Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1950506) reported $516.0M across 2,268 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($46.4M, 9.00%), AVTM ($38.7M, 7.50%), VBIL ($29.8M, 5.77%), IDEV ($27.3M, 5.29%), DFIP ($22.4M, 4.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $46.4M | 9.00% | 62,024 | Added |
| 2 | AVTM | AVANTIS TOTAL EQUITY MARKETS ETF | $38.7M | 7.50% | 710,489 | Hold |
| 3 | VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $29.8M | 5.77% | 393,282 | Added |
| 4 | IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $27.3M | 5.29% | 306,418 | Added |
| 5 | DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $22.4M | 4.35% | 543,933 | Added |
| 6 | DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $16.9M | 3.28% | 552,973 | Added |
| 7 | VO | VANGUARD MID-CAP ETF | $16.5M | 3.20% | 205,077 | Added |
| 8 | AAPL | APPLE INC COM | $15.5M | 3.00% | 53,549 | Trimmed |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $14.6M | 2.83% | 205,152 | Trimmed |
| 10 | VOO | VANGUARD S&P 500 ETF | $13.4M | 2.59% | 19,488 | Trimmed |
| 11 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $12.7M | 2.46% | 152,957 | Added |
| 12 | AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $12.6M | 2.44% | 138,251 | Added |
| 13 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $12.3M | 2.38% | 302,027 | Trimmed |
| 14 | BKLN | INVESCO SENIOR LOAN ETF | $9.8M | 1.90% | 482,276 | Added |
| 15 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $8.7M | 1.68% | 84,760 | Added |
| 16 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $8.2M | 1.59% | 79,576 | Added |
| 17 | IYW | ISHARES U.S. TECHNOLOGY ETF | $8.1M | 1.57% | 32,215 | Hold |
| 18 | IJR | ISHARES CORE S&P SMALL CAP ETF | $7.8M | 1.51% | 52,673 | Added |
| 19 | IJH | ISHARES CORE S&P MID-CAP ETF | $7.8M | 1.51% | 101,203 | Trimmed |
| 20 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $7.0M | 1.35% | 72,265 | Trimmed |
| 21 | JAAA | JANUS HENDERSON AAA CLO ETF | $6.9M | 1.33% | 136,295 | Added |
| 22 | LLY | ELI LILLY & CO COM | $5.3M | 1.03% | 4,446 | Added |
| 23 | IEFA | ISHARES CORE MSCI EAFE ETF | $5.2M | 1.00% | 53,550 | Hold |
| 24 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $5.1M | 0.99% | 73,148 | Trimmed |
| 25 | IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $4.9M | 0.96% | 119,250 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30