Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Fortis Advisors, LLC

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001697478-26-000002

Total Value
$184.4M
Positions
122
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (122)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS92203C303342,921$17.1M9.27%
2DOUBLELINE ETF TRUST25861R105204,107$9.5M5.13%
3VANGUARD BD INDEX FDS92193782791,530$7.2M3.91%
4ISHARES INC46434G76494,342$6.9M3.72%
5PACER FDS TR69374H873170,907$6.6M3.59%
6VANGUARD TAX-MANAGED FDS921943858104,531$6.5M3.54%
7SEAGATE TECHNOLOGY HLDNGS PLSE23,350$6.4M3.49%
8VANECK ETF TRUST92189F10674,668$6.4M3.47%
9VANGUARD INSTL INDEX FD92204084578,895$6.0M3.23%
10SCHWAB STRATEGIC TR808524870214,677$5.7M3.08%
11VANGUARD SPECIALIZED FUNDS92190884425,490$5.6M3.04%
12WORLD GOLD TRGLDW65,605$5.6M3.04%
13GLOBAL X FDS37954Y29380,757$4.9M2.65%
14FIRST TR EXCHANGE TRADED FD33738R70446,807$4.6M2.50%
15SPROTT FDS TRSII143,405$4.2M2.25%
16PACER FDS TR69374H360104,928$3.7M2.00%
17VANGUARD INDEX FDS9229087699,895$3.3M1.80%
18INVESCO EXCHANGE TRADED FD TIVZ35,205$2.8M1.52%
19GLOBAL X FDS37960A52942,785$2.8M1.50%
20SEAGATE TECHNOLOGY HLDNGS PLSE10,000$2.8M1.49%
21VANECK ETF TRUST92189F70036,146$2.6M1.43%
22ISHARES TR46429B74725,127$2.6M1.40%
23ALPHABET INCGOOG7,759$2.4M1.32%
24PACER FDS TR69374H88138,657$2.3M1.26%
25SCHWAB STRATEGIC TR80852486290,852$2.2M1.20%
26SSGA ACTIVE ETF TR78467V84854,612$2.2M1.19%
27ALPHABET INCGOOG6,548$2.0M1.11%
28APPLE INCAAPL6,560$1.8M0.97%
29AMAZON COM INCAMZN7,168$1.7M0.90%
30ISHARES INC46434G10324,600$1.7M0.90%
31ISHARES INC46428642617,420$1.6M0.89%
32ISHARES TR46432F84216,233$1.5M0.79%
33SELECT SECTOR SPDR TR81369Y8037,890$1.1M0.62%
34MICROSOFT CORPMSFT2,329$1.1M0.61%
35DIMENSIONAL ETF TRUST25434V70826,223$1.0M0.56%
36DIREXION SHS ETF TR25460E869101,779$959,7800.52%
37BLACKROCK ETF TRUSTBLK35,860$918,3620.50%
38SPDR GOLD TRGLD2,313$916,6650.50%
39SCHWAB STRATEGIC TR80852430027,635$901,4390.49%
40ISHARES TR4642886798,180$901,0670.49%
41VANGUARD WELLINGTON FD9219358056,473$859,4870.47%
42ISHARES TR4642872001,219$835,0390.45%
43BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.41%
44ISHARES U S ETF TR46431W50714,489$740,3960.40%
45CITIGROUP INCC-PR6,020$702,4740.38%
46UNITED PARCEL SERVICE INCUPS6,941$688,4820.37%
47ALPS ETF TR00162Q45214,589$685,9890.37%
48FIRST TR EXCHANGE TRADED FD33734X8469,418$672,9010.36%
49VANGUARD WORLD FD92204A5042,332$671,1990.36%
50SELECT SECTOR SPDR TR81369Y2094,250$657,8290.36%
51BLACKROCK ETF TRUSTBLK25,840$640,9690.35%
52INVESCO EXCHANGE TRADED FD TIVZ14,021$638,0840.35%
53GOLDMAN SACHS GROUP INCGSCE715$628,4850.34%
54THERMO FISHER SCIENTIFIC INCTMO1,065$617,1140.33%
55FREEPORT-MCMORAN INCFCX12,075$613,2890.33%
56J P MORGAN EXCHANGE TRADED F46641Q33210,027$573,9480.31%
57BROOKFIELD CORP11271J10711,850$543,7970.29%
58HEALTHCARE RLTY TR42226K10531,890$540,5420.29%
59VANECK ETF TRUST92189F7914,660$530,2580.29%
60UNION PAC CORPUNP2,250$520,4700.28%
61ISHARES TR4642876635,051$517,9210.28%
62AIR LEASE CORPAIIR7,925$509,0230.28%
63META PLATFORMS INCMETA767$506,2890.27%
64SPDR SERIES TRUST78464A5088,736$496,3050.27%
65SPDR SERIES TRUST78464A8703,906$476,3180.26%
66SPDR S&P 500 ETF TRSPY694$473,2660.26%
67MASTERCARD INCORPORATEDMA821$468,6920.25%
68NEXTERA ENERGY INCNEE-PW5,813$466,6680.25%
69VOYAGER TECHNOLOGIES INCVOYG17,563$459,0970.25%
70SOFI TECHNOLOGIES INCSOFI17,500$458,1500.25%
71ISHARES TR46434V8788,860$448,1200.24%
72BERKSHIRE HATHAWAY INC DELBRK-A856$430,2680.23%
73J P MORGAN EXCHANGE TRADED F46654Q2037,326$425,7800.23%
74DISNEY WALT CO2546871063,722$423,4520.23%
75ELEMENT SOLUTIONS INCESI16,600$414,8340.22%
76VISA INCV1,180$413,8380.22%
77VANGUARD INDEX FDS922908736820$400,1830.22%
78SOUTHERN COSOMN4,475$390,2200.21%
79SPDR SERIES TRUST78464A8544,812$386,0420.21%
80TAIWAN SEMICONDUCTOR MFG LTD8740391001,250$379,8630.21%
81DIMENSIONAL ETF TRUST25434V6096,360$378,7000.21%
82SELECT SECTOR SPDR TR81369Y6056,849$375,1140.20%
83BLACKROCK ETF TRUSTBLK6,131$372,8220.20%
84CORNING INCGLW4,075$356,8070.19%
85ISHARES TR46434V6215,042$350,0450.19%
86BLACKROCK ETF TRUST IIBLK6,565$346,4250.19%
87WALMART INCWMT3,070$342,0290.19%
88PACER FDS TR69374H86513,717$334,7370.18%
89CVS HEALTH CORPCVS4,200$333,3120.18%
90ISHARES TR4642874081,568$332,4370.18%
91WARNER BROS DISCOVERY INCWBD11,400$328,5480.18%
92VANGUARD STAR FDS9219097684,149$313,0300.17%
93ADVANCED MICRO DEVICES INCAMD1,450$310,5320.17%
94ISHARES TR4642872422,738$301,6960.16%
95EDWARDS LIFESCIENCES CORPEW3,500$298,3750.16%
96DEVON ENERGY CORP NEW25179M1037,900$289,3770.16%
97ISHARES TR46434V7383,882$275,5210.15%
98BORGWARNER INCBWA6,100$274,8660.15%
99J P MORGAN EXCHANGE TRADED F46654Q7244,124$273,9380.15%
100JPMORGAN CHASE & CO.VYLD849$273,5650.15%
101ISHARES TR4642873092,176$268,2110.15%
102INVESCO EXCHANGE TRADED FD TIVZ4,488$266,0700.14%
103INTUITINTU400$264,9680.14%
104ISHARES TR46429B2915,477$263,3800.14%
105SPDR SERIES TRUST78464A6311,076$259,5010.14%
106KKR & CO INCKKRT2,000$254,9600.14%
107J P MORGAN EXCHANGE TRADED F46641Q3992,064$254,5620.14%
108NVIDIA CORPORATIONNVDA1,360$253,5780.14%
109ABBVIE INCABBV1,079$246,5410.13%
110GENERAC HLDGS INCGNRC1,800$245,4660.13%
111BLACKROCK ETF TRUST IIBLK4,562$236,0680.13%
112ENTERPRISE PRODS PARTNERS L2937921077,262$232,8200.13%
113ISHARES TR4642888773,215$229,5850.12%
114MOTOROLA SOLUTIONS INCMSI596$228,4590.12%
115LOWES COS INC548661107927$223,5550.12%
116MORGAN STANLEYMS-PQ1,253$222,3750.12%
117MERCK & CO INCMRK2,083$219,2570.12%
118ISHARES TR4642874322,511$218,8190.12%
119AMERICAN EXPRESS COAXP588$217,5310.12%
120MOHAWK INDS INC6081901041,975$215,8680.12%
121ENOVIX CORPORATIONENVX12,200$89,1820.05%
122RIBBON COMMUNICATIONS INCRBBN10,000$28,8000.02%