Fortitude Family Office, LLC Top Holdings and 13F Report (2026) About Fortitude Family Office, LLCInvestment ActivityFortitude Family Office, LLC has $447.71 million in total holdings as of March 31, 2026.Fortitude Family Office, LLC owns shares of 1,884 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 14.26% of the portfolio was purchased this quarter.About 10.51% of the portfolio was sold this quarter.This quarter, Fortitude Family Office, LLC has purchased 1,917 new stocks and bought additional shares in 1,029 stocks.Fortitude Family Office, LLC sold shares of 321 stocks and completely divested from 241 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $36,351,077AVANTIS TOTAL EQUITY MARKETS ETF $33,401,864VANGUARD 0-3 MONTH TREASURY BILL ETF $25,450,677iShares Core MSCI International Developed Markets ETF $23,265,792Dimensional Inflation-Protected Securities ETF $21,037,976 Largest New Holdings this Quarter 02507A606 - AVANTIS TOTAL EQUITY MARKETS ETF $33,401,864 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN FUND $509,901 Holding68236H204 - Ondas $36,802 Holding33734X150 - First Trust Industrials/Producer Durables AlphaDEX Fund $29,172 Holding00653Q102 - AdaptHealth $25,871 Holding Largest Purchases this Quarter AVANTIS TOTAL EQUITY MARKETS ETF 710,489 shares (about $33.40M)VANGUARD 0-3 MONTH TREASURY BILL ETF 53,568 shares (about $4.05M)iShares Core S&P 500 ETF 5,007 shares (about $3.27M)Dimensional Inflation-Protected Securities ETF 75,772 shares (about $3.16M)iShares Core MSCI International Developed Markets ETF 26,080 shares (about $2.18M) Largest Sales this Quarter Knight-Swift Transportation 185,386 shares (about $10.67M)Apple 14,990 shares (about $3.80M)Invesco QQQ 4,758 shares (about $2.75M)Chevron 11,368 shares (about $2.35M)JPMorgan Chase & Co. 5,905 shares (about $1.74M) 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$36,351,077$3,270,617 â–²9.9%55,6508.1%ETFAVANTIS TOTAL EQUITY MARKETS ETF$33,401,864$33,401,864 â–²New Holding710,4897.5%ETFVANGUARD 0-3 MONTH TREASURY BILL ETF$25,450,677$4,052,415 â–²18.9%336,4275.7%ETFIDEViShares Core MSCI International Developed Markets ETF$23,265,792$2,179,504 â–²10.3%278,3995.2%ETFDFIPDimensional Inflation-Protected Securities ETF$21,037,976$3,161,208 â–²17.7%504,2664.7%ETFDBMFiMGP DBi Managed Futures Strategy ETF$14,973,600$1,446,627 â–²10.7%496,6373.3%ETFAAPLApple$13,621,736$3,804,330 â–¼-21.8%53,6733.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$13,406,200$162,443 â–¼-1.2%209,2103.0%ETFVOVanguard Mid-Cap ETF$13,289,488$1,297,187 â–²10.8%46,2763.0%ETFVOOVanguard S&P 500 ETF$11,676,286$6,573 â–¼-0.1%19,5402.6%ETFAVLVAvantis U.S. Large Cap Value ETF$10,561,589$990,212 â–²10.3%131,0212.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,492,339$1,120,421 â–²12.0%303,6862.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,084,235$780,362 â–²8.4%144,5772.3%ETFBKLNInvesco Senior Loan ETF$8,608,673$627,608 â–²7.9%421,7871.9%ETFAVDVAvantis International Small Cap Value ETF$7,590,257$661,872 â–²9.6%76,0091.7%ETFIJHiShares Core S&P Mid-Cap ETF$6,893,526$11,683 â–¼-0.2%102,0811.5%ETFAVEMAvantis Emerging Markets Equity ETF$6,345,997$13,296 â–¼-0.2%78,7541.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$6,204,344$450,646 â–²7.8%78,8751.4%ManufacturingIJRiShares Core S&P Small-Cap ETF$6,174,851$477,350 â–²8.4%49,6731.4%ETFIYWiShares U.S. Technology ETF$5,844,445$15,058 â–¼-0.3%32,2151.3%ManufacturingJAAAJanus Henderson AAA CLO ETF$5,371,205$1,772,520 â–²49.3%106,6351.2%ETFCVXChevron$5,286,502$2,352,039 â–¼-30.8%25,5511.2%EnergyUTIUniversal Technical Institute$5,083,7830.0%140,8251.1%Consumer DiscretionaryIDViShares International Select Dividend ETF$5,075,2800.0%119,2501.1%ETFIEFAiShares Core MSCI EAFE ETF$4,847,8820.0%53,5501.1%ETFDFATDimensional U.S. Targeted Value ETF$4,749,573$448,766 â–²10.4%76,0541.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$4,401,913$3,593 â–¼-0.1%158,0581.0%ETFVWOVanguard FTSE Emerging Markets ETF$4,158,262$8,378 â–¼-0.2%76,9340.9%ETFLLYEli Lilly and Company$4,041,469$106,693 â–¼-2.6%4,3940.9%MedicalKNXKnight-Swift Transportation$3,564,002$10,674,444 â–¼-75.0%61,8970.8%TransportationNVDANVIDIA$3,103,274$462,683 â–¼-13.0%17,7940.7%Computer and TechnologyQQQInvesco QQQ$2,873,810$2,746,252 â–¼-48.9%4,9790.6%FinanceSPLGSPDR Portfolio S&P 500 ETF$2,859,409$20,054 â–¼-0.7%37,3580.6%ETFFLBLFranklin Senior Loan ETF$2,774,237$203,872 â–¼-6.8%120,6190.6%ETFTIPiShares TIPS Bond ETF$2,655,805$519,353 â–¼-16.4%24,0650.6%ETFGOOGLAlphabet$2,575,675$581,159 â–¼-18.4%8,9570.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,418,798$647,300 â–²36.5%47,7930.5%ETFVBVanguard Small-Cap ETF$2,348,637$1,833 â–¼-0.1%8,9670.5%ETFMSFTMicrosoft$2,341,246$358,683 â–¼-13.3%6,3250.5%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$2,322,742$30,158 â–¼-1.3%21,0260.5%ETFVOEVanguard Mid-Cap Value ETF$2,266,6440.0%12,3000.5%ETFETEnergy Transfer$2,227,380$259,161 â–²13.2%115,4080.5%EnergyIVEiShares S&P 500 Value ETF$2,174,845$20,904 â–¼-1.0%10,3000.5%ETFVBRVanguard Small-Cap Value ETF$2,172,5000.0%10,0000.5%ETFVONVVanguard Russell 1000 Value ETF$2,165,3940.0%23,1000.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,157,778$34,742 â–¼-1.6%44,6560.5%ETFAVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF$2,080,333$6,560 â–¼-0.3%30,7600.5%ETFDISVDimensional International Small Cap Value ETF$1,971,3300.0%49,9830.4%ETFXMMOInvesco S&P MidCap Momentum ETF$1,783,7460.0%12,3000.4%ETFSPYSPDR S&P 500 ETF Trust$1,732,5060.0%2,6640.4%FinanceGOOGAlphabet$1,718,005$388,982 â–¼-18.5%5,9890.4%Computer and TechnologyAMZNAmazon.com$1,635,961$202,438 â–¼-11.0%7,8550.4%Retail/WholesaleKKRKKR & Co. Inc.$1,634,475$732,508 â–¼-30.9%17,6700.4%FinanceSPEMSPDR Portfolio Emerging Markets ETF$1,629,982$5,488 â–¼-0.3%34,7470.4%ETFTAT&T$1,395,047$32,961 â–¼-2.3%48,1220.3%Computer and TechnologyCOSTCostco Wholesale$1,375,333$740,487 â–¼-35.0%1,3800.3%Retail/WholesaleIVOVVanguard S&P Mid-Cap 400 Value ETF$1,341,6620.0%13,1600.3%ETFIWOiShares Russell 2000 Growth ETF$1,253,6710.0%3,9950.3%ETFBRK.BBerkshire Hathaway$1,227,710$92,965 â–²8.2%2,5620.3%FinanceMUMicron Technology$1,201,359$852,032 â–¼-41.5%3,5560.3%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$1,161,054$7,647 â–¼-0.7%11,5390.3%ETFIWDiShares Russell 1000 Value ETF$1,132,4510.0%5,3000.3%ETFLRGEClearBridge Large Cap Growth Select ETF$1,022,720$1,022,720 â–¼-50.0%13,6000.2%ManufacturingJPMJPMorgan Chase & Co.$1,001,615$1,737,015 â–¼-63.4%3,4050.2%FinanceVTIVanguard Total Stock Market ETF$940,114$642 â–²0.1%2,9300.2%ETFABBVAbbVie$924,550$273,385 â–¼-22.8%4,2510.2%MedicalHDHome Depot$913,985$706,455 â–¼-43.6%2,7790.2%Retail/WholesaleIJTiShares S&P Small-Cap 600 Growth ETF$880,994$4,775 â–¼-0.5%6,0880.2%ETFEFAiShares MSCI EAFE ETF$858,4350.0%8,8380.2%FinanceMETAMeta Platforms$850,185$133,306 â–¼-13.6%1,4860.2%Computer and TechnologyFNDCSchwab Fundamental International Small Equity ETF$845,514$5,795 â–¼-0.7%18,2380.2%ETFVVisa$841,738$9,672 â–¼-1.1%2,7850.2%Business ServicesSTIPiShares 0-5 Year TIPS Bond ETF$819,380$758,666 â–²1,249.6%7,9220.2%ETFAVGOBroadcom$808,750$380,078 â–¼-32.0%2,6130.2%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$803,9040.0%22,5120.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$781,5260.0%13,1970.2%ETFIWMiShares Russell 2000 ETF$709,0320.0%2,8590.2%FinancePRFInvesco RAFI US 1000 ETF$682,3410.0%14,3560.2%ETFIWYiShares Russell Top 200 Growth ETF$649,472$649,472 â–¼-50.0%2,6100.1%ETFPFFiShares Preferred and Income Securities ETF$596,512$13,341 â–¼-2.2%19,6740.1%ETFIAUiShares Gold Trust$556,025$88,513 â–²18.9%6,3070.1%FinanceMAMastercard$548,440$8,491 â–²1.6%1,0980.1%Business ServicesRTXRTX$517,406$57,104 â–¼-9.9%2,6820.1%AerospaceFIDELITY WISE ORIGIN BITCOIN FUND$509,901$509,901 â–²New Holding8,6380.1%ETFTSLATesla$495,543$44,610 â–²9.9%1,3330.1%Auto/Tires/TrucksJNJJohnson & Johnson$480,080$14,178 â–²3.0%1,9640.1%MedicalIOOiShares Global 100 ETF$471,783$471,783 â–¼-50.0%3,9000.1%ETFMCDMcDonald's$461,834$19,891 â–¼-4.1%1,4860.1%Retail/WholesaleSDYSPDR S&P Dividend ETF$460,4410.0%3,1550.1%ETFXOMExxonMobil$454,349$190,528 â–¼-29.5%2,6780.1%EnergyCCitigroup$436,515$4,763 â–²1.1%3,8490.1%Financial ServicesIWSiShares Russell Mid-Cap Value ETF$431,3900.0%2,9600.1%ETFRSPInvesco S&P 500 Equal Weight ETF$426,254$5,182 â–¼-1.2%2,2210.1%ETFCATCaterpillar$419,408$146,651 â–²53.8%5920.1%IndustrialsAMGNAmgen$414,479$502,793 â–¼-54.8%1,1780.1%MedicalIWFiShares Russell 1000 Growth ETF$412,7550.0%9680.1%ETFSPXNProShares S&P 500 EX-Financials ETF$411,033$411,033 â–¼-50.0%5,8000.1%ETFGSThe Goldman Sachs Group$366,359$1,073,694 â–¼-74.6%4330.1%FinanceDFSVDimensional US Small Cap Value ETF$358,2140.0%10,2230.1%ETFWALMART INC COM$327,478$75,189 â–²29.8%2,6350.1%StockShowing largest 100 holdings. 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