Loading portfolio…

Fortitude Family Office, LLC | Tormere

Fortitude Family Office, LLC

Est. AUM

$447.7M

13F long equity, this entity only

Positions

1,890

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	ETF	$36.4M	55650	8.12%	SOLE
2	AVANTIS TOTAL EQUITY MARKETS ETF	ETF	$33.4M	710489	7.46%	SOLE
3	VANGUARD 0-3 MONTH TREASURY BILL ETF	ETF	$25.5M	336427	5.68%	SOLE
4	ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	ETF	$23.3M	278399	5.20%	SOLE
5	DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF	ETF	$21.0M	504266	4.70%	SOLE
6	IMGP DBI MANAGED FUTURES STRATEGY ETF	ETF	$15.0M	496637	3.34%	SOLE
7	APPLE INC COM	Stock	$13.6M	53673	3.04%	SOLE
8	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$13.4M	209210	2.99%	SOLE
9	VANGUARD MID-CAP ETF	ETF	$13.3M	46276	2.97%	SOLE
10	VANGUARD S&P 500 ETF	ETF	$11.7M	19540	2.61%	SOLE
11	AVANTIS U.S. LARGE CAP VALUE ETF	ETF	$10.6M	131021	2.36%	SOLE
12	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	ETF	$10.5M	303686	2.34%	SOLE
13	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$10.1M	144577	2.25%	SOLE
14	INVESCO SENIOR LOAN ETF	ETF	$8.6M	421787	1.92%	SOLE
15	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	ETF	$7.6M	76009	1.70%	SOLE
16	ISHARES CORE S&P MID-CAP ETF	ETF	$6.9M	102081	1.54%	SOLE
17	AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$6.3M	78754	1.42%	SOLE
18	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$6.2M	78875	1.39%	SOLE
19	ISHARES CORE S&P SMALL CAP ETF	ETF	$6.2M	49673	1.38%	SOLE
20	ISHARES U.S. TECHNOLOGY ETF	ETF	$5.8M	32215	1.31%	SOLE
21	JANUS HENDERSON AAA CLO ETF	ETF	$5.4M	106635	1.20%	SOLE
22	CHEVRON CORPORATION COM	Stock	$5.3M	25551	1.18%	SOLE
23	UNIVERSAL TECHNICAL INST INC COM	Stock	$5.1M	140825	1.14%	SOLE
24	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$5.1M	119250	1.13%	SOLE
25	ISHARES CORE MSCI EAFE ETF	ETF	$4.8M	53550	1.08%	SOLE
26	DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$4.8M	76054	1.06%	SOLE
27	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$4.4M	158058	0.98%	SOLE
28	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$4.2M	76934	0.93%	SOLE
29	KNIGHT-SWIFT TRANSN HLDGS INC CL A	Stock	$3.6M	61897	0.80%	SOLE
30	NVIDIA CORPORATION COM	Stock	$3.1M	17794	0.69%	SOLE
31	INVESCO QQQ TRUST SERIES I	ETF	$2.9M	4979	0.64%	SOLE
32	STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$2.9M	37358	0.64%	SOLE
33	FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND	ETF	$2.8M	120619	0.62%	SOLE
34	ELI LILLY & CO COM	Stock	$2.8M	2994	0.62%	SOLE
35	ISHARES TIPS BOND ETF	ETF	$2.7M	24065	0.59%	SOLE
36	ALPHABET INC CAP STK CL A	Stock	$2.6M	8957	0.58%	SOLE
37	JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$2.4M	47793	0.54%	SOLE
38	VANGUARD SMALL-CAP ETF	ETF	$2.3M	8967	0.52%	SOLE
39	MICROSOFT CORP COM	Stock	$2.3M	6325	0.52%	SOLE
40	AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$2.3M	21026	0.52%	SOLE
41	VANGUARD MID-CAP VALUE ETF	ETF	$2.3M	12300	0.51%	SOLE
42	ENERGY TRANSFER L P COM UT LTD PTN	Stock	$2.2M	115408	0.50%	SOLE
43	ISHARES S&P 500 VALUE ETF	ETF	$2.2M	10300	0.49%	SOLE
44	VANGUARD SMALL CAP VALUE ETF	ETF	$2.2M	10000	0.49%	SOLE
45	VANGUARD RUSSELL 1000 VALUE ETF	ETF	$2.2M	23100	0.48%	SOLE
46	STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF	ETF	$2.2M	44656	0.48%	SOLE
47	AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF	ETF	$2.1M	30760	0.46%	SOLE
48	DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	ETF	$2.0M	49983	0.44%	SOLE
49	INVESCO S&P MIDCAP MOMENTUM ETF	ETF	$1.8M	12300	0.40%	SOLE
50	ALPHABET INC CAP STK CL C	Stock	$1.7M	5989	0.38%	SOLE

1–50 of 1,886

1 / 38

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