FBInvestor
Funds / Fortitude Financial, LLC
Institutional Fund

Fortitude Financial, LLC

Spokane, WACIK 20661056 filings on record

Portfolio Value
$188.98M
Q1 2026
Holdings
39
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+60.4%
from $117.85M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Spdr S&P 500 ETF Tr38.8%
  • Spdr Series Trust11.5%
  • Spdr Series Trust8.6%
  • Ishares Tr8.1%
  • Blackrock ETF Trust7.5%
  • Spdr Index Shs Fds4.7%
  • Other20.9%

Portfolio Holdings

39 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr S&P 500 ETF Tr112.9K$73.40M38.8%+111.9KAdded
2Spdr Series Trust222.2K$21.76M11.5%145Reduced
3Spdr Series Trust211.7K$16.20M8.6%11.7KReduced
4Ishares Tr182.5K$15.23M8.1%+7.9KAdded
5Blackrock ETF Trust244.0K$14.20M7.5%+11.4KAdded
6Spdr Index Shs Fds192.5K$8.79M4.7%3.9KReduced
7Columbia ETF Tr II149.3K$6.09M3.2%+33.2KAdded
8Fidelity Covington Trust87.9K$3.93M2.1%7.1KReduced
9Fidelity Covington Trust43.2K$2.39M1.3%643Reduced
10Invesco Qqq Tr3.9K$2.26M1.2%+4Added

29 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio