StockDriftsStockDriftsTop 50 Fortitude Advisory Group L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 10.21% | 536.5K | $26.7M | -2.18%(-11.98K) | $49.91(-0.38%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 9.38% | 122.7K | $24.5M | -2.72%(-3.43K) | $25.19(+797.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.9% | 27.4K | $10.2M | +1.95%(+524) | $310.79(+56.40%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 3.36% | 177.6K | $8.8M | +137.15%(+102.70K) | $49.62(+0.03%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.78% | 25.1K | $7.3M | +0.00%(+1) | $158.22(+93.01%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.53% | 5.7K | $6.6M | -44.36%(-4.58K) | $124.78(+713.30%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.31% | 25.3K | $6.0M | -2.22%(-574) | $163.39(+60.68%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.24% | 7.9K | $5.9M | -12.67%(-1.14K) | $442.61(+75.18%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.98% | 13.7K | $5.2M | -2.75%(-387) | $144.82(+171.89%) | 2026-06-30 | |
| FTAI | FTAI AVIATION LTD | 1.62% | 15.7K | $4.2M | +11.99%(+1.68K) | $134.45(+72.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.04% | +95.51% | — | — | +85.42% |
| Top 20 Holdings Unweighted | +26.96% | +104.64% | — | — | +82.23% |
Fortitude Advisory Group L.L.C. reports $261.75M in US-listed equity holdings across 237 positions in its most recent 13F filing. Its largest disclosed positions are VUSB (10.2%), NVDA (9.4%) and MSFT (3.9%). The top 20 holdings account for 51.83% of reported assets. Its disclosed equity book has returned +95.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fortitude Advisory Group L.L.C.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1928999). View Fortitude Advisory Group L.L.C.’s 13F filings on SEC