Fortitude Advisory Group L.L.C.

Est. AUM

$221.2M

13F long equity, this entity only

Positions

222

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$27.3M	548519	12.34%	SOLE
2	NVIDIA CORPORATION	COM	$22.0M	126086	9.94%	SOLE
3	MICROSOFT CORP	COM	$9.9M	26828	4.49%	SOLE
4	APPLE INC	COM	$6.4M	25098	2.88%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.9M	9002	2.65%	SOLE
6	AMAZON COM INC	COM	$5.4M	25883	2.44%	SOLE
7	BROADCOM INC	COM	$4.4M	14069	1.97%	SOLE
8	PGIM ETF TR	PGIM ULTRA SH BD	$3.7M	74881	1.68%	SOLE
9	PACCAR INC	COM	$3.6M	31042	1.62%	SOLE
10	COSTCO WHOLESALE CORPORATION	COM	$3.6M	3591	1.62%	SOLE
11	MICRON TECHNOLOGY INC	COM	$3.5M	10319	1.58%	SOLE
12	FTAI AVIATION LTD	SHS	$3.4M	13999	1.55%	SOLE
13	VANGUARD INDEX FDS	LARGE CAP ETF	$2.7M	9019	1.22%	SOLE
14	A2Z CUST2MATE SOLUTIONS CORP	COM	$2.7M	400000	1.21%	SOLE
15	ISHARES TR	7-10 YR TRSY BD	$2.5M	25891	1.12%	SOLE
16	VANGUARD INDEX FDS	VALUE ETF	$2.4M	12457	1.10%	SOLE
17	JPMORGAN CHASE & CO	COM	$2.4M	8193	1.09%	SOLE
18	TESLA INC	COM	$2.2M	6001	1.01%	SOLE
19	ALPHABET INC	CAP STK CL A	$2.1M	7249	0.94%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$2.0M	3435	0.90%	SOLE
21	QUANTA SVCS INC	COM	$1.7M	3085	0.77%	SOLE
22	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	2795	0.75%	SOLE
23	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	7598	0.74%	SOLE
24	CONSTELLATION ENERGY CORP	COM	$1.6M	5710	0.72%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$1.6M	2417	0.71%	SOLE
26	VERTIV HOLDINGS CO	COM CL A	$1.6M	6302	0.71%	SOLE
27	META PLATFORMS INC	CL A	$1.5M	2569	0.66%	SOLE
28	ALPHABET INC	CAP STK CL C	$1.5M	5057	0.66%	SOLE
29	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.4M	56389	0.65%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.65%	SOLE
31	SKEENA RES LTD NEW	COM	$1.3M	44817	0.60%	SOLE
32	WALMART INC	COM	$1.3M	10438	0.59%	SOLE
33	GE VERNOVA INC	COM	$1.3M	1482	0.58%	SOLE
34	BLACKROCK MUNIHOLDINGS FD IN	COM	$1.2M	105020	0.54%	SOLE
35	ELI LILLY & CO	COM	$1.2M	1275	0.53%	SOLE
36	MARVELL TECHNOLOGY INC	COM	$1.1M	11615	0.52%	SOLE
37	TALEN ENERGY CORP	COM	$1.1M	3586	0.52%	SOLE
38	ABBVIE INC	COM	$1.1M	5186	0.51%	SOLE
39	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3496	0.51%	SOLE
40	ISHARES TR	0-3 MNTH TREASRY	$1.1M	10857	0.49%	SOLE
41	VANGUARD INDEX FDS	MID CAP ETF	$1.1M	3796	0.49%	SOLE
42	CISCO SYS INC	COM	$1.1M	13816	0.48%	SOLE
43	AEHR TEST SYS	COM	$1.1M	28682	0.48%	SOLE
44	MORGAN STANLEY	COM NEW	$1.0M	6194	0.46%	SOLE
45	ISHARES TR	ISHARES SEMICDTR	$996K	3032	0.45%	SOLE
46	SCHWAB STRATEGIC TR	US MID-CAP ETF	$996K	32182	0.45%	SOLE
47	INTERNATIONAL BUSINESS MACHS	COM	$962K	3971	0.43%	SOLE
48	CHEVRON CORPORATION	COM	$934K	4513	0.42%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP GR ETF	$910K	31242	0.41%	SOLE
50	AMKOR TECHNOLOGY INC	COM	$904K	20065	0.41%	SOLE

1–50 of 222

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.