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CIK: 0001950506
Total reported value
$516.0M
$516.0M
1974 檔
18.6%
At the close of Q3 2025, Fortitude Family Office, LLC disclosed equity holdings valued at approximately $516.0M, spread across 1974 reported holdings.
In Q3 2025, Fortitude Family Office, LLC displayed an active expansion posture, initiating 16 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1974 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.86% | +0.88% | +13.35% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.06% | +0.09% | +9.08% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.80% | -0.04% | +1.16% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.55% | — | +31.34% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.53% | -0.16% | +19.52% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | -0.02% | -1.00% | |
| 7 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.23% | -0.35% | +16.64% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.97% | +0.23% | +17.20% | |
| 9 | KNX | Knight-swift Transportation | Stock-Industrials | 2.63% | -0.32% | +0.00% | |
| 10 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.44% | -0.06% | -2.12% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.20% | +0.21% | +35.13% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.07% | +0.04% | +24.76% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.91% | +0.08% | +25.10% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.86% | +0.26% | +8083.56% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.85% | -0.03% | -2.53% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.58% | +0.07% | +1.05% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.58% | -0.07% | -2.66% | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.49% | -0.11% | +12.45% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.33% | +0.13% | +16.27% | |
| 20 | UTI | Universal Technical Institut | Stock-Other | 1.24% | -1.14% | +48225.34% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.23% | -0.08% | +970.83% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.22% | +0.29% | +3.31% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.18% | -0.07% | +0.08% | |
| 24 | IDV | Ishares International Select | ETF-Other | 1.17% | -0.17% | — | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.16% | -0.04% | -3.59% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.10% | -1.00% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.94% | -0.07% | +27.06% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.13% | -0.20% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.92% | -0.14% | -0.31% | |
| 30 | KKR | Kkr & Co Inc | Stock-Financials | 0.89% | -0.05% | -0.02% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -0.07% | +0.07% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.02% | -0.23% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.01% | -1.23% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.06% | +0.11% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.63% | -0.03% | -0.84% | |
| 36 | LRGE | Clearbridge Large Cap Growth | ETF-Large Cap & Growth | 0.61% | — | — | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.60% | -0.05% | -5.49% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.59% | -0.04% | -5.89% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.58% | -0.04% | — | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.04% | — | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.56% | -0.02% | — | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.56% | — | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.03% | +0.14% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.06% | -1.02% | |
| 45 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 0.53% | — | -0.71% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.52% | -0.11% | -5.38% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | — | -0.51% | |
| 48 | DISV | Dimensional International Sm | ETF-Other | 0.49% | -0.06% | -5.94% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.06% | +0.03% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | -12.40% |
According to official SEC Form 13F filings, Fortitude Family Office, LLC reported a total U.S. public equity portfolio value of $516.0M across 1974 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IDEV, AAPL) accounted for 18.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVEM
市值: $5.9M
Top Position Liquidated / Trimmed
IVV
前期市值: $31.9M
During Q3 2025, Fortitude Family Office, LLC's top holdings by market value included IVV (8.9%)、IDEV (5.1%)、AAPL (4.8%). The largest single position, IVV, represented 8.9% of total portfolio value.
In Q3 2025, Fortitude Family Office, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 24 positions, trimming 10 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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