Fortitude Financial, LLC Portfolio Holdings

Fortitude Financial, LLC

  • $118 Billion
  • Q4 2025

Fortitude Financial, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $23.7B, Spdr Portfolio S&P 500 ETF (Ma with a value of $17.9B, Ishares Morningstar Mid Cap Et with a value of $14.5B, Blackrock ETF Tr U S Equity Fa with a value of $14.1B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $8.72B.

Examining the 13F form we can see an decrease of $3.73B in the current position value, from $122B to 118B.

Fortitude Financial, LLC is based out at Spokane, WA

Below you can find more details about Fortitude Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $112 Billion
Technology: $1.75 Billion
Real Estate: $1.69 Billion
Consumer Cyclical: $325 Million
Consumer Defensive: $236 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$762 Million 0.65% of portfolio
1,575
Q4 2025 Reduced 94.33%
$465B
$598 Million 0.51% of portfolio
3,204
Q4 2025 New
$4.3T
$393 Million 0.33% of portfolio
1,445
Q4 2025 Reduced 94.31%
$2.39T
$325 Million 0.28% of portfolio
1,406
Q3 2025 Added 7.57%
$404B
$236 Million 0.2% of portfolio
274
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $118 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 24 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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