Universe · entity

Fortis Advisors, LLC

Institutional manager (13F) · CIK 1697478
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $174M
#IssuerValueShares
1SCHWAB STRATEGIC TR$12M464,199
2VANECK ETF TRUST$10M397,067
3VANGUARD BD INDEX FDS$9M119,118
4VANGUARD BD INDEX FDS$9M109,356
5ISHARES INC$8M107,857
6PACER FDS TR$8M198,733
7VANGUARD TAX-MANAGED FDS$8M127,474
8SEAGATE TECHNOLOGY HLDNGS PL$8M20,575
9DOUBLELINE ETF TRUST$8M164,649
10GLOBAL X FDS$5M74,190
11VANGUARD INSTL INDEX FD$5M68,808
12VANGUARD SPECIALIZED FUNDS$5M23,388
13FIRST TR EXCHANGE TRADED FD$5M41,923
14TEMA ETF TRUST$4M129,474
15PACER FDS TR$4M130,156
16WORLD GOLD TR$4M46,756
17SPDR SERIES TRUST$4M23,798
18GLOBAL X FDS$4M55,932
19SPROTT FDS TR$4M119,058
20VANECK ETF TRUST$4M38,146
21PACER FDS TR$3M52,459
22PROSHARES TR$3M52,618
23ISHARES TR$2M51,354
24ALPHABET INC$2M8,234
25ISHARES INC$2M23,718
26DIMENSIONAL ETF TRUST$2M66,429
27ISHARES INC$2M31,475
28DIMENSIONAL ETF TRUST$2M30,829
29SSGA ACTIVE ETF TR$2M51,732
30ALPHABET INC$2M6,548
31ISHARES TR$2M20,408
32APPLE INC$2M6,474
33AMAZON COM INC$2M7,393
34VANGUARD BD INDEX FDS$1M29,418
35ISHARES TR$1M9,949
36DIMENSIONAL ETF TRUST$1M26,289
37DIREXION SHARES ETF TRUST$1M102,300
38SPDR GOLD TR$987k2,293
39SELECT SECTOR SPDR TR$957k7,199
40SCHWAB STRATEGIC TR$944k38,908
41ISHARES TR$908k8,228
42BLACKROCK ETF TRUST$865k35,595
43MICROSOFT CORP$856k2,313
44ALPS ETF TR$783k14,878
45UNITED PARCEL SVCS INC$783k7,955
46ISHARES U S ETF TR$742k14,588
47BERKSHIRE HATHAWAY INC DEL$718k1
48SCHWAB STRATEGIC TR$718k24,639
49BLACKROCK ETF TRUST$673k27,318
50GOLDMAN SACHS GROUP INC$605k715
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.