Institutional Fund
Fortitude Advisory Group L.L.C.
Gig Harbor, WACIK 19289995 filings on record
Portfolio Value
$222.13M
Q1 2026
Holdings
224
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-5.6%
from $235.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds12.3%
- Nvidia Corporation9.9%
- Microsoft Corp4.5%
- Apple Inc2.9%
- Spdr S&P 500 ETF Tr2.6%
- Amazon Com Inc2.4%
- Other65.4%
Portfolio Holdings
224 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 548.5K | $27.31M | 12.3% | +40.2K | Added |
| 2 | Nvidia Corporation | 126.1K | $21.99M | 9.9% | −1.1K | Reduced |
| 3 | Microsoft Corp | 26.8K | $9.93M | 4.5% | −465 | Reduced |
| 4 | Apple Inc | 25.1K | $6.37M | 2.9% | −694 | Reduced |
| 5 | Spdr S&P 500 ETF Tr | 9.0K | $5.85M | 2.6% | −645 | Reduced |
| 6 | Amazon Com Inc | 25.9K | $5.39M | 2.4% | +110 | Added |
| 7 | Broadcom Inc | 14.1K | $4.35M | 2.0% | −1.9K | Reduced |
| 8 | Pgim ETF Tr | 74.9K | $3.71M | 1.7% | −2.7K | Reduced |
| 9 | Paccar Inc | 31.0K | $3.59M | 1.6% | −245 | Reduced |
| 10 | Costco Whsl Corp New | 3.6K | $3.58M | 1.6% | +105 | Added |
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