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CIK: 0001950506
Total reported value
$516.0M
$516.0M
1208 檔
21.1%
During the Q3 2024 filing period, Fortitude Family Office, LLC (CIK: 0001950506) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $516.0M across 1208 reported positions.
In Q3 2024, Fortitude Family Office, LLC displayed an active expansion posture, initiating 6 new positions and adding to 36 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, KNX, IVV) accounted for 21.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
KNX
市值: $26.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $642.5K
Showing top 200 holdings (of 1208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.75% | -0.04% | +5.58% | |
| 2 | KNX | Knight-swift Transportation | Stock-Industrials | 10.60% | -0.32% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.85% | +0.88% | +4.58% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.54% | +0.09% | -1.00% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.27% | +0.23% | +7.02% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.14% | -0.14% | +16.46% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.33% | +0.04% | +10.97% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.11% | +0.08% | +10.10% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.94% | +0.21% | +5.67% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.70% | +0.13% | +7.42% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.67% | — | +10.07% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.47% | -0.11% | +3.76% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.36% | +0.29% | +5.27% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.35% | -0.11% | +45.33% | |
| 15 | KKR | Kkr & Co Inc | Stock-Financials | 1.32% | -0.05% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.10% | +79.54% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.13% | -0.07% | +7.31% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.03% | -0.16% | +64.95% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.99% | -0.07% | +2.95% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | -0.03% | -0.49% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.13% | +142.33% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | — | +100.63% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.03% | +110.89% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | +0.01% | +40.24% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | — | +150.40% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.06% | +95.01% | |
| 27 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.63% | +0.01% | +2.53% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.06% | +2.28% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | -0.07% | +24.24% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.06% | +6.72% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.52% | -0.12% | +41.52% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | — | +317.92% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.02% | +452.95% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | -0.03% | — | |
| 35 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.40% | +0.01% | +480.31% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.02% | -2.16% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | +0.01% | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | — | +737.75% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | +0.01% | +21.28% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.03% | -58.74% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | -0.01% | +2.51% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | — | +0.03% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | -0.01% | +35.80% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.32% | — | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.36% | +166.43% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.30% | +0.55% | +26.34% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | -0.01% | +152.23% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.01% | +3.41% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.27% | — | +595.05% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.27% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KNX | Knight-swift Transportation | +10.6% | NEW | New buy |
| 2 | LLY | Eli Lilly & Co | +0.6% | +142.33% | Add |
| 3 | ABBV | Abbvie Inc | +0.4% | +150.40% | Add |
| 4 | JNJ | Johnson & Johnson | +0.4% | +452.95% | Add |
| 5 | HD | Home Depot Inc | +0.4% | +110.89% | Add |
| 6 | IBM | Intl Business Machines CORP | +0.4% | +317.92% | Add |
| 7 | IRM | Iron Mountain Inc | +0.3% | +480.31% | Add |
| 8 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 9 | PG | Procter & Gamble Co/the | +0.3% | +737.75% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +100.63% | Add |
| 11 | COST | Costco Wholesale CORP | +0.2% | +95.01% | Add |
| 12 | BX | Blackstone Inc | +0.2% | +595.05% | Add |
| 13 | SILA | Sila Realty Trust Inc | +0.2% | NEW | New buy |
| 14 | MSFT | Microsoft CORP | +0.2% | +79.54% | Add |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.2% | +64.95% | Add |
| 16 | WMT | Walmart Inc | +0.2% | +407.75% | Add |
| 17 | DEO | Diageo Plc-sponsored Adr | +0.2% | NEW | New buy |
| 18 | CAT | Caterpillar Inc | +0.2% | +969.92% | Add |
| 19 | SDY | Ss Spdr S&p Dividend ETF | +0.2% | NEW | New buy |
| 20 | SFM | Sprouts Farmers Market Inc | +0.2% | +5367.65% | Add |
| 21 | VZ | Verizon Communications Inc | +0.2% | +152.23% | Add |
| 22 | XNIEX | Virtus Equity & Convertible | +0.2% | NEW | New buy |
| 23 | CVX | Chevron CORP | +0.1% | +166.43% | Add |
| 24 | AMD | Advanced Micro Devices | +0.1% | +376.83% | Add |
| 25 | DE | Deere & Co | +0.1% | +160.88% | Add |
| 26 | V | Visa Inc-class A Shares | +0.1% | +233.84% | Add |
| 27 | ABT | Abbott Laboratories | +0.1% | +195.90% | Add |
| 28 | T | At&t Inc | +0.1% | +41.52% | Add |
| 29 | JPST | Jpmorgan Ultra-short Income | 0% | +45.33% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +40.24% | Add |
| 31 | DHI | Dr Horton Inc | 0% | +2.53% | Add |
| 32 | EPD | Enterprise Products Partners | -0.2% | -62.62% | Trim |
| 33 | EMR | Emerson Electric Co | -0.2% | -90.83% | Trim |
| 34 | KKR | Kkr & Co Inc | -0.2% | — | Unchanged |
| 35 | XOM | Exxon Mobil CORP | -0.3% | -31.51% | Trim |
| 36 | DFAT | Dimensional US Target Value | -0.3% | +7.31% | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.4% | +7.42% | Add |
| 38 | BLKCHF | Blackrock Inc | -0.4% | EXIT | Sold out |
| 39 | AVDV | Avantis Intl S/c Value ETF | -0.4% | +3.76% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -89.50% | Trim |
| 41 | AVLV | Avantis US Large Cap Value | -0.5% | +10.10% | Add |
| 42 | IEMG | Ishares Core Msci Emerging | -0.5% | +5.67% | Add |
| 43 | USFR | Wisdomtree Floating Rate Tre | -0.5% | +10.07% | Add |
| 44 | DFEM | Dimensional Emrg Mrkt Core | -0.5% | +10.97% | Add |
| 45 | TIP | Ishares Tips Bond ETF | -0.6% | +16.46% | Add |
| 46 | MCD | Mcdonald's CORP | -0.7% | -58.74% | Trim |
| 47 | VO | Vanguard Mid-cap ETF | -0.7% | +7.02% | Add |
| 48 | IDEV | Ishares Core Msci Dev Mkts | -1.9% | -1.00% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -3% | +4.58% | Add |
| 50 | AAPL | Apple Inc | -3.1% | +5.58% | Add |
According to official SEC Form 13F filings, Fortitude Family Office, LLC reported a total U.S. public equity portfolio value of $516.0M across 1208 disclosed positions in Q3 2024.
During Q3 2024, Fortitude Family Office, LLC's top holdings by market value included AAPL (13.8%)、KNX (10.6%)、IVV (9.8%). The largest single position, AAPL, represented 13.8% of total portfolio value.
In Q3 2024, Fortitude Family Office, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 36 positions, trimming 6 holdings, and fully liquidating 1 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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