Fortis Capital Advisors, LLC Portfolio Holdings

Fortis Capital Advisors, LLC

  • $631 Billion
  • Q3 2025

Fortis Capital Advisors, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $631 Billion distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $41B, Invesco Qqq Trust, Series 1 with a value of $36.2B, Schwab Strategic Tr Us Large C with a value of $36.1B, Schwab Fundamental U S Large C with a value of $34.3B, and Schwab Strategic Tr Us Large C with a value of $32.4B.

Examining the 13F form we can see an increase of $72B in the current position value, from $559B to 631B.

Fortis Capital Advisors, LLC is based out at Reno, NV

Below you can find more details about Fortis Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $631 Billion
ETFs: $390 Billion
Technology: $113 Billion
Communication Services: $29.4 Billion
Consumer Cyclical: $26.1 Billion
Financial Services: $22.5 Billion
Healthcare: $10.5 Billion
Industrials: $6.52 Billion
Consumer Defensive: $6.01 Billion
Other: $9.64 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$111M
$36.6 Million 0.01% of portfolio
12,563
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $631 Billion
  • Prior Value $559 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 79 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
Track This Portfolio

Track Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email