Fortis Group Advisors, LLC

CIK 0001815183 · WESTWOOD, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Fortis Group Advisors, LLC reported 619 positions worth $625.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: BIL (4.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$625.9M
2026 Q2
Positions
619
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.9%
Est. Net Flow (Q)
2026 Q2
10 / 619 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BILSPDR SERIES TRUSTSH$28.7M4.58%312,905
2QQQINVESCO QQQSH$26.4M4.21%35,813
3RSPINVESCO S&PSH$18.2M2.90%85,380
4SPYSTATE STREETSH$17.0M2.72%22,809
5SPMOINVESCO EXCH TRADED FD TR IISH$15.8M2.53%97,895
6AAPLAPPLE INCSH$14.1M2.25%48,743
7GLDSPDR GOLDSH$13.6M2.17%36,802
8SPHBINVESCO EXCH TRADED FD TR IISH$12.0M1.92%77,235
9SPYGSPDR SERIES TRUSTSH$11.2M1.79%94,094
10QQQMINVESCO EXCH TRADED FD TR IISH$11.2M1.79%36,899

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Fortis Group Advisors, LLC hold as of Q2 2026?

Fortis Group Advisors, LLC reported 619 positions worth $625.9M in its Q2 2026 13F filing. Largest positions: BIL (4.6%), QQQ (4.2%), RSP (2.9%), SPY (2.7%) and SPMO (2.5%).

What did Fortis Group Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Fortis Group Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.