account_balance

Investment manager · 13F filer · SEC CIK 1697478

Fortis Advisors, LLC

Reported value$223Mas of Sep 30, 2026
Positions125 15 new, 12 sold out
Top 10 weight44.0%BSV alone is 10%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BSV Vanguard Bd Index FDS 9.8% Added +164%
STX Seagate Technology Holdings PLC 5.4% Trimmed −4%
VTIP Vanguard Malvern FDS 5.2% New
VEA Vanguard Tax-Managed FDS 4.9% Added +21%
RAAX Vaneck ETF Trust 3.8% New
AVNV American Centy ETF Tr 3.3% New
EMBX Vaneck FDS 3.3% New
CLOI Vaneck ETF Trust 3.0% New
VOLT Tema ETF Trust 2.7% Added +32%
VIG Vanguard Specialized Funds 2.6% Added +6%
VTV Vanguard Index FDS 2.6% New
EMXC iShares Inc 2.0% Trimmed −58%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 13, 2026 filing
add_circleNew
  • VTIP $11.5M
  • RAAX $8.57M
  • AVNV $7.43M
  • EMBX $7.32M
arrow_upwardAdded
  • VUSB +542%
  • BSV +164%
  • DFAS +61%
  • VOLT +32%
arrow_downwardTrimmed
  • BIV −80%
  • ICOW −74%
  • EMXC −58%
  • VBIL −35%
remove_circleSold out
  • SCHP $12.4M
  • EMLC $10.1M
  • DBND $7.56M
  • COWZ $3.26M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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