Fortitude Family Office, LLC

Q2 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
2,271
Total value ($000)
$515,998
Net value change ($000)
+68,286 (15.3%)
New positions
529
Sold out positions
144
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 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)
IVV 10,098 27.8%
AMERICAN CENTURY ETF TRUST 5,280 15.8%
VBIL 4,313 16.9%
IDEV 4,008 17.2%
VO 3,234 24.3%
MU 3,014 251.0%
IEMG 2,587 25.7%
EMXC 2,467 39.8%
IYW 2,282 39.0%
AVLV 2,048 19.4%
Top Reduces (Value $000, Stocks/ETFs)
UTI -5,083 -100.0%
FLBL -1,088 -39.2%
KNX -1,073 -30.1%
CVX -1,056 -20.0%
IAU -556 -100.0%
FBTC -495 -97.1%
XOM -454 -100.0%
T -408 -29.2%
TIP -352 -13.3%
JPST -177 -7.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,098 (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