DOSSIER · 13F-HR · Q2 2026

Fortis Advisors, LLC

$214M in tracked AUM across 122 positions as of Q2 2026.

FA
CIK 0001697478 · last filed Jun 30, 2026
Total AUM
$214M
as of Q2 2026
Holdings
122
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Fortis Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$13M14K6.1%
02
SCHP
SCHWAB STRATEGIC TR
$12M468K5.8%
03
EMXC
ISHARES INC
$11M108K5.2%
04
EMLC
VANECK ETF TRUST
$10M394K4.7%
05
VEA
VANGUARD TAX-MANAGED FDS
$9M127K4.2%
06
BIV
VANGUARD BD INDEX FDS
$9M115K4.1%
07
BSV
VANGUARD BD INDEX FDS
$8M108K3.9%
08
ICOW
PACER FDS TR
$8M198K3.9%
09
DBND
DOUBLELINE ETF TRUST
$8M166K3.5%
10
VIG
VANGUARD SPECIALIZED FUNDS
$6M23K2.6%

Filing history

2026Q2Jun 30
$214M 7.0%
122 positionsView →
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
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