§ 13F · FUND PROFILE
Fortis Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178M (13F)Positions · 123Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$41M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHP | SCHWAB STRATEGIC TR | 464K | $12M | 6.2% | +116% |
| 2 | EMLC | VANECK ETF TRUST | 397K | $10M | 5.0% | NEW |
| 3 | BIV | VANGUARD BD INDEX FDS | 119K | $9M | 4.6% | NEW |
| 4 | BSV | VANGUARD BD INDEX FDS | 109K | $9M | 4.3% | +19% |
| 5 | EMXC | ISHARES INC | 108K | $8M | 4.3% | +14% |
| 6 | ICOW | PACER FDS TR | 199K | $8M | 4.2% | +16% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 127K | $8M | 4.1% | +22% |
| 8 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 21K | $8M | 4.0% | −38% |
| 9 | DBND | DOUBLELINE ETF TRUST | 165K | $8M | 3.8% | −19% |
| 10 | MLPX | GLOBAL X FDS | 74K | $5M | 2.7% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORTIS SIGNAL
AC read
Fortis Advisors, LLC is a Other fund managing $178 million in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed