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CIK: 0001950506
Total reported value
$516.0M
$516.0M
1297 檔
20.4%
The Q4 2024 SEC filing reveals that Fortitude Family Office, LLC held a total portfolio value of $516.0M, covering 1297 public equity positions.
In Q4 2024, Fortitude Family Office, LLC displayed an active expansion posture, initiating 12 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.81% | -0.04% | +3.65% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.14% | +0.88% | +11.92% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.34% | +0.09% | +17.41% | |
| 4 | KNX | Knight-swift Transportation | Stock-Industrials | 4.68% | -0.32% | -50.19% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.53% | +0.23% | +19.70% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.47% | +0.04% | +26.36% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.39% | +0.08% | +24.25% | |
| 8 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.19% | -0.06% | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.90% | +0.21% | +19.67% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.81% | +0.13% | +20.00% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.77% | +0.07% | +5417.61% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.54% | -0.14% | -43.37% | |
| 13 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.51% | -0.35% | — | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.50% | -0.11% | +23.48% | |
| 15 | KKR | Kkr & Co Inc | Stock-Financials | 1.35% | -0.05% | — | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.34% | +0.29% | +19.76% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.30% | -0.07% | +27.08% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.10% | +25.18% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.20% | — | -20.37% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.09% | -0.11% | -9.26% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | -0.03% | +40.62% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | — | +7.24% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | +0.01% | +15.55% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.06% | +48.34% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.13% | +32.78% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.92% | -0.16% | +9.75% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | -0.03% | -6.09% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.83% | -0.07% | +0.57% | |
| 29 | LRGE | Clearbridge Large Cap Growth | ETF-Large Cap & Growth | 0.73% | — | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | — | +0.89% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.06% | +2.79% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.06% | +0.73% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | -0.07% | -0.09% | |
| 34 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.54% | +0.01% | — | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.47% | -0.12% | -2.75% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | — | -1.41% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | — | +605.81% | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.44% | — | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.03% | +39.35% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | -0.03% | -5.16% | |
| 41 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.41% | +0.01% | -0.06% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.01% | +2.35% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.02% | -3.36% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.01% | -2.31% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | +0.06% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.04% | +9.79% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | — | +0.90% | |
| 48 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.33% | +0.01% | +1.72% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | — | +0.03% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.31% | -0.01% | +2.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DBMF | Imgp Dbi Managed Futures Str | +2.2% | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.7% | +5417.61% | Add |
| 3 | DFIP | Dimensional Inflation-protec | +1.5% | NEW | New buy |
| 4 | LRGE | Clearbridge Large Cap Growth | +0.7% | NEW | New buy |
| 5 | XMMO | Invesco S&p Midcap Momentum | +0.5% | NEW | New buy |
| 6 | IWY | Ishares Russell Top 200 Grow | +0.4% | NEW | New buy |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | +0.4% | +605.81% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | +11.92% | Add |
| 9 | IJT | Ishares S&p Small-cap 600 Gr | +0.3% | NEW | New buy |
| 10 | AVLV | Avantis US Large Cap Value | +0.3% | +24.25% | Add |
| 11 | COST | Costco Wholesale CORP | +0.3% | +48.34% | Add |
| 12 | IOO | Ishares Global 100 ETF | +0.3% | NEW | New buy |
| 13 | VO | Vanguard Mid-cap ETF | +0.3% | +19.70% | Add |
| 14 | SPXN | Proshares S&p 500 Ex-financi | +0.3% | NEW | New buy |
| 15 | ENZL | Ishares Msci New Zealand ETF | +0.2% | NEW | New buy |
| 16 | AOK | Ishares Core 30/70 Conservat | +0.2% | NEW | New buy |
| 17 | HD | Home Depot Inc | +0.2% | +40.62% | Add |
| 18 | DFAT | Dimensional US Target Value | +0.2% | +27.08% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +15.55% | Add |
| 20 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +26.36% | Add |
| 21 | MSFT | Microsoft CORP | +0.1% | +25.18% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +7.24% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | +69.20% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +20.00% | Add |
| 25 | AVGO | Broadcom Inc | +0.1% | +9.79% | Add |
| 26 | MCD | Mcdonald's CORP | +0.1% | +39.35% | Add |
| 27 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 28 | RTX | Rtx CORP | +0.1% | +211.00% | Add |
| 29 | XNTK | Ss Spdr Nyse Tech ETF | +0.1% | NEW | New buy |
| 30 | AAPL | Apple Inc | +0.1% | +3.65% | Add |
| 31 | LLY | Eli Lilly & Co | 0% | +32.78% | Add |
| 32 | AVDV | Avantis Intl S/c Value ETF | 0% | +23.48% | Add |
| 33 | KKR | Kkr & Co Inc | 0% | — | Unchanged |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +2.79% | Add |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +0.73% | Add |
| 36 | GS | Goldman Sachs Group Inc | 0% | +2.35% | Add |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +19.76% | Add |
| 38 | IEMG | Ishares Core Msci Emerging | 0% | +19.67% | Add |
| 39 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 40 | DEO | Diageo Plc-sponsored Adr | -0.1% | -33.07% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.1% | -3.36% | Trim |
| 42 | ELV | Elevance Health Inc | -0.1% | -59.95% | Trim |
| 43 | ABBV | Abbvie Inc | -0.1% | +0.89% | Add |
| 44 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +0.57% | Add |
| 45 | IDEV | Ishares Core Msci Dev Mkts | -0.2% | +17.41% | Add |
| 46 | DHI | Dr Horton Inc | -0.2% | -0.06% | Trim |
| 47 | JPST | Jpmorgan Ultra-short Income | -0.3% | -9.26% | Trim |
| 48 | USFR | Wisdomtree Floating Rate Tre | -0.5% | -20.37% | Trim |
| 49 | TIP | Ishares Tips Bond ETF | -1.6% | -43.37% | Trim |
| 50 | KNX | Knight-swift Transportation | -5.9% | -50.19% | Trim |
According to official SEC Form 13F filings, Fortitude Family Office, LLC reported a total U.S. public equity portfolio value of $516.0M across 1297 disclosed positions in Q4 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 20.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
DBMF
市值: $6.1M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $204.2K
During Q4 2024, Fortitude Family Office, LLC's top holdings by market value included AAPL (13.8%)、IVV (10.1%)、IDEV (5.3%). The largest single position, AAPL, represented 13.8% of total portfolio value.
In Q4 2024, Fortitude Family Office, LLC made 49 total portfolio adjustments, initiating 12 new buys, adding to 28 positions, trimming 8 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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