StockDriftsStockDriftsTop 50 Fortis Group Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 4.58% | 312.9K | $28.7M | -17.14%(-64.72K) | $91.63(-0.16%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.21% | 35.8K | $26.4M | -10.46%(-4.18K) | $510.16(+41.29%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.9% | 85.4K | $18.2M | +8.88%(+6.96K) | $174.06(+26.86%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.72% | 22.8K | $17.0M | -2.25%(-526) | $534.16(+44.81%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.53% | 97.9K | $15.8M | +1.68%(+1.62K) | $89.61(+66.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.25% | 48.7K | $14.1M | -9.04%(-4.84K) | $156.30(+96.21%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.17% | 36.8K | $13.6M | -6.38%(-2.51K) | $206.90(+95.06%) | 2026-06-30 | |
| SPHB | INVESCO EXCH TRADED FD TR II | 1.92% | 77.2K | $12.0M | +77.29%(+33.67K) | $122.49(+20.35%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 1.79% | 94.1K | $11.2M | -1.20%(-1.15K) | $89.27(+37.54%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.79% | 36.9K | $11.2M | +0.61%(+222) | $243.77(+21.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.82% | +32.44% | — | — | +31.79% |
| Top 20 Holdings Unweighted | +11.07% | +37.02% | — | — | +36.69% |
Fortis Group Advisors, LLC reports $625.94M in US-listed equity holdings across 619 positions in its most recent 13F filing. Its largest disclosed positions are BIL (4.6%), QQQ (4.2%) and RSP (2.9%). The top 20 holdings account for 40.51% of reported assets. Its disclosed equity book has returned +32.44% 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 Group Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1815183). View Fortis Group Advisors, LLC’s 13F filings on SEC