DOSSIER · 13F-HR · Q1 2026

Fortitude Advisory Group L.L.C.

Fortitude Advisory L.L.C.'s holding co. based in San Francisco, CA $222M in tracked AUM across 226 positions as of Q1 2026.

FA
Fortitude Advisory L.L.C.·San Francisco, CA·Holding Co.
CIK 0001928999 · last filed Mar 31, 2026
Total AUM
$222M
14.8%
vs prior
Holdings
226
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Fortitude Advisory Group L.L.C. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUSB
VANGUARD BD INDEX FDS
$27M549K12.3%
02
NVDA
NVIDIA CORPORATION
$22M126K9.9%
03
MSFT
MICROSOFT CORP
$10M27K4.5%
04
AAPL
APPLE INC
$6M25K2.9%
05
SPY
STATE STR SPDR S&P 500 ETF T
$6M9K2.6%
06
AMZN
AMAZON COM INC
$5M26K2.4%
07
AVGO
BROADCOM INC
$4M14K2.0%
08
PULS
PGIM ETF TR
$4M75K1.7%
09
PCAR
PACCAR INC
$4M31K1.6%
10
COST
COSTCO WHOLESALE CORPORATION
$4M4K1.6%

Filing history

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