Fortis Advisors, LLC
All 13F Filings
- Location
- Wayne, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 184,390
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 122 | 184,390 | 13F-HR | Fortis Advisors, LLC |
| Q3 2025 | 11/10/2025 | 123 | 177,775 | 13F-HR | Fortis Advisors, LLC |
| Q2 2025 | 7/23/2025 | 117 | 156,151 | 13F-HR | Fortis Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.754 K
(1.5% of total reported value)
· QoQ Δ:
+393
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 113.8 K | 62.6% | 7.431 K | 0 | 7.431 K |
| ETFs | 60.65 K | 33.4% | 0 | 1.284 K | -1.284 K |
| Debt | 7.213 K | 4.0% | 73 | 0 | 73 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
184,390
Holdings
122
QoQ value change ($000)
6,615
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.