Fortitude Family Office, LLC Top Holdings and 13F Report (2025) About Fortitude Family Office, LLCInvestment ActivityFortitude Family Office, LLC has $280.81 million in total holdings as of March 31, 2025.Fortitude Family Office, LLC owns shares of 1,145 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 17.74% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Fortitude Family Office, LLC has purchased 1,296 new stocks and bought additional shares in 53 stocks.Fortitude Family Office, LLC sold shares of 273 stocks and completely divested from 168 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $31,906,672WisdomTree Bloomberg Floating Rate Treasury Fund $23,643,411iShares Core MSCI International Developed Markets ETF $20,102,013Apple $15,422,021Vanguard Mid-Cap ETF $11,818,470 Largest New Holdings this Quarter 46641Q654 - JPMorgan Ultra-Short Municipal ETF $315,372 Holding02043Q107 - Alnylam Pharmaceuticals $135,010 Holding867224107 - Suncor Energy $101,872 Holding92838X805 - VIRTUS CONVERTIBLE & INCOME FD COM NEW $32,325 Holding218937100 - CORE NATURAL RESOURCES INC COM SHS $21,125 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 402,759 shares (about $20.27M)iShares Core S&P 500 ETF 8,496 shares (about $4.77M)iShares Core MSCI International Developed Markets ETF 59,824 shares (about $4.12M)Dimensional Emerging Markets Core Equity 2 ETF 82,187 shares (about $2.17M)Vanguard Mid-Cap ETF 8,267 shares (about $2.14M) Largest Sales this Quarter iShares Core 30/70 Conservative Allocation ETF 16,665 shares (about $∞T)Apple 85,130 shares (about $18.91M)Microsoft 2,302 shares (about $864.16K)Amazon.com 4,139 shares (about $787.49K)International Business Machines 2,970 shares (about $738.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFortitude Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$31,906,672$4,773,864 ▲17.6%56,78411.4%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$23,643,411$20,270,850 ▲601.1%469,7688.4%FinanceIDEViShares Core MSCI International Developed Markets ETF$20,102,013$4,121,271 ▲25.8%291,7997.2%ETFAAPLApple$15,422,021$18,909,902 ▼-55.1%69,4285.5%Computer and TechnologyVOVanguard Mid-Cap ETF$11,818,470$2,138,021 ▲22.1%45,6984.2%ETFKNXKnight-Swift Transportation$10,751,7720.0%247,2243.8%TransportationDFEMDimensional Emerging Markets Core Equity 2 ETF$9,162,218$2,174,666 ▲31.1%346,2673.3%ETFAVLVAvantis U.S. Large Cap Value ETF$8,447,049$1,896,895 ▲29.0%129,5363.0%ETFDBMFiMGP DBi Managed Futures Strategy ETF$7,852,955$1,917,891 ▲32.3%310,8852.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,035,156$1,525,301 ▲27.7%130,3532.5%ETFDFIPDimensional Inflation-Protected Securities ETF$6,147,153$1,731,773 ▲39.2%145,9752.2%ETFAVDVAvantis International Small Cap Value ETF$5,890,853$1,375,618 ▲30.5%84,4692.1%ETFIJRiShares Core S&P Small-Cap ETF$5,530,959$935,595 ▲20.4%52,8922.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,711,790$988,700 ▲26.6%85,5291.7%ManufacturingQQQInvesco QQQ$4,547,371$6,096 ▼-0.1%9,6981.6%FinanceDFATDimensional U.S. Targeted Value ETF$4,132,774$760,349 ▲22.5%80,2641.5%ETFTIPiShares TIPS Bond ETF$3,996,480$518,237 ▼-11.5%35,9751.4%ETFLLYEli Lilly and Company$3,450,652$399,740 ▲13.1%4,1781.2%MedicalIJHiShares Core S&P Mid-Cap ETF$2,980,063$805,000 ▲37.0%51,0721.1%ETFKKRKKR & Co. Inc.$2,961,4660.0%25,6161.1%FinanceJPSTJPMorgan Ultra-Short Income ETF$2,956,997$121,158 ▼-3.9%58,4041.1%ETFVEAVanguard FTSE Developed Markets ETF$2,667,159$71,010 ▼-2.6%52,4720.9%ETFJPMJPMorgan Chase & Co.$2,548,667$395,914 ▼-13.4%10,3900.9%FinanceCOSTCostco Wholesale$2,494,175$466,298 ▼-15.8%2,6370.9%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$2,359,848$18,149 ▼-0.8%52,1400.8%ETFMSFTMicrosoft$2,327,454$864,161 ▼-27.1%6,2000.8%Computer and TechnologyHDHome Depot$2,173,286$690,467 ▼-24.1%5,9300.8%Retail/WholesaleVOOVanguard S&P 500 ETF$2,172,386$1,795,675 ▲476.7%4,2270.8%ETFLRGEClearBridge Large Cap Growth ESG ETF$1,898,0160.0%27,2000.7%ManufacturingAMZNAmazon.com$1,752,485$787,486 ▼-31.0%9,2110.6%Retail/WholesaleABBVAbbVie$1,602,199$566,332 ▼-26.1%7,6470.6%MedicalVBVanguard Small-Cap ETF$1,417,204$321,759 ▲29.4%6,3910.5%ETFXMMOInvesco S&P MidCap Momentum ETF$1,399,2480.0%12,3000.5%ETFGOOGLAlphabet$1,370,420$47,784 ▼-3.4%8,8620.5%Computer and TechnologyTAT&T$1,354,156$286,532 ▼-17.5%47,8840.5%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,224,817$840 ▲0.1%2,9170.4%FinanceGOOGAlphabet$1,219,063$81,240 ▼-6.2%7,8030.4%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$1,101,1070.0%5,2200.4%ETFNVDANVIDIA$1,089,869$158,777 ▼-12.7%10,0560.4%Computer and TechnologyGSThe Goldman Sachs Group$1,073,1630.0%1,9640.4%FinanceDHID.R. Horton$1,047,043$4,704 ▼-0.4%8,2360.4%ConstructionSPLGSPDR Portfolio S&P 500 ETF$955,196$460 ▲0.0%14,5250.3%ETFVTIVanguard Total Stock Market ETF$839,204$5,772 ▲0.7%3,0530.3%ETFBACBank of America$828,174$137,292 ▼-14.2%19,8460.3%FinanceAMGNAmgen$811,276$19,939 ▼-2.4%2,6040.3%MedicalMCDMcDonald's$809,351$506,977 ▼-38.5%2,5910.3%Retail/WholesaleFNDXSchwab Fundamental U.S. Large Company Index ETF$790,128$769,894 ▲3,805.0%33,4660.3%ETFBLACKROCK INC COM$783,685$15,144 ▼-1.9%8280.3%StockIJTiShares S&P Small-Cap 600 Growth ETF$754,4700.0%6,0600.3%ETFIOOiShares Global 100 ETF$751,0620.0%7,8000.3%ETFBKNGBooking$741,7130.0%1610.3%Retail/WholesaleBRK.BBerkshire Hathaway$739,754$19,705 ▼-2.6%1,3890.3%FinanceTMOThermo Fisher Scientific$708,085$7,962 ▼-1.1%1,4230.3%MedicalIBMInternational Business Machines$701,967$738,520 ▼-51.3%2,8230.2%Computer and TechnologyCRMSalesforce$689,954$8,588 ▼-1.2%2,5710.2%Computer and TechnologySPXNProShares S&P 500 EX-Financials ETF$686,9680.0%11,6000.2%ETFAVGOBroadcom$681,440$13,394 ▼-1.9%4,0700.2%Computer and TechnologyJNJJohnson & Johnson$618,086$657,224 ▼-51.5%3,7270.2%MedicalPRFInvesco FTSE RAFI US 1000 ETF$617,8690.0%15,2900.2%ETFIDViShares International Select Dividend ETF$597,135$18,612 ▼-3.0%19,2500.2%ETFMETAMeta Platforms$588,464$34,005 ▼-5.5%1,0210.2%Computer and TechnologyIWMiShares Russell 2000 ETF$570,342$1,995 ▼-0.3%2,8590.2%FinanceVVisa$570,198$336,441 ▼-37.1%1,6270.2%Business ServicesSFMSprouts Farmers Market$567,5160.0%3,7180.2%Retail/WholesaleSILA REALTY TRUST INC CLASS A$552,122$19,338 ▼-3.4%20,6710.2%REITWFCWells Fargo & Company$534,6200.0%7,4470.2%FinanceMUMicron Technology$530,463$92,972 ▼-14.9%6,1050.2%Computer and TechnologyXOMExxon Mobil$515,918$64,817 ▼-11.2%4,3380.2%EnergyPGProcter & Gamble$457,919$477,006 ▼-51.0%2,6870.2%Consumer StaplesVVVanguard Large-Cap ETF$453,881$1,542 ▲0.3%1,7660.2%ETFSDYSPDR S&P Dividend ETF$428,070$35,684 ▼-7.7%3,1550.2%ETFVZVerizon Communications$427,202$228,071 ▼-34.8%9,4180.2%Computer and TechnologyLMTLockheed Martin$427,055$5,807 ▼-1.3%9560.2%AerospaceSPYSPDR S&P 500 ETF Trust$414,508$76,636 ▼-15.6%7410.1%FinanceBMYBristol-Myers Squibb$406,864$174,980 ▼-30.1%6,6710.1%MedicalPFFiShares Preferred and Income Securities ETF$403,227$72,859 ▲22.1%13,1220.1%ETFNOCNorthrop Grumman$400,3920.0%7820.1%AerospaceIRMIron Mountain$396,558$351,559 ▼-47.0%4,6090.1%Business ServicesRTXRTX$389,035$8,080 ▼-2.0%2,9370.1%AerospaceABTAbbott Laboratories$384,420$106,783 ▼-21.7%2,8980.1%MedicalEFAiShares MSCI EAFE ETF$380,3710.0%4,6540.1%FinanceIEFAiShares Core MSCI EAFE ETF$370,912$45,390 ▼-10.9%4,9030.1%ETFINTUIntuit$364,710$11,052 ▼-2.9%5940.1%Computer and TechnologyNEENextEra Energy$353,103$28,994 ▼-7.6%4,9810.1%UtilitiesAVUVAvantis U.S. Small Cap Value ETF$337,958$329,241 ▲3,777.0%3,8770.1%ETFIQVIQVIA$337,615$7,228 ▼-2.1%1,9150.1%MedicalIWFiShares Russell 1000 Growth ETF$333,6470.0%9240.1%ETFMAMastercard$318,397$8,768 ▼-2.7%5810.1%Business ServicesCVXChevron$317,349$486,646 ▼-60.5%1,8970.1%EnergyWMTWalmart$317,185$395,845 ▼-55.5%3,6130.1%Retail/WholesaleCSCOCisco Systems$317,066$183,032 ▼-36.6%5,1380.1%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$315,372$315,372 ▲New Holding6,2020.1%ETFMOAltria Group$313,725$69,443 ▼-18.1%5,2270.1%Consumer StaplesMRKMerck & Co., Inc.$307,159$67,410 ▼-18.0%3,4220.1%MedicalHONHoneywell International$298,568$77,289 ▼-20.6%1,4100.1%Multi-Sector ConglomeratesBABoeing$293,517$9,380 ▼-3.1%1,7210.1%AerospaceUPSUnited Parcel Service$290,704$49,496 ▼-14.5%2,6430.1%TransportationLOWLowe's Companies$290,138$138,305 ▼-32.3%1,2440.1%Retail/WholesalePNWPinnacle West Capital$271,082$9,525 ▼-3.4%2,8460.1%UtilitiesCATCaterpillar$268,457$217,668 ▼-44.8%8140.1%IndustrialsShowing largest 100 holdings. 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