account_balance
Investment manager · 13F filer · SEC CIK 1815183
Fortis Group Advisors, LLC
Reported value$623Mas of Sep 30, 2026
Positions618 57 new, 57 sold out
Top 10 weight27.2%SPY alone is 4%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
4.1%Added +47%
QQQInvesco QQQ
3.9%Trimmed −2%
BILSPDR Series Trust
3.6%Trimmed −22%
RSPInvesco S&P
3.0%
AAPLApple Inc.
2.8%Added +5%
QQQMInvesco Exch Traded Fd Tr II
2.5%Added +49%
GLDSPDR Gold Trust
2.0%Trimmed −7%
SPYGSPDR Series Trust
1.9%Added +9%
AMLPAlerian MLP
1.8%Added +8%
SPMOInvesco Exch Traded Fd Tr II
1.7%Trimmed −19%
SPHBInvesco Exch Traded Fd Tr II
1.7%
XLVState Street
1.7%Added +59%
SPYSPDR S&P 500 ETF Trust
4.1%Added +47%
QQQInvesco QQQ
3.9%Trimmed −2%
BILSPDR Series Trust
3.6%Trimmed −22%
RSPInvesco S&P
3.0%
AAPLApple Inc.
2.8%Added +5%
QQQMInvesco Exch Traded Fd Tr II
2.5%
GLDSPDR Gold Trust
2.0%
SPYGSPDR Series Trust
1.9%
AMLPAlerian MLP
1.8%
SPMO
SPHB
XLV1.7%
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
SPY SPDR S&P 500 ETF Trust 4.1% Added +47%
QQQ Invesco QQQ 3.9% Trimmed −2%
BIL SPDR Series Trust 3.6% Trimmed −22%
RSP Invesco S&P 3.0% Held
AAPL Apple Inc. 2.8% Added +5%QQQM Invesco Exch Traded Fd Tr II 2.5% Added +49%
GLD SPDR Gold Trust 2.0% Trimmed −7%SPYG SPDR Series Trust 1.9% Added +9%
AMLP Alerian MLP 1.8% Added +8%
SPMO Invesco Exch Traded Fd Tr II 1.7% Trimmed −19%
SPHB Invesco Exch Traded Fd Tr II 1.7% Held
XLV State Street 1.7% Added +59%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VFLO $7.53M
- BUG $6.19M
- VFH $4.24M
- PPH $3.77M
arrow_upwardAdded
- IEF +55452%
- TGT +11130%
- MAGS +2367%
- SCHD +1947%
arrow_downwardTrimmed
- USMV −57%
- USDU −50%
- SPLV −45%
- XLRE −37%
remove_circleSold out
- XAR $5.22M
- HECA $4.5M
- VTWO $4.23M
- IAK $3.52M
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