# EDGAR Filing Document

**Accession Number:** 0001927129
**File Stem:** 0001927129-26-000002
**Filing Date:** 2026-4
**Character Count:** 11103
**Document Hash:** 7d5556d49e393a1f85d7484c0897d270
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001927129-26-000002.hdr.sgml**: 20260427

**ACCESSION NUMBER**: 0001927129-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260427

**DATE AS OF CHANGE**: 20260427

**EFFECTIVENESS DATE**: 20260427

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FORTE ASSET MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001927129

**ORGANIZATION NAME:**
- **EIN:** 061737922
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22575
- **FILM NUMBER:** 26898982

**BUSINESS ADDRESS:**
- **STREET 1:** 476 LONG RIDGE RD
- **CITY:** BEDFORD
- **STATE:** NY
- **ZIP:** 10506
- **BUSINESS PHONE:** 914-234-0281

**MAIL ADDRESS:**
- **STREET 1:** 476 LONG RIDGE RD
- **CITY:** BEDFORD
- **STATE:** NY
- **ZIP:** 10506

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** FORTE ASSET MANAGEMENT LLC<br>**Address:** 476 LONG RIDGE RD<br>BEDFORD, NY 10506

**Form 13F File Number:** 028-22575

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Timothy Low<br>**Title:** Managing Director<br>**Phone:** 917-868-9104

**Signature, Place, and Date of Signing:**

Timothy Low  Bedford, NY  04-27-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 76

**Form 13F Information Table Value Total:** $227858865

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1184158 | 4128 | SH |  | SOLE |  | 0 | 0 | 4128 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1075474 | 3740 | SH |  | SOLE |  | 0 | 0 | 3740 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 3137453 | 59602 | SH |  | SOLE |  | 0 | 0 | 59602 |
| AMAZON COM INC | COM | 023135106 |  | 976370 | 4688 | SH |  | SOLE |  | 0 | 0 | 4688 |
| APPLE INC | COM | 037833100 |  | 2481559 | 9778 | SH |  | SOLE |  | 0 | 0 | 9778 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1436280 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 6851671 | 117767 | SH |  | SOLE |  | 0 | 0 | 117767 |
| BLACKROCK ETF TRUST II | SHORT DURATION H | 092528108 |  | 3928630 | 178412 | SH |  | SOLE |  | 0 | 0 | 178412 |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | 092528207 |  | 4064700 | 170000 | SH |  | SOLE |  | 0 | 0 | 170000 |
| ENERGY VAULT HOLDINGS INC | COM | 29280W109 |  | 33000 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 200862 | 1184 | SH |  | SOLE |  | 0 | 0 | 1184 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 1039398 | 4996 | SH |  | SOLE |  | 0 | 0 | 4996 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 444429 | 770 | SH |  | SOLE |  | 0 | 0 | 770 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 5105826 | 132895 | SH |  | SOLE |  | 0 | 0 | 132895 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 325733 | 4670 | SH |  | SOLE |  | 0 | 0 | 4670 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 9980516 | 142213 | SH |  | SOLE |  | 0 | 0 | 142213 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 9555324 | 49817 | SH |  | SOLE |  | 0 | 0 | 49817 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 11474351 | 132437 | SH |  | SOLE |  | 0 | 0 | 132437 |
| ISHARES TR | U.S. UTILITS ETF | 464287697 |  | 8031439 | 69171 | SH |  | SOLE |  | 0 | 0 | 69171 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 8216907 | 193066 | SH |  | SOLE |  | 0 | 0 | 193066 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 5868592 | 27466 | SH |  | SOLE |  | 0 | 0 | 27466 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 7018251 | 72182 | SH |  | SOLE |  | 0 | 0 | 72182 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 5687131 | 51065 | SH |  | SOLE |  | 0 | 0 | 51065 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 6027376 | 28545 | SH |  | SOLE |  | 0 | 0 | 28545 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5617234 | 8599 | SH |  | SOLE |  | 0 | 0 | 8599 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 5519828 | 83634 | SH |  | SOLE |  | 0 | 0 | 83634 |
| ISHARES TR | U.S. ENERGY ETF | 464287796 |  | 4223186 | 65203 | SH |  | SOLE |  | 0 | 0 | 65203 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 6893308 | 18596 | SH |  | SOLE |  | 0 | 0 | 18596 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 3703704 | 69592 | SH |  | SOLE |  | 0 | 0 | 69592 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 4065298 | 65952 | SH |  | SOLE |  | 0 | 0 | 65952 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 4977513 | 135112 | SH |  | SOLE |  | 0 | 0 | 135112 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 4801289 | 103947 | SH |  | SOLE |  | 0 | 0 | 103947 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 3331931 | 34911 | SH |  | SOLE |  | 0 | 0 | 34911 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 3573664 | 62477 | SH |  | SOLE |  | 0 | 0 | 62477 |
| ISHARES TR | INVESTMENT GRADE | 46435G219 |  | 1040764 | 23097 | SH |  | SOLE |  | 0 | 0 | 23097 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 3404919 | 36008 | SH |  | SOLE |  | 0 | 0 | 36008 |
| ISHARES TR | U.S. FIN SVC ETF | 464287770 |  | 2370798 | 28619 | SH |  | SOLE |  | 0 | 0 | 28619 |
| ISHARES TR | US HOME CONS ETF | 464288752 |  | 2888407 | 31898 | SH |  | SOLE |  | 0 | 0 | 31898 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3542996 | 28501 | SH |  | SOLE |  | 0 | 0 | 28501 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 2494310 | 7589 | SH |  | SOLE |  | 0 | 0 | 7589 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 2356550 | 23397 | SH |  | SOLE |  | 0 | 0 | 23397 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 2013818 | 25157 | SH |  | SOLE |  | 0 | 0 | 25157 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 2977010 | 16409 | SH |  | SOLE |  | 0 | 0 | 16409 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2694422 | 10865 | SH |  | SOLE |  | 0 | 0 | 10865 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1674304 | 15773 | SH |  | SOLE |  | 0 | 0 | 15773 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 4029630 | 28292 | SH |  | SOLE |  | 0 | 0 | 28292 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 476613 | 4373 | SH |  | SOLE |  | 0 | 0 | 4373 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1973632 | 29226 | SH |  | SOLE |  | 0 | 0 | 29226 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 268394 | 3033 | SH |  | SOLE |  | 0 | 0 | 3033 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1509769 | 16677 | SH |  | SOLE |  | 0 | 0 | 16677 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 767639 | 4949 | SH |  | SOLE |  | 0 | 0 | 4949 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 540698 | 5288 | SH |  | SOLE |  | 0 | 0 | 5288 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 1458562 | 14590 | SH |  | SOLE |  | 0 | 0 | 14590 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 1258392 | 23942 | SH |  | SOLE |  | 0 | 0 | 23942 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1015494 | 10455 | SH |  | SOLE |  | 0 | 0 | 10455 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 13648671 | 269630 | SH |  | SOLE |  | 0 | 0 | 269630 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 2084160 | 78000 | SH |  | SOLE |  | 0 | 0 | 78000 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 610067 | 5185 | SH |  | SOLE |  | 0 | 0 | 5185 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 595436 | 7125 | SH |  | SOLE |  | 0 | 0 | 7125 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 224048 | 3344 | SH |  | SOLE |  | 0 | 0 | 3344 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 337087 | 5695 | SH |  | SOLE |  | 0 | 0 | 5695 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1159378 | 10250 | SH |  | SOLE |  | 0 | 0 | 10250 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 516098 | 5565 | SH |  | SOLE |  | 0 | 0 | 5565 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 385450 | 3250 | SH |  | SOLE |  | 0 | 0 | 3250 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 661419 | 1855 | SH |  | SOLE |  | 0 | 0 | 1855 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1071625 | 4384 | SH |  | SOLE |  | 0 | 0 | 4384 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 205912 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| MERCK  CO INC | COM | 58933Y105 |  | 299822 | 2475 | SH |  | SOLE |  | 0 | 0 | 2475 |
| META PLATFORMS INC | CL A | 30303M102 |  | 343278 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| MICROSOFT CORP | COM | 594918104 |  | 8705772 | 23518 | SH |  | SOLE |  | 0 | 0 | 23518 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 214873 | 1232 | SH |  | SOLE |  | 0 | 0 | 1232 |
| SALESFORCE INC | COM | 79466L302 |  | 210004 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1824430 | 4240 | SH |  | SOLE |  | 0 | 0 | 4240 |
| UNION PAC CORP | COM | 907818108 |  | 218358 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 2586996 | 28190 | SH |  | SOLE |  | 0 | 0 | 28190 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 346475 | 1080 | SH |  | SOLE |  | 0 | 0 | 1080 |

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