Fortitude Family Office, LLC
Fortitude Family Office, LLC is an Investment Adviser institutional filer with the SEC under CIK 1950506, reporting 2,640 portfolio positions, with 12 historical 13F filings on file. Most recent reporting period: 2026-09-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: AZ
- Filing type: 13F-HR
- Latest reporting period: 2026-09-30
- Last filed: 2026-10-14
Top 10 portfolio positions
The largest reported holdings in Fortitude Family Office, LLC's most recent 13F filing, ranked by reported market value.
- ISHARES CORE S&P 500 ETF (IVV)
- AVANTIS TOTAL EQUITY MARKETS ETF (AVTM)
- VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL)
- ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF (IDEV)
- DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF (DFIP)
- APPLE INC COM (AAPL)
- ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)
- IMGP DBI MANAGED FUTURES STRATEGY ETF (DBMF)
- DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM)
- VANGUARD MORNINGSTAR MID-CAP ETF (VO)
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