13F Insight
DOSSIER · 13F-HR · Q1 2026

Fortis Group Advisors, LLC

Fortis's family office based in London, UK — $605M in tracked AUM across 664 positions as of Q1 2026.

F
Fortis·London, UK·Family Office
CIK 0001815183 · last filed Mar 31, 2026
Total AUM
$605M
▼ 10.6%
vs prior
Holdings
664
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Fortis Group 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
BIL
SPDR SERIES TRUST
$35M378K5.7%
02
QQQ
INVESCO QQQ TR
$27M40K4.4%
03
GLD
SPDR GOLD TR
$17M39K2.8%
04
SPY
STATE STREET
$16M23K2.7%
05
RSP
INVESCO S&P
$16M78K2.6%
06
AAPL
APPLE INC
$14M54K2.4%
07
SPMO
INVESCO EXCH TRADED FD TR II
$13M96K2.1%
08
SPYG
SPDR SERIES TRUST
$11M95K1.8%
09
GOOGL
ALPHABET INC
$10M26K1.7%
10
QQQM
INVESCO EXCH TRADED FD TR II
$10M37K1.7%

Filing history

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