StockDriftsStockDriftsTop 50 Fortis Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 6.1% | 13.5K | $13.0M | -34.39%(-7.08K) | $54.15(+1745.34%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 5.81% | 468.1K | $12.4M | +0.84%(+3.90K) | $26.51(-2.22%) | 2026-06-30 | |
| EMXC | ISHARES INC | 5.16% | 107.7K | $11.0M | -0.13%(-144) | $58.28(+70.60%) | 2026-06-30 | |
| EMLC | VANECK ETF TRUST | 4.71% | 393.9K | $10.1M | -0.81%(-3.22K) | $25.47(+0.69%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.25% | 127.3K | $9.1M | -0.13%(-171) | $49.26(+50.25%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 4.13% | 115.1K | $8.8M | -3.40%(-4.05K) | $77.53(-2.57%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.95% | 108.2K | $8.4M | -1.01%(-1.11K) | $78.70(-1.37%) | 2026-06-30 | |
| ICOW | PACER FDS TR | 3.86% | 198.3K | $8.3M | -0.22%(-438) | $32.88(+36.88%) | 2026-06-30 | |
| DBND | DOUBLELINE ETF TRUST | 3.54% | 165.9K | $7.6M | +0.77%(+1.27K) | $45.73(-1.39%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.59% | 23.4K | $5.5M | +0.02%(+5) | $161.75(+51.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.53% | +50.24% | +6.32% | +35.88% |
| Top 20 Holdings Unweighted | +16.98% | +60.10% | +8.24% | +48.54% |
Fortis Advisors LLC reports $213.60M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are STX (6.1%), SCHP (5.8%) and EMXC (5.2%). The top 20 holdings account for 64.98% of reported assets. Its disclosed equity book has returned +50.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fortis Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697478). View Fortis Advisors LLC’s 13F filings on SEC