13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001950506
Total reported value
$516.0M
$516.0M
962 檔
15.3%
At the close of Q2 2024, Fortitude Family Office, LLC disclosed equity holdings valued at approximately $516.0M, spread across 962 reported holdings.
During Q2 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 962 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.87% | -0.04% | +0.91% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.80% | +0.88% | +18.18% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.43% | +0.09% | +33.91% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.01% | +0.23% | +30.11% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.73% | -0.14% | +55.43% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.85% | +0.04% | +65.65% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.62% | +0.08% | +36.71% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.45% | +0.21% | +38.83% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.18% | — | -52.34% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.06% | +0.13% | +27.81% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.86% | -0.11% | — | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.80% | +0.29% | +40.11% | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 1.53% | -0.05% | +2.24% | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 1.41% | -0.07% | +42.25% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.32% | -0.03% | +1.41% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.32% | -0.11% | -16.38% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.26% | -0.07% | +0.01% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.06% | -0.03% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.10% | +34.44% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.06% | +12.27% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.01% | +25.96% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | -0.16% | +0.04% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.06% | +3.68% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | — | +41.80% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.07% | +1040.17% | |
| 26 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.65% | +0.01% | -0.31% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | -0.03% | — | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | +0.05% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.10% | EXIT | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.06% | +0.93% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.03% | +11.94% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | +0.01% | +76.70% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | — | +9.11% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.46% | -0.12% | +1.34% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.07% | — | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | +0.01% | +21.33% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.44% | -0.01% | — | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.43% | +0.55% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | +136.41% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.13% | +71.34% | |
| 41 | BLKCHF | Blackrock Inc | Stock-Other | 0.36% | — | +0.99% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.36% | — | — | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.01% | +4.05% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | -0.01% | +18.65% | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.33% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | +0.01% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.02% | — | |
| 48 | IDV | Ishares International Select | ETF-Other | 0.30% | -0.17% | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.04% | +97.60% | |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.26% | -0.01% | EXIT |
According to official SEC Form 13F filings, Fortitude Family Office, LLC reported a total U.S. public equity portfolio value of $516.0M across 962 disclosed positions in Q2 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 15.3% of total reported equity market value during Q2 2024.
During Q2 2024, Fortitude Family Office, LLC's top holdings by market value included AAPL (16.9%)、IVV (12.8%)、IDEV (7.4%). The largest single position, AAPL, represented 16.9% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.