Fortis Group Advisors, LLC
All 13F Filings
- Location
- Westwood, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 596,194
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 659 | 596,194 | 13F-HR | Fortis Group Advisors, LLC |
| Q3 2025 | 11/7/2025 | 608 | 580,659 | 13F-HR | Fortis Group Advisors, LLC |
| Q2 2025 | 8/8/2025 | 598 | 550,520 | 13F-HR | Fortis Group Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 478.9 K | 80.5% | 765 | 0 | 765 |
| ETFs | 115.2 K | 19.4% | 15.53 K | 0 | 15.53 K |
| Debt | 336 | 0.1% | 0 | 47 | -47 |
| Other | 811 | 0.1% | 811 | 0 | 811 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
596,194
Holdings
659
QoQ value change ($000)
15,535
(2.7%)
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.