 AUM
54 holdings
Vancouver, WA, US
Founded:1996
fortvancouverim.com
Latest filing:Jun 30, 2025

Fort Vancouver Investment Management, LLC is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Vancouver, Washington, United States. Founded in 1996, the firm provides customized financial solutions focused on maintaining clients’ lifestyles through life transitions including retirement and legacy planning. FVIM emphasizes long-term relationships and personalized service, guided by a team of advisors dedicated to client-centered financial planning. The firm serves individuals and families, focusing on fiduciary responsibility and transparency.

Investment Strategy

Fort Vancouver Investment Management follows a client-focused, fiduciary approach to investment management, centering its strategy on offering customized financial solutions tailored to each client's needs and goals. The firm operates as a fee-only RIA, and its philosophy emphasizes making recommendations that serve clients’ best interests—helping them maintain control over their financial futures through all of life's personal and professional milestones. FVIM’s approach involves simplifying complex financial matters and providing guidance through important financial decisions and transitions.

Latest 13F Filing Activity

Fort Vancouver Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $146M. The fund increased holdings in American Centy Etf TR, Dimensional Etf Trust, American Centy Etf TR among other positions. Fort Vancouver Investment Management, LLC reduced exposure to Vanguard Malvern FDS, Vanguard Scottsdale FDS, Ishares Inc. among others.

Top Buys
A
AVUVAMERICAN CENTY ETF TR
+$1.9M
D
DFICDIMENSIONAL ETF TRUST
+$1.9M
A
AVDVAMERICAN CENTY ETF TR
+$1.7M
V
VOOVANGUARD INDEX FDS
+$1.7M
A
AVEMAMERICAN CENTY ETF TR
+$1.5M
Top Sells
V
VTIPVANGUARD MALVERN FDS
-$59.2K
V
VCSHVANGUARD SCOTTSDALE FDS
-$50.9K
I
IEMGISHARES INC
-$38.4K
M
MSIMOTOROLA SOLUTIONS INC
-$37.2K
H
HSYHERSHEY CO
-$34.2K

Top Holdings

V
VOOVANGUARD INDEX FDS
+13.4%$19.6M
A
AVUVAMERICAN CENTY ETF TR
+10.5%$15.3M
A
AVEMAMERICAN CENTY ETF TR
+8.0%$11.7M
S
SCHFSCHWAB STRATEGIC TR
+7.5%$11.0M
V
VXFVANGUARD INDEX FDS
+6.5%$9.5M

Equity Positions (54)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VOO
VANGUARD INDEX FDS13.41%$19.6M34,526$502.02$568.03+$1.7M
A
AVUV
AMERICAN CENTY ETF TR10.47%$15.3M168,120$87.50$91.10+$1.9M
A
AVEM
AMERICAN CENTY ETF TR8.00%$11.7M170,713$60.20$68.54+$1.5M
S
SCHF
SCHWAB STRATEGIC TR7.50%$11.0M496,673$19.18$22.10+$37.5K
V
VXF
VANGUARD INDEX FDS6.47%$9.5M49,107$167.83$192.71+$948.5K

Industry Allocation

ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+0.0%
SEMICONDUCTORS & RELATED DEVICES
+0.0%
CRUDE PETROLEUM & NATURAL GAS
+0.0%
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