StockDriftsStockDriftsTop 27 Fortitude Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 22.76% | 212.9K | $25.3M | -4.20%(-9.34K) | $98.11(+25.15%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 14.85% | 188.1K | $16.5M | -11.16%(-23.62K) | $67.78(+34.31%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 14.41% | 235.9K | $16.0M | -3.34%(-8.14K) | $52.50(+33.37%) | 2026-06-30 | |
| IMCB | ISHARES TR | 13.01% | 149.9K | $14.5M | -17.88%(-32.64K) | $76.67(+30.60%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 7.66% | 169.3K | $8.5M | -12.07%(-23.23K) | $35.80(+44.50%) | 2026-06-30 | |
| XCEM | COLUMBIA ETF TR II | 6.43% | 135.4K | $7.2M | -9.33%(-13.94K) | $36.67(+35.49%) | 2026-06-30 | |
| FSMD | FIDELITY COVINGTON TRUST | 3.78% | 79.5K | $4.2M | -9.51%(-8.36K) | $40.16(+29.89%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.57% | 15.0K | $2.9M | -11.18%(-1.89K) | $139.14(+34.22%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.43% | 3.7K | $2.7M | -6.14%(-240) | $507.34(+42.08%) | 2026-06-30 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 1.68% | 23.9K | $1.9M | -0.19%(-46) | $60.67(+29.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.28% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.60% |
Fortitude Financial, LLC reports $111.29M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (22.8%), SPYM (14.8%) and DYNF (14.4%). The top 20 holdings account for 97.85% of reported assets. Its disclosed equity book has returned +13.28% cumulatively over 6 quarters. 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 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