13F Insight
DOSSIER · 13F-HR · Q2 2026

Fortis Group Advisors, LLC

$626M in tracked AUM across 706 positions as of Q2 2026.

FG
CIK 0001815183 · last filed Jun 30, 2026
Total AUM
$626M
as of Q2 2026
Holdings
706
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Fortis Group 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
BIL
SPDR SERIES TRUST
$29M313K4.6%02
QQQ
INVESCO QQQ TR
$26M36K4.2%03
RSP
INVESCO S&P
$18M85K2.9%04
SPY
STATE STREET
$17M23K2.7%05
SPMO
INVESCO EXCH TRADED FD TR II
$16M98K2.5%06
AAPL
APPLE INC
$14M49K2.3%07
GLD
SPDR GOLD TR
$14M37K2.2%08
SPHB
INVESCO EXCH TRADED FD TR II
$12M77K1.9%09
SPYG
SPDR SERIES TRUST
$11M94K1.8%10
QQQM
INVESCO EXCH TRADED FD TR II
$11M37K1.8%

Filing history

2026Q2Jun 30
$626M▲ 3.5%
706 positionsView →2026Q1Mar 31
$605M▲ 1.4%
664 positionsView →2025Q4Dec 31
$596M▲ 2.7%
659 positionsView →2025Q3Sep 30
$581M▲ 5.5%
608 positionsView →2025Q2Jun 30
$551M▲ 6.9%
598 positionsLocked2025Q1Mar 31
$515M▼ 4.1%
566 positionsLocked2024Q4Dec 31
$537M▼ 0.7%
567 positionsLocked2024Q3Sep 30
$541M▲ 7.4%
561 positionsLocked2024Q2Jun 30
$504M▼ 7.3%
567 positionsLocked2024Q1Mar 31
$543M▲ 34.4%
583 positionsLocked2023Q4Dec 31
$404M▲ 23.8%
1,291 positionsLocked2023Q3Sep 30
$326M▼ 13.4%
905 positionsLocked
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