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Equibles

Fortitude Family Office, LLC

Family Office

Position in CWD — CaliberCos Inc.

CIK 1950506 SCOTTSDALE, AZ
Back to CWD Full portfolio

Position in CWD

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$1,581
-$1,196 QoQ
Shares Held
2,415
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 17 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CWD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Fortitude Family Office, LLC holds $12,078,558 across 41 Asset Management names. CWD ranks #30 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 482,796 $9,844,586
2 KKR
KKR & Co. Inc.
 17,723 $1,626,616
3 BLK
BlackRock, Inc.
 147 $141,349
4 BX
Blackstone Inc.
 802 $94,371
5 AMP
Ameriprise Financial Inc
 180 $82,576
6 PFG
Principal Financial Group Inc
 248 $26,729
7 CRBG
Corebridge Financial, Inc.
 879 $25,165
8 RJF
Raymond James Financial Inc
 165 $25,084

All Filings in CWD

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,581 2,415
2026-03-31 $2,777 2,415
2025-12-31 $2,994 2,415
2025-09-30 $10,722 2,415
2025-06-30 $8,524 2,415
2025-03-31 $26,765 48,313
2024-12-31 $33,770 48,313
2024-09-30 $30,147 48,313
2024-06-30 $40,631 48,313
2024-03-31 $48,313 48,313
2023-12-31 $62,323 48,313