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CIK: 0001950506
Total reported value
$516.0M
$516.0M
2023 檔
15.6%
As reported in its official Q2 2025 Form 13F filing, Fortitude Family Office, LLC's tracked investment portfolio stood at $516.0M with 2023 total positions.
In Q2 2025, Fortitude Family Office, LLC displayed an active expansion posture, initiating 10 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2023 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.85% | +0.88% | -23.52% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.37% | +0.09% | -26.21% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.67% | -0.04% | -0.10% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.92% | -0.02% | +397.85% | |
| 5 | KNX | Knight-swift Transportation | Stock-Industrials | 3.59% | -0.32% | +0.03% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.43% | -0.16% | +249.25% | |
| 7 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.35% | -0.35% | +67.13% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.30% | — | -57.49% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.95% | +0.23% | -29.83% | |
| 10 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.87% | -0.06% | +9.16% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.20% | -0.03% | +112.00% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.88% | +0.04% | -44.36% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.81% | +0.21% | -29.45% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.81% | -0.07% | — | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.76% | +0.08% | -39.38% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.76% | +0.07% | — | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.44% | -0.11% | -34.46% | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.37% | -0.04% | +408.34% | |
| 19 | IDV | Ishares International Select | ETF-Other | 1.35% | -0.17% | +519.48% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.35% | +0.29% | -23.85% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.31% | -0.07% | +54.97% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.28% | +0.13% | -32.31% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.13% | +7.75% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.10% | +13.03% | |
| 25 | KKR | Kkr & Co Inc | Stock-Financials | 1.12% | -0.05% | -0.20% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.12% | -0.14% | -14.18% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.02% | +170.54% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | +0.01% | -8.51% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.07% | +66.39% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.84% | -0.07% | -40.91% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | -0.03% | +45.09% | |
| 32 | LRGE | Clearbridge Large Cap Growth | ETF-Large Cap & Growth | 0.71% | — | — | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.71% | -0.05% | +509.88% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.70% | -0.04% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.06% | -18.09% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.67% | -0.11% | -31.36% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | — | +310.39% | |
| 38 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 0.61% | — | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | — | -7.68% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.06% | +19.34% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.03% | -16.96% | |
| 42 | DISV | Dimensional International Sm | ETF-Other | 0.59% | -0.06% | — | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.54% | -0.04% | — | |
| 44 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.52% | +0.01% | — | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.44% | -0.12% | -2.22% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | +0.01% | -3.31% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.06% | -4.02% | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.42% | — | — | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | — | +0.03% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.04% | +8.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.2% | +397.85% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +2.5% | +249.25% | Add |
| 3 | AVEM | Avantis Emerging Markets Eq | +1.8% | NEW | New buy |
| 4 | DFIP | Dimensional Inflation-protec | +1.2% | +67.13% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +1.1% | +112.00% | Add |
| 6 | IDV | Ishares International Select | +1.1% | +519.48% | Add |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | +1.1% | +408.34% | Add |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.7% | NEW | New buy |
| 9 | AVXC | Avantis Emg Mkt Ex China ETF | +0.6% | NEW | New buy |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +170.54% | Add |
| 11 | AVUV | Avantis US Small Cap Value | +0.6% | +509.88% | Add |
| 12 | DISV | Dimensional International Sm | +0.6% | NEW | New buy |
| 13 | SPEM | State Street Sp Ptf Em ETF | +0.5% | NEW | New buy |
| 14 | NVDA | Nvidia CORP | +0.5% | +66.39% | Add |
| 15 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +54.97% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +310.39% | Add |
| 17 | MSFT | Microsoft CORP | +0.3% | +13.03% | Add |
| 18 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.3% | NEW | New buy |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | NEW | New buy |
| 20 | DFLV | Dim US Large Cap Value ETF | +0.2% | NEW | New buy |
| 21 | VB | Vanguard Small-cap ETF | +0.2% | +45.09% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.2% | +61.12% | Add |
| 23 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | +0.2% | +97.48% | Add |
| 25 | AVGO | Broadcom Inc | +0.2% | +8.75% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Unchanged |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +19.34% | Add |
| 28 | BSX | Boston Scientific CORP | +0.1% | +687.68% | Add |
| 29 | DFSV | Dimensional US Small Cap Val | +0.1% | NEW | New buy |
| 30 | DBMF | Imgp Dbi Managed Futures Str | +0.1% | +9.16% | Add |
| 31 | KKR | Kkr & Co Inc | +0.1% | -0.20% | Trim |
| 32 | VV | Vanguard Large-cap ETF | -0.2% | EXIT | Sold out |
| 33 | HD | Home Depot Inc | -0.2% | -16.96% | Trim |
| 34 | SFM | Sprouts Farmers Market Inc | -0.2% | -97.39% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.2% | -18.09% | Trim |
| 36 | ABBV | Abbvie Inc | -0.2% | -22.45% | Trim |
| 37 | TIP | Ishares Tips Bond ETF | -0.3% | -14.18% | Trim |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.3% | -23.85% | Trim |
| 39 | JPST | Jpmorgan Ultra-short Income | -0.4% | -31.36% | Trim |
| 40 | DFAT | Dimensional US Target Value | -0.6% | -40.91% | Trim |
| 41 | AVDV | Avantis Intl S/c Value ETF | -0.7% | -34.46% | Trim |
| 42 | IJR | Ishares Core S&p Small-cap E | -0.7% | -32.31% | Trim |
| 43 | IEMG | Ishares Core Msci Emerging | -0.7% | -29.45% | Trim |
| 44 | AAPL | Apple Inc | -0.8% | -0.10% | Trim |
| 45 | AVLV | Avantis US Large Cap Value | -1.3% | -39.38% | Trim |
| 46 | VO | Vanguard Mid-cap ETF | -1.3% | -29.83% | Trim |
| 47 | DFEM | Dimensional Emrg Mrkt Core | -1.4% | -44.36% | Trim |
| 48 | IDEV | Ishares Core Msci Dev Mkts | -1.8% | -26.21% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -2.5% | -23.52% | Trim |
| 50 | USFR | Wisdomtree Floating Rate Tre | -5.1% | -57.49% | 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 2023 disclosed positions in Q2 2025.
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 IVV, IDEV, AAPL) accounted for 15.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVEM
市值: $5.5M
Top Position Liquidated / Trimmed
VV
前期市值: $453.9K
During Q2 2025, Fortitude Family Office, LLC's top holdings by market value included IVV (8.8%)、IDEV (5.4%)、AAPL (4.7%). The largest single position, IVV, represented 8.8% of total portfolio value.
In Q2 2025, Fortitude Family Office, LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 19 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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