Fortitude Family Office, LLC

Q1 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
1,886
Total value ($000)
$447,712
Net value change ($000)
+17,949 (4.2%)
New positions
206
Sold out positions
239
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AMERICAN CENTURY ETF TRUST 33,402 NEW
VBIL 4,115 19.3%
DFIP 3,232 18.2%
IDEV 2,455 11.8%
DBMF 2,385 18.9%
JAAA 1,757 48.6%
IVV 1,663 4.8%
AVLV 1,565 17.4%
DFEM 1,519 16.9%
UTI 1,404 38.2%
Top Reduces (Value $000, Stocks/ETFs)
KNX -9,364 -72.4%
AAPL -5,045 -27.0%
QQQ -3,108 -52.0%
JPM -1,998 -66.6%
KKR -1,628 -49.9%
LRGE -1,217 -54.3%
MSFT -1,186 -33.6%
GS -1,130 -75.5%
DHI -875 -73.4%
GOOGL -860 -25.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,524 (0.6% 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