DOSSIER · 13F-HR · Q1 2026

Fortis Advisors, LLC

$200M in tracked AUM across 119 positions as of Q1 2026.

FA
CIK 0001697478 · last filed Mar 31, 2026
Total AUM
$200M
as of Q1 2026
Holdings
119
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Fortis Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHP
SCHWAB STRATEGIC TR
$12M464K6.2%
02
EMLC
VANECK ETF TRUST
$10M397K5.0%
03
BIV
VANGUARD BD INDEX FDS
$9M119K4.6%
04
BSV
VANGUARD BD INDEX FDS
$9M109K4.3%
05
EMXC
ISHARES INC
$8M108K4.3%
06
ICOW
PACER FDS TR
$8M199K4.2%
07
VEA
VANGUARD TAX-MANAGED FDS
$8M127K4.1%
08
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$8M21K4.0%
09
DBND
DOUBLELINE ETF TRUST
$8M165K3.8%
10
MLPX
GLOBAL X FDS
$5M74K2.7%

Filing history

2026Q1Mar 31
$200M 8.3%
119 positionsView →
2025Q4Dec 31
$184M 3.7%
122 positionsView →
2025Q3Sep 30
$178M 13.8%
123 positionsView →
2025Q2Jun 30
$156M 1.8%
117 positionsLocked
2025Q1Mar 31
$153M 0.7%
111 positionsLocked
2024Q4Dec 31
$152M 1.2%
108 positionsLocked
2024Q3Sep 30
$154M 2.5%
107 positionsLocked
2024Q2Jun 30
$151M 4.7%
292 positionsLocked
2024Q1Mar 31
$158M 7.1%
295 positionsLocked
2023Q4Dec 31
$147M 4.3%
265 positionsLocked
2023Q3Sep 30
$141M 5.1%
269 positionsLocked
2023Q2Jun 30
$149M 2.7%
269 positionsLocked
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