Fortis Advisors, LLC - Portfolio overview

Fortis Advisors, LLC has 146 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. SCHP - SCHWAB STRATEGIC TR, 5.69%
2. EMLC - VANECK ETF TRUST, 4.59%
3. BIV - VANGUARD BD INDEX FDS, 4.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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