Fortitude Financial, LLC
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 117,845
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 1/27/2026 | 39 | 117,845 | 13F-HR | Fortitude Financial, LLC |
| Q3 2025 | 10/14/2025 | 33 | 121,579 | 13F-HR | Fortitude Financial, LLC |
| Q2 2025 | 9/24/2025 | 30 | 112,549 | 13F-HR | Fortitude Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.66 K | 63.4% | 0 | 20.4 K | -20.4 K |
| ETFs | 42.79 K | 36.3% | 16.59 K | 0 | 16.59 K |
| Debt | 396 | 0.3% | 83 | 0 | 83 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
117,845
Holdings
39
QoQ value change ($000)
-3,734
(-3.1%)
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.