Fortis Advisors, LLC
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$199.6M
Holdings
119
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHP
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 215.3k shares)
6.2%
02
$EMLC
VANECK ETF TRUST
Held since at least Q1 2024
5.0%
03
$BIV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
4.6%
04
$BSV
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 90.5k shares)
4.3%
05
$EMXC
ISHARES INC
Q4 2025: Exited (was 96.3k shares)
4.3%
06
$ICOW
PACER FDS TR
Q4 2025: Exited (was 176.6k shares)
4.2%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 106.5k shares)
4.1%
08
$STX
SEAGATE TECHNOLOGY HLDNGS PL
Q4 2025: Exited (was 20.0k shares)
4.0%
09
$DBND
DOUBLELINE ETF TRUST
Q4 2025: Exited (was 208.7k shares)
3.8%
10
$MLPX
GLOBAL X FDS
Q4 2025: Exited (was 81.7k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:28 UTC.