1y return+22.2%S&P 500 +20.9%
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, 2023: $144 against $157 in the S&P 500.2
Fortitude Family Office, LLCS&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 |
|---|---|---|---|
| IVVIshares Core S&p 500 Etf | $46.4M | 9.1% | +11.5% |
| AVTMAvantis Total Equity Markets Etf | $38.7M | 7.5% | |
| VBILVanguard 0-3 Month Treasury Bill Etf | $29.8M | 5.8% | +16.9% |
| IDEVIshares Core Msci International Developed Markets Etf | $27.3M | 5.3% | +10.1% |
| DFIPDimensional Inflation-protected Securities Etf | $22.4M | 4.4% | +7.9% |
| DBMFImgp Dbi Managed Futures Strategy Etf | $16.9M | 3.3% | +11.3% |
| VOVanguard Mid-cap Etf | $16.5M | 3.2% | +10.8% |
| AAPLApple Inc Com | $15.5M | 3.0% | |
| VEAVanguard Ftse Developed Markets Etf | $14.6M | 2.8% | −1.9% |
| VOOVanguard S&p 500 Etf | $13.4M | 2.6% | |
| IEMGIshares Core Msci Emerging Markets Etf | $12.7M | 2.5% | +5.8% |
| AVLVAvantis U.s. Large Cap Value Etf | $12.6M | 2.5% | +5.5% |
| DFEMDimensional Emerging Markets Core Equity 2 Etf | $12.3M | 2.4% | |
| BKLNInvesco Senior Loan Etf | $9.8M | 1.9% | +14.3% |
| EMXCIshares Msci Emerging Markets Ex China Etf | $8.7M | 1.7% | +7.5% |
| AVDVAvantis International Small Cap Value Etf | $8.2M | 1.6% | +4.7% |
| IYWIshares U.s. Technology Etf | $8.1M | 1.6% | |
| IJRIshares Core S&p Small Cap Etf | $7.8M | 1.5% | +6.0% |
| IJHIshares Core S&p Mid-cap Etf | $7.8M | 1.5% | |
| AVEMAvantis Emerging Markets Equity Etf | $7.0M | 1.4% | −8.2% |
| JAAAJanus Henderson Aaa Clo Etf | $6.9M | 1.3% | +27.8% |
| IEFAIshares Core Msci Eafe Etf | $5.2M | 1.0% | |
| Dimensional U.s. Targeted Value EtfCUSIP 25434V609 | $5.1M | 1.0% | −3.8% |
| IDVIshares International Select Dividend Etf | $4.9M | 1.0% | |
| FNDXSchwab Fundamental U.s. Large Company Etf | $4.9M | 0.9% |
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 Com | December 31, 2023 | +304.0% | $3.2M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2023 | +155.8% | $3.3M |
| LLYEli Lilly & Co Com | December 31, 2023 | +105.8% | $3.7M |
| IYWIshares U.s. Technology Etf | December 31, 2023 | +105.5% | $8.1M |
| EMXCIshares Msci Emerging Markets Ex China Etf | December 31, 2023 | +84.6% | $8.7M |
| QQQInvesco Qqq Trust Series I | December 31, 2023 | +79.8% | $3.7M |
| IEMGIshares Core Msci Emerging Markets Etf | December 31, 2023 | +63.8% | $12.7M |
| DFEMDimensional Emerging Markets Core Equity 2 Etf | December 31, 2023 | +62.8% | $12.3M |
| AVDVAvantis International Small Cap Value Etf | June 30, 2024 | +58.7% | $8.2M |
| AVLVAvantis U.s. Large Cap Value Etf | December 31, 2023 | +57.9% | $12.6M |
Sold off last quarter
- IAUIshares Gold Trust was $556K
- Exxon Mobil Corp ComCUSIP 30231G102 was $454K
- DEODiageo PLC Spon Adr New was $165K
- Kornit Digital Ltd ShsCUSIP M6372Q113 was $104K
- BABAAlibaba Group Hldg Ltd Sponsored Ads was $97K
- Honeywell Intl Inc ComCUSIP 438516106 was $75K
- MPLXMplx LP Com Unit Rep Ltd was $58K
- WESWestern Midstream Partners LP Com Unit LP Int was $56K
- OBDCBlue Owl Capital Corporation Com was $55K
- PAAPlains All Amern Pipeline L P Unit Ltd Partn was $50K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | +0.3% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +4.0% | +4.0% |
| March 31, 2024 | +3.1% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fortitude Family Office, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1950506&type=13F-HR&dateb=&owner=include&count=40CIK 1950506
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1950506/000195050626000004/Filed July 20, 2026 · accession 0001950506-26-000004