Terminal · Institutions

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

Fortitude Family Office, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Fortitude Family Office, LLC (CIK 1950506) reported $447.7M across 1,864 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($36.4M, 8.12%), AVSCX ($33.4M, 7.46%), VBIL ($25.5M, 5.68%), IDEV ($23.3M, 5.20%), DFIP ($21.0M, 4.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES CORE S&P 500 ETF$36.4M8.12%55,650Added
2AVSCXAVANTIS TOTAL EQUITY MARKETS ETF$33.4M7.46%710,489New
3VBILVANGUARD 0-3 MONTH TREASURY BILL ETF$25.5M5.68%336,427Added
4IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF$23.3M5.20%278,399Added
5DFIPDIMENSIONAL INFLATION-PROTECTED SECURITIES ETF$21.0M4.70%504,266Added
6DBMFIMGP DBI MANAGED FUTURES STRATEGY ETF$15.0M3.34%496,637Added
7AAPLAPPLE INC COM$13.6M3.04%53,673Trimmed
8VEAVANGUARD FTSE DEVELOPED MARKETS ETF$13.4M2.99%209,210Trimmed
9VOVANGUARD MID-CAP ETF$13.3M2.97%46,276Added
10VOOVANGUARD S&P 500 ETF$11.7M2.61%19,540Trimmed
11AVLVAVANTIS U.S. LARGE CAP VALUE ETF$10.6M2.36%131,021Added
12DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF$10.5M2.34%303,686Added
13IEMGISHARES CORE MSCI EMERGING MARKETS ETF$10.1M2.25%144,577Added
14BKLNINVESCO SENIOR LOAN ETF$8.6M1.92%421,787Added
15AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF$7.6M1.70%76,009Added
16IJHISHARES CORE S&P MID-CAP ETF$6.9M1.54%102,081Trimmed
17AVEMAVANTIS EMERGING MARKETS EQUITY ETF$6.3M1.42%78,754Trimmed
18EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF$6.2M1.39%78,875Added
19IJRISHARES CORE S&P SMALL CAP ETF$6.2M1.38%49,673Added
20IYWISHARES U.S. TECHNOLOGY ETF$5.8M1.31%32,215Trimmed
21JAAAJANUS HENDERSON AAA CLO ETF$5.4M1.20%106,635Added
22CVXCHEVRON CORPORATION COM$5.3M1.18%25,551Trimmed
23UTIUNIVERSAL TECHNICAL INST INC COM$5.1M1.14%140,825Hold
24IDVISHARES INTERNATIONAL SELECT DIVIDEND ETF$5.1M1.13%119,250Hold
25IEFAISHARES CORE MSCI EAFE ETF$4.8M1.08%53,550Hold

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