Institutional Fund
Fortitude Family Office, LLC
Scottsdale, AZCIK 19505065 filings on record
Portfolio Value
$445.19M
Q1 2026
Holdings
1,884
Reported positions
New Buys
206
Opened this quarter
QoQ Change
+4.3%
from $426.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.2%
- American Centy ETF Tr7.5%
- Vanguard Instl Index Fd5.7%
- Ishares Tr5.2%
- Dimensional ETF Trust4.7%
- Litman Gregory Fds Tr3.4%
- Other65.3%
Portfolio Holdings
1,884 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 55.6K | $36.35M | 8.2% | +5.0K | Added |
| 2 | American Centy ETF Tr | 710.5K | $33.40M | 7.5% | +710.5K | New |
| 3 | Vanguard Instl Index Fd | 336.4K | $25.45M | 5.7% | +53.6K | Added |
| 4 | Ishares Tr | 278.4K | $23.27M | 5.2% | +26.1K | Added |
| 5 | Dimensional ETF Trust | 504.3K | $21.04M | 4.7% | +75.8K | Added |
| 6 | Litman Gregory Fds Tr | 496.6K | $14.97M | 3.4% | +48.0K | Added |
| 7 | Apple Inc | 53.7K | $13.62M | 3.1% | −15.0K | Reduced |
| 8 | Vanguard Tax-Managed Fds | 209.2K | $13.41M | 3.0% | −2.5K | Reduced |
| 9 | Vanguard Index Fds | 46.3K | $13.29M | 3.0% | +4.5K | Added |
| 10 | Vanguard Index Fds | 19.5K | $11.68M | 2.6% | −11 | Reduced |
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