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CIK: 0001928999
Total reported value
$262.5M
$262.5M
238 檔
29.5%
The Q2 2026 SEC filing reveals that Fortitude Advisory Group L.L.C. held a total portfolio value of $262.5M, covering 238 public equity positions.
In Q2 2026, Fortitude Advisory Group L.L.C. displayed an active expansion posture, initiating 27 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 10.20% | -0.13% | -2.18% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.38% | +1.27% | -2.72% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.90% | +1.35% | +1.95% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.36% | -1.61% | +137.15% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.77% | -0.28% | +0.00% | |
| 6 | MU | Micron Technology Inc | Stock-Tech | 2.53% | -0.16% | -44.36% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.10% | -2.22% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.24% | -0.04% | -12.68% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | -0.09% | -2.75% | |
| 10 | FTAI | FTAI Aviation Ltd. | Stock-Industrials | 1.62% | -1.09% | +11.99% | |
| 11 | PCAR | Paccar Inc | Stock-Industrials | 1.41% | -0.13% | -1.08% | |
| 12 | MRVL | Marvell Technology Inc | Stock-Tech | 1.35% | +0.30% | +2.48% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.34% | +0.42% | +4.79% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | -0.07% | +29.29% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.19% | +0.15% | +14.35% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 1.16% | +0.04% | -2.30% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | +0.04% | +3.45% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.95% | +0.03% | -1.54% | |
| 19 | AZ | A2z Cust2mate Solutions CORP | Stock-Other | 0.89% | -0.78% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | — | +197.97% | |
| 21 | PWR | Quanta Services Inc | Stock-Industrials | 0.86% | +0.01% | +0.94% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | -0.18% | +15.24% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.79% | -0.05% | -15.25% | |
| 24 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.74% | -0.42% | -8.31% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | -0.09% | +0.22% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.67% | -0.09% | -9.14% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.11% | -3.89% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | -0.01% | -4.21% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.63% | +0.04% | +0.02% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.10% | -35.14% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | -0.04% | -1.28% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.61% | -0.17% | +2.79% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.01% | +4.08% | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.60% | +0.20% | -10.46% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.05% | +20.05% | |
| 36 | TLN | Talen Energy CORP | Stock-Utilities | 0.55% | -0.37% | +4.88% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.03% | +10.05% | |
| 38 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.54% | +0.22% | — | |
| 39 | AEHR | Aehr Test Systems | Stock-Other | 0.53% | +0.01% | -50.03% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | — | -8.84% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.49% | -0.04% | — | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | +0.10% | +7.39% | |
| 43 | MHD | Blackrock Muniholdings Fund | Stock-Other | 0.48% | -0.07% | — | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | -0.10% | +10.07% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | +0.02% | +2.82% | |
| 46 | SKE | Skeena Resources LTD | Stock-Other | 0.46% | +0.05% | — | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.45% | -0.03% | +0.02% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.45% | -0.07% | -1.64% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | -0.03% | +282.69% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | +0.05% | +10.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | +1.7% | +137.15% | Add |
| 2 | MU | Micron Technology Inc | +1% | -44.36% | Trim |
| 3 | MRVL | Marvell Technology Inc | +0.8% | +2.48% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +197.97% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +29.29% | Add |
| 6 | AMD | Advanced Micro Devices | +0.3% | +7.39% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | +2.79% | Add |
| 8 | ✓ | +0.3% | NEW | New buy | |
| 9 | CRDO | Credo Technology Group Holding Ltd | +0.2% | -0.58% | Trim |
| 10 | SOXX | Ishares Semiconductor ETF | +0.2% | -9.14% | Trim |
| 11 | HPE | Hewlett Packard Enterprise | +0.2% | — | Unchanged |
| 12 | LRCX | Lam Research CORP | +0.2% | -1.64% | Trim |
| 13 | BE | Bloom Energy Corp- A | +0.2% | +1.39% | Add |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +162.18% | Add |
| 15 | GLW | Corning Inc | +0.2% | +4.51% | Add |
| 16 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | NEW | New buy |
| 17 | DT | Dynatrace Inc | +0.2% | NEW | New buy |
| 18 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | New buy |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -1.28% | Trim |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +68.37% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 22 | BOND | Pimco Active Bond Exchange-t | +0.1% | +100.78% | Add |
| 23 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +118.03% | Add |
| 24 | NBOS | Neuberger Option Strategy Et | +0.1% | NEW | New buy |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | ALMU | Aeluma Inc | +0.1% | +6.02% | Add |
| 27 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 28 | SMLF | Ishares US Smallcap Equity F | +0.1% | NEW | New buy |
| 29 | PWR | Quanta Services Inc | +0.1% | +0.94% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | +0.1% | +15.24% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.50% | Add |
| 32 | MRAM | Everspin Technologies Inc | +0.1% | +37.74% | Add |
| 33 | BSV | Vanguard Short-term Bond ETF | +0.1% | NEW | New buy |
| 34 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 35 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 36 | VTV | Vanguard Value ETF | +0.1% | +14.35% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +20.05% | Add |
| 38 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +36.70% | Add |
| 39 | IJR | Ishares Core S&p Small-cap E | +0.1% | +33.15% | Add |
| 40 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +43.65% | Add |
| 41 | MMT | Aberdeen Multimarket Income | +0.1% | +83.87% | Add |
| 42 | PANW | Palo Alto Networks Inc | +0.1% | +6.47% | Add |
| 43 | VTR | Ventas Inc | +0.1% | NEW | New buy |
| 44 | HACK | Amplify Cybersecurity ETF | +0.1% | NEW | New buy |
| 45 | AIQ | Global X Art Intel & Tech | +0.1% | NEW | New buy |
| 46 | CLSE | Convergence Long/short Eqy | +0.1% | NEW | New buy |
| 47 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 48 | ALK | Alaska Air Group Inc | +0.1% | NEW | New buy |
| 49 | FTAI | FTAI Aviation Ltd. | +0.1% | +11.99% | Add |
| 50 | LLY | Eli Lilly & Co | +0.1% | +4.08% | Add |
According to official SEC Form 13F filings, Fortitude Advisory Group L.L.C. reported a total U.S. public equity portfolio value of $262.5M across 238 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUSB, NVDA, MSFT) accounted for 29.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $704.5K
Top Position Liquidated / Trimmed
BRK-A
前期市值: $1.4M
During Q2 2026, Fortitude Advisory Group L.L.C.'s top holdings by market value included VUSB (10.2%)、NVDA (9.4%)、MSFT (3.9%). The largest single position, VUSB, represented 10.2% of total portfolio value.
In Q2 2026, Fortitude Advisory Group L.L.C. made 178 total portfolio adjustments, initiating 27 new buys, adding to 86 positions, trimming 51 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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