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AUSTIN SWEERUS

Fortis Group Advisors, Llc

Assets Managed
$625.942M
Holdings
619
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
3.51%(2Q avg: 2.47%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fortis Group Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 619 positions.

Assets under management

The assets under management (AUM) of Fortis Group Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 625.942M in assets, with a quarterly growth rate of 3.51% and a 2-quarter average growth rate of 2.47%. The portfolio is managed by AUSTIN SWEERUS, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -17.13%
4.59%
$28.675M
312,905 shares@ $91.65 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -10.46%
4.22%
$26.372M
35,813 shares@ $736.4 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 8.88%
2.91%
$18.166M
85,380 shares@ $212.77 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.25%
2.73%
$17.033M
22,809 shares@ $746.77 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 1.68%
2.53%
$15.814M
97,895 shares@ $161.54 avg price
AAPL
Apple Inc
Recent Activity
Decreased -9.03%
2.26%
$14.104M
48,743 shares@ $289.37 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -6.37%
2.17%
$13.557M
36,802 shares@ $368.39 avg price
SPHB
Invesco S&p 500 High Beta Et
Recent Activity
Increased 77.3%
1.92%
$12.017M
77,235 shares@ $155.6 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -1.2%
1.79%
$11.196M
94,094 shares@ $119.0 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 0.61%
1.79%
$11.179M
36,899 shares@ $302.97 avg price

1-10 of 619