Fortitude Family Office Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Technology ETF
IYW
|
+$6.39M |
| 2 |
Universal Technical Institute
UTI
|
+$4.14M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.04M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$3.74M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$3.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$544K |
| 2 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$528K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$357K |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$316K |
| 5 |
AvalonBay Communities
AVB
|
+$191K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.71% |
| 2 | Financials | 4.44% |
| 3 | Industrials | 4.26% |
| 4 | Healthcare | 2.5% |
| 5 | Consumer Discretionary | 2.46% |
Similar funds
Fortitude Family Office's Q3 2025 Portfolio in Review
As of Q3 2025, Fortitude Family Office held 2,170 positions worth $372M, up 22% from $305M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Fortitude Family Office deployed $45.2M of net new capital in Q3 2025, opening 145 new positions and adding to 655 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap Value ETF: 12,300 shares worth $2.15M.
By sector, the portfolio is most concentrated in Technology at 8.7% of assets, down from 9.1% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $528K trimmed.
- Fortitude Family Office's largest Q3 2025 buy was Vanguard Morningstar Mid-Cap Value ETF: 12,300 shares worth $2.15M.
- Fortitude Family Office added most to iShares US Technology ETF in Q3 2025, an estimated $6.39M increase.
- Fortitude Family Office's biggest Q3 2025 reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, cutting an estimated $528K.
- Fortitude Family Office fully exited Vanguard Ultra-Short Bond ETF in Q3 2025, selling an estimated $544K.
- Fortitude Family Office's ten largest holdings make up 41% of its $372M portfolio in Q3 2025.
- Fortitude Family Office opened 145 new positions and closed 194 in Q3 2025.
- Fortitude Family Office's portfolio value rose 22% quarter-over-quarter to $372M.
Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.