Fortitude Financial, LLC Portfolio Holdings

Fortitude Financial, LLC

  • $122 Billion
  • Q3 2025

Fortitude Financial, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Traeger, Inc. with a value of $25.9B, Spdr S&P 600 Small Cap Growth with a value of $19.6B, Ishare Morningstar Mid Cap Gro with a value of $14.1B, Blackrock ETF Tr U S Equity Fa with a value of $13.1B, and Spdr Portfolio S&P 600 Small C with a value of $8.72B.

Examining the 13F form we can see an increase of $9.03B in the current position value, from $113B to 122B.

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 $122 Billion
ETFs: $83.5 Billion
Consumer Cyclical: $27.1 Billion
Real Estate: $5.37 Billion
Technology: $4.06 Billion
Financial Services: $401 Million
Basic Materials: $317 Million
Consumer Defensive: $254 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130M
$25.9 Billion 21.26% of portfolio
247,379
Q3 2025 Added 0.34%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $122 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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