Fortitude Advisory Group L.L.C.
All 13F Filings
- Location
- Gig Harbor, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 235,888
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
462
(0.2% of total reported value)
· QoQ Δ:
+462
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170 K | 72.2% | 4.114 K | 0 | 4.114 K |
| ETFs | 65.12 K | 27.7% | 45.26 K | 0 | 45.26 K |
| Debt | 306 | 0.1% | 1 | 0 | 1 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
235,888
Holdings
218
QoQ value change ($000)
49,826
(26.8%)
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.