Fortitude Advisory Group L.L.C.

Q2 2026 13F-HR Holdings

Location
Gig Harbor, WA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
238
Total value ($000)
$261,755
Net value change ($000)
+39,445 (17.7%)
New positions
26
Sold out positions
14
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PULS 5,092 137.4%
MU 3,141 90.1%
NVDA 2,553 11.6%
MRVL 2,396 208.3%
BRK-B 1,547 211.1%
GOOGL 1,265 60.7%
AAPL 893 14.0%
AMAT 864 117.6%
AMD 842 206.4%
AVGO 813 18.7%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -1,436 -100.0%
NRG -873 -100.0%
VST -607 -100.0%
VUSB -599 -2.2%
XNTK -598 -100.0%
TSLA -594 -26.6%
CEG -513 -32.2%
ORCL -486 -100.0%
IEF -396 -16.0%
MCR -347 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 82 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type