1y return+21.9%S&P 500 +20.9%
3y return+63.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $155 against $157 in the S&P 500.2
Fortitude Advisory Group L.L.C.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUSBVanguard Bd Index Fds | $26.7M | 10.2% | −2.2% |
| NVDANvidia Corporation | $24.5M | 9.4% | −2.7% |
| MSFTMicrosoft Corp | $10.2M | 3.9% | +2.0% |
| PULSPgim Etf Tr | $8.8M | 3.4% | +137.2% |
| AAPLApple Inc | $7.3M | 2.8% | |
| MUMicron Technology Inc | $6.6M | 2.5% | −44.4% |
| AMZNAmazon Com Inc | $6.0M | 2.3% | −2.2% |
| SPYState Str Spdr S&p 500 Etf T | $5.9M | 2.2% | −12.7% |
| AVGOBroadcom Inc | $5.2M | 2.0% | −2.8% |
| Ftai Aviation LtdCUSIP G3730V105 | $4.2M | 1.6% | +12.0% |
| PCARPaccar Inc | $3.7M | 1.4% | −1.1% |
| MRVLMarvell Technology Inc | $3.5M | 1.4% | +2.5% |
| COSTCostco Wholesale Corporation | $3.5M | 1.3% | +4.8% |
| GOOGLAlphabet Inc | $3.3M | 1.3% | +29.3% |
| VTVVanguard Index Fds | $3.1M | 1.2% | +14.3% |
| VVVanguard Index Fds | $3.0M | 1.2% | −2.3% |
| JPMJpmorgan Chase & Co | $2.8M | 1.1% | +3.5% |
| QQQInvesco Qqq Tr | $2.5M | 1.0% | −1.5% |
| AZA2z Cust2mate Solutions Corp | $2.3M | 0.9% | |
| BRK/BBerkshire Hathaway Inc Del | $2.3M | 0.9% | +198.0% |
| PWRQuanta Svcs Inc | $2.2M | 0.9% | |
| VOOVanguard Index Fds | $2.2M | 0.8% | +15.2% |
| IEFIshares Tr | $2.1M | 0.8% | −15.2% |
| VRTVertiv Holdings Co | $1.9M | 0.7% | −8.3% |
| VIGVanguard Specialized Funds | $1.8M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $24.5M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $5.2M |
| GEVGe Vernova Inc | September 30, 2024 | +360.8% | $1.6M |
| AMATApplied Matls Inc | December 31, 2021 | +359.5% | $1.6M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $1.6M |
| SOXXIshares Tr | December 31, 2021 | +254.4% | $1.8M |
| AEHRAehr Test Sys | September 30, 2025 | +219.0% | $1.4M |
| VRTVertiv Holdings Co | December 31, 2024 | +194.7% | $1.9M |
| HPEHewlett Packard Enterprise C | December 31, 2021 | +186.1% | $1.4M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $3.3M |
Sold off last quarter
- BRK/ABerkshire Hathaway Inc Del was $1.4M
- NRGNrg Energy Inc was $873K
- VSTVistra Corp was $607K
- XNTKSpdr Series Trust was $598K
- ORCLOracle Corp was $486K
- XMCRXMfs Charter Income Tr was $347K
- TDGTransdigm Group Inc was $298K
- FTHYFirst Tr High Yield Opprt 20 was $289K
- AEEAmeren Corp was $249K
- USDProshares Tr was $233K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.7% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +13.0% | +10.5% |
| March 31, 2025 | −6.7% | −4.6% |
| December 31, 2024 | +2.0% | +2.1% |
| September 30, 2024 | +3.6% | +5.4% |
| June 30, 2024 | +5.3% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +8.3% | +8.3% |
| March 31, 2023 | +8.3% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fortitude Advisory Group L.L.C. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1928999&type=13F-HR&dateb=&owner=include&count=40CIK 1928999
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1928999/000192899926000004/Filed July 22, 2026 · accession 0001928999-26-000004