Fortis Advisors, LLC
All 13F Filings
- Location
- Wayne, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 213,597
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 122 | 213,597 | 13F-HR | Fortis Advisors, LLC |
| 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 | 62.12 K | 29.1% | 10.21 K | 0 | 10.21 K |
| ETFs | 143 K | 67.0% | 3.91 K | 0 | 3.91 K |
| Debt | 8.434 K | 3.9% | 0 | 141 | -141 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
213,597
Holdings
122
QoQ value change ($000)
13,984
(7.0%)
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.