Fortis Advisors, LLC
Sector Allocation
- Other74.8%$159.7M
- Technology15.4%$32.9M
- Financials4.2%$9.0M
- Industrials1.2%$2.6M
- Consumer Discretionary1.0%$2.1M
- Materials0.8%$1.8M
- Healthcare0.8%$1.8M
- Energy0.6%$1.2M
- Utilities0.4%$938,509
- Communication Services0.3%$600,064
AUM History
13fpro.ai/research/fund/fortis-advisors-llc-1697478
Conviction and streaks
Stable · top 10 = 44.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
STX
$13.0M- SCHWAB$12.4M
- ISHARES$11.0M
- VANECK$10.1M
- VANGUARD$9.1M
- VANGUARD$8.8M
META
$8.4M- PACER$8.3M
- DOUBLELINE$7.6M
- VANGUARD$5.5M
- GLOBAL$5.5M
- FIRST$5.4M
- TEMA$5.4M
- PACER$5.2M
- SPDR$4.4M
- VANGUARD$4.2M
- ISHARES$3.9M
- SPROTT$3.7M
GLDM
$3.6M- GLOBAL$3.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/fortis-advisors-llc-1697478
Fortis Advisors, LLC 13F holdings — Q2 2026
$213.6M portfolio (+7.0% QoQ) · 122 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio
$13.0M
6.1% of stocks
-34%This quarter-30.1%Since filed10+ qtrsHeld- 2
SCHWAB STRATEGIC TR - US TIPS ETF
$12.4M
5.8% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES INC - MSCI EMRG CHN
$11.0M
5.2% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANECK ETF TRUST - JP MRGAN EM LOC
$10.1M
4.7% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$9.1M
4.3% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD BD INDEX FDS - INTERMED TERM
$8.8M
4.1% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $8.4M
4.0% of stocks
-1%This quarter+6.0%Since filed10+ qtrsHeld- 8
PACER FDS TR - DEVELOPED MRKT
$8.3M
3.9% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DOUBLELINE ETF TRUST - OPPO CORE BD ETF
$7.6M
3.5% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$5.5M
2.6% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $13.0M | 6.1% | -34% | -30.1% | 10+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SCHWAB STRATEGIC TR - US TIPS ETF | $12.4M | 5.8% | +0.8% | — | — | — | — | |
| 3 | ISHARES INC - MSCI EMRG CHN | $11.0M | 5.2% | -0.1% | — | — | — | — | |
| 4 | VANECK ETF TRUST - JP MRGAN EM LOC | $10.1M | 4.7% | -0.8% | — | — | — | — | |
| 5 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.1M | 4.3% | -0.1% | — | — | — | — | |
| 6 | VANGUARD BD INDEX FDS - INTERMED TERM | $8.8M | 4.1% | -3% | — | — | — | — | |
| 7 | $8.4M | 4.0% | -1% | +6.0% | 10+ qtrs | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | PACER FDS TR - DEVELOPED MRKT | $8.3M | 3.9% | -0.2% | — | — | — | — | |
| 9 | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | $7.6M | 3.5% | +0.8% | — | — | — | — | |
| 10 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $5.5M | 2.6% | +0.0% | — | — | — | — |
All holdings — Fortis Advisors, LLC (Q2 2026)
122 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $5.5M | 2.6% | 74K | +0.1% | — | — | 13F |
| 12 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETFetf/fund | — | $5.4M | 2.5% | 41K | -2% | — | — | 13F |
| 13 | — | TEMA ETF TRUST - ELECTRIFICATIONetf/fund | — | $5.4M | 2.5% | 128K | -1% | — | — | 13F |
| 14 | — | PACER FDS TR - US LRG CP CASH | — | $5.2M | 2.4% | 130K | -0.3% | — | — | 13F |
| 15 | — | SPDR SERIES TRUST - ST STR GLB DOWetf/fund | — | $4.4M | 2.1% | 24K | +0.3% | — | — | 13F |
| 16 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETFetf/fund | — | $4.2M | 2.0% | 56K | -18% | — | — | 13F |
| 17 | — | ISHARES TR - FUTU AI TECH ETFetf/fund | — | $3.9M | 1.8% | 51K | -0.9% | — | — | 13F |
| 18 | — | SPROTT FDS TR - SPROTT CRITICAL | — | $3.7M | 1.7% | 119K | -0.3% | — | — | 13F |
| 19 | World Gold Trustetf/fund | Financials | $3.6M | 1.7% | 46K | -2% | 10+ qtrsTrimmed 4 qtrs in a row | — | 13F | |
| 20 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $3.3M | 1.5% | 55K | -2% | — | — | 13F |
| 21 | — | PACER FDS TR - US CASH COWS 100 | — | $3.3M | 1.5% | 52K | +0.0% | — | — | 13F |
| 22 | — | PROSHARES TR - DJ BRKFLD GLBetf/fund | — | $3.1M | 1.5% | 53K | +0.4% | — | — | 13F |
| 23 | Alphabet Inc. | Technology | $3.0M | 1.4% | 8,579 | +4% | 10+ qtrsAdded 2 qtrs in a row | 77.7 | 13F | |
| 24 | — | VANECK ETF TRUST - GOLD MINERS ETFetf/fund | — | $2.8M | 1.3% | 37K | -3% | — | — | 13F |
| 25 | — | ISHARES INC - MSCI EM ASIA ETFetf/fund | — | $2.8M | 1.3% | 24K | -0.3% | — | — | 13F |
| 26 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $2.5M | 1.2% | 31K | +0.0% | |||
| 27 | — | ISHARES INC - CORE MSCI EMKT | — | $2.4M | 1.1% | 28K | -10% | |||
| 28 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $2.3M | 1.1% | 67K | +0.8% | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $2.3M | 1.1% | 6,523 | -0.4% | |||
| 30 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | — | $2.1M | 1.0% | 52K | +1% | |||
| 31 | — | ISHARES TR - CORE MSCI EAFE | — | $2.0M | 0.9% | 21K | +2% | |||
| 32 | $AAPL | Apple Inc. | Technology | $1.9M | 0.9% | 6,614 | +2% | |||
| 33 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 0.9% | 7,928 | +7% | |||
| 34 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.3M | 0.6% | 6,733 | -6% | |||
| 35 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.2M | 0.6% | 26K | +0.2% | |||
| 36 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $1.0M | 0.5% | 10K | +2% | |||
| 37 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $1.0M | 0.5% | 37K | +4% | |||
| 38 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $916K | 0.4% | 8,302 | +0.9% | |||
| 39 | — | DIREXION SHARES ETF TRUST - DAILY 500 1X ETF | — | $894K | 0.4% | 103K | +0.8% | |||
| 40 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $857K | 0.4% | 7,970 | +0.2% | |||
| 41 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $841K | 0.4% | 35K | -10% | |||
| 42 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $814K | 0.4% | 9,059 | +0.1% | |||
| 43 | $MSFT | MICROSOFT CORP | Technology | $808K | 0.4% | 2,166 | -6% | |||
| 44 | — | ALPS ETF TR - ALERIAN MLP | — | $786K | 0.4% | 15K | +2% | |||
| 45 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.3% | 1 | — | |||
| 46 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $747K | 0.3% | 15K | +1% | |||
| 47 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $738K | 0.3% | 22K | -11% | |||
| 48 | $GS | GOLDMAN SACHS GROUP INC | Financials | $723K | 0.3% | 715 | — | |||
| 49 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | — | $689K | 0.3% | 27K | -3% | |||
| 50 | $C | CITIGROUP INC | Financials | $637K | 0.3% | 4,550 | — | |||
| 51 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $622K | 0.3% | 1,303 | +4% | |||
| 52 | $ESI | Element Solutions Inc | Materials | $621K | 0.3% | 13K | -3% | |||
| 53 | $GLW | CORNING INC /NY | Materials | $619K | 0.3% | 2,425 | -40% | |||
| 54 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $618K | 0.3% | 3,908 | +0.1% | |||
| 55 | $UNP | UNION PACIFIC CORP | Industrials | $612K | 0.3% | 2,250 | — | |||
| 56 | $FCX | FREEPORT-MCMORAN INC | Materials | $583K | 0.3% | 9,275 | — | |||
| 57 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $581K | 0.3% | 1,000 | -31% | |||
| 58 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $581K | 0.3% | 6,609 | +37% | |||
| 59 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $579K | 0.3% | 10K | +0.3% | |||
| 60 | — | ISHARES TR - GLB CNSM STP ETF | — | $575K | 0.3% | 8,516 | +1% | |||
| 61 | — | ISHARES TR - GLOB HLTHCRE ETF | — | $571K | 0.3% | 5,799 | +0.9% | |||
| 62 | $VOYG | Voyager Technologies, Inc./TX | Industrials | $566K | 0.3% | 18K | — | |||
| 63 | $GLD | SPDR GOLD TRUST | Financials | $538K | 0.3% | 1,460 | -36% | |||
| 64 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $534K | 0.3% | 1,065 | — | |||
| 65 | $GNRC | GENERAC HOLDINGS INC. | Technology | $527K | 0.3% | 1,800 | — | |||
| 66 | $NEE | NEXTERA ENERGY INC | Utilities | $510K | 0.2% | 5,813 | — | |||
| 67 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $505K | 0.2% | 12K | — | |||
| 68 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $496K | 0.2% | 3,125 | -14% | |||
| 69 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $492K | 0.2% | 9,401 | +5% | |||
| 70 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $464K | 0.2% | 7,556 | +0.4% | |||
| 71 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $460K | 0.2% | 1,244 | -20% | |||
| 72 | — | ISHARES TR - ULTRA SHORT DUR | — | $456K | 0.2% | 9,010 | +1% | |||
| 73 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $448K | 0.2% | 6,403 | +0.3% | |||
| 74 | — | BLACKROCK ETF TRUST - ISHARES US LARG | — | $443K | 0.2% | 13K | +74% | |||
| 75 | $META | Meta Platforms, Inc. | Technology | $430K | 0.2% | 764 | — | |||
| 76 | $SO | SOUTHERN CO | Utilities | $428K | 0.2% | 4,475 | — | |||
| 77 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $426K | 0.2% | 851 | — | |||
| 78 | $CVS | CVS HEALTH Corp | Healthcare | $424K | 0.2% | 4,100 | — | |||
| 79 | $MA | Mastercard Inc | Financials | $406K | 0.2% | 791 | -4% | |||
| 80 | — | ISHARES TR - CORE DIV GRWTH | — | $406K | 0.2% | 5,359 | -18% | |||
| 81 | $BWA | BORGWARNER INC | Industrials | $405K | 0.2% | 6,100 | — | |||
| 82 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $402K | 0.2% | 1,417 | +53% | |||
| 83 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $401K | 0.2% | 10K | New | |||
| 84 | $NVDA | NVIDIA CORP | Technology | $399K | 0.2% | 1,994 | +50% | |||
| 85 | $V | VISA INC. | Financials | $391K | 0.2% | 1,140 | -3% | |||
| 86 | $BX | Blackstone Inc. | Financials | $381K | 0.2% | 3,234 | New | |||
| 87 | — | BLACKROCK ETF TRUST II - ISHARES AAA CLO | — | $378K | 0.2% | 7,279 | +34% | |||
| 88 | $COP | CONOCOPHILLIPS | Energy | $369K | 0.2% | 3,550 | — | |||
| 89 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $362K | 0.2% | 3,681 | -19% | |||
| 90 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $360K | 0.2% | 5,293 | -14% | |||
| 91 | $DIS | Walt Disney Co | Communication Services | $356K | 0.2% | 3,700 | — | |||
| 92 | $WMT | Walmart Inc. | Consumer Staples | $348K | 0.2% | 3,070 | — | |||
| 93 | $SU | SUNCOR ENERGY INC | Energy | $333K | 0.2% | 6,200 | +29% | |||
| 94 | — | ISHARES TR - S&P 500 VAL ETF | — | $332K | 0.2% | 1,463 | -7% | |||
| 95 | — | ISHARES TR - S&P 500 GRWT ETF | — | $319K | 0.1% | 2,316 | +6% | |||
| 96 | $EW | Edwards Lifesciences Corp | Healthcare | $317K | 0.1% | 3,500 | — | |||
| 97 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $279K | 0.1% | 4,128 | +0.0% | |||
| 98 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $278K | 0.1% | 5,588 | -81% | |||
| 99 | $JPM | JPMORGAN CHASE & CO | Financials | $278K | 0.1% | 849 | — | |||
| 100 | — | ISHARES TR - USD INV GRDE ETF | — | $272K | 0.1% | 5,300 | New | |||
| 101 | $SOFI | SoFi Technologies, Inc. | Financials | $269K | 0.1% | 15K | — | |||
| 102 | $MRK | Merck & Co., Inc. | Healthcare | $268K | 0.1% | 2,083 | — | |||
| 103 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $267K | 0.1% | 7,262 | — | |||
| 104 | $ABBV | AbbVie Inc. | Healthcare | $266K | 0.1% | 1,056 | — | |||
| 105 | $MS | MORGAN STANLEY | Financials | $265K | 0.1% | 1,267 | +0.6% | |||
| 106 | $STT | STATE STREET CORP | Financials | $257K | 0.1% | 1,516 | New | |||
| 107 | $DVN | DEVON ENERGY CORP/DE | Energy | $254K | 0.1% | 6,145 | — | |||
| 108 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $252K | 0.1% | 2,946 | -23% | |||
| 109 | $AVGO | Broadcom Inc. | Technology | $250K | 0.1% | 662 | New | |||
| 110 | $MSI | Motorola Solutions, Inc. | Technology | $248K | 0.1% | 596 | — | |||
| 111 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $244K | 0.1% | 9,150 | — | |||
| 112 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $243K | 0.1% | 4,606 | +2% | |||
| 113 | $MHK | MOHAWK INDUSTRIES INC | Consumer Discretionary | $240K | 0.1% | 1,975 | New | |||
| 114 | $ADI | ANALOG DEVICES INC | Technology | $238K | 0.1% | 600 | New | |||
| 115 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | — | $235K | 0.1% | 1,748 | -16% | |||
| 116 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $223K | 0.1% | 6,094 | New | |||
| 117 | — | ISHARES TR - IBOXX INV CP ETF | — | $215K | 0.1% | 1,975 | -31% | |||
| 118 | — | ISHARES TR - MSCI ACWI EX US | — | $215K | 0.1% | 2,829 | New | |||
| 119 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $204K | 0.1% | 3,868 | New | |||
| 120 | $GE | GENERAL ELECTRIC CO | Industrials | $204K | 0.1% | 545 | New | |||
| 121 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $204K | 0.1% | 3,770 | New | |||
| 122 | $ENVX | Enovix Corp | Technology | $74K | 0.0% | 12K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 12 new, 42 added to, 40 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
- FIDELITY COVINGTON TRUST - ENHANCED INTL$401K
first bought this quarter
$BXBlackstone Inc.$381K
first bought this quarter
- ISHARES TR - USD INV GRDE ETF$272K
first bought this quarter
$STTSTATE STREET CORP$257K
first bought this quarter
$AVGOBroadcom Inc.$250K
first bought this quarter
$MHKMOHAWK INDUSTRIES INC$240K
first bought this quarter
+6 more in the Excel export
Added to (42)
- BLACKROCK ETF TRUST - ISHARES US LARG+74%
now $443K
- SPDR SERIES TRUST - ST STR P500ETF+37%
now $581K
- SPDR SERIES TRUST - ST STR SP AERO+53%
now $402K
$NVDANVIDIA CORP+50%
now $399K · held 5 qtrs
$AMZNAMAZON COM INC+7%
now $1.9M · held 10+ qtrs, 2 adds in a row
$GOOGAlphabet Inc.+4%
now $3.0M · held 10+ qtrs, 2 adds in a row
+36 more in the Excel export
Trimmed (40)
now $13.0M · held 10+ qtrs, 2 trims in a row
- VANGUARD BD INDEX FDS - VANGUARD ULTRA-81%
now $278K
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF-18%
now $4.2M
$GLWCORNING INC /NY-40%
now $619K · held 10+ qtrs
- VANGUARD BD INDEX FDS - INTERMED TERM-3%
now $8.8M
$GLDSPDR GOLD TRUST-36%
now $538K · held 10+ qtrs
+34 more in the Excel export
Holdings by quarter
Every 13F Fortis Advisors, LLC has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Fortis Advisors?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Fortis Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-11.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 44% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Fortis Advisors, LLC disclosed 122 positions worth $213.6M in its Form 13F-HR for Q2 2026, led by $STX (Seagate Technology Holdings plc) at 6.1% of the equity portfolio. During the quarter the fund opened 12 new positions and exited 9. The portfolio is most concentrated in Other (74.8% of disclosed assets). All figures are sourced directly from Fortis Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1697478.
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AI-Powered Hedge Fund Analysis: Fortis Advisors, LLC
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Every holding in Fortis Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.