Fortitude Family Office, LLC Portfolio Holdings

Fortitude Family Office, LLC

  • $281 Billion
  • Q1 2025

Fortitude Family Office, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $281 Billion distributed in 1147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.9B, Wisdomtree Floating Rate Treas with a value of $23.6B, Ishares Core Msci Intl Develop with a value of $20.1B, Apple Inc. with a value of $15.4B, and Vanguard Mid Cap ETF with a value of $11.8B.

Examining the 13F form we can see an increase of $533M in the current position value, from $280B to 281B. Also it can be appreciated an additional of 15 stocks purchases and 3 closed positions.

Fortitude Family Office, LLC is based out at Scottsdale, AZ

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

Portfolio value $281 Billion
ETFs: $180 Billion
Technology: $24.6 Billion
Industrials: $15.8 Billion
Financial Services: $13.9 Billion
Healthcare: $10.7 Billion
Consumer Cyclical: $9 Billion
Communication Services: $5.61 Billion
Consumer Defensive: $5.41 Billion
Other: $5.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96B
$257 Million 0.09% of portfolio
2,621
Q1 2025 Reduced 0.72%
$53.1B
$249 Million 0.09% of portfolio
4,227
Q4 2024 Reduced 16.03%
$141B
$261 Million 0.09% of portfolio
2,545
Q1 2025 Reduced 0.7%
$124B
$243 Million 0.09% of portfolio
9,591
Q1 2025 Reduced 25.41%
$136B
$245 Million 0.09% of portfolio
523
Q1 2025 Reduced 55.94%
$0
$253 Million 0.09% of portfolio
3,205
Q3 2024 New
$155B
$246 Million 0.09% of portfolio
2,490
Q1 2025 Reduced 3.04%
$62.4B
$234 Million 0.08% of portfolio
2,234
Q1 2025 Reduced 6.53%
$425B
$211 Million 0.08% of portfolio
403
Q1 2025 Reduced 13.52%
$0
$188 Million 0.07% of portfolio
43,000
Q4 2023 New
$40.8B
$190 Million 0.07% of portfolio
1,209
Q4 2024 Added 478.47%
$0
$207 Million 0.07% of portfolio
20,718
Q1 2025 Reduced 15.54%
$0
$210 Million 0.07% of portfolio
2,275
Q4 2024 Added 127.5%
$0
$192 Million 0.07% of portfolio
1,000
Q4 2024 New
$433B
$181 Million 0.06% of portfolio
194
Q1 2025 Reduced 34.68%
$100B
$176 Million 0.06% of portfolio
262
Q4 2024 Added 25.36%
$155B
$163 Million 0.06% of portfolio
577
Q3 2024 Added 7.45%
$70.2B
$177 Million 0.06% of portfolio
2,796
Q1 2025 Reduced 6.43%
$0
$164 Million 0.06% of portfolio
27,000
Q4 2023 New
$93.8B
$175 Million 0.06% of portfolio
1,435
Q1 2025 Reduced 13.14%
$0
$171 Million 0.06% of portfolio
21,100
Q1 2025 Reduced 7.32%
$113B
$160 Million 0.06% of portfolio
1,524
Q1 2025 Reduced 7.92%
$72B
$158 Million 0.06% of portfolio
1,073
Q1 2025 Reduced 4.62%
$188B
$174 Million 0.06% of portfolio
646
Q1 2025 Reduced 3.29%
$28.9B
$135 Million 0.05% of portfolio
500
Q1 2025 New
$105B
$131 Million 0.05% of portfolio
302
Q4 2024 Reduced 59.95%
$77.7B
$153 Million 0.05% of portfolio
6,725
Q1 2025 Reduced 47.3%
$0
$147 Million 0.05% of portfolio
3,885
Q2 2024 Reduced 24.93%
$347B
$131 Million 0.05% of portfolio
940
Q1 2025 Reduced 9.27%
$0
$136 Million 0.05% of portfolio
18,930
Q3 2024 New
$301B
$134 Million 0.05% of portfolio
501
Q1 2025 Reduced 9.57%
$0
$125 Million 0.04% of portfolio
12,309
Q3 2024 New
$119B
$113 Million 0.04% of portfolio
375
Q1 2025 Reduced 1.06%
$47.1B
$102 Million 0.04% of portfolio
2,631
Q1 2025 New
$100B
$105 Million 0.04% of portfolio
1,140
Q1 2025 Reduced 68.4%
$49.2B
$107 Million 0.04% of portfolio
647
Q2 2024 Added 762.67%
$0
$98.8 Million 0.04% of portfolio
1,750
Q4 2024 Added 45.83%
$762B
$114 Million 0.04% of portfolio
438
Q1 2025 Reduced 49.66%
$8.46B
$117 Million 0.04% of portfolio
1,516
Q4 2023 New
$0
$108 Million 0.04% of portfolio
10,000
Q3 2024 New
$0
$107 Million 0.04% of portfolio
619
Q1 2025 Added 0.49%
$0
$110 Million 0.04% of portfolio
3,333
Q4 2024 Added 232.97%
$2.68B
$113 Million 0.04% of portfolio
1,678
Q4 2024 Added 277.93%
$0
$118 Million 0.04% of portfolio
3,573
Q4 2024 Added 33.67%
$92.3B
$126 Million 0.04% of portfolio
1,856
Q4 2024 Added 12.21%
$0
$114 Million 0.04% of portfolio
1,400
Q1 2025 Added 7.69%
$92.5B
$125 Million 0.04% of portfolio
897
Q1 2025 Reduced 80.05%
$199B
$126 Million 0.04% of portfolio
630
Q3 2024 Reduced 43.65%
$101B
$112 Million 0.04% of portfolio
341
Q4 2024 Reduced 0.29%

Summary

  • Portfolio
  • No. of Stocks 1,147
  • Current Value $281 Billion
  • Prior Value $280 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 52 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 273 stocks
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