13F Filings History of Fortis Advisors, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$181,635,681
Signature - Title
Colleen Kelly - Chief Compliance Officer
Location
Wayne, PA
Summary
This page shows a list of all the recent 13F filings made by Fortis Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fortis Advisors, LLC reported 121 stock holdings with total value $181,635,681 as of Q4 2025. Top holdings included VUSB, DBND, BSV, EMXC, and ICOW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 121 $181,635,681 +$11,541,263 -$10,773,272 +$767,991 VUSB, DBND, BSV, EMXC, ICOW 13F-HR 10 Feb 2026, 11:28
Q3 2025 122 $175,414,666 +$26,416,186 -$19,552,369 +$6,863,817 VUSB, DBND, BSV, EMXC, ICOW 13F-HR 07 Nov 2025, 18:34
Q2 2025 117 $156,151,213 +$4,741,222 -$10,444,144 -$5,702,922 VUSB, BSV, DBND, EMXC, VIG 13F-HR 23 Jul 2025, 16:43
Q1 2025 111 $153,428,433 +$3,912,938 -$4,267,659 -$354,721 VUSB, BSV, DBND, EMXC, MLPX 13F-HR 17 Apr 2025, 10:14
Q4 2024 108 $152,387,320 +$8,247,123 -$2,049,339 +$6,197,784 VUSB, BSV, DBND, EMXC, VIG 13F-HR 13 Jan 2025, 19:12
Q3 2024 106 $154,228,584 +$31,070,509 -$24,743,755 +$6,326,754 VUSB, BSV, DBND, EMXC, VEA 13F-HR 07 Nov 2024, 16:21
Q2 2024 99 $141,912,185 +$2,013,168 -$9,392,542 -$7,379,374 VUSB, BSV, VFVA, VEA, DBND Restatement 05 Dec 2024, 17:07
Q1 2024 98 $149,352,931 +$6,943,073 -$2,666,912 +$4,276,161 VUSB, BSV, VFVA, VEA, DBND Restatement 05 Dec 2024, 16:50
Q4 2023 89 $140,221,788 +$4,338,119 -$4,768,313 -$430,194 VUSB, BSV, VFVA, VEA, DBND Restatement 05 Dec 2024, 16:42
Q3 2023 88 $132,945,730 +$23,282,008 -$29,745,531 -$6,463,523 VUSB, BSV, VFVA, DBND, BND Restatement 05 Dec 2024, 16:10
Q2 2023 89 $128,540,647 +$3,540,109 -$17,795,530 -$14,255,421 VUSB, BSV, VEA, TOTL, VIG Restatement 04 Dec 2024, 16:41
Q1 2023 266 $131,616,606 +$18,523,441 -$4,628,966 +$13,894,475 VUSB, BSV, VEA, TOTL, VIG 13F-HR 09 May 2023, 14:57
Q4 2022 260 $114,116,393 +$3,366,981 -$10,989,544 -$7,622,563 BSV, VUSB, VEA, KXI, FUTY 13F-HR 14 Feb 2023, 12:40
Q3 2022 237 $115,078,000 +$20,670,296 -$16,251,477 +$4,418,819 BSV, VUSB, VEA, KXI, FUTY 13F-HR 10 Nov 2022, 13:04
Q2 2022 276 $123,880,000 +$40,366,711 -$25,287,194 +$15,079,517 VEA, BSV, KXI, EMXC, PXI 13F-HR 15 Aug 2022, 11:06
Q1 2022 279 $116,086,000 +$23,468,890 -$4,678,294 +$18,790,596 MUB, GUNR, BSV, PXI, MLPX 13F-HR 16 May 2022, 07:34
Q4 2021 255 $100,280,000 +$5,787,741 -$2,637,567 +$3,150,174 BSV, GUNR, PTF, FUTY, MUB 13F-HR 14 Feb 2022, 09:22
Q3 2021 244 $95,551,000 +$6,236,168 -$8,674,917 -$2,438,749 BSV, GUNR, MUB, SUB, VGSH Restatement 23 Nov 2021, 12:41
Q2 2021 244 $99,464,000 +$21,901,030 -$8,497,652 +$13,403,378 BSV, GUNR, MUB, MLPX, VGSH 13F-HR 16 Aug 2021, 10:19
Q1 2021 218 $88,327,000 +$49,240,294 -$2,627,124 +$46,613,170 VXUS, BIV, VFVA, MUB, PTF 13F-HR 13 May 2021, 14:10
Q4 2020 172 $113,354,000 +$4,561,589 -$8,771,969 -$4,210,380 MTUM, VEU, QUAL, EDV, MUB 13F-HR 11 Feb 2021, 15:37
Q3 2020 146 $107,130,000 +$18,694,864 -$18,028,641 +$666,223 MTUM, VEU, EDV, QUAL, PTF 13F-HR 13 Nov 2020, 12:01
Q2 2020 166 $100,908,000 +$10,106,081 -$76,624,163 -$66,518,082 MTUM, IUSV, VEU, MUB, PTF 13F-HR 13 Aug 2020, 10:16
Q1 2020 317 $149,113,000 +$37,454,447 -$26,058,224 +$11,396,223 MTUM, IUSV, VEU, MCD, AGG 13F-HR 14 May 2020, 09:22
Q4 2019 305 $165,359,000 +$22,121,267 -$76,849,181 -$54,727,914 IUSV, MTUM, MCD, ICSH, AGG 13F-HR 14 Feb 2020, 15:34
Q3 2019 298 $212,484,000 +$15,147,592 -$11,386,311 +$3,761,281 FHI, MTUM, IUSV, MCD, ICSH 13F-HR 14 Nov 2019, 14:16
Q2 2019 324 $205,991,000 +$13,884,407 -$8,640,175 +$5,244,232 FHI, MTUM, IUSV, MCD, ICSH 13F-HR 12 Aug 2019, 10:58
Q1 2019 310 $190,672,000 +$17,333,228 -$10,382,002 +$6,951,226 FHI, MTUM, IUSV, MCD, ICSH 13F-HR 15 May 2019, 15:19
Q4 2018 298 $165,038,000 +$27,127,896 -$29,658,921 -$2,531,025 FHI, MTUM, IUSV, MCD, AGG 13F-HR 13 Feb 2019, 15:11
Q3 2018 293 $178,004,000 +$3,852,218 -$6,200,130 -$2,347,912 FHI, MTUM, VLUE, MCD, VBR 13F-HR 14 Nov 2018, 12:12
Q2 2018 302 $173,714,000 +$26,310,240 -$21,770,731 +$4,539,509 FHI, MTUM, VLUE, VBR, MCD 13F-HR 14 Aug 2018, 17:02
Q1 2018 304 $181,456,000 +$43,300,319 -$13,437,688 +$29,862,631 FHI, MTUM, VLUE, VBR, MCD 13F-HR 11 May 2018, 12:19
Q4 2017 282 $162,228,000 +$9,391,435 -$8,451,624 +$939,811 FHI, MTUM, MCD, DWIN, VBR 13F-HR 14 Feb 2018, 13:23
Q3 2017 277 $144,321,000 +$19,519,702 -$8,527,457 +$10,992,245 FHI, MTUM, DWIN, MCD, DWTR 13F-HR 14 Nov 2017, 12:30
Q2 2017 92 $128,581,000 +$14,396,097 -$2,670,225 +$11,725,872 FHI, DWIN, MTUM, MCD, DWTR 13F-HR 14 Aug 2017, 12:22
Q1 2017 83 $110,175,000 +$28,225,307 -$8,514,649 +$19,710,658 FHI, MCD, MTUM, DWTR, CMG 13F-HR 12 May 2017, 17:35
Q4 2016 42 $93,624,000 $0 $0 $0 FHI, DWIN, MTUM, DWTR, UPS 13F-HR 14 Feb 2017, 17:49