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Fortitude Advisory Group L.L.C. - Portfolio Stock Holdings

Fortitude Advisory Group L.L.C. disclosed 249 stock positions in a recent SEC 13F filing. $261,426,120 of stock holdings were filed, with the largest holdings including VUSB, NVDA, and MSFT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $467,549,690 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

249

Est. Stock Holding Value:

$261,426,120

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Fortitude Advisory Group L.L.C.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Fortitude Advisory Group L.L.C.

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.