Fortitude Advisory Group L.L.C.
All 13F Filings
- Location
- Gig Harbor, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 262,495
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 244 | 262,495 | 13F-HR | Fortitude Advisory Group L.L.C. |
| Q2 2026 | 7/22/2026 | 238 | 261,755 | 13F-HR | Fortitude Advisory Group L.L.C. |
| Q1 2026 | 4/28/2026 | 225 | 222,310 | 13F-HR | Fortitude Advisory Group L.L.C. |
| Q4 2025 | 2/13/2026 | 218 | 235,888 | 13F-HR | Fortitude Advisory Group L.L.C. |
| Q3 2025 | 11/5/2025 | 216 | 186,062 | 13F-HR | Fortitude Advisory Group L.L.C. |
| Q2 2025 | 7/22/2025 | 217 | 175,005 | 13F-HR | Fortitude Advisory Group L.L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 172.2 K | 65.6% | 3.607 K | 0 | 3.607 K |
| ETFs | 89.57 K | 34.1% | 0 | 2.995 K | -2.995 K |
| Debt | 772 | 0.3% | 215 | 0 | 215 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
262,495
Holdings
244
QoQ value change ($000)
740
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.