Fortitude Advisory Group L.L.C.

All 13F Filings

Location
Gig Harbor, WA
Most recent 13F
Q2 2026
Holdings value ($000)
261,755
Description
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Website
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Founded
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Chairman
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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
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)
Derivatives reported exposure ($000): 82 (0.0% of total reported value) · QoQ Δ: -99
Type Value ($000) Share % Inflow Outflow Net
Stocks 168.6 K 64.4% 24.25 K 0 24.25 K
ETFs 92.56 K 35.4% 15.04 K 0 15.04 K
Debt 557 0.2% 250 0 250
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
261,755
Holdings
238
QoQ value change ($000)
39,445 (17.7%)
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.