Fortis Capital Advisors, LLC - Portfolio overview

Fortis Capital Advisors, LLC has 430 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - Nvidia Corporation Com, 5.28%
2. QQQ - Invesco QQQ Trust, 4.43%
3. SCHX - SCHWAB STRATEGIC TR, 4.07%

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

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