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AI & tech investing

Fortitude Family Office, LLC

CIK 1950506

13F filing for Q2 2026・No. 3,823

Holdings
US$516M
Quarter change
+US$68.29M
Entries
2,276
Net bought (estimate)
+US$16.73M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 529
  • Sold out 144
  • Cut 463
  • Added 876
  • Corporate actions 14
  • Unchanged 401

Largest holdings

2,269 stocks worth US$512.9M, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES CORE S&P 500 ETFETFAddedUS$46.45M9.06%
AVANTIS TOTAL EQUITY MARKETS ETFETFUnchangedUS$38.68M7.54%
VANGUARD 0-3 MONTH TREASURY BILL ETFETFAddedUS$29.76M5.80%
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFETFAddedUS$27.27M5.32%
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETFETFAddedUS$22.44M4.38%
IMGP DBI MANAGED FUTURES STRATEGY ETFETFAddedUS$16.93M3.30%
VANGUARD MID-CAP ETFETFAddedSplit 4:1US$16.52M3.22%
AAPLAppleStockCutUS$15.49M3.02%
VANGUARD FTSE DEVELOPED MARKETS ETFETFCutUS$14.62M2.85%
VOOVanguard S&P 500 ETFETFCutUS$13.38M2.61%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.