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 (2026-03-31)

Fortitude Advisory Group L.L.C. (CIK 1928999) reported $222.3M across 224 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUSB ($27.3M, 12.28%), NVDA ($22.0M, 9.89%), MSFT ($9.9M, 4.47%), AAPL ($6.4M, 2.87%), SPY ($5.9M, 2.63%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VUSBVANGUARD BD INDEX FDS$27.3M12.28%548,519Added
2NVDANVIDIA CORPORATION$22.0M9.89%126,086Trimmed
3MSFTMICROSOFT CORP$9.9M4.47%26,828Trimmed
4AAPLAPPLE INC$6.4M2.87%25,098Trimmed
5SPYSTATE STR SPDR S&P 500 ETF T$5.9M2.63%9,002Trimmed
6AMZNAMAZON COM INC$5.4M2.42%25,883Added
7AVGOBROADCOM INC$4.4M1.96%14,069Trimmed
8PULSPGIM ETF TR$3.7M1.67%74,881Trimmed
9COSTCOSTCO WHOLESALE CORPORATION$3.6M1.61%3,591Added
10PCARPACCAR INC$3.6M1.61%31,042Trimmed
11MUMICRON TECHNOLOGY INC$3.5M1.57%10,319Added
12FTAIFTAI AVIATION LTD$3.4M1.54%13,999Trimmed
13VVVANGUARD INDEX FDS$2.7M1.21%9,019Trimmed
14AZA2Z CUST2MATE SOLUTIONS CORP$2.7M1.20%400,000Trimmed
15IEFISHARES TR$2.5M1.11%25,891Trimmed
16VTVVANGUARD INDEX FDS$2.4M1.10%12,457Added
17JPMJPMORGAN CHASE & CO$2.4M1.08%8,193Added
18TSLATESLA INC$2.2M1.00%6,001Added
19GOOGLALPHABET INC$2.1M0.94%7,249Trimmed
20QQQINVESCO QQQ TR$2.0M0.89%3,435Trimmed
21PWRQUANTA SVCS INC$1.7M0.76%3,085Trimmed
22VOOVANGUARD INDEX FDS$1.7M0.75%2,795Added
23VIGVANGUARD SPECIALIZED FUNDS$1.6M0.74%7,598Added
24CEGCONSTELLATION ENERGY CORP$1.6M0.72%5,710New
25VRTVERTIV HOLDINGS CO$1.6M0.71%6,302Added

Source: SEC Form 13F filings · as of 2026-03-31