Fortitude Family Office
Fortitude Family Office reported 2,640 stocks worth $582M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (8.8%), AVTM (6.7%) and VBIL (6.4%). Compared with Q2 2026, the fund opened new positions in DFAT and CALI, added to IVV, VBIL and IDEV, trimmed VEA, BKLN and IJH and sold out of EMXC, VONE and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $50.9M | 8.8% | 67K | +4,477 (+7%) | 8 of 8 | |
| 2 |  AVTM American Centy ETF TR | $38.9M | 6.7% | 710K | No change | 3 of 8 | |
| 3 |  VBIL Vanguard 0-3 Month | $37.3M | 6.4% | 492K | +99K (+25%) | 5 of 8 | |
| 4 |  IDEV Ishares TR | $30.4M | 5.2% | 340K | +34K (+11%) | 8 of 8 | |
| 5 |  DFIP Dimensional Infltn Prtd | $23.2M | 4.0% | 595K | +51K (+9%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $20.8M | 3.6% | 62K | +8,786 (+16%) | 8 of 8 | |
| 7 |  IEMG Ishares Inc | $19.7M | 3.4% | 242K | +90K (+59%) | 8 of 8 | |
| 8 |  DBMF Litman Gregory Fds TR | $19.3M | 3.3% | 594K | +41K (+7%) | 8 of 8 | |
| 9 |  DFEM Dimensional ETF Trust | $17.7M | 3.0% | 444K | +142K (+47%) | 8 of 8 | |
| 10 |  VO Vanguard Index Fds | $17.5M | 3.0% | 223K | +18K (+9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EMXC Ishares Msci Emerging Markets EX China ETF | $8.7M | 85K |
DIMENSIONAL U S TARGETED | $5.1M | 73K |
 VONE Vanguard Scottsdale Fds | $502K | 1,483 |
DIMENSIONAL ETF TRUST | $336K | 8,658 |
DIMENSIONAL ETF TRUST | $148K | 3,333 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fortitude Family Office 13F FAQ
What does Fortitude Family Office own?
Fortitude Family Office reported 2,640 stocks worth $582M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVV (8.8%), AVTM (6.7%) and VBIL (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Fortitude Family Office buy and sell in Q3 2026?
Compared with Q2 2026: 520 new positions, 1,323 added to, 323 trimmed and 149 sold out. New positions include DFAT and CALI. It sold all of EMXC, VONE and OKE.
When will Fortitude Family Office file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Fortitude Family Office's portfolio worth?
The Q3 2026 filing reports $582M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.