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CIK: 0001950506
Total reported value
$516.0M
$516.0M
972 檔
12.8%
The Q1 2024 SEC filing reveals that Fortitude Family Office, LLC held a total portfolio value of $516.0M, covering 972 public equity positions.
During Q1 2024, Fortitude Family Office, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 972 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.14% | -0.04% | -4.24% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.34% | +0.88% | +19.73% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 6.73% | +0.09% | +23.01% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 5.43% | — | +40.41% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.77% | +0.23% | +35.65% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.86% | -0.14% | +69.12% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.32% | +0.08% | +59.92% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.02% | +0.21% | +31.79% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.98% | +0.13% | +30.50% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.95% | +0.04% | +55.89% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.87% | -0.11% | -13.35% | |
| 12 | KKR | Kkr & Co Inc | Stock-Financials | 1.69% | -0.05% | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.61% | -0.03% | +376.65% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.48% | +0.29% | +24.90% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.43% | -0.07% | +0.00% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.39% | -0.03% | -1.21% | |
| 17 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.38% | -0.02% | +41.13% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.24% | -0.07% | +55.18% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.00% | -0.16% | +0.02% | |
| 20 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.90% | +0.01% | -0.48% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | -0.03% | -0.10% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.10% | +4.73% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | +0.01% | +2.05% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.06% | +5.43% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.06% | — | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.02% | -12.46% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.03% | +0.38% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.54% | -0.01% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | — | — | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.06% | +22.23% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.07% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | -0.07% | — | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.49% | -0.12% | +1.50% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | — | — | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.01% | — | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.46% | +0.55% | — | |
| 37 | BLKCHF | Blackrock Inc | Stock-Other | 0.45% | — | — | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | +0.01% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.01% | — | |
| 40 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.40% | — | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.02% | — | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.39% | — | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.10% | EXIT | |
| 44 | IDV | Ishares International Select | ETF-Other | 0.36% | -0.17% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.13% | — | |
| 46 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.32% | +0.01% | — | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.31% | -0.01% | — | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.31% | -0.01% | EXIT | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.31% | +0.01% | — | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.29% | — | -6.84% |
According to official SEC Form 13F filings, Fortitude Family Office, LLC reported a total U.S. public equity portfolio value of $516.0M across 972 disclosed positions in Q1 2024.
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 AAPL, IVV, IDEV) accounted for 12.8% of total reported equity market value during Q1 2024.
During Q1 2024, Fortitude Family Office, LLC's top holdings by market value included AAPL (16.1%)、IVV (12.3%)、IDEV (6.7%). The largest single position, AAPL, represented 16.1% of total portfolio value.
In Q1 2024, Fortitude Family Office, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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