Fortitude Family Office, LLC Top Holdings and 13F Report (2025) About Fortitude Family Office, LLCInvestment ActivityFortitude Family Office, LLC has $280.27 million in total holdings as of December 31, 2024.Fortitude Family Office, LLC owns shares of 1,297 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 17.92% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Fortitude Family Office, LLC has purchased 1,206 new stocks and bought additional shares in 311 stocks.Fortitude Family Office, LLC sold shares of 208 stocks and completely divested from 114 stocks this quarter.Largest Holdings Apple $38,704,429iShares Core S&P 500 ETF $28,426,438iShares Core MSCI International Developed Markets ETF $14,955,409Knight-Swift Transportation $13,112,761Vanguard Mid-Cap ETF $9,886,730 Largest New Holdings this Quarter iMGP DBi Managed Futures Strategy ETF $6,146,527 HoldingDimensional Inflation-Protected Securities ETF $4,245,501 HoldingClearBridge Large Cap Growth ESG ETF $2,047,094 HoldingInvesco S&P MidCap Momentum ETF $1,519,419 HoldingiShares Russell Top 200 Growth ETF $1,228,109 Holding Largest Purchases this Quarter iMGP DBi Managed Futures Strategy ETF 234,959 shares (about $6.15M)Invesco QQQ 9,535 shares (about $4.87M)Dimensional Inflation-Protected Securities ETF 104,851 shares (about $4.25M)iShares Core S&P 500 ETF 5,144 shares (about $3.03M)iShares Core MSCI International Developed Markets ETF 34,396 shares (about $2.22M) Largest Sales this Quarter Knight-Swift Transportation 249,072 shares (about $13.21M)iShares TIPS Bond ETF 31,127 shares (about $3.32M)WisdomTree Bloomberg Floating Rate Treasury Fund 17,146 shares (about $862.78K)JPMorgan Ultra-Short Income ETF 6,207 shares (about $312.65K)Virtus Equity & Convertible Income Fund 6,975 shares (about $172.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFortitude Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$38,704,429$1,362,536 ▲3.6%154,55813.8%Computer and TechnologyIVViShares Core S&P 500 ETF$28,426,438$3,028,197 ▲11.9%48,28810.1%ETFIDEViShares Core MSCI International Developed Markets ETF$14,955,409$2,217,507 ▲17.4%231,9755.3%ETFKNXKnight-Swift Transportation$13,112,761$13,210,779 ▼-50.2%247,2244.7%TransportationVOVanguard Mid-Cap ETF$9,886,730$1,627,054 ▲19.7%37,4313.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,916,253$1,442,702 ▲26.4%264,0802.5%ETFAVLVAvantis U.S. Large Cap Value ETF$6,706,852$1,309,161 ▲24.3%100,4472.4%ETFDBMFiMGP DBi Managed Futures Strategy ETF$6,146,527$6,146,527 ▲New Holding234,9592.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,331,196$876,252 ▲19.7%102,0911.9%ETFIJRiShares Core S&P Small-Cap ETF$5,063,351$843,988 ▲20.0%43,9451.8%ETFQQQInvesco QQQ$4,964,320$4,874,348 ▲5,417.6%9,7111.8%FinanceTIPiShares TIPS Bond ETF$4,330,209$3,316,595 ▼-43.4%40,6401.5%ETFDFIPDimensional Inflation-Protected Securities ETF$4,245,501$4,245,501 ▲New Holding104,8511.5%ETFAVDVAvantis International Small Cap Value ETF$4,213,526$801,262 ▲23.5%64,7441.5%ETFKKRKKR & Co. Inc.$3,788,8630.0%25,6161.4%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$3,747,419$618,267 ▲19.8%67,5821.3%ManufacturingDFATDimensional U.S. Targeted Value ETF$3,645,541$776,842 ▲27.1%65,4971.3%ETFMSFTMicrosoft$3,583,448$720,736 ▲25.2%8,5021.3%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$3,371,871$862,781 ▼-20.4%67,0091.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$3,062,348$312,647 ▼-9.3%60,7971.1%ETFHDHome Depot$3,039,568$877,950 ▲40.6%7,8141.1%Retail/WholesaleAMZNAmazon.com$2,928,857$197,670 ▲7.2%13,3501.0%Retail/WholesaleJPMJPMorgan Chase & Co.$2,877,479$387,132 ▲15.5%12,0041.0%FinanceCOSTCostco Wholesale$2,867,995$934,618 ▲48.3%3,1301.0%Retail/WholesaleLLYEli Lilly and Company$2,851,768$704,064 ▲32.8%3,6941.0%MedicalVEAVanguard FTSE Developed Markets ETF$2,576,004$228,913 ▲9.8%53,8690.9%ETFIJHiShares Core S&P Mid-Cap ETF$2,322,672$150,728 ▼-6.1%37,2760.8%ETFVWOVanguard FTSE Emerging Markets ETF$2,313,923$13,212 ▲0.6%52,5410.8%ETFLRGEClearBridge Large Cap Growth ESG ETF$2,047,094$2,047,094 ▲New Holding27,2000.7%ManufacturingABBVAbbVie$1,839,195$16,171 ▲0.9%10,3500.7%MedicalGOOGLAlphabet$1,736,070$47,136 ▲2.8%9,1710.6%Computer and TechnologyGOOGAlphabet$1,585,032$11,426 ▲0.7%8,3230.6%Computer and TechnologyNVDANVIDIA$1,547,155$1,343 ▼-0.1%11,5210.6%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$1,519,419$1,519,419 ▲New Holding12,3000.5%ETFTAT&T$1,321,028$37,343 ▼-2.7%58,0160.5%Computer and TechnologyIBMInternational Business Machines$1,273,475$18,246 ▼-1.4%5,7930.5%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,240,355$1,064,620 ▲605.8%2,9150.4%FinanceIWYiShares Russell Top 200 Growth ETF$1,228,109$1,228,109 ▲New Holding5,2200.4%ETFMCDMcDonald's$1,221,596$344,969 ▲39.4%4,2140.4%Retail/WholesaleVBVanguard Small-Cap ETF$1,186,983$64,635 ▼-5.2%4,9400.4%ETFDHID.R. Horton$1,156,731$699 ▼-0.1%8,2730.4%ConstructionGSThe Goldman Sachs Group$1,124,462$25,764 ▲2.3%1,9640.4%FinanceJNJJohnson & Johnson$1,112,128$38,614 ▼-3.4%7,6900.4%MedicalBACBank of America$1,016,827$24,085 ▼-2.3%23,1360.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$1,000,854$552 ▲0.1%14,5180.4%ETFAVGOBroadcom$962,136$85,781 ▲9.8%4,1500.3%Computer and TechnologyPGProcter & Gamble$919,728$8,215 ▲0.9%5,4860.3%Consumer StaplesIRMIron Mountain$913,931$15,451 ▲1.7%8,6950.3%Business ServicesVTIVanguard Total Stock Market ETF$878,848$290 ▲0.0%3,0320.3%ETFCRMSalesforce$870,261$18,388 ▲2.2%2,6030.3%Computer and TechnologyBLACKROCK INC COM$865,193$2,050 ▲0.2%8440.3%StockIJTiShares S&P Small-Cap 600 Growth ETF$820,342$820,342 ▲New Holding6,0600.3%ETFVVisa$817,595$334,370 ▲69.2%2,5870.3%Business ServicesBKNGBooking$799,9160.0%1610.3%Retail/WholesaleIOOiShares Global 100 ETF$786,006$786,006 ▲New Holding7,8000.3%ETFBXBlackstone$775,3730.0%4,4970.3%FinanceTMOThermo Fisher Scientific$748,611$6,243 ▲0.8%1,4390.3%MedicalWMTWalmart$733,823$5,782 ▲0.8%8,1220.3%Retail/WholesaleSPXNProshares S&P 500 EX-Financials ETF$730,182$730,182 ▲New Holding11,6000.3%ETFCVXChevron$696,101$68,364 ▼-8.9%4,8060.2%Oils/EnergyAMGNAmgen$695,388$6,255 ▲0.9%2,6680.2%MedicalENZLiShares MSCI New Zealand ETF$679,055$679,055 ▲New Holding15,0300.2%ManufacturingBRK.BBerkshire Hathaway$646,377$3,173 ▲0.5%1,4260.2%FinanceIWMiShares Russell 2000 ETF$633,934$2,210 ▲0.3%2,8690.2%FinanceMETAMeta Platforms$632,351$25,177 ▲4.1%1,0800.2%Computer and TechnologyAOKiShares Core Conservative Allocation ETF$621,608$621,608 ▲New Holding16,6650.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$616,7990.0%15,2900.2%ETFMUMicron Technology$603,848$10,941 ▼-1.8%7,1750.2%Computer and TechnologyVZVerizon Communications$577,695$88,618 ▼-13.3%14,4460.2%Computer and TechnologyIDViShares International Select Dividend ETF$543,4930.0%19,8500.2%ETFBMYBristol-Myers Squibb$539,582$2,432 ▼-0.4%9,5400.2%MedicalCATCaterpillar$534,708$18,501 ▲3.6%1,4740.2%Industrial ProductsXOMExxon Mobil$525,264$77,558 ▼-12.9%4,8830.2%Oils/EnergyWFCWells Fargo & Company$523,077$37,578 ▲7.7%7,4470.2%FinanceSILA REALTY TRUST INC CLASS A$520,3260.0%21,3950.2%REITSPYSPDR S&P 500 ETF Trust$514,578$16,996 ▲3.4%8780.2%FinanceDEDeere & Company$502,9320.0%1,1870.2%Industrial ProductsCSCOCisco Systems$479,757$6,808 ▲1.4%8,1040.2%Computer and TechnologyVVVanguard Large-Cap ETF$474,584$2,966 ▲0.6%1,7600.2%ETFSFMSprouts Farmers Market$472,4460.0%3,7180.2%Retail/WholesaleLMTLockheed Martin$470,876$486 ▲0.1%9690.2%AerospaceLOWLowe's Companies$453,372$32,824 ▼-6.8%1,8370.2%Retail/WholesaleSDYSPDR S&P Dividend ETF$451,5180.0%3,4180.2%ETFABTAbbott Laboratories$418,846$5,542 ▼-1.3%3,7030.1%MedicalMRKMerck & Co., Inc.$415,130$37,404 ▲9.9%4,1730.1%MedicalHONHoneywell International$400,955$7,003 ▲1.8%1,7750.1%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$394,973$90,526 ▼-18.6%7330.1%ETFUPSUnited Parcel Service$390,027$7,314 ▼-1.8%3,0930.1%TransportationIEFAiShares Core MSCI EAFE ETF$386,7510.0%5,5030.1%ETFNEENextEra Energy$386,409$8,388 ▲2.2%5,3900.1%UtilitiesINTUIntuit$384,642$3,771 ▲1.0%6120.1%Computer and TechnologyIQVIQVIA$384,374$4,127 ▼-1.1%1,9560.1%MedicalIWFiShares Russell 1000 Growth ETF$371,060$80,718 ▲27.8%9240.1%ETFNOCNorthrop Grumman$366,985$469 ▲0.1%7820.1%AerospaceEFAiShares MSCI EAFE ETF$351,889$45,139 ▲14.7%4,6540.1%FinanceTSLATesla$351,341$19,384 ▲5.8%8700.1%Auto/Tires/TrucksRTXRTX$346,929$235,375 ▲211.0%2,9980.1%AerospacePFEPfizer$341,149$23,983 ▼-6.6%12,8590.1%MedicalPFFiShares Preferred and Income Securities ETF$338,013$26,756 ▲8.6%10,7510.1%ETFMOAltria Group$333,819$1,778 ▼-0.5%6,3840.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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