Fortitude Financial, LLC

All 13F Filings

Location
Spokane, WA
Most recent 13F
Q2 2026
Holdings value ($000)
111,286
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 7/9/2026 28 111,286 13F-HR Fortitude Financial, LLC
Q1 2026 4/23/2026 39 188,981 13F-HR Fortitude Financial, LLC
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 8.748 K 7.9% 1.065 K 0 1.065 K
ETFs 102.5 K 92.1% 0 78.32 K -78.32 K
Debt 0 0.0% 0 438 -438
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Fund Snapshot

Q2 2026
Latest filed
7/9/2026
Total value ($000)
111,286
Holdings
28
QoQ value change ($000)
-77,695 (-41.1%)
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.