Universe · entity
Fortis Advisors, LLC
Institutional manager (13F) · CIK 1697478
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $174M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $12M | 464,199 |
| 2 | VANECK ETF TRUST | $10M | 397,067 |
| 3 | VANGUARD BD INDEX FDS | $9M | 119,118 |
| 4 | VANGUARD BD INDEX FDS | $9M | 109,356 |
| 5 | ISHARES INC | $8M | 107,857 |
| 6 | PACER FDS TR | $8M | 198,733 |
| 7 | VANGUARD TAX-MANAGED FDS | $8M | 127,474 |
| 8 | SEAGATE TECHNOLOGY HLDNGS PL | $8M | 20,575 |
| 9 | DOUBLELINE ETF TRUST | $8M | 164,649 |
| 10 | GLOBAL X FDS | $5M | 74,190 |
| 11 | VANGUARD INSTL INDEX FD | $5M | 68,808 |
| 12 | VANGUARD SPECIALIZED FUNDS | $5M | 23,388 |
| 13 | FIRST TR EXCHANGE TRADED FD | $5M | 41,923 |
| 14 | TEMA ETF TRUST | $4M | 129,474 |
| 15 | PACER FDS TR | $4M | 130,156 |
| 16 | WORLD GOLD TR | $4M | 46,756 |
| 17 | SPDR SERIES TRUST | $4M | 23,798 |
| 18 | GLOBAL X FDS | $4M | 55,932 |
| 19 | SPROTT FDS TR | $4M | 119,058 |
| 20 | VANECK ETF TRUST | $4M | 38,146 |
| 21 | PACER FDS TR | $3M | 52,459 |
| 22 | PROSHARES TR | $3M | 52,618 |
| 23 | ISHARES TR | $2M | 51,354 |
| 24 | ALPHABET INC | $2M | 8,234 |
| 25 | ISHARES INC | $2M | 23,718 |
| 26 | DIMENSIONAL ETF TRUST | $2M | 66,429 |
| 27 | ISHARES INC | $2M | 31,475 |
| 28 | DIMENSIONAL ETF TRUST | $2M | 30,829 |
| 29 | SSGA ACTIVE ETF TR | $2M | 51,732 |
| 30 | ALPHABET INC | $2M | 6,548 |
| 31 | ISHARES TR | $2M | 20,408 |
| 32 | APPLE INC | $2M | 6,474 |
| 33 | AMAZON COM INC | $2M | 7,393 |
| 34 | VANGUARD BD INDEX FDS | $1M | 29,418 |
| 35 | ISHARES TR | $1M | 9,949 |
| 36 | DIMENSIONAL ETF TRUST | $1M | 26,289 |
| 37 | DIREXION SHARES ETF TRUST | $1M | 102,300 |
| 38 | SPDR GOLD TR | $987k | 2,293 |
| 39 | SELECT SECTOR SPDR TR | $957k | 7,199 |
| 40 | SCHWAB STRATEGIC TR | $944k | 38,908 |
| 41 | ISHARES TR | $908k | 8,228 |
| 42 | BLACKROCK ETF TRUST | $865k | 35,595 |
| 43 | MICROSOFT CORP | $856k | 2,313 |
| 44 | ALPS ETF TR | $783k | 14,878 |
| 45 | UNITED PARCEL SVCS INC | $783k | 7,955 |
| 46 | ISHARES U S ETF TR | $742k | 14,588 |
| 47 | BERKSHIRE HATHAWAY INC DEL | $718k | 1 |
| 48 | SCHWAB STRATEGIC TR | $718k | 24,639 |
| 49 | BLACKROCK ETF TRUST | $673k | 27,318 |
| 50 | GOLDMAN SACHS GROUP INC | $605k | 715 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.