Fortitude Advisory Group L.L.C.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$222.3M
Q ending 2026-03-31
Prior quarter
$235.9M
Q ending 2025-12-31
Change
-5.8% QoQ · +40.1% YoY
Positions
225
reported holdings

Largest positions

Top 100 of 225 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Bd Index FdsVUSBShares$27.3M549K
Nvidia CorporationNVDAShares$22.0M126K
Microsoft CorpMSFTShares$9.9M27K
Apple IncAAPLShares$6.4M25K
State Str Spdr S&P 500 Etf TSPYShares$5.9M9K
Amazon Com IncAMZNShares$5.4M26K
Broadcom IncAVGOShares$4.4M14K
Pgim Etf TrPULSShares$3.7M75K
Paccar IncPCARShares$3.6M31K
Costco Wholesale CorporationCOSTShares$3.6M4K
Micron Technology IncMUShares$3.5M10K
Ftai Aviation LtdShares$3.4M14K
Vanguard Index FdsVVShares$2.7M9K
A2Z Cust2Mate Solutions CorpAZShares$2.7M400K
Ishares TrIEFShares$2.5M26K
Vanguard Index FdsVTVShares$2.4M12K
Jpmorgan Chase & CoJPMShares$2.4M8K
Tesla IncTSLAShares$2.2M6K
Alphabet IncGOOGLShares$2.1M7K
Invesco Qqq TrQQQShares$2.0M3K
Quanta Svcs IncPWRShares$1.7M3K
Vanguard Index FdsVOOShares$1.7M3K
Vanguard Specialized FundsVIGShares$1.6M8K
Constellation Energy CorpCEGShares$1.6M6K
Vertiv Holdings CoVRTShares$1.6M6K
Ishares TrIVVShares$1.6M2K
Meta Platforms IncMETAShares$1.5M3K
Alphabet IncGOOGShares$1.5M5K
Schwab Strategic TrSCHXShares$1.4M56K
Berkshire Hathaway Inc DelBRK/AShares$1.4M2
Skeena Res Ltd NewSKEShares$1.3M45K
Walmart IncWMTShares$1.3M10K
Ge Vernova IncGEVShares$1.3M1K
Blackrock Muniholdings Fd InMHDShares$1.2M105K
Eli Lilly & CoLLYShares$1.2M1K
Marvell Technology IncMRVLShares$1.2M12K
Talen Energy CorpTLNShares$1.1M4K
Abbvie IncABBVShares$1.1M5K
Vanguard Index FdsVTIShares$1.1M3K
Ishares TrSGOVShares$1.1M11K
Vanguard Index FdsVOShares$1.1M4K
Cisco Sys IncCSCOShares$1.1M14K
Aehr Test SysAEHRShares$1.1M29K
Morgan StanleyMSShares$1.0M6K
Ishares TrSOXXShares$996K3K
Schwab Strategic TrSCHMShares$996K32K
International Business MachsIBMShares$962K4K
Chevron CorporationCVXShares$934K5K
Schwab Strategic TrSCHGShares$910K31K
Amkor Technology IncAMKRShares$904K20K
Sprott Asset Management LpPHYSShares$892K25K
Slb LimitedSLBShares$886K17K
Agnc Invt CorpAGNCShares$883K88K
Nrg Energy IncNRGShares$873K6K
Vanguard Bd Index FdsBNDShares$845K11K
Ishares TrAGGShares$840K8K
Procter & Gamble CoPGShares$751K5K
Schwab Strategic TrSCHVShares$748K25K
Hewlett Packard Enterprise CHPEShares$742K31K
Johnson & JohnsonJNJShares$737K3K
Applied Matls IncAMATShares$735K2K
Berkshire Hathaway Inc DelBRK/BShares$733K2K
Bank America CorpBACShares$728K15K
Vanguard Index FdsVUGShares$728K2K
Taiwan Semiconductor ManufacTSMShares$724K2K
Tjx Cos Inc NewTJXShares$723K5K
Spdr Gold TrGLDShares$714K2K
Ase Technology Hldg Co LtdASXShares$707K33K
Enterprise Prods Partners LEPDShares$690K18K
Boeing CoBAShares$657K3K
Caterpillar IncCATShares$651K918
Nuveen Mun Cr Income FdNZFShares$647K53K
Ishares TrIEFAShares$628K7K
Bank New York Mellon CorpBNYShares$626K5K
Fidelity Merrimack Str TrFBNDShares$619K14K
Ishares TrIJHShares$610K9K
Vistra CorpVSTShares$607K4K
Vanguard Whitehall FdsVYMShares$605K4K
Spdr Series TrustXNTKShares$598K2K
Blackrock Muniyild Qult Fd IMQYShares$589K54K
Lam Research CorpLRCXShares$588K3K
Ge AerospaceGEShares$584K2K
Ishares TrIJRShares$572K5K
Mfs Inter Income TrMINShares$572K228K
Corning IncGLWShares$549K4K
Starbucks CorpSBUXShares$548K6K
Mastercard IncorporatedMAShares$544K1K
Vanguard World FdVGTShares$536K768
Emerson Elec CoEMRShares$533K4K
Vanguard Index FdsVBShares$533K2K
Qualcomm IncQCOMShares$530K4K
Hp IncHPQShares$529K28K
Visa IncVShares$529K2K
Energy Transfer L PETShares$521K27K
Netflix Inc.NFLXShares$504K5K
Vanguard Scottsdale FdsVONGShares$499K5K
Vanguard Tax-Managed FdsVEAShares$495K8K
Schwab Strategic TrSCHAShares$492K17K
Thermo Fisher Scientific IncTMOShares$486K989
Oracle CorpORCLShares$486K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.