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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 7 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VWO VANGUARD INTL EQUITY INDEX F 7,087.0 $423K 0.16% NEW $59.69 +1.2%
122 JFR NUVEEN FLOATING RATE INCOME Financial Services 54,980.0 $422K 0.16% NEW $7.67 -0.4%
123 KO COCA COLA CO Consumer Defensive 5,126.0 $417K 0.16% NEW $81.26 +7.0%
124 VMBS VANGUARD SCOTTSDALE FDS 8,811.0 $412K 0.16% NEW $46.81 -1.5%
125 NUV NUVEEN MUN VALUE FD INC Financial Services 43,368.0 $400K 0.15% NEW $9.22 -2.4%
126 VCIT VANGUARD SCOTTSDALE FDS 4,779.0 $395K 0.15% NEW $82.65 -2.0%
127 CPSR CALAMOS ETF TR 15,189.0 $393K 0.15% NEW $25.84 +1.1%
128 UNH UNITEDHEALTH GROUP INC Healthcare 942.0 $392K 0.15% NEW $415.74 -4.8%
129 SHV ISHARES TR 3,546.0 $391K 0.15% NEW $110.35 -0.1%
130 HD HOME DEPOT INC Consumer Cyclical 1,107.0 $390K 0.15% NEW $352.57 -4.2%
131 USMV ISHARES TR 4,033.0 $389K 0.15% NEW $96.46 +4.1%
132 ISRG INTUITIVE SURGICAL INC Healthcare 973.0 $387K 0.15% NEW $397.68 -1.8%
133 DT DYNATRACE INC Technology 8,650.0 $380K 0.14% NEW $43.91 +8.4%
134 MRAM EVERSPIN TECHNOLOGIES INC Technology 15,551.0 $376K 0.14% NEW $24.18 -17.9%
135 LMT LOCKHEED MARTIN CORP Industrials 722.0 $368K 0.14% NEW $509.46 +16.5%
136 CPNM CALAMOS ETF TR 13,683.0 $366K 0.14% NEW $26.78 +0.8%
137 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 25,658.0 $364K 0.14% NEW $14.17 +2.6%
138 IIM INVESCO VALUE MUN INCOME TR Financial Services 28,520.0 $363K 0.14% NEW $12.73 -0.6%
139 VGSH VANGUARD SCOTTSDALE FDS 6,162.0 $359K 0.14% NEW $58.20 -0.1%
140 EZU ISHARES INC 5,121.0 $356K 0.14% NEW $69.50 +3.4%
Page 7 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%