Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Fortitude Advisory Group L.L.C. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Fortitude Advisory Group L.L.C. (CIK 1928999) reported $261.8M across 237 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUSB ($26.7M, 10.20%), NVDA ($24.5M, 9.38%), MSFT ($10.2M, 3.90%), PULS ($8.8M, 3.36%), AAPL ($7.3M, 2.77%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VUSBVANGUARD BD INDEX FDS$26.7M10.20%536,537Trimmed
2NVDANVIDIA CORPORATION$24.5M9.38%122,655Trimmed
3MSFTMICROSOFT CORP$10.2M3.90%27,352Added
4PULSPGIM ETF TR$8.8M3.36%177,583Added
5AAPLAPPLE INC$7.3M2.77%25,099Added
6MUMICRON TECHNOLOGY INC$6.6M2.53%5,741Trimmed
7AMZNAMAZON COM INC$6.0M2.30%25,309Trimmed
8SPYSTATE STR SPDR S&P 500 ETF T$5.9M2.24%7,861Trimmed
9AVGOBROADCOM INC$5.2M1.97%13,682Trimmed
10FTAIFTAI AVIATION LTD$4.2M1.62%15,678Added
11PCARPACCAR INC$3.7M1.41%30,708Trimmed
12MRVLMARVELL TECHNOLOGY INC$3.5M1.35%11,903Added
13COSTCOSTCO WHOLESALE CORPORATION$3.5M1.34%3,763Added
14GOOGLALPHABET INC$3.3M1.28%9,372Added
15VTVVANGUARD INDEX FDS$3.1M1.19%14,244Added
16VVVANGUARD INDEX FDS$3.0M1.16%8,812Trimmed
17JPMJPMORGAN CHASE & CO$2.8M1.06%8,476Added
18QQQINVESCO QQQ TR$2.5M0.95%3,382Trimmed
19AZA2Z CUST2MATE SOLUTIONS CORP$2.3M0.89%400,000Hold
20BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M0.87%4,556Added
21PWRQUANTA SVCS INC$2.2M0.86%3,114Added
22VOOVANGUARD INDEX FDS$2.2M0.85%3,221Added
23IEFISHARES TR$2.1M0.79%21,943Trimmed
24VRTVERTIV HOLDINGS CO$1.9M0.74%5,778Trimmed
25VIGVANGUARD SPECIALIZED FUNDS$1.8M0.69%7,615Added

Source: SEC Form 13F filings · as of 2026-06-30