StockDriftsStockDriftsTop 42 Fortitude Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 33.85% | 94.7K | $72.3M | +10120.71%(+93.82K) | $753.83(+1.68%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 12.57% | 218.0K | $26.8M | +2.38%(+5.07K) | $98.64(+23.01%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 9.04% | 215.1K | $19.3M | +14.35%(+26.98K) | $70.42(+28.13%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 8.62% | 265.7K | $18.4M | +12.64%(+29.81K) | $54.31(+26.97%) | 2026-09-30 | |
| IMCB | ISHARES TR | 7.85% | 177.2K | $16.7M | +18.24%(+27.34K) | $82.62(+16.68%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.48% | 190.3K | $9.6M | +12.40%(+20.99K) | $37.40(+31.72%) | 2026-09-30 | |
| XCEM | COLUMBIA ETF TR II | 3.66% | 151.8K | $7.8M | +12.13%(+16.43K) | $38.34(+26.94%) | 2026-09-30 | |
| FSMD | FIDELITY COVINGTON TRUST | 1.88% | 81.4K | $4.0M | +2.42%(+1.92K) | $40.42(+22.07%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 1.67% | 18.3K | $3.6M | +21.54%(+3.24K) | $148.71(+25.05%) | 2026-09-30 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 1.35% | 39.1K | $2.9M | +63.08%(+15.11K) | $66.52(+10.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.35% |
Fortitude Financial LLC reports $213.46M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are SPY (33.9%), SPYG (12.6%) and SPYM (9.0%). The top 20 holdings account for 93.8% of reported assets. Its disclosed equity book has returned +14.16% cumulatively over 7 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 Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066105). View Fortitude Financial LLC’s 13F filings on SEC