Fortis Capital Advisors, LLC: 13F holdings
CIK 19597902026Q2
| Positions | 408 |
|---|---|
| Reported value | $889.4m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA Nvidia Corporation Com | 258,383 | $51.7m | 5.8% |
| QQQ Invesco QQQ Trust | 64,627 | $47.6m | 5.4% |
| SCHX SCHWAB STRATEGIC TR | 1,243,602 | $36.6m | 4.1% |
| SPY SPDR S&P 500 ETF | 48,696 | $36.4m | 4.1% |
| FNDX SCHWAB STRATEGIC TR | 1,148,343 | $35.7m | 4.0% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 1,035,142 | $35.0m | 3.9% |
| AAPL Apple Inc Com | 92,232 | $26.7m | 3.0% |
| SCHF SCHWAB STRATEGIC TR | 871,961 | $24.2m | 2.7% |
| IJR ISHARES TR | 149,636 | $22.2m | 2.5% |
| IVV ISHARES TR | 25,163 | $18.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1959790")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.