Institutions / Fortis Advisors, LLC

Fortis Advisors, LLC

CIK 1697478 · Institution · as of Dec 31, 2025

Portfolio value

$181.64M

Positions

121

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 121 →

Company	Class	Value	Shares	% of portfolio
Vanguard Bd Index Fds	—	$17.09M	342,921	9.4%
Doubleline ETF Trust	—	$9.46M	204,107	5.2%
Vanguard Bd Index Fds	—	$7.21M	91,530	4.0%
iShares Inc	—	$6.86M	94,342	3.8%
Pacer Fds Tr	—	$6.61M	170,907	3.6%
Vanguard Tax-Managed Fds	—	$6.53M	104,531	3.6%
Seagate Technology Holdings PLC	—	$6.43M	23,350	3.5%
VanEck ETF Trust	—	$6.40M	74,668	3.5%
Vanguard Instl Index Fd	—	$5.95M	78,895	3.3%
Schwab Strategic Tr	—	$5.69M	214,677	3.1%
Vanguard Specialized Funds	—	$5.60M	25,490	3.1%
World Gold Tr	—	$5.60M	65,605	3.1%
Global X Fds	—	$4.89M	80,757	2.7%
First Tr Exchange Traded Fd	—	$4.60M	46,807	2.5%
Sprott Fds Tr	—	$4.15M	143,405	2.3%
Pacer Fds Tr	—	$3.69M	104,928	2.0%
Vanguard Index Fds	—	$3.32M	9,895	1.8%
Invesco Exchange Traded Fd T	—	$2.80M	35,205	1.5%
Global X Fds	—	$2.77M	42,785	1.5%
VanEck ETF Trust	—	$2.63M	36,146	1.4%
iShares MSCI UAE ETF	—	$2.57M	25,127	1.4%
Alphabet Inc.	—	$2.43M	7,759	1.3%
Pacer Fds Tr	—	$2.33M	38,657	1.3%
Schwab Strategic Tr	—	$2.21M	90,852	1.2%
Ssga Active ETF Tr	—	$2.20M	54,612	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.