Fortitude Advisory Group L.L.C.

CIK 0001928999 · GIG HARBOR, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Fortitude Advisory Group L.L.C. reported 238 positions worth $261.8M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VUSB (10.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$261.8M
2026 Q2
Positions
238
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.3%
Est. Net Flow (Q)
2026 Q2
10 / 238 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUSBVANGUARD BD INDEX FDSSH$26.7M10.20%536,537
2NVDANVIDIA CORPORATIONSH$24.5M9.38%122,655
3MSFTMICROSOFT CORPSH$10.2M3.90%27,352
4PULSPGIM ETF TRSH$8.8M3.36%177,583
5AAPLAPPLE INCSH$7.3M2.77%25,099
6MUMICRON TECHNOLOGY INCSH$6.6M2.53%5,741
7AMZNAMAZON COM INCSH$6.0M2.30%25,309
8SPYSTATE STR SPDR S&P 500 ETF TSH$5.9M2.24%7,861
9AVGOBROADCOM INCSH$5.2M1.97%13,682
10FTAIFTAI AVIATION LTDSH$4.2M1.62%15,678

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Fortitude Advisory Group L.L.C. hold as of Q2 2026?

Fortitude Advisory Group L.L.C. reported 238 positions worth $261.8M in its Q2 2026 13F filing. Largest positions: VUSB (10.2%), NVDA (9.4%), MSFT (3.9%), PULS (3.4%) and AAPL (2.8%).

What did Fortitude Advisory Group L.L.C. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Fortitude Advisory Group L.L.C. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.