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 Group Advisors, LLC (CIK 1815183) reported $604.7M across 572 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($34.6M, 5.72%), QQQ ($26.7M, 4.41%), GLD ($16.7M, 2.75%), SPY ($16.5M, 2.73%), RSP ($16.0M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $34.6M | 5.72% | 377,626 | Added |
| 2 | QQQ | INVESCO QQQ | $26.7M | 4.41% | 39,997 | Trimmed |
| 3 | GLD | SPDR GOLD | $16.7M | 2.75% | 39,308 | Added |
| 4 | SPY | STATE STREET | $16.5M | 2.73% | 23,335 | Added |
| 5 | RSP | INVESCO S&P | $16.0M | 2.64% | 78,420 | Added |
| 6 | AAPL | APPLE INC | $14.5M | 2.39% | 53,585 | Trimmed |
| 7 | SPMO | INVESCO EXCH TRADED FD TR II | $12.9M | 2.13% | 96,279 | Trimmed |
| 8 | SPYG | SPDR SERIES TRUST | $10.7M | 1.77% | 95,240 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $10.2M | 1.68% | 26,420 | Trimmed |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $10.1M | 1.67% | 36,677 | Trimmed |
| 11 | AMLP | ALERIAN MLP | $9.9M | 1.65% | 183,853 | Added |
| 12 | AMZN | AMAZON COM | $9.9M | 1.64% | 37,607 | Added |
| 13 | IWN | ISHARES TR | $8.1M | 1.35% | 39,181 | Added |
| 14 | PDBC | INVESCO ACTVELY MNGD ETC FD | $7.8M | 1.29% | 420,265 | Added |
| 15 | SPLG | STATE STREET | $7.7M | 1.28% | 91,423 | Trimmed |
| 16 | JAAA | JANUS DETROIT STR TR | $7.7M | 1.28% | 152,952 | Added |
| 17 | IWO | ISHARES RUSSELL | $6.8M | 1.13% | 19,030 | Trimmed |
| 18 | XTL | SPDR SERIES TRUST | $6.5M | 1.07% | 28,614 | New |
| 19 | SPHD | INVESCO EXCH TRADED FD TR II | $6.5M | 1.07% | 128,373 | Added |
| 20 | BILS | SPDR SERIES TRUST | $6.3M | 1.04% | 63,155 | Trimmed |
| 21 | TBIL | RBB FD INC | $5.9M | 0.98% | 118,617 | Added |
| 22 | SPHB | INVESCO EXCH TRADED FD TR II | $5.9M | 0.97% | 43,564 | Added |
| 23 | SLV | ISHARES SILVER | $5.8M | 0.96% | 87,070 | Trimmed |
| 24 | NVDA | NVIDIA CORP | $5.7M | 0.94% | 29,039 | Trimmed |
| 25 | SGOV | ISHARES TR | $5.5M | 0.91% | 54,692 | Added |
Source: SEC Form 13F filings · as of 2026-03-31