Fortis Advisors, LLC
All 13F Filings
- Location
- Wayne, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 199,613
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 119 | 199,613 | 13F-HR | Fortis Advisors, LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.9 K | 26.0% | 0 | 61.87 K | -61.87 K |
| ETFs | 139.1 K | 69.7% | 78.49 K | 0 | 78.49 K |
| Debt | 8.575 K | 4.3% | 1.362 K | 0 | 1.362 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
199,613
Holdings
119
QoQ value change ($000)
15,223
(8.3%)
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.