StockDriftsStockDriftsTop 50 Fortitude Family Office LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 8.75% | 66.5K | $50.9M | +7.22%(+4.48K) | $565.66(+36.13%) | 2026-09-30 | |
| AVTM | AVANTIS TOTAL EQUITY MARKETS ETF | 6.68% | 710.5K | $38.9M | +0.00%(+0) | $48.23(+13.12%) | 2026-09-30 | |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 6.4% | 492.1K | $37.3M | +25.12%(+98.80K) | $75.58(+0.11%) | 2026-09-30 | |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5.23% | 340.0K | $30.4M | +10.97%(+33.61K) | $71.82(+23.93%) | 2026-09-30 | |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | 3.99% | 594.6K | $23.2M | +9.32%(+50.68K) | $41.56(-4.96%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 3.57% | 62.3K | $20.8M | +16.41%(+8.79K) | $203.60(+68.43%) | 2026-09-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 3.38% | 242.5K | $19.7M | +58.54%(+89.54K) | $57.37(+34.80%) | 2026-09-30 | |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 3.32% | 593.8K | $19.3M | +7.38%(+40.80K) | $27.77(+18.73%) | 2026-09-30 | |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 3.03% | 444.5K | $17.7M | +47.17%(+142.46K) | $32.04(+18.89%) | 2026-09-30 | |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | 3% | 222.8K | $17.5M | +8.63%(+17.70K) | $66.29(+20.83%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +41.54% |
Fortitude Family Office LLC reports $585.66M in US-listed equity holdings across 2,640 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.8%), AVTM (6.7%) and VBIL (6.4%). The top 20 holdings account for 65.44% of reported assets. Its disclosed equity book has returned +40.58% cumulatively over 11 quarters. Figures reflect the Q3 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 Family Office LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950506). View Fortitude Family Office LLC’s 13F filings on SEC