Fortitude Family Office, LLC Reduced Holdings in Q2 2025

Fortitude Family Office, LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-270K
- 57.49%
$50.28 - $50.47 $13.6M - $13.6M
200K $10B
IVV
Ishares Core S&P 500 ETF

ETFs
-13.4K
- 23.52%
$498.8 - $620.9 $6.66M - $8.29M
43.4K $27B
IDEV
Ishares Core Msci Intl Develop

ETFs
-76.5K
- 26.21%
$61.79 - $76.67 $4.73M - $5.86M
215K $16.4B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-154K
- 44.36%
$23.4 - $29.68 $3.59M - $4.56M
193K $5.72B
AVLV
American Centy ETF Tr Avantis
-51K
- 39.38%
$56.85 - $68.21 $2.9M - $3.48M
78.5K $5.36B
VO
Vanguard Mid Cap ETF

ETFs
-13.6K
- 29.83%
$228.54 - $279.83 $3.12M - $3.81M
32.1K $8.97B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17.1K
- 32.31%
$90.56 - $109.49 $1.55M - $1.87M
35.8K $3.91B
DFAT
Dimensional ETF Tr U S Target

ETFs
-32.8K
- 40.91%
$44.8 - $53.97 $1.47M - $1.77M
47.4K $2.56B
IEMG
Ishares Inc

ETFs
-38.4K
- 29.45%
N/A
92K $5.52B
AVDV
American Centy ETF Tr Avantis

ETFs
-29.1K
- 34.46%
$61.76 - $79.32 $1.8M - $2.31M
55.4K $4.39B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-18.3K
- 31.36%
$50.36 - $50.68 $922K - $928K
40.1K $2.03B
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.1K
- 14.18%
$107.93 - $110.97 $551K - $566K
30.9K $3.4B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-20.4K
- 23.85%
$50.08 - $63.14 $1.02M - $1.29M
65.1K $4.11B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-3.62K
- 97.39%
$144.63 - $179.53 $524K - $650K
97 $16M
ABBV
Abb Vie Inc.

Healthcare
-1.72K
- 22.45%
$170.16 - $206.27 $292K - $354K
5.93K $1.1B
HD
Home Depot, Inc.

Consumer Cyclical
-1.01K
- 16.96%
$335.24 - $380.78 $337K - $383K
4.92K $1.81B
COST
Costco Wholesale Corp

Consumer Defensive
-477
- 18.09%
$908.13 - $1056.85 $433K - $504K
2.16K $2.14B
JNJ
Johnson & Johnson

Healthcare
-1.72K
- 46.04%
$146.36 - $159.82 $251K - $274K
2.01K $307M
MCD
Mcdonalds Corp

Consumer Cyclical
-756
- 29.18%
$285.55 - $321.23 $216K - $243K
1.84K $536M
DE
Deere & CO

Industrials
-461
- 88.15%
$412.99 - $531.48 $190K - $245K
62 $31.5M
PG
Procter & Gamble CO

Consumer Defensive
-1.14K
- 42.31%
$157.66 - $172.39 $179K - $196K
1.55K $247M
AMD
Advanced Micro Devices Inc

Technology
-2.16K
- 84.95%
$78.21 - $143.81 $169K - $311K
383 $54.3M
CAT
Caterpillar Inc

Industrials
-646
- 79.36%
$273.94 - $388.21 $177K - $251K
168 $65.2M
NEE
Nextera Energy Inc

Utilities
-2.81K
- 56.39%
$64.11 - $75.0 $180K - $211K
2.17K $151M
LOW
Lowes Companies Inc

Consumer Cyclical
-830
- 66.72%
$210.83 - $235.28 $175K - $195K
414 $91.9M
VZ
Verizon Communications Inc

Communication Services
-3.9K
- 41.4%
$41.67 - $45.62 $162K - $178K
5.52K $239M
IBM
International Business Machines Corp

Technology
-1.08K
- 38.26%
$221.03 - $294.78 $239K - $318K
1.74K $514M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-16.7K
- 80.69%
$9.33 - $10.06 $156K - $168K
4K $38.7M
MRK
Merck & Co., Inc.

Healthcare
-1.55K
- 45.38%
$73.47 - $87.12 $114K - $135K
1.87K $148M
BMY
Bristol Myers Squibb CO

Healthcare
-1.15K
- 17.22%
$44.12 - $59.6 $50.7K - $68.5K
5.52K $256M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34
- 2.39%
$390.26 - $489.06 $13.3K - $16.6K
1.39K $563M
PNW
Pinnacle West Capital Corp

Utilities
-1.21K
- 42.41%
$88.3 - $95.43 $107K - $115K
1.64K $147M
CVX
Chevron Corp

Energy
-513
- 27.04%
$133.73 - $168.51 $68.6K - $86.4K
1.38K $198M
WMT
Walmart Inc.

Consumer Defensive
-1.46K
- 40.52%
$81.79 - $99.98 $120K - $146K
2.15K $210M
SLVM
Sylvamo Corp

Basic Materials
-1.57K
- 93.44%
$50.1 - $68.36 $78.6K - $107K
110 $5.51M
TGT
Target Corp

Consumer Defensive
-1K
- 92.87%
$88.76 - $105.77 $89K - $106K
77 $7.6M
AMGN
Amgen Inc

Healthcare
-25
- 0.96%
$262.28 - $309.85 $6.56K - $7.75K
2.58K $720M
ULCC
Frontier Group Holdings, Inc.

Industrials
-19.9K
- 96.11%
$2.98 - $4.39 $59.3K - $87.4K
805 $2.92M
SLB
Schlumberger Limited

Energy
-1.96K
- 88.63%
$31.95 - $42.2 $62.5K - $82.5K
251 $8.48M
IRM
Iron Mountain Inc

Real Estate
-1.49K
- 32.35%
$76.93 - $105.25 $115K - $157K
3.12K $320M
VNQ
Vanguard Specialized Funds Van

ETFs
-823
- 87.55%
$79.79 - $91.42 $65.7K - $75.2K
117 $10.4M
O
Realty Income Corp

Real Estate
-1.19K
- 61.21%
$52.27 - $58.52 $61.9K - $69.3K
751 $43.3M
GE
General Electric CO

Industrials
-391
- 62.06%
$166.81 - $257.39 $65.2K - $101K
239 $61.5M
IQV
Iqvia Holdings Inc.

Healthcare
-141
- 7.36%
$137.0 - $174.37 $19.3K - $24.6K
1.77K $280M
PFHC
Pro Frac Holding Corp.

Energy
-7.19K
- 97.28%
N/A
201 $1.56M
LYTS
Lsi Industries Inc

Technology
-3K
- 94.04%
$14.31 - $17.43 $42.9K - $52.2K
190 $3.23M
Arista Networks Inc Com Shs
-798
- 60.09%
N/A
530 $54.2M
BBW
Build A Bear Workshop Inc

Consumer Cyclical
-1.32K
- 89.12%
$33.46 - $53.52 $44.1K - $70.6K
161 $8.3M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.49K
- 11.38%
$29.0 - $30.68 $43.3K - $45.8K
11.6K $357M
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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