Fortis Group Advisors, LLC
•CIK: 1815183•Filing: Q4 2025
**Fortis Group Advisors, LLC** manages $596M across a diversified portfolio of 577 positions. The fund exhibits significant concentration in key market indices and technology names, with top holdings including NDQ at $27.5M and BIL at $25.6M. Further notable allocations include GQ9 ($16.2M), SPMO ($16.1M), and AAPL ($14.9M). This structure suggests a tactical, index-aware approach to capturing broad market and sector movements.
Total AUM
$596.2M
QoQ Performance
+2.7%
Positions
456
Top 10 Concentration
29.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ4.6%
BIL4.3%
GQ92.7%
SPMO2.7%
AAPL2.5%
SPY2.5%
IWO2.5%
QQQM2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.8%
Technology8.7%
Consumer3.8%
ETF3.7%
Healthcare1.6%
Financial1.5%
Industrial1.0%
Communication0.9%
🚪 Exited Positionssold since Q3 2025
+367 more exited positions
Changes from Q3 2025
NEW36 new positions
↑84 increased
↓77 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023