StockDrifts LogoStockDrifts

Fortis Advisors, LLC

Portfolio Manager
Fortis Advisors, LLC
Performance
+7.16% (2026 Q1)
AUM (13F)
$199.61M
# of Holdings
119
Performance Rank
Allocation (Top 20)
65%

Fortis Advisors, LLC Holdings Map

Top 50 Fortis Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHP
SCHWAB STRATEGIC TR
6.19%464.2K$12.4M
+116.23%(+249.52K)
2025-Q1: 189.4K shares2025-Q2: 188.5K shares2025-Q3: 215.3K shares2025-Q4: 214.7K shares2026-Q1: 464.2K shares
$26.51(+0.99%)
2026-03-31
EMLC
VANECK ETF TRUST
4.99%397.1K$10.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 397.1K shares
$25.47(+0.02%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
4.61%119.1K$9.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 119.1K shares
$77.53(-1.25%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
4.3%109.4K$8.6M
+19.48%(+17.83K)
2025-Q1: 147.3K shares2025-Q2: 144.3K shares2025-Q3: 90.5K shares2025-Q4: 91.5K shares2026-Q1: 109.4K shares
$78.70(-0.95%)
2026-03-31
EMXC
ISHARES INC
4.25%107.9K$8.5M
+14.33%(+13.52K)
2025-Q1: 104.6K shares2025-Q2: 103.8K shares2025-Q3: 96.3K shares2025-Q4: 94.3K shares2026-Q1: 107.9K shares
$58.28(+66.82%)
2026-03-31
ICOW
PACER FDS TR
4.23%198.7K$8.4M
+16.28%(+27.83K)
2025-Q1: 150.4K shares2025-Q2: 151.9K shares2025-Q3: 176.6K shares2025-Q4: 170.9K shares2026-Q1: 198.7K shares
$32.88(+38.23%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4.09%127.5K$8.2M
+21.95%(+22.94K)
2025-Q1: 97.3K shares2025-Q2: 97.2K shares2025-Q3: 106.5K shares2025-Q4: 104.5K shares2026-Q1: 127.5K shares
$49.26(+43.25%)
2026-03-31
STX
SEAGATE TECHNOLOGY HLDNGS PL
4.04%20.6K$8.1M
-11.88%(-2.77K)
2025-Q1: 23.4K shares2025-Q2: 23.4K shares2025-Q3: 23.4K shares2025-Q4: 23.4K shares2026-Q1: 20.6K shares
$54.15(+1386.17%)
2026-03-31
DBND
DOUBLELINE ETF TRUST
3.78%164.6K$7.5M
-19.33%(-39.46K)
2025-Q1: 161.8K shares2025-Q2: 158.1K shares2025-Q3: 208.7K shares2025-Q4: 204.1K shares2026-Q1: 164.6K shares
$45.73(-0.44%)
2026-03-31
MLPX
GLOBAL X FDS
2.75%74.2K$5.5M
-8.13%(-6.57K)
2025-Q1: 89.3K shares2025-Q2: 89.7K shares2025-Q3: 81.7K shares2025-Q4: 80.8K shares2026-Q1: 74.2K shares
$31.00(+143.53%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Fortis Advisors, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all