Fortitude Family Office, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Fortitude Family Office, LLC

CIK Number: 0001950506

304.67M
Market Value
1,925
# of Holdings
3 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
672.49
0.00% 43.43K -23.52% 26.97M 516.3 8.85% Share
2 IDEV iShares Core MS...
81.54
+0.92% 215.31K -26.21% 16.37M 65.49 5.37% Share
3 AAPL Apple Inc.
258.02
+0.35% 69.36K -0.1% 14.23M 196.83 4.67% Share
4 VOO Vanguard S&P 50...
615.18
-0.01% 21.04K +397.85% 11.95M 555.32 3.92% Share
5 KNX Knight-Swift Tr...
41.43
+3.83% 247.3K +0.03% 10.94M 53.95 3.59% Share
6 VEA Vanguard Develo...
61.05
+0.91% 183.26K +249.25% 10.45M 54.9 3.43% Share
7 DFIP Dimensional Inf...
42.23
-0.15% 243.97K +67.13% 10.2M 41.29 3.35% Share
8 USFR WisdomTree Floa...
50.28
+0.03% 199.68K -57.49% 10.05M 50.32 3.30% Share
9 VO Vanguard Mid Ca...
295.20
+0.23% 32.07K -29.83% 8.97M 246.12 2.95% Share
10 DBMF iMGP DBi Manage...
27.56
+0.40% 339.37K +9.16% 8.73M 25.92 2.87% Share
11 IJH iShares Core S&...
65.78
+0.32% 108.27K +112.00% 6.72M 59.3 2.20% Share
12 DFEM Dimensional Eme...
32.48
+0.19% 192.65K -44.36% 5.72M 26.17 1.88% Share
13 IEMG iShares Core MS...
66.93
+0.27% 91.96K -29.45% 5.52M 52.42 1.81% Share
14 AVEM Avantis Emergin...
76.08
+0.22% 80.45K +100.00% 5.51M 68.54 1.81% Share
15 AVLV Avantis U.S. La...
72.67
+0.18% 78.53K -39.38% 5.36M 63.01 1.76% Share
16 QQQ Invesco QQQ Tru...
603.15
-0.43% 9.7K 0.00% 5.35M 509.39 1.76% Share
17 AVDV Avantis Interna...
90.06
+1.07% 55.36K -34.46% 4.39M 66.26 1.44% Share
18 FNDX Schwab Fundamen...
26.53
+0.38% 170.12K +408.34% 4.17M 24.34 1.37% Share
19 IDV iShares Interna...
36.66
+0.42% 119.25K +519.48% 4.12M 33.47 1.35% Share
20 EMXC iShares MSCI Em...
68.85
+0.76% 65.13K -23.85% 4.11M 56.4 1.35% Share
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