Fortitude Family Office, LLC

Q4 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
1,919
Total value ($000)
$429,763
Net value change ($000)
+57,895 (15.6%)
New positions
201
Sold out positions
258
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
VBIL 21,306 71020.0%
BKLN 7,958 3133.1%
DFIP 5,789 48.2%
CVX 5,402 2400.9%
JAAA 3,614 NEW
DBMF 3,517 38.8%
KNX 3,157 32.3%
FLBL 2,769 1052.9%
IDEV 1,982 10.5%
AVLV 1,898 26.7%
Top Reduces (Value $000, Stocks/ETFs)
USFR -13,178 -100.0%
UTI -913 -19.9%
VOO -497 -3.9%
IWF -481 -51.2%
IYW -475 -6.9%
HD -303 -15.2%
TIP -261 -7.6%
VWO -237 -5.4%
DHI -210 -15.0%
SMR -178 -60.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,801 (0.7% 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