Terminal · Institutions

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

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

Fortitude Financial, LLC (CIK 2066105) reported $189.0M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($73.4M, 38.84%), SPYG ($21.8M, 11.51%), SPLG ($16.2M, 8.57%), IMCB ($15.2M, 8.06%), DYNF ($14.2M, 7.51%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$73.4M38.84%112,861Added
2SPYGSPDR SERIES TRUST$21.8M11.51%222,230Trimmed
3SPLGSPDR SERIES TRUST$16.2M8.57%211,706Trimmed
4IMCBISHARES TR$15.2M8.06%182,541Added
5DYNFBLACKROCK ETF TRUST$14.2M7.51%244,009Added
6SPDWSPDR INDEX SHS FDS$8.8M4.65%192,504Trimmed
7XCEMCOLUMBIA ETF TR II$6.1M3.22%149,336Added
8FSMDFIDELITY COVINGTON TRUST$3.9M2.08%87,852Trimmed
9FDVVFIDELITY COVINGTON TRUST$2.4M1.26%43,249Trimmed
10XLKSELECT SECTOR SPDR TR$2.2M1.19%16,913Added
11QQQINVESCO QQQ TR$2.3M1.19%3,910Added
12BONDPIMCO ETF TR$2.2M1.17%24,008Added
13QQQMINVESCO EXCH TRADED FD TR II$2.0M1.04%8,291Added
14EEMISHARES TR$1.7M0.92%30,546Added
15MUNIPIMCO ETF TR$1.6M0.87%31,400Added
16JMEEJ P MORGAN EXCHANGE TRADED F$1.6M0.85%23,992Trimmed
17AGNCAGNC INVT CORP$1.6M0.84%157,695Added
18JEMAJ P MORGAN EXCHANGE TRADED F$1.2M0.64%23,202New
19GRPMINVESCO EXCHANGE TRADED FD T$1.2M0.63%10,043Trimmed
20DIVIFRANKLIN TEMPLETON ETF TR$1.1M0.58%27,602Trimmed
21IWFISHARES TR$916,7600.49%2,150Added
22JPIBJ P MORGAN EXCHANGE TRADED F$711,5140.38%14,879Added
23HSCZISHARES TR$632,9360.33%15,951Trimmed
24IBITISHARES BITCOIN TRUST ETF$603,9620.32%15,720Added
25MSFTMICROSOFT CORP$578,2060.31%1,562Trimmed

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