Fortitude Advisory Group L.L.C.
•CIK: 1928999•Filing: Q4 2025
**Fortitude Advisory Group L.L.C.** manages $234M across a diversified portfolio of 217 positions. The firm exhibits significant concentration in technology and growth names, highlighted by top holdings including VUSB at $25.3M and NVDA at $23.7M. Further substantial allocations are directed toward FBND ($19.0M), MSFT ($13.2M), and AAPL ($7.0M). This positioning suggests a conviction in high-growth, market-leading technology infrastructure.
Total AUM
$233.2M
+ $462.3K in options
QoQ Performance
+25.3%
Positions
184
+ 2 options
Top 10 Concentration
49.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VUSB
NVDA
FBND
MSFT
VUSB10.8%
NVDA10.1%
FBND8.1%
MSFT5.6%
AAPL3.0%
SPY2.8%
AMZN2.5%
AVGO2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.2%
Technology26.2%
Consumer5.9%
ETF4.2%
Financial3.4%
Healthcare2.3%
Industrial1.2%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+24 more exited positions
Changes from Q3 2025
NEW13 new positions
↑87 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023