Fortis Group Advisors, LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$604.7M
Holdings
587
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
5.7%
02
$NDQ
INVESCO QQQ
Q4 2025: New position (411 shares)
4.4%
03
$GQ9
SPDR GOLD
Held since at least Q1 2024
2.8%
04
$SPY
STATE STREET
Q4 2025: New position (1.0k shares)
2.7%
05
$RSP
INVESCO S&P
Held since at least Q1 2024
2.6%
06
$AAPL
APPLE INC
Q4 2025: New position (1.2k shares)
2.4%
07
$SPMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Increased +11.1% (158.0k → 175.4k shares)
2.1%
08
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
1.8%
09
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 969 shares)
1.7%
10
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
1.7%
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 12:33 UTC.