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CIK: 0001950506
Total reported value
$516.0M
$516.0M
1917 檔
22.0%
In Q4 2025, Fortitude Family Office, LLC's U.S. equity holdings reached a combined market value of $516.0M, distributed across 1917 disclosed stock positions.
In Q4 2025, Fortitude Family Office, LLC displayed an active expansion posture, initiating 2 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1917 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.07% | +0.88% | +2.87% | |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 4.96% | +0.09% | +72057.91% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.84% | +0.09% | +7.43% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.34% | -0.04% | -2.14% | |
| 5 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.14% | -0.35% | +50.58% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.08% | -0.16% | -3.33% | |
| 7 | KNX | Knight-swift Transportation | Stock-Industrials | 3.01% | -0.32% | -0.01% | |
| 8 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.93% | -0.06% | +35.07% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.85% | -0.02% | -6.15% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.82% | +0.23% | +11.11% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.09% | +0.08% | +20.86% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.09% | +0.04% | +12.86% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.09% | +0.21% | +7.34% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.91% | -0.02% | +3123.72% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.57% | -0.03% | -3.11% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.52% | -0.11% | +11.45% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.50% | +0.26% | -8.64% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.41% | -0.07% | +0.78% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | +0.07% | -0.64% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.31% | -0.36% | +2449.65% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.28% | +0.13% | +10.11% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.24% | +0.29% | +8.70% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | +0.13% | +0.38% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.11% | -0.08% | +1.99% | |
| 25 | IDV | Ishares International Select | ETF-Other | 1.09% | -0.17% | — | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.00% | -0.04% | -3.55% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.96% | -0.07% | -4.67% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.95% | -0.07% | +14.28% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.07% | +22.12% | |
| 30 | UTI | Universal Technical Institut | Stock-Other | 0.86% | -1.14% | -0.20% | |
| 31 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.84% | +0.13% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.10% | +5.13% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.06% | +3.68% | |
| 34 | KKR | Kkr & Co Inc | Stock-Financials | 0.76% | -0.05% | +0.11% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.74% | -0.14% | -6.51% | |
| 36 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.71% | -0.29% | +1081.20% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.02% | -4.05% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.01% | -0.84% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | -0.03% | -2.40% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.06% | -1.95% | |
| 41 | LRGE | Clearbridge Large Cap Growth | ETF-Large Cap & Growth | 0.52% | — | — | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.04% | +0.96% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.51% | -0.04% | — | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.51% | -0.05% | -4.69% | |
| 45 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.50% | — | — | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.49% | -0.04% | -4.06% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.49% | -0.02% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | — | +4.33% | |
| 49 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-Emerging Markets | 0.46% | — | -5.76% | |
| 50 | DISV | Dimensional International Sm | ETF-Other | 0.44% | -0.06% | -2.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +5% | +72057.91% | Add |
| 2 | BKLN | Invesco Senior Loan ETF | +1.8% | +3123.72% | Add |
| 3 | CVX | Chevron CORP | +1.3% | +2449.65% | Add |
| 4 | DFIP | Dimensional Inflation-protec | +0.9% | +50.58% | Add |
| 5 | FLBL | Franklin Senior Loan ETF | +0.6% | +1081.20% | Add |
| 6 | DBMF | Imgp Dbi Managed Futures Str | +0.5% | +35.07% | Add |
| 7 | KNX | Knight-swift Transportation | +0.4% | -0.01% | Trim |
| 8 | ET | Energy Transfer LP | +0.3% | +921.33% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | +0.38% | Add |
| 10 | AVLV | Avantis US Large Cap Value | +0.2% | +20.86% | Add |
| 11 | MU | Micron Technology Inc | +0.1% | +0.23% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.68% | Add |
| 13 | EFA | Ishares Msci Eafe ETF | +0.1% | +89.90% | Add |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +462.00% | Add |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +154.16% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +22.12% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.95% | Trim |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +34.70% | Add |
| 19 | TSLA | Tesla Inc | 0% | +55.91% | Add |
| 20 | AVDV | Avantis Intl S/c Value ETF | 0% | +11.45% | Add |
| 21 | PFF | Ishares Preferred & Income S | 0% | +50.55% | Add |
| 22 | DFEM | Dimensional Emrg Mrkt Core | 0% | +12.86% | Add |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +8.70% | Add |
| 24 | TMO | Thermo Fisher Scientific Inc | 0% | +3.77% | Add |
| 25 | DFAT | Dimensional US Target Value | 0% | +14.28% | Add |
| 26 | IWO | Ishares Russell 2000 Growth | 0% | +19.25% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +4.33% | Add |
| 28 | IJR | Ishares Core S&p Small-cap E | -0.1% | +10.11% | Add |
| 29 | SMR | Nuscale Power CORP | -0.1% | — | Unchanged |
| 30 | IDV | Ishares International Select | -0.1% | — | Unchanged |
| 31 | T | At&t Inc | -0.1% | +0.67% | Add |
| 32 | DHI | Dr Horton Inc | -0.1% | -0.01% | Trim |
| 33 | IEMG | Ishares Core Msci Emerging | -0.1% | +7.34% | Add |
| 34 | JPST | Jpmorgan Ultra-short Income | -0.1% | -7.72% | Trim |
| 35 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +1.99% | Add |
| 36 | IWF | Ishares Russell 1000 Growth | -0.1% | -51.70% | Trim |
| 37 | VO | Vanguard Mid-cap ETF | -0.2% | +11.11% | Add |
| 38 | HD | Home Depot Inc | -0.2% | -0.08% | Trim |
| 39 | AVEM | Avantis Emerging Markets Eq | -0.2% | +0.78% | Add |
| 40 | TIP | Ishares Tips Bond ETF | -0.2% | -6.51% | Trim |
| 41 | IDEV | Ishares Core Msci Dev Mkts | -0.2% | +7.43% | Add |
| 42 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -4.67% | Trim |
| 43 | IYW | Ishares Ustechnology ETF | -0.4% | -8.64% | Trim |
| 44 | UTI | Universal Technical Institut | -0.4% | -0.20% | Trim |
| 45 | AAPL | Apple Inc | -0.5% | -2.14% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -0.6% | -6.15% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.8% | +2.87% | Add |
| 48 | USFR | Wisdomtree Floating Rate Tre | -3.6% | -99.96% | Trim |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 50 | IWN | Ishares Russell 2000 Value E | — | NEW | New buy |
According to official SEC Form 13F filings, Fortitude Family Office, LLC reported a total U.S. public equity portfolio value of $516.0M across 1917 disclosed positions in Q4 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, VBIL, IDEV) accounted for 22.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
JAAA
市值: $3.6M
Top Position Liquidated / Trimmed
AAPL
前期市值: $17.9M
During Q4 2025, Fortitude Family Office, LLC's top holdings by market value included IVV (8.1%)、VBIL (5.0%)、IDEV (4.8%). The largest single position, IVV, represented 8.1% of total portfolio value.
In Q4 2025, Fortitude Family Office, LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 33 positions, trimming 13 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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