Fortis Advisors, LLC - Portfolio Stock Holdings
Fortis Advisors, LLC disclosed 137 stock positions in a recent SEC 13F filing. $198,284,021 of stock holdings were filed, with the largest holdings including SCHP, EMLC, and BIV. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.We estimate the fund has a total AUM of $584,315,081 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
137Est. Stock Holding Value:
$198,284,021Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fortis Advisors, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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