Fortis Advisors, LLC Top Holdings and 13F Report (2026)

About Fortis Advisors, LLC

Investment Activity

Fortis Advisors, LLC has $199.61 million in total holdings as of March 31, 2026.
Fortis Advisors, LLC owns shares of 119 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
Approximately 28.89% of the portfolio was purchased this quarter.
About 24.93% of the portfolio was sold this quarter.
This quarter, Fortis Advisors, LLC has purchased 121 new stocks and bought additional shares in 34 stocks.
Fortis Advisors, LLC sold shares of 40 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Schwab U.S. TIPS ETF: $12,352,332
VanEck J.P. Morgan EM Local Currency Bond ETF: $9,970,304
Vanguard Intermediate-Term Bond ETF: $9,193,549
Vanguard Short-Term Bond ETF: $8,574,583
iShares MSCI Emerging Markets ex China ETF: $8,483,765

Largest New Holdings this Quarter

92189H300 - VanEck J.P. Morgan EM Local Currency Bond ETF: $9,970,304 Holding
921937819 - Vanguard Intermediate-Term Bond ETF: $9,193,549 Holding
87975E834 - TEMA ETF TRUST: $4,433,087 Holding
78464A706 - SPDR Global Dow ETF: $4,034,907 Holding
74347B508 - DJ Brookfield Global Infrastructure ETF: $3,156,023 Holding

Largest Purchases this Quarter

VanEck J.P. Morgan EM Local Currency Bond ETF: 397,067 shares (about $9.97M)
Vanguard Intermediate-Term Bond ETF: 119,118 shares (about $9.19M)
Schwab U.S. TIPS ETF: 249,522 shares (about $6.64M)
TEMA ETF TRUST: 129,474 shares (about $4.43M)
SPDR Global Dow ETF: 23,798 shares (about $4.03M)

Largest Sales this Quarter

Vanguard Ultra-Short Bond ETF: 313,503 shares (about $15.61M)
Seagate Technology: 12,775 shares (about $5.00M)
VanEck Gold Miners ETF: 36,522 shares (about $3.35M)
Vanguard Total Stock Market ETF: 8,340 shares (about $2.68M)
DoubleLine Opportunistic Bond ETF: 39,458 shares (about $1.81M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHP Schwab U.S. TIPS ETF	$12,352,332	$6,639,779 â–²	116.2%	464,199	6.2%	ETF
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$9,970,304	$9,970,304 â–²	New Holding	397,067	5.0%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$9,193,549	$9,193,549 â–²	New Holding	119,118	4.6%	ETF
BSV Vanguard Short-Term Bond ETF	$8,574,583	$1,397,733 â–²	19.5%	109,356	4.3%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$8,483,765	$1,063,056 â–²	14.3%	107,857	4.3%	Manufacturing
ICOW Pacer Developed Markets International Cash Cows 100 ETF	$8,434,107	$1,180,918 â–²	16.3%	198,733	4.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$8,168,382	$1,470,160 â–²	21.9%	127,474	4.1%	ETF
STX Seagate Technology	$8,060,462	$5,004,734 â–¼	-38.3%	20,575	4.0%	Computer and Technology
DBND DoubleLine Opportunistic Bond ETF	$7,542,562	$1,807,569 â–¼	-19.3%	164,649	3.8%	ETF
MLPX Global X MLP & Energy Infrastructure ETF	$5,485,610	$485,564 â–¼	-8.1%	74,190	2.7%	ETF
VANGUARD INSTL INDEX FD	$5,205,349	$763,085 â–¼	-12.8%	68,808	2.6%	0-3 MO TREAS BIL
VIG Vanguard Dividend Appreciation ETF	$5,029,630	$452,039 â–¼	-8.2%	23,388	2.5%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$4,644,121	$541,037 â–¼	-10.4%	41,923	2.3%	Manufacturing
TEMA ETF TRUST	$4,433,087	$4,433,087 â–²	New Holding	129,474	2.2%	ELECTRIFICATION
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$4,391,178	$851,137 â–²	24.0%	130,156	2.2%	ETF
GLDM SPDR Gold MiniShares Trust	$4,333,490	$1,746,983 â–¼	-28.7%	46,756	2.2%	Finance
DGT SPDR Global Dow ETF	$4,034,907	$4,034,907 â–²	New Holding	23,798	2.0%	ETF
GLOBAL X FDS	$3,962,156	$931,318 â–²	30.7%	55,932	2.0%	DEFENSE TECH ETF
SETM Sprott Critical Materials ETF	$3,938,310	$805,372 â–¼	-17.0%	119,058	2.0%	ETF
GDX VanEck Gold Miners ETF	$3,500,496	$3,351,468 â–¼	-48.9%	38,146	1.8%	ETF
COWZ Pacer US Cash Cows 100 ETF	$3,281,751	$863,431 â–²	35.7%	52,459	1.6%	ETF
TOLZ DJ Brookfield Global Infrastructure ETF	$3,156,023	$3,156,023 â–²	New Holding	52,618	1.6%	ETF
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	$2,389,401	$2,389,401 â–²	New Holding	51,354	1.2%	Manufacturing
GOOG Alphabet	$2,362,005	$136,258 â–²	6.1%	8,234	1.2%	Computer and Technology
EEMA iShares MSCI Emerging Markets Asia ETF	$2,270,585	$602,924 â–²	36.2%	23,718	1.1%	Manufacturing
DFIS Dimensional International Small Cap ETF	$2,236,629	$2,236,629 â–²	New Holding	66,429	1.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,195,369	$479,529 â–²	27.9%	31,475	1.1%	ETF
DFAS Dimensional U.S. Small Cap ETF	$2,192,820	$2,192,820 â–²	New Holding	30,829	1.1%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$2,055,296	$114,421 â–¼	-5.3%	51,732	1.0%	ETF
GOOGL Alphabet	$1,882,943		0.0%	6,548	0.9%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,847,550	$377,966 â–²	25.7%	20,408	0.9%	ETF
AAPL Apple	$1,643,156	$21,828 â–¼	-1.3%	6,474	0.8%	Computer and Technology
AMZN Amazon.com	$1,539,740	$46,861 â–²	3.1%	7,393	0.8%	Retail/Wholesale
VUSB Vanguard Ultra-Short Bond ETF	$1,464,588	$15,607,884 â–¼	-91.4%	29,418	0.7%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$1,029,027	$1,569,863 â–¼	-60.4%	9,949	0.5%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$1,021,600	$2,565 â–²	0.3%	26,289	0.5%	ETF
SPDN Direxion Daily S&P 500 Bear 1x Shares	$1,017,888	$5,184 â–²	0.5%	102,300	0.5%	ETF
GLD SPDR Gold Shares	$986,655	$8,606 â–¼	-0.9%	2,293	0.5%	Finance
XLK Technology Select Sector SPDR Fund	$956,597	$91,819 â–¼	-8.8%	7,199	0.5%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$944,309	$1,260,697 â–¼	-57.2%	38,908	0.5%	ETF
SHV iShares Short Treasury Bond ETF	$908,338	$5,299 â–²	0.6%	8,228	0.5%	ETF
BLACKROCK ETF TRUST	$865,303	$6,442 â–¼	-0.7%	35,595	0.4%	DYNAMIC EQTY ACT
MSFT Microsoft	$856,203	$5,923 â–¼	-0.7%	2,313	0.4%	Computer and Technology
AMLP Alerian MLP ETF	$783,160	$15,213 â–²	2.0%	14,878	0.4%	ETF
UPS United Parcel Service	$782,656	$99,763 â–²	14.6%	7,955	0.4%	Transportation
NEAR iShares Short Duration Bond Active ETF	$741,583	$5,033 â–²	0.7%	14,588	0.4%	ETF
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.4%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$717,729	$87,273 â–¼	-10.8%	24,639	0.4%	ETF
BLACKROCK ETF TRUST	$673,392	$36,433 â–²	5.7%	27,318	0.3%	DISCIPLINED VOLA
GS The Goldman Sachs Group	$604,883		0.0%	715	0.3%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$601,897	$601,897 â–²	New Holding	7,342	0.3%	ETF
EWA iShares MSCI Australia ETF	$581,572	$581,572 â–²	New Holding	20,950	0.3%	Finance
JEPI JPMorgan Equity Premium Income ETF	$579,372	$11,052 â–²	1.9%	10,222	0.3%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$567,376	$22,941 â–¼	-3.9%	9,052	0.3%	Manufacturing
KXI iShares Global Consumer Staples ETF	$563,755	$563,755 â–²	New Holding	8,413	0.3%	ETF
GLW Corning	$554,078		0.0%	4,075	0.3%	Computer and Technology
UNP Union Pacific	$545,895		0.0%	2,250	0.3%	Transportation
GDXJ VanEck Junior Gold Miners ETF	$545,628	$13,806 â–¼	-2.5%	4,545	0.3%	ETF
FCX Freeport-McMoRan	$545,185	$164,584 â–¼	-23.2%	9,275	0.3%	Basic Materials
NEE NextEra Energy	$539,614		0.0%	5,813	0.3%	Utilities
IXJ iShares Global Healthcare ETF	$537,574	$537,574 â–²	New Holding	5,747	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$530,853	$92,214 â–¼	-14.8%	3,621	0.3%	ETF
TMO Thermo Fisher Scientific	$523,479		0.0%	1,065	0.3%	Medical
C Citigroup	$516,016	$166,713 â–¼	-24.4%	4,550	0.3%	Financial Services
AL Air Lease	$514,650		0.0%	7,925	0.3%	Transportation
XBI SPDR S&P Biotech ETF	$498,976		0.0%	3,906	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$498,837	$2,675,434 â–¼	-84.3%	1,555	0.2%	ETF
BN Brookfield	$479,570		0.0%	11,850	0.2%	Finance
COP ConocoPhillips	$468,600	$468,600 â–²	New Holding	3,550	0.2%	Energy
BINC iShares Flexible Income Active ETF	$464,501	$123,590 â–²	36.3%	8,945	0.2%	ETF
ESI Element Solutions	$457,476	$109,248 â–¼	-19.3%	13,400	0.2%	Basic Materials
DGRO iShares Core Dividend Growth ETF	$456,427	$102,598 â–²	29.0%	6,504	0.2%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$451,444	$2,936 â–²	0.7%	8,918	0.2%	ETF
META Meta Platforms	$437,107	$1,716 â–¼	-0.4%	764	0.2%	Computer and Technology
SO Southern	$431,927		0.0%	4,475	0.2%	Utilities
TSM Taiwan Semiconductor Manufacturing	$422,438		0.0%	1,250	0.2%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$417,697	$10,938 â–²	2.7%	7,523	0.2%	ETF
VOYAGER TECHNOLOGIES INC	$410,799		0.0%	17,563	0.2%	COM CL A
MA Mastercard	$410,221		0.0%	821	0.2%	Business Services
BRK.B Berkshire Hathaway	$407,799	$2,396 â–¼	-0.6%	851	0.2%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$398,532	$1,374 â–²	0.3%	6,382	0.2%	ETF
WALMART INC	$381,540		0.0%	3,070	0.2%	COM
SPLG SPDR Portfolio S&P 500 ETF	$368,333		0.0%	4,812	0.2%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$356,735	$58 â–²	0.0%	6,132	0.2%	ETF
V Visa	$356,643		0.0%	1,180	0.2%	Business Services
DIS Walt Disney	$356,606	$2,120 â–¼	-0.6%	3,700	0.2%	Consumer Discretionary
GNRC Generac	$351,594		0.0%	1,800	0.2%	Industrials
IVE iShares S&P 500 Value ETF	$330,995		0.0%	1,568	0.2%	ETF
BWA BorgWarner	$330,986		0.0%	6,100	0.2%	Auto/Tires/Trucks
SU Suncor Energy	$317,328	$317,328 â–²	New Holding	4,800	0.2%	Energy
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$310,791	$12,423 â–²	4.2%	2,852	0.2%	Finance
DVN Devon Energy	$309,216	$88,311 â–¼	-22.2%	6,145	0.2%	Energy
XLF Financial Select Sector SPDR Fund	$306,489	$31,646 â–¼	-9.4%	6,208	0.2%	ETF
AMD Advanced Micro Devices	$294,974		0.0%	1,450	0.1%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$294,782	$25,137 â–¼	-7.9%	3,823	0.1%	ETF
CVS CVS Health	$294,462	$7,182 â–¼	-2.4%	4,100	0.1%	Medical
CLOA iShares AAA CLO Active ETF	$280,815	$44,323 â–²	18.7%	5,417	0.1%	ETF
EW Edwards Lifesciences	$280,280		0.0%	3,500	0.1%	Medical
EPD Enterprise Products Partners	$276,480		0.0%	7,262	0.1%	Energy
J P MORGAN EXCHANGE TRADED F	$263,721	$128 â–²	0.0%	4,126	0.1%	HEDGED EQUITY LA

Showing largest 100 holdings. View all holdings.

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Fortis Advisors, LLC Top Holdings and 13F Report (2026)

About Fortis Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Fortis Advisors, LLC Top Holdings and 13F Report (2026)

About Fortis Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFortis Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools