Fortitude Financial, LLC Portfolio Holdings

Fortitude Financial, LLC

  • $105 Billion
  • Q1 2025

Fortitude Financial, LLC has filed its 13F form on June 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $28.7B, Invesco Exchange Traded Fd Tr with a value of $15B, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.28B, Invesco S&P 500 Equal Weight E with a value of $7.09B, and Spdr Portfolio with a value of $6.63B.

Examining the 13F form we can see an decrease of $73.9B in the current position value, from $179B to 105B.

Fortitude Financial, LLC is based out at Spokane, WA

Below you can find more details about Fortitude Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
ETFs: $101 Billion
Financial Services: $1.49 Billion
Real Estate: $1.04 Billion
Technology: $602 Million
Consumer Cyclical: $397 Million
Basic Materials: $232 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $105 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q1 2025
  • Filing Date June 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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