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Portfolio (Quarterly) Guide ↗

Fortitude Family Office, LLC

· CIK 0001950506
13F Portfolio $516M AUM 2,276 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 529 New 867 Added 454 Reduced 144 Exited
Page 2 of 114  ·  2,271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JAAA JANUS HENDERSON AAA CLO ETF 136,295.0 $6.9M 1.33% +30K +27.8% $50.49 +0.3%
22 IEFA ISHARES CORE MSCI EAFE ETF 53,550.0 $5.2M 1.00% $96.58 +4.0%
23 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 73,148.0 $5.1M 0.99% -3K -3.8% $69.90 +3.5%
24 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 119,250.0 $4.9M 0.96% $41.43 +8.4%
25 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 156,641.0 $4.9M 0.94% -1K -0.9% $31.10 +5.6%
26 VWO VANGUARD FTSE EMERGING MARKETS ETF 74,695.0 $4.5M 0.86% -2K -2.9% $59.69 +0.7%
27 CVX CHEVRON CORPORATION COM Energy 25,522.0 $4.2M 0.82% $165.76 +25.1%
28 MU MICRON TECHNOLOGY INC COM Technology 3,652.0 $4.2M 0.82% +96.0 +2.7% $1154.29 -19.0%
29 QQQ INVESCO QQQ TRUST SERIES I Financial Services 4,969.0 $3.7M 0.71% $736.40 -2.4%
30 LLY ELI LILLY & CO COM Healthcare 3,046.0 $3.7M 0.71% +52.0 +1.7% $1199.43 +6.1%
31 GOOGL ALPHABET INC CAP STK CL A Communication Services 9,203.0 $3.3M 0.64% +246.0 +2.8% $357.37 -3.5%
32 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 36,479.0 $3.2M 0.62% -879.0 -2.4% $87.88 +3.4%
33 NVDA NVIDIA CORPORATION COM Technology 15,961.0 $3.2M 0.62% -2K -10.3% $200.09 +9.6%
34 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 147,995.0 $2.8M 0.55% +33K +28.2% $19.12 +11.5%
35 VB VANGUARD SMALL-CAP ETF 8,418.0 $2.6M 0.49% -549.0 -6.1% $303.12 +1.3%
36 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 31,985.0 $2.5M 0.48% -30K -48.3% $77.87 -9.0%
37 VONV VANGUARD RUSSELL 1000 VALUE ETF 23,100.0 $2.5M 0.48% $106.31 +7.2%
38 VOE VANGUARD MID-CAP VALUE ETF 12,300.0 $2.4M 0.47% $197.60 +6.5%
39 VBR VANGUARD SMALL CAP VALUE ETF 10,000.0 $2.4M 0.47% $242.99 +3.4%
40 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 19,357.0 $2.4M 0.47% -2K -7.9% $124.76 +2.2%
Page 2 of 114  ·  2,271 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 15.3%
Industrials 9.5%
Healthcare 9.4%
Energy 8.5%
Communication Services 8.0%
Consumer Cyclical 7.4%
Consumer Defensive 3.4%
Utilities 1.9%
Real Estate 1.1%