Fortitude Family Office, LLC - Portfolio overview

Fortitude Family Office, LLC has 2210 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 8.07%
2. AVTM - AVANTIS TOTAL EQUITY MARKETS ETF, 7.42%
3. VBIL - VANGUARD 0-3 MONTH TREASURY BILL ETF, 5.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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