Fortitude Family Office, LLC

Family Office

CIK

1950506

Location

SCOTTSDALE, AZ

Portfolio Value

Small $101,681,684

Diversification

Diversified

Filing Date

Global Rank

#6,140 / 8,700 ▼ 2347

Top Industry

Consumer Electronics 16.3%

Period ended 2 months ago

Filed Jul 20, 2026 · 55d

11 quarters · since Dec 2023

Portfolio Concentration

2,103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.2%

−9.2 pts

Top 5

32.4%

−26.5 pts

Top 10

46.1%

−27.2 pts

HHI

372

Diversified−631

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.5%	$34,039,858	304
Financial Services	11.3%	$11,497,090	351
Healthcare	10.9%	$11,058,918	344
Industrials	9.6%	$9,796,986	323
Energy	8.3%	$8,476,330	106
Consumer Cyclical	7.3%	$7,384,620	235
Unclassified	6.2%	$6,338,815	10
Communication Services	5.7%	$5,754,555	71
Consumer Defensive	3.3%	$3,405,044	99
Utilities	1.6%	$1,672,537	66
Basic Materials	1.1%	$1,160,985	86
Real Estate	1.1%	$1,095,946	108

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+32,587	147,995	$2,829,664
IBIT	iShares Bitcoin Trust ETF	+12,819	13,280	$442,091
SMR	NUSCALE POWER Corp	+3,634	4,528	$45,415
CPB	CAMPBELL'S Co	+2,819	2,916	$64,939
HPE	Hewlett Packard Enterprise Co	+2,315	2,867	$129,330
SABR	Sabre Corp	+2,119	2,541	$5,310
VTRS	Viatris Inc	+1,956	2,964	$47,068
LYFT	Lyft, Inc.	+1,383	1,427	$20,848
LCID	Lucid Group, Inc.	+1,322	1,352	$9,044
FTI	TechnipFMC plc	+1,319	1,714	$113,638
ADT	ADT Inc.	+1,247	1,574	$10,231
DVN	Devon Energy Corp/De	+1,167	1,560	$64,459
BAC	Bank Of America Corp /De/	+1,151	7,431	$423,418
CARR	CARRIER GLOBAL Corp	+1,125	2,457	$180,220
RTX	RTX Corp	+1,104	3,786	$718,317
SANA	Sana Biotechnology, Inc.	+1,088	1,237	$4,317
GM	General Motors Co	+1,082	1,841	$141,904
CNC	Centene Corp	+1,071	1,084	$69,581
PCG	PG&E Corp	+1,022	1,479	$24,876
MARA	MARA Holdings, Inc.	+984	1,045	$14,515
NVST	Envista Holdings Corp	+940	1,061	$27,957
MRK	Merck & Co., Inc.	+928	2,950	$379,075
WEN	Wendy's Co	+920	978	$8,107
RLAY	Relay Therapeutics, Inc.	+863	1,268	$23,724
DAL	Delta Air Lines, Inc.	+861	1,325	$124,099
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IVZ	Invesco Ltd.	−421,780	493	$13,010
UTI	Universal Technical Institute Inc	−140,800	25	$1,069
KNX	Knight-Swift Transportation Holdings Inc.	−29,912	31,985	$2,490,671
FBTC	Fidelity Wise Origin Bitcoin Fund	−8,344	294	$15,008
GOOGL	Alphabet Inc.	−5,743	9,203	$3,288,876
USB	US Bancorp De	−2,404	2,912	$175,884
BSX	Boston Scientific Corp	−2,288	894	$38,155
NVDA	Nvidia Corp	−1,833	15,961	$3,193,636
OTLK	Outlook Therapeutics, Inc.	−1,125	1,429	$2,272
NFLX	Netflix Inc	−753	686	$48,980
CMCSA	Comcast Corp	−710	494	$12,127
SHEL	Shell plc	−500	450	$34,893
PLTR	Palantir Technologies Inc.	−500	925	$107,919
MSFT	Microsoft Corp	−474	5,851	$2,182,540
CFG	Citizens Financial Group Inc/Ri	−459	307	$21,511
CMPX	Compass Therapeutics, Inc.	−434	1,481	$3,243
T	At&T Inc.	−427	47,695	$987,286
ULCC	Frontier Group Holdings, Inc.	−412	36	$284
ABT	Abbott Laboratories	−395	2,766	$250,986
CRK	Comstock Resources Inc	−393	409	$6,102
NEE	Nextera Energy Inc	−391	1,853	$162,637
AUID	authID Inc.	−353	556	$594
HD	Home Depot, Inc.	−349	2,430	$857,012
MAS	Masco Corp /De/	−320	370	$30,106
VZ	Verizon Communications Inc	−318	3,497	$148,062
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
NBIS	Nebius Group N.V.	573	$158,245
SPCX	Space Exploration Technologies Corp	621	$106,104
KEEL	Keel Infrastructure Corp.	11,905	$68,334
BPOP	Popular, Inc.	282	$46,298
HONA	Honeywell Aerospace Inc.	152	$33,561
FTRE	Fortrea Holdings Inc.	1,647	$28,657
LAMR	Lamar Advertising Co/New	181	$28,232
OHI	Omega Healthcare Investors Inc	465	$22,171
FDXF	FedEx Freight Holding Company, Inc.	125	$18,875
DUOL	Duolingo, Inc.	135	$15,527
PATH	UiPath, Inc.	1,177	$12,793
MEI	Methode Electronics Inc	635	$12,045
CMPR	CIMPRESS plc	111	$11,288
UI	Ubiquiti Inc.	21	$11,214
ECPG	Encore Capital Group Inc	118	$11,008
FR	First Industrial Realty Trust Inc	170	$10,422
ESTC	Elastic N.V.	161	$9,180
VITL	Vital Farms, Inc.	779	$9,059
BULL	Webull Corp	1,345	$8,769
VRNS	Varonis Systems Inc	209	$8,769
CSTM	Constellium SE	247	$7,871
TENB	Tenable Holdings, Inc.	211	$7,781
LPG	Dorian Lpg Ltd.	221	$7,686
CFFN	Capitol Federal Financial, Inc.	828	$7,046
TNK	Teekay Tankers Ltd.	105	$6,811
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	925,656	$106,578,792
ACSG	American Century Small Cap Growth Insights ETF	1,049,059	$62,412,195
DCOR	Dimensional US Core Equity 1 ETF	974,324	$39,706,838
VBIL	Vanguard 0-3 Month Treasury Bill ETF	336,427	$25,450,702
VB	Vanguard Morningstar Small-Cap ETF	100,853	$22,980,155
BDVG	IMGP Berkshire Dividend Growth ETF	496,637	$14,973,605
VEA	Vanguard FTSE Developed Markets ETF	209,210	$13,406,176
BKF	iShares MSCI BIC ETF	111,206	$12,056,030
JA	Janus Henderson AA-A CLO ETF	106,635	$5,371,204
FNDA	Schwab Fundamental U.S. Small Company ETF	177,716	$5,288,799
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	56,110	$4,535,449
VEU	Vanguard FTSE All-World Ex-US ETF	76,934	$4,158,282
ABI	VictoryShares Pioneer Asset-Based Income ETF	30,457	$2,944,307
BUYZ	Franklin Disruptive Commerce ETF	120,619	$2,774,237
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	48,189	$2,443,085
BNDW	Vanguard Total World Bond ETF	23,100	$2,165,394
—		44,656	$2,157,777
CWI	State Street SPDR MSCI ACWI ex-US ETF	34,747	$1,629,981
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	13,260	$1,353,094
—		4,202	$871,700
IAU	Ishares Gold Trust	6,307	$556,025
XOM	ExxonMobil Holdings Corp	2,678	$454,349
ANEW	ProShares MSCI Transformational Changes ETF	5,800	$411,034
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	6,734	$315,171
DEO	Diageo PLC	2,222	$165,427
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,103 tracked positions · $101,681,684 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,103 positions by value · page 1 of 43

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	53,549	-124	$15,494,938	+13.8%	15.24%
LLY	ELI LILLY & Co PUT + SHARES Healthcare	Added	4,446	+52	$5,332,666	+31.9%	5.24%
CVX	Chevron Corp Energy	Reduced	25,522	-29	$4,230,526	−20.0%	4.16%
MU	Micron Technology Inc Technology	Added	3,652	+96	$4,215,467	+250.9%	4.15%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,969	-10	$3,659,171	+27.3%	3.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,203	-5,743	$3,288,876	−23.4%	3.23%
NVDA	Nvidia Corp Technology	Reduced	15,961	-1,833	$3,193,636	+2.9%	3.14%
ET	Energy Transfer LP Energy	Added	147,995	+32,587	$2,829,664	+27.0%	2.78%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	31,985	-29,912	$2,490,671	−30.1%	2.45%
MSFT	Microsoft Corp Technology	Reduced	5,851	-474	$2,182,540	−6.8%	2.15%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Added	2,665	+1	$1,990,142	+14.9%	1.96%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,030	+175	$1,913,870	+17.0%	1.88%
KKR	KKR & Co. Inc. Financial Services	Added	17,723	+53	$1,626,616	−0.5%	1.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,390	+10	$1,300,303	−5.4%	1.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,591	+29	$1,296,510	+5.6%	1.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,600	+195	$1,178,388	+17.6%	1.16%
AVGO	Broadcom Inc. Technology	Added	3,019	+406	$1,140,427	+41.0%	1.12%
ABBV	AbbVie Inc. Healthcare	Reduced	4,225	-26	$1,063,179	+15.0%	1.05%
T	At&T Inc. Communication Services	Reduced	47,695	-427	$987,286	−29.2%	0.97%
V	Visa Inc. Financial Services	Reduced	2,767	-18	$949,330	+12.8%	0.93%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,430	-349	$857,012	−6.2%	0.84%
RTX	RTX Corp Industrials	Added	3,786	+1,104	$718,317	+38.8%	0.71%
META	Meta Platforms, Inc. Communication Services	Reduced	1,195	-291	$673,131	−20.8%	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,576	+243	$662,865	+33.8%	0.65%
CAT	Caterpillar Inc Industrials	Reduced	566	-26	$602,733	+43.7%	0.59%
C	Citigroup Inc Financial Services	Added	4,054	+205	$567,397	+30.0%	0.56%
MA	Mastercard Inc Financial Services	Reduced	1,090	-8	$559,824	+2.0%	0.55%
LRCX	Lam Research Corp Technology	Added	1,212	+192	$525,195	+141.0%	0.52%
JNJ	Johnson & Johnson Healthcare	Reduced	1,844	-120	$468,320	−2.4%	0.46%
GS	Goldman Sachs Group Inc Financial Services	Added	463	+30	$468,264	+27.8%	0.46%
IBIT	iShares Bitcoin Trust ETF	Added	13,280	+12,819	$442,091	+2396.1%	0.43%
AMGN	Amgen Inc Healthcare	Reduced	1,172	-6	$424,404	+2.4%	0.42%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,431	+1,151	$423,418	+38.3%	0.42%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	2,474	+164	$402,965	+27.1%	0.40%
IRM	Iron Mountain Inc Real Estate	Held	3,112	0	$393,076	+23.7%	0.39%
MRK	Merck & Co., Inc. Healthcare	Added	2,950	+928	$379,075	+55.9%	0.37%
AMD	Advanced Micro Devices Inc Technology	Added	638	+119	$370,620	+251.0%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,358	-128	$367,080	−20.5%	0.36%
WMT	Walmart Inc. Consumer Defensive	Added	2,930	+295	$331,851	+1.3%	0.33%
WDC	Western Digital Corp Technology	Added	447	+79	$285,507	+186.8%	0.28%
INTC	Intel Corp Technology	Added	1,921	+728	$268,229	+409.5%	0.26%
APH	Amphenol Corp /De/ Technology	Added	1,494	+676	$263,422	+27.4%	0.26%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,572	-31	$262,832	+12.7%	0.26%
ABT	Abbott Laboratories Healthcare	Reduced	2,766	-395	$250,986	−22.7%	0.25%
CSCO	Cisco Systems, Inc. Technology	Added	2,131	+143	$250,307	+62.3%	0.25%
MO	Altria Group, Inc. Consumer Defensive	Reduced	3,433	-219	$247,004	+2.5%	0.24%
CB	Chubb Ltd Financial Services	Added	711	+136	$242,266	+29.3%	0.24%
IBM	International Business Machines Corp Technology	Reduced	841	-115	$236,497	+2.1%	0.23%
ADI	Analog Devices Inc Technology	Added	583	+150	$231,550	+68.1%	0.23%
AMAT	Applied Materials Inc /De Technology	Held	312	0	$225,576	+111.5%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.