Fortitude Family Office, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Fortitude Family Office, LLC reported 1,881 stock positions worth $445.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.2% of the portfolio, followed by Avantis Total Equity ETF (AVTM, 7.5%) and Vanguard 0-3M T-Bill ETF (VBIL, 5.7%). Compared with Q4 2025, it opened 202 new positions, sold out of 236, added to 1,029 and reduced 324. The biggest buy was a new position in Avantis Total Equity ETF (AVTM) and the biggest sale Knight-Swift Transportation (KNX, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001950506
- Portfolio Value
- $445.2M (Q1 2026)
- SEC Filing
- 0001950506-26-000003 ↗ filed Apr 16, 2026
Holdings Value
Holdings 1,881 stocks · $445.2M
| IVV iShares Core S&P 500 ETF | 8.17% | 55,650 | $36.4M | Add +9.9% |
| AVTM Avantis Total Equity ETF | 7.50% | 710,489 | $33.4M | New |
| VBIL Vanguard 0-3M T-Bill ETF | 5.72% | 336,427 | $25.5M | Add +18.9% |
| IDEV iShares Core MSCI Dev MKTS | 5.23% | 278,399 | $23.3M | Add +10.3% |
| DFIP Dimensional Inflation-Protec | 4.73% | 504,266 | $21.0M | Add +17.7% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 3.36% | 496,637 | $15.0M | Add +10.7% |
| AAPL Apple Inc. | 3.06% | 53,673 | $13.6M | Reduce -21.8% |
| VEA Vanguard Ftse Developed ETF | 3.01% | 209,210 | $13.4M | Reduce -1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.99% | 46,276 | $13.3M | Add +10.8% |
| VOO Vanguard S&P 500 ETF | 2.62% | 19,540 | $11.7M | Reduce -0.1% |
| AVLV Avantis US Large Cap Value | 2.37% | 131,021 | $10.6M | Add +10.3% |
| DFEM Dimensional Emrg MRKT Core | 2.36% | 303,686 | $10.5M | Add +12.0% |
| IEMG iShares Core MSCI Emerging | 2.27% | 144,577 | $10.1M | Add +8.4% |
| BKLN Invesco Senior Loan ETF | 1.93% | 421,787 | $8.6M | Add +7.9% |
| AVDV Avantis Intl S/C Value ETF | 1.71% | 76,009 | $7.6M | Add +9.6% |
| IJH iShares Core S&P Midcap ETF | 1.55% | 102,081 | $6.9M | Reduce -0.2% |
| AVEM Avantis Emerging Markets Eq | 1.43% | 78,754 | $6.3M | Reduce -0.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.39% | 78,875 | $6.2M | Add +7.8% |
| IJR iShares Core S&P Small-Cap E | 1.39% | 49,673 | $6.2M | Add +8.4% |
| IYW iShares Ustechnology ETF | 1.31% | 32,215 | $5.8M | Reduce -0.3% |
| JAAA Janus Henderson Aaa Clo ETF | 1.21% | 106,635 | $5.4M | Add +49.3% |
| CVX Chevron Corp. | 1.19% | 25,551 | $5.3M | Reduce -30.8% |
| UTI Universal Technical Institut | 1.14% | 140,825 | $5.1M | No change |
| IDV iShares International Select | 1.14% | 119,250 | $5.1M | No change |
| IEFA iShares Core MSCI Eafe ETF | 1.09% | 53,550 | $4.8M | No change |
| DFAT Dimensional US Target Value | 1.07% | 76,054 | $4.7M | Add +10.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.99% | 158,058 | $4.4M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.93% | 76,934 | $4.2M | Reduce -0.2% |
| KNX Knight-Swift Transportation | 0.80% | 61,897 | $3.6M | Reduce -75.0% |
| NVDA Nvidia Corp. | 0.70% | 17,794 | $3.1M | Reduce -13.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.65% | 4,979 | $2.9M | Reduce -48.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.64% | 37,358 | $2.9M | Reduce -0.7% |
| FLBL Franklin Senior Loan ETF | 0.62% | 120,619 | $2.8M | Reduce -6.8% |
| LLY Eli Lilly & Co. | 0.62% | 2,994 | $2.8M | Reduce -3.7% |
| TIP iShares Tips Bond ETF | 0.60% | 24,065 | $2.7M | Reduce -16.4% |
| GOOGL Alphabet Inc. Class A | 0.58% | 8,957 | $2.6M | Reduce -18.4% |
| JPST JPMorgan Ultra-Short Income | 0.54% | 47,793 | $2.4M | Add +36.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 8,967 | $2.3M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.53% | 6,325 | $2.3M | Reduce -13.3% |
| AVUV Avantis US Small Cap Value | 0.52% | 21,026 | $2.3M | Reduce -1.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.51% | 12,300 | $2.3M | No change |
| ET Energy Transfer LP | 0.50% | 115,408 | $2.2M | Add +13.2% |
| IVE iShares S&P 500 Value ETF | 0.49% | 10,300 | $2.2M | Reduce -0.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.49% | 10,000 | $2.2M | No change |
| VONV Vanguard Russell 1000 Value | 0.49% | 23,100 | $2.2M | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.48% | 44,656 | $2.2M | Reduce -1.6% |
| AVXC Avantis Emg MKT Ex China ETF | 0.47% | 30,760 | $2.1M | Reduce -0.3% |
| DISV Dimensional International SM | 0.44% | 49,983 | $2.0M | No change |
| XMMO Invesco S&P Midcap Momentum | 0.40% | 12,300 | $1.8M | No change |
| GOOG Alphabet Inc. Class C | 0.39% | 5,989 | $1.7M | Reduce -18.5% |
| AMZN Amazon.com Inc. | 0.37% | 7,855 | $1.6M | Reduce -11.0% |
| KKR KKR & Co. Inc. | 0.37% | 17,670 | $1.6M | Reduce -30.9% |
| SPEM State Street SP PTF Em ETF | 0.37% | 34,747 | $1.6M | Reduce -0.3% |
| T AT&T Inc. | 0.31% | 48,122 | $1.4M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 0.31% | 1,380 | $1.4M | Reduce -35.0% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.30% | 13,160 | $1.3M | No change |
| IWO iShares Russell 2000 Growth | 0.28% | 3,995 | $1.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 2,562 | $1.2M | Add +8.2% |
| MU Micron Technology Inc. | 0.27% | 3,556 | $1.2M | Reduce -41.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.26% | 11,539 | $1.2M | Reduce -0.7% |
| IWD iShares Russell 1000 Value E | 0.25% | 5,300 | $1.1M | No change |
| LRGE Clearbridge Large Cap Growth | 0.23% | 13,600 | $1.0M | Reduce -50.0% |
| JPM JPMorgan Chase & Co. | 0.23% | 3,405 | $1.0M | Reduce -63.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 2,930 | $940K | Add +0.1% |
| ABBV Abbvie Inc. | 0.21% | 4,251 | $925K | Reduce -22.8% |
| HD Home Depot Inc. | 0.21% | 2,779 | $914K | Reduce -43.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.20% | 6,088 | $881K | Reduce -0.5% |
| EFA iShares MSCI Eafe ETF | 0.19% | 8,838 | $858K | No change |
| META Meta Platforms Inc. Class A | 0.19% | 1,486 | $850K | Reduce -13.6% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.19% | 18,238 | $846K | Reduce -0.7% |
| V Visa Inc. Class A | 0.19% | 2,785 | $842K | Reduce -1.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.18% | 7,922 | $819K | Add +1249.6% |
| AVGO Broadcom Inc. | 0.18% | 2,613 | $809K | Reduce -32.0% |
| DFLV Dim US Large Cap Value ETF | 0.18% | 22,512 | $804K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.18% | 13,197 | $782K | No change |
| IWM iShares Russell 2000 ETF | 0.16% | 2,859 | $709K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.15% | 14,356 | $682K | No change |
| IWY iShares Russell Top 200 Grow | 0.15% | 2,610 | $649K | Reduce -50.0% |
| PFF iShares Preferred & Income S | 0.13% | 19,674 | $597K | Reduce -2.2% |
| IAU iShares Gold Trust | 0.12% | 6,307 | $556K | Add +18.9% |
| MA Mastercard Inc. Class A | 0.12% | 1,098 | $548K | Add +1.6% |
| RTX RTX Corp. | 0.12% | 2,682 | $517K | Reduce -9.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.11% | 8,638 | $510K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 764 | $497K | No change |
| TSLA Tesla Inc. | 0.11% | 1,333 | $496K | Add +9.9% |
| JNJ Johnson & Johnson | 0.11% | 1,964 | $480K | Add +3.0% |
| IOO iShares Global 100 ETF | 0.11% | 3,900 | $472K | Reduce -50.0% |
| MCD McDonald's Corp. | 0.10% | 1,486 | $462K | Reduce -4.1% |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 3,155 | $460K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 2,678 | $454K | Reduce -29.5% |
| C Citigroup Inc. | 0.10% | 3,849 | $437K | Add +1.1% |
| IWS iShares Russell Mid-Cap Valu | 0.10% | 2,960 | $431K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 2,221 | $426K | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.09% | 592 | $419K | Add +53.8% |
| AMGN Amgen Inc. | 0.09% | 1,178 | $414K | Reduce -54.8% |
| IWF iShares Russell 1000 Growth | 0.09% | 968 | $413K | No change |
| SPXN Proshares S&P 500 Ex-Financi | 0.09% | 5,800 | $411K | Reduce -50.0% |
| GS Goldman Sachs Group Inc. | 0.08% | 433 | $366K | Reduce -74.6% |
| DFSV Dimensional US Small Cap Val | 0.08% | 10,223 | $358K | No change |
| WMT Walmart Inc. | 0.07% | 2,635 | $327K | Add +29.8% |
Options reported separately and not counted above: LLY puts ($1.3M), SPY calls ($1.2M).
Other holdings (3): bonds, preferreds, convertibles and warrants · $1 (not counted above)
Total filed on the 13F, all lines: $445.2M.
Portfolio Sells Q4 2025 → Q1 2026
| KNX Knight-Swift Transportation | Reduce -75.0% | 0.80% | −2.23 |
| AAPL Apple Inc. | Reduce -21.8% | 3.06% | −1.31 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -48.9% | 0.65% | −0.76 |
| JPM JPMorgan Chase & Co. | Reduce -63.4% | 0.23% | −0.48 |
| KKR KKR & Co. Inc. | Reduce -30.9% | 0.37% | −0.40 |
| MSFT Microsoft Corp. | Reduce -13.3% | 0.53% | −0.30 |
| LRGE Clearbridge Large Cap Growth | Reduce -50.0% | 0.23% | −0.29 |
| GS Goldman Sachs Group Inc. | Reduce -74.6% | 0.08% | −0.27 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 2.62% | −0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -18.4% | 0.58% | −0.23 |
| DHI D.R. Horton Inc. | Reduce -72.1% | 0.07% | −0.21 |
| BAC Bank of America Corp. | Reduce -70.1% | 0.07% | −0.20 |
| IYW iShares Ustechnology ETF | Reduce -0.3% | 1.31% | −0.20 |
| NVDA Nvidia Corp. | Reduce -13.0% | 0.70% | −0.20 |
| BKNG Booking Holdings Inc. | Reduce -95.7% | 0.01% | −0.20 |
| IWY iShares Russell Top 200 Grow | Reduce -50.0% | 0.15% | −0.19 |
| HD Home Depot Inc. | Reduce -43.6% | 0.21% | −0.19 |
| TMO Thermo Fisher Scientific Inc. | Reduce -90.5% | 0.02% | −0.18 |
| BLK BlackRock Inc. | Reduce -83.2% | 0.03% | −0.18 |
| LLY Eli Lilly & Co. | Reduce -3.7% | 0.62% | −0.16 |
| IBIT iShares Bitcoin Trust ETF | Reduce -96.6% | 0.00% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -18.5% | 0.39% | −0.15 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -78.9% | 0.04% | −0.15 |
| CRM Salesforce Inc. | Reduce -93.5% | 0.01% | −0.14 |
| TIP iShares Tips Bond ETF | Reduce -16.4% | 0.60% | −0.14 |
| MU Micron Technology Inc. | Reduce -41.5% | 0.27% | −0.14 |
| CVX Chevron Corp. | Reduce -30.8% | 1.19% | −0.13 |
| AVGO Broadcom Inc. | Reduce -32.0% | 0.18% | −0.13 |
| IOO iShares Global 100 ETF | Reduce -50.0% | 0.11% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -35.0% | 0.31% | −0.12 |
| WFC Wells Fargo & Co. | Reduce -75.3% | 0.03% | −0.12 |
| SILA Sila Realty Trust Inc. | Reduce -99.9% | 0.00% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -11.0% | 0.37% | −0.11 |
| SPXN Proshares S&P 500 Ex-Financi | Reduce -50.0% | 0.09% | −0.11 |
| AMGN Amgen Inc. | Reduce -54.8% | 0.09% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -85.1% | 0.02% | −0.09 |
| IQV Iqvia Holdings Inc. | Reduce -95.5% | 0.00% | −0.09 |
| ABBV Abbvie Inc. | Reduce -22.8% | 0.21% | −0.09 |
| FLBL Franklin Senior Loan ETF | Reduce -6.8% | 0.62% | −0.09 |
| NOC Northrop Grumman Corp. | Reduce -83.8% | 0.02% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.2% | 3.01% | −0.09 |
| INTU Intuit Inc. | Reduce -87.2% | 0.01% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -13.6% | 0.19% | −0.07 |
| BA The Boeing Co. | Reduce -92.1% | 0.01% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.7% | 0.64% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -88.0% | 0.01% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -40.6% | 0.05% | −0.06 |
| EIS iShares MSCI Israel ETF | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -84.2% | 0.01% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -60.7% | 0.03% | −0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| AVTM Avantis Total Equity ETF | New | 7.50% | +7.50 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +18.9% | 5.72% | +0.72 |
| DFIP Dimensional Inflation-Protec | Add +17.7% | 4.73% | +0.56 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +10.7% | 3.36% | +0.41 |
| JAAA Janus Henderson Aaa Clo ETF | Add +49.3% | 1.21% | +0.36 |
| IDEV iShares Core MSCI Dev MKTS | Add +10.3% | 5.23% | +0.35 |
| AVLV Avantis US Large Cap Value | Add +10.3% | 2.37% | +0.27 |
| DFEM Dimensional Emrg MRKT Core | Add +12.0% | 2.36% | +0.26 |
| AVDV Avantis Intl S/C Value ETF | Add +9.6% | 1.71% | +0.18 |
| STIP iShares 0-5 Year Tips Bond E | Add +1249.6% | 0.18% | +0.17 |
| IEMG iShares Core MSCI Emerging | Add +8.4% | 2.27% | +0.17 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +7.8% | 1.39% | +0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +10.8% | 2.99% | +0.15 |
| JPST JPMorgan Ultra-Short Income | Add +36.5% | 0.54% | +0.13 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.11% | +0.11 |
| DFAT Dimensional US Target Value | Add +10.4% | 1.07% | +0.11 |
| ET Energy Transfer LP | Add +13.2% | 0.50% | +0.11 |
| IJR iShares Core S&P Small-Cap E | Add +8.4% | 1.39% | +0.10 |
| CAT Caterpillar Inc. | Add +53.8% | 0.09% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +9.9% | 8.17% | +0.04 |
| IAU iShares Gold Trust | Add +18.9% | 0.12% | +0.02 |
| DE Deere & Co. | Add +301.8% | 0.03% | +0.02 |
| WMT Walmart Inc. | Add +29.8% | 0.07% | +0.02 |
| JNJ Johnson & Johnson | Add +3.0% | 0.11% | +0.02 |
| WDC Western Digital Corp. | Add +80.4% | 0.02% | +0.01 |
| MRK Merck & Co. Inc. | Add +20.9% | 0.05% | +0.01 |
| CVNA Carvana Co. | Add +840.0% | 0.01% | +0.01 |
| LRCX Lam Research Corp. | Add +8.6% | 0.05% | +0.01 |
| COP Conocophillips | Add +0.6% | 0.04% | +0.01 |
| BKLN Invesco Senior Loan ETF | Add +7.9% | 1.93% | +0.01 |
| VZ Verizon Communications Inc. | Add +11.3% | 0.04% | +0.01 |
| KO The Coca-Cola Co. | Add +73.4% | 0.02% | +0.01 |
| NEE Nextera Energy Inc. | Add +14.4% | 0.05% | +0.01 |
| LIN Linde PLC | Add +28.9% | 0.03% | +0.01 |
| KR Kroger Co. | Add +47.6% | 0.02% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +98.3% | 0.01% | +0.01 |
| GLW Corning Inc. | Add +133.7% | 0.01% | +0.01 |
| FITB Fifth Third Bancorp | Add +743.5% | 0.01% | +0.01 |
| ONDS Ondas Inc. | New | 0.01% | +0.01 |
| GILD Gilead Sciences Inc. | Add +50.3% | 0.02% | +0.01 |
| SNDK Sandisk Corp. | Add +73.7% | 0.01% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +47.9% | 0.01% | +0.01 |
| FIX Comfort Systems USA Inc. | Add +105.9% | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +60.4% | 0.02% | +0.01 |
| UNP Union Pacific Corp. | Add +41.5% | 0.02% | +0.01 |
| ADI Analog Devices Inc. | Add +13.9% | 0.03% | +0.01 |
| COHR Coherent Corp. | Add +78.5% | 0.01% | +0.01 |
| FXR First Trust Indst/Producers | New | 0.01% | +0.01 |
| CIEN Ciena Corp. | Add +132.6% | 0.01% | +0.01 |
| TGT Target Corp. | Add +525.6% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,265 | $512.9M | IVV, AVTM, VBIL, IDEV, DFIP |
| Q1 2026 | 1,881 | $445.2M | IVV, AVTM, VBIL, IDEV, DFIP |
| Q4 2025 | 1,914 | $427.0M | IVV, VBIL, IDEV, AAPL, DFIP |
| Q3 2025 | 1,973 | $369.5M | IVV, IDEV, AAPL, USFR, VEA |
| Q2 2025 | 2,022 | $302.2M | IVV, IDEV, AAPL, VOO, KNX |
| Q1 2025 | 1,142 | $279.6M | IVV, USFR, IDEV, AAPL, VO |
| Q4 2024 | 1,288 | $279.9M | AAPL, IVV, IDEV, KNX, VO |
| Q3 2024 | 1,204 | $252.3M | AAPL, KNX, IVV, IDEV, VO |
| Q2 2024 | 959 | $176.4M | AAPL, IVV, IDEV, VO, TIP |
| Q1 2024 | 965 | $148.7M | AAPL, IVV, IDEV, USFR, VO |