Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fortis Advisors, LLC (CIK 1697478) reported $199.6M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHP ($12.4M, 6.19%), EMLC ($10.0M, 4.99%), BIV ($9.2M, 4.61%), BSV ($8.6M, 4.30%), EMXC ($8.5M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHP | SCHWAB STRATEGIC TR | $12.4M | 6.19% | 464,199 | Added |
| 2 | EMLC | VANECK ETF TRUST | $10.0M | 4.99% | 397,067 | New |
| 3 | BIV | VANGUARD BD INDEX FDS | $9.2M | 4.61% | 119,118 | New |
| 4 | BSV | VANGUARD BD INDEX FDS | $8.6M | 4.30% | 109,356 | Added |
| 5 | EMXC | ISHARES INC | $8.5M | 4.25% | 107,857 | Added |
| 6 | ICOW | PACER FDS TR | $8.4M | 4.23% | 198,733 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $8.2M | 4.09% | 127,474 | Added |
| 8 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.1M | 4.04% | 20,575 | Trimmed |
| 9 | DBND | DOUBLELINE ETF TRUST | $7.5M | 3.78% | 164,649 | Trimmed |
| 10 | MLPX | GLOBAL X FDS | $5.5M | 2.75% | 74,190 | Trimmed |
| 11 | VBIL | VANGUARD INSTL INDEX FD | $5.2M | 2.61% | 68,808 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $5.0M | 2.52% | 23,388 | Trimmed |
| 13 | AIRR | FIRST TR EXCHANGE TRADED FD | $4.6M | 2.33% | 41,923 | Trimmed |
| 14 | VOLT | TEMA ETF TRUST | $4.4M | 2.22% | 129,474 | New |
| 15 | COWG | PACER FDS TR | $4.4M | 2.20% | 130,156 | Added |
| 16 | GLDM | WORLD GOLD TR | $4.3M | 2.17% | 46,756 | Trimmed |
| 17 | DGT | SPDR SERIES TRUST | $4.0M | 2.02% | 23,798 | New |
| 18 | SHLD | GLOBAL X FDS | $4.0M | 1.98% | 55,932 | Added |
| 19 | SETM | SPROTT FDS TR | $3.9M | 1.97% | 119,058 | Trimmed |
| 20 | GDX | VANECK ETF TRUST | $3.5M | 1.75% | 38,146 | Trimmed |
| 21 | COWZ | PACER FDS TR | $3.3M | 1.64% | 52,459 | Added |
| 22 | TOLZ | PROSHARES TR | $3.2M | 1.58% | 52,618 | New |
| 23 | IRBO | ISHARES TR | $2.4M | 1.20% | 51,354 | New |
| 24 | GOOG | ALPHABET INC | $2.4M | 1.18% | 8,234 | Added |
| 25 | EEMA | ISHARES INC | $2.3M | 1.14% | 23,718 | Added |
Source: SEC Form 13F filings · as of 2026-03-31