Fortitude Family Office, LLC New Holdings in Q2 2025

Fortitude Family Office, LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
80.5K
New
$53.08 - $68.54 $4.27M - $5.51M
80.5K $5.51B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
50.3K
New
$35.35 - $42.68 $1.78M - $2.15M
50.3K $2.14B
Avantis Emerging Markets Ex China Equity ETF
33K
New
N/A
33K $1.87B
DISV
Dimensional ETF Tr Dimensional

ETFs
54.5K
New
$25.93 - $32.91 $1.41M - $1.79M
54.5K $1.79B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
38.5K
New
$34.72 - $42.74 $1.34M - $1.65M
38.5K $1.65B
FNDC
Schwab Fundamental Intl Small

ETFs
21K
New
$32.97 - $42.05 $692K - $883K
21K $883M
SPMD
Spdr Portfolio

ETFs
13.6K
New
$44.89 - $54.38 $611K - $740K
13.6K $740M
Dimensional Us Large Cap Value ETF
22.5K
New
N/A
22.5K $698M
VUSB
Vanguard Bd Index Fds
10.9K
New
N/A
10.9K $544M
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.6K
New
$24.21 - $29.47 $257K - $313K
10.6K $312M
GLDM
World Gold Trust

ETFs
2.6K
New
$58.96 - $67.97 $153K - $177K
2.6K $170M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.08K
New
$145.91 - $168.0 $158K - $181K
1.08K $160M
SCHO
Schwab Short Term Us Treasury

ETFs
4.33K
New
$24.19 - $24.45 $105K - $106K
4.33K $106M
KRNT
Kornit Digital Ltd.

Industrials
4.97K
New
$15.81 - $23.22 $78.6K - $115K
4.97K $99M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
6.06K
New
$12.76 - $14.51 $77.3K - $87.9K
6.06K $86.9M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.54K
New
$18.11 - $18.97 $64.2K - $67.2K
3.54K $66.7M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
2.9K
New
$17.11 - $21.71 $49.6K - $63K
2.9K $63M
STAG
Stag Industrial, Inc.

Real Estate
1.7K
New
$30.08 - $37.02 $51.1K - $62.9K
1.7K $61.7M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
4K
New
$10.82 - $12.71 $43.3K - $50.8K
4K $49.8M
LBRDK
Liberty Broadband Corp

Communication Services
491
New
$73.65 - $101.29 $36.2K - $49.7K
491 $48.3M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
703
New
$50.5 - $71.23 $35.5K - $50.1K
703 $47.5M
CSWC
Capital Southwest Corp

Financial Services
1.4K
New
$17.99 - $22.44 $25.2K - $31.4K
1.4K $30.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
733
New
$24.94 - $31.15 $18.3K - $22.8K
733 $22.8M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
1.8K
New
$10.6 - $12.44 $19.1K - $22.4K
1.8K $22.3M
HOOD
Robinhood Markets, Inc.

Technology
230
New
$34.17 - $93.63 $7.86K - $21.5K
230 $21.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
76
New
$225.56 - $335.19 $17.1K - $25.5K
76 $18.1M
EVR
Evercore Inc.

Financial Services
61
New
$163.77 - $271.5 $9.99K - $16.6K
61 $16.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
144
New
$99.37 - $134.05 $14.3K - $19.3K
144 $16.3M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
347
New
$36.01 - $45.69 $12.5K - $15.9K
347 $15.9M
DFIV
Dimensional ETF Tr

ETFs
368
New
$34.67 - $43.21 $12.8K - $15.9K
368 $15.8M
EEM
Ishares Msci Emerging Markets

ETFs
324
New
$38.52 - $48.28 $12.5K - $15.6K
324 $15.6M
DIHP
Dimensional ETF Tr Dimensional

ETFs
510
New
$24.32 - $29.74 $12.4K - $15.2K
510 $15M
CVS
Cvs Health Corp

Healthcare
201
New
$60.04 - $70.18 $12.1K - $14.1K
201 $13.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
130
New
$96.84 - $99.46 $12.6K - $12.9K
130 $12.9M
Activepassive U.S. Equity ETF
335
New
N/A
335 $12.6M
UTG
Reaves Utility Income Fund

Financial Services
340
New
$29.08 - $36.18 $9.89K - $12.3K
340 $12.3M
AVSC
American Centy ETF Tr Avantis
235
New
$42.39 - $51.76 $9.96K - $12.2K
235 $12.1M
UTMD
Utah Medical Products Inc

Healthcare
212
New
$51.75 - $57.36 $11K - $12.2K
212 $12.1M
LSTR
Landstar System Inc

Industrials
86
New
$131.55 - $151.93 $11.3K - $13.1K
86 $12M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1K
New
$10.78 - $11.57 $10.8K - $11.6K
1K $11.3M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
500
New
$16.5 - $21.35 $8.25K - $10.7K
500 $10.7M
QLYS
Qualys, Inc.

Technology
74
New
$115.21 - $142.87 $8.53K - $10.6K
74 $10.6M
FIZZ
National Beverage Corp

Consumer Defensive
243
New
$41.45 - $46.54 $10.1K - $11.3K
243 $10.5M
HES
Hess Corp

Energy
74
New
$126.32 - $161.29 $9.35K - $11.9K
74 $10.3M
ADC
Agree Realty Corp

Real Estate
138
New
$70.68 - $79.12 $9.75K - $10.9K
138 $10.1M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
213
New
$27.82 - $46.45 $5.93K - $9.89K
213 $9.89M
MED
Medifast Inc

Consumer Cyclical
670
New
$11.92 - $14.17 $7.99K - $9.49K
670 $9.41M
WDFC
Wd 40 CO

Basic Materials
41
New
$217.49 - $248.93 $8.92K - $10.2K
41 $9.35M
JBL
Jabil Inc

Technology
40
New
$116.88 - $218.1 $4.68K - $8.72K
40 $8.72M
Activity Summary
Buys All Purchases 1467 New Holdings 1023 Increased Positions 444 Sells All Sells 413 Reductions 413 Sold out 0 Options Calls 1 Puts 0
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