Fortitude Financial, LLC Top Holdings and 13F Report (2026) About Fortitude Financial, LLCInvestment ActivityFortitude Financial, LLC has $188.98 million in total holdings as of March 31, 2026.Fortitude Financial, LLC owns shares of 39 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 42.40% of the portfolio was purchased this quarter.About 2.90% of the portfolio was sold this quarter.This quarter, Fortitude Financial, LLC has purchased 39 new stocks and bought additional shares in 18 stocks.Fortitude Financial, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $73,398,023SPDR Portfolio S&P 500 Growth ETF $21,758,521SPDR Portfolio S&P 500 ETF $16,203,977iShares Morningstar Mid-Cap ETF $15,229,396iShares U.S. Equity Factor Rotation Active ETF $14,196,444 Largest New Holdings this Quarter 46641Q266 - JPMorgan ActiveBuilders Emerging Markets Equity ETF $1,207,200 Holding78463V107 - SPDR Gold Shares $205,679 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 111,855 shares (about $72.74M)Technology Select Sector SPDR Fund 13,951 shares (about $1.85M)Columbia EM Core ex-China ETF 33,210 shares (about $1.36M)JPMorgan ActiveBuilders Emerging Markets Equity ETF 23,202 shares (about $1.21M)iShares MSCI Emerging Markets ETF 14,731 shares (about $836.57K) Largest Sales this Quarter SPDR Portfolio Emerging Markets ETF 28,626 shares (about $1.34M)JPMorgan Small & Mid Cap Enhanced Equity ETF 16,744 shares (about $1.12M)SPDR Portfolio S&P 500 ETF 11,652 shares (about $891.84K)Invesco S&P MidCap 400 GARP ETF 5,785 shares (about $683.96K)Fidelity Small-Mid Multifactor ETF 7,098 shares (about $317.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFortitude Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$73,398,023$72,743,781 ▲11,118.8%112,86138.8%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$21,758,521$14,197 ▼-0.1%222,23011.5%ETFSPLGSPDR Portfolio S&P 500 ETF$16,203,977$891,844 ▼-5.2%211,7068.6%ETFIMCBiShares Morningstar Mid-Cap ETF$15,229,396$657,011 ▲4.5%182,5418.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$14,196,444$665,579 ▲4.9%244,0097.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,787,808$176,711 ▼-2.0%192,5044.7%ETFXCEMColumbia EM Core ex-China ETF$6,094,402$1,355,300 ▲28.6%149,3363.2%ETFFSMDFidelity Small-Mid Multifactor ETF$3,928,741$317,423 ▼-7.5%87,8522.1%ETFFDVVFidelity High Dividend ETF$2,389,075$35,519 ▼-1.5%43,2491.3%ETFQQQInvesco QQQ$2,256,774$2,309 ▲0.1%3,9101.2%FinanceXLKTechnology Select Sector SPDR Fund$2,247,738$1,854,088 ▲471.0%16,9131.2%ETFPIMCO ETF TR$2,215,458$50,846 ▲2.3%24,0081.2%ACTIVE BD ETFQQQMInvesco NASDAQ 100 ETF$1,970,107$85,543 ▲4.5%8,2911.0%ETFEEMiShares MSCI Emerging Markets ETF$1,734,707$836,573 ▲93.1%30,5460.9%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,638,766$4,488 ▲0.3%31,4000.9%ETFJMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$1,601,977$1,118,019 ▼-41.1%23,9920.8%ETFAGNCAGNC Investment$1,581,685$1,484 ▲0.1%157,6950.8%FinanceJEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF$1,207,200$1,207,200 ▲New Holding23,2020.6%ETFGRPMInvesco S&P MidCap 400 GARP ETF$1,187,384$683,961 ▼-36.5%10,0430.6%ETFDIVIFranklin International Core Dividend Tilt Index ETF$1,098,836$54,062 ▼-4.7%27,6020.6%ETFIWFiShares Russell 1000 Growth ETF$916,760$28,142 ▲3.2%2,1500.5%ETFJPIBJPMorgan International Bond Opportunities ETF$711,514$93,727 ▲15.2%14,8790.4%ETFHSCZiShares Currency Hedged MSCI EAFE Small-Cap ETF$632,936$254,746 ▼-28.7%15,9510.3%ETFISHARES BITCOIN TRUST ETF$603,962$115,836 ▲23.7%15,7200.3%SHS BEN INTMSFTMicrosoft$578,206$4,812 ▼-0.8%1,5620.3%Computer and TechnologyNVDANVIDIA$544,302$14,475 ▼-2.6%3,1210.3%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$499,548$1,342,855 ▼-72.9%10,6490.3%ETFJ P MORGAN EXCHANGE TRADED F$438,333$44,629 ▲11.3%8,1520.2%ACTIVE BOND ETFPYLDPIMCO Multi Sector Bond Active ETF$433,138$45,116 ▲11.6%16,5320.2%ETFAMZNAmazon.com$410,292$117,464 ▲40.1%1,9700.2%Retail/WholesaleAAPLApple$366,7270.0%1,4450.2%Computer and TechnologyCMFiShares California Muni Bond ETF$335,303$21,322 ▼-6.0%5,8970.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$324,034$47,471 ▼-12.8%5,7270.2%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$320,853$5,928 ▲1.9%6,4950.2%ETFCOSTCostco Wholesale$273,0220.0%2740.1%Retail/WholesaleSLViShares Silver Trust$237,1270.0%3,4800.1%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$214,497$8,635 ▼-3.9%5,2910.1%ETFIFRAiShares U.S. Infrastructure ETF$207,922$26,541 ▼-11.3%3,6350.1%ETFGLDSPDR Gold Shares$205,679$205,679 ▲New Holding4780.1%FinanceCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$0$256,269 ▼-100.0%00.0%ETFBITWISE 10 CRYPTO INDEX ETF$0$210,420 ▼-100.0%00.0%UNIT BENEFICIALShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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