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Portfolio (Quarterly) Guide ↗

Fortitude Advisory Group L.L.C.

· CIK 0001928999
13F Portfolio $262M AUM 238 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 238 New
Page 3 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MS MORGAN STANLEY Financial Services 6,194.0 $1.3M 0.49% NEW $209.04 +4.4%
42 AMD ADVANCED MICRO DEVICES INC Technology 2,152.0 $1.3M 0.48% NEW $580.91 -12.9%
43 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 105,020.0 $1.2M 0.48% NEW $11.90 -3.0%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 4,371.0 $1.2M 0.47% NEW $281.24 -18.6%
45 WMT WALMART INC Consumer Defensive 10,732.0 $1.2M 0.46% NEW $113.26 +0.9%
46 SKEENA RES LTD NEW 44,817.0 $1.2M 0.46% NEW $26.66
47 SCHM SCHWAB STRATEGIC TR 32,187.0 $1.2M 0.45% NEW $36.87 -0.2%
48 LRCX LAM RESEARCH CORP Technology 2,707.0 $1.2M 0.45% NEW $433.33 -20.7%
49 VO VANGUARD INDEX FDS 14,527.0 $1.2M 0.45% NEW $80.57 +4.3%
50 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,368.0 $1.1M 0.43% NEW $477.57 -9.8%
51 CEG CONSTELLATION ENERGY CORP Utilities 4,358.0 $1.1M 0.41% NEW $248.37 +12.0%
52 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,967.0 $1.1M 0.41% NEW $271.95 +4.0%
53 GLW CORNING INC Technology 4,218.0 $1.1M 0.41% NEW $255.43 -32.2%
54 SCHG SCHWAB STRATEGIC TR 31,661.0 $1.1M 0.41% NEW $33.84 +4.8%
55 BND VANGUARD BD INDEX FDS 14,037.0 $1.0M 0.39% NEW $73.41 -1.7%
56 SLB SLB LIMITED Energy 21,886.0 $1.0M 0.39% NEW $46.49 +15.9%
57 BE BLOOM ENERGY CORP Industrials 3,290.0 $996K 0.38% NEW $302.70 -23.3%
58 IEFA ISHARES TR 9,965.0 $962K 0.37% NEW $96.58 +4.6%
59 IJH ISHARES TR 12,345.0 $952K 0.36% NEW $77.11 +1.8%
60 VEA VANGUARD TAX-MANAGED FDS 13,015.0 $927K 0.35% NEW $71.25 +3.4%
Page 3 of 12  ·  238 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.4%
Financial Services 18.2%
Industrials 9.8%
Consumer Cyclical 5.6%
Communication Services 4.4%
Healthcare 4.1%
Consumer Defensive 3.8%
Utilities 3.3%
Energy 2.8%
Real Estate 1.2%