Skip to Main Content

Fortis Group Advisors, LLC - Portfolio Stock Holdings

Fortis Group Advisors, LLC disclosed 677 stock positions in a recent SEC 13F filing. $622,661,233 of stock holdings were filed, with the largest holdings including BIL, QQQ, and RSP. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $822,399,121 and has 29 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

677

Est. Stock Holding Value:

$622,661,233

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Fortis Group Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...