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 Capital Advisors, LLC (CIK 1959790) reported $763.4M across 371 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($42.5M, 5.57%), QQQ ($35.7M, 4.68%), SCHX ($32.7M, 4.29%), FNDX ($31.9M, 4.17%), SPY ($31.8M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corporation Com | $42.5M | 5.57% | 243,697 | Added |
| 2 | QQQ | Invesco QQQ Trust | $35.7M | 4.68% | 61,868 | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $32.7M | 4.29% | 1.3M | Trimmed |
| 4 | FNDX | SCHWAB STRATEGIC TR | $31.9M | 4.17% | 1.1M | Trimmed |
| 5 | SPY | SPDR S&P 500 ETF | $31.8M | 4.16% | 48,863 | Added |
| 6 | SCHG | Schwab U.S. Large-Cap Growth ETF | $30.4M | 3.98% | 1.0M | Added |
| 7 | AAPL | Apple Inc Com | $22.1M | 2.89% | 87,047 | Added |
| 8 | SCHF | SCHWAB STRATEGIC TR | $21.2M | 2.78% | 856,265 | Added |
| 9 | BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $19.3M | 2.53% | 211,062 | Added |
| 10 | IJR | ISHARES TR | $17.5M | 2.30% | 141,117 | Added |
| 11 | IVV | ISHARES TR | $17.6M | 2.30% | 26,901 | Added |
| 12 | MSFT | Microsoft Corp Com | $15.2M | 1.99% | 41,057 | Added |
| 13 | AMZN | Amazon COM Inc | $13.9M | 1.82% | 66,778 | Added |
| 14 | VO | VANGUARD INDEX FDS | $13.5M | 1.76% | 46,917 | Added |
| 15 | EMXC | ISHARES INC | $12.4M | 1.63% | 157,893 | Added |
| 16 | EFG | ISHARES TR | $9.9M | 1.29% | 88,751 | Added |
| 17 | VTI | Vanguard Total Stock Market ETF | $9.0M | 1.17% | 27,944 | Added |
| 18 | AGG | iShares Core U.S. Aggregate Bond ETF | $7.8M | 1.03% | 78,944 | Added |
| 19 | PLTR | Palantir Technologies Inc. - Class A Common Stock | $7.5M | 0.98% | 51,027 | Trimmed |
| 20 | GOOG | ALPHABET INC | $7.5M | 0.98% | 26,209 | Added |
| 21 | META | Meta Platforms Inc Cl A | $7.4M | 0.97% | 12,968 | Added |
| 22 | MUB | ISHARES TR | $6.8M | 0.90% | 64,477 | Added |
| 23 | NFLX | NETFLIX INC. | $6.3M | 0.83% | 65,588 | Added |
| 24 | IEFA | ISHARES TR | $6.1M | 0.80% | 67,604 | Added |
| 25 | VB | VANGUARD INDEX FDS | $5.8M | 0.76% | 22,069 | Added |
Source: SEC Form 13F filings · as of 2026-03-31