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 $213.6M across 122 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: STX ($13.0M, 6.10%), SCHP ($12.4M, 5.81%), EMXC ($11.0M, 5.16%), EMLC ($10.1M, 4.71%), VEA ($9.1M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $13.0M | 6.10% | 13,500 | Trimmed |
| 2 | SCHP | SCHWAB STRATEGIC TR | $12.4M | 5.81% | 468,102 | Added |
| 3 | EMXC | ISHARES INC | $11.0M | 5.16% | 107,713 | Trimmed |
| 4 | EMLC | VANECK ETF TRUST | $10.1M | 4.71% | 393,850 | Trimmed |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $9.1M | 4.25% | 127,303 | Trimmed |
| 6 | BIV | VANGUARD BD INDEX FDS | $8.8M | 4.13% | 115,068 | Trimmed |
| 7 | BSV | VANGUARD BD INDEX FDS | $8.4M | 3.95% | 108,249 | Trimmed |
| 8 | ICOW | PACER FDS TR | $8.3M | 3.86% | 198,295 | Trimmed |
| 9 | DBND | DOUBLELINE ETF TRUST | $7.6M | 3.54% | 165,920 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $5.5M | 2.59% | 23,393 | Added |
| 11 | MLPX | GLOBAL X FDS | $5.5M | 2.56% | 74,252 | Added |
| 12 | AIRR | FIRST TR EXCHANGE TRADED FD | $5.4M | 2.55% | 40,880 | Trimmed |
| 13 | VOLT | TEMA ETF TRUST | $5.4M | 2.51% | 127,977 | Trimmed |
| 14 | COWG | PACER FDS TR | $5.2M | 2.44% | 129,814 | Trimmed |
| 15 | DGT | SPDR SERIES TRUST | $4.4M | 2.06% | 23,867 | Added |
| 16 | VBIL | VANGUARD INSTL INDEX FD | $4.2M | 1.99% | 56,089 | Trimmed |
| 17 | ARTY | ISHARES TR | $3.9M | 1.81% | 50,880 | Trimmed |
| 18 | SETM | SPROTT FDS TR | $3.7M | 1.73% | 118,755 | Trimmed |
| 19 | GLDM | WORLD GOLD TR | $3.6M | 1.70% | 45,800 | Trimmed |
| 20 | COWZ | PACER FDS TR | $3.3M | 1.53% | 52,473 | Added |
| 21 | SHLD | GLOBAL X FDS | $3.3M | 1.53% | 54,883 | Trimmed |
| 22 | TOLZ | PROSHARES TR | $3.1M | 1.47% | 52,827 | Added |
| 23 | GOOG | ALPHABET INC | $3.0M | 1.42% | 8,579 | Added |
| 24 | GDX | VANECK ETF TRUST | $2.8M | 1.31% | 36,956 | Trimmed |
| 25 | EEMA | ISHARES INC | $2.8M | 1.30% | 23,654 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30