Fortitude Family Office, LLC

Q3 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
2,642
Total value ($000)
$585,656
Net value change ($000)
+69,658 (13.5%)
New positions
514
Sold out positions
149
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JAAA 7,870 114.4%
VBIL 7,496 25.2%
IEMG 7,010 55.3%
DFEM 5,381 43.8%
AAPL 5,264 34.0%
DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL 5,212 NEW
IVV 4,481 9.6%
IDEV 3,152 11.6%
NVDA 3,127 97.9%
DBMF 2,389 14.1%
Top Reduces (Value $000, Stocks/ETFs)
EMXC -8,671 -100.0%
DFAT -5,113 -100.0%
CVX -3,188 -75.3%
KNX -2,383 -95.7%
AVXC -2,365 -99.8%
TIP -1,250 -54.3%
FLBL -894 -53.0%
IJH -571 -7.3%
VONE -502 -100.0%
DFSV -336 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,527 (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