Fortitude Financial, LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 43 separate positions held by the firm.
The top holding in the portfolio is the SPDR S&P 500 ETF Trust, with 19,304,683 shares. The firm also holds significant positions in the SPDR S&P 500 Growth ETF, with 26,826,336 shares, and the SPDR S&P 500 ETF Trust, with 21,507,030 shares.
Among individual equities, the firm holds shares of Amazon.com Inc., Apple Inc., and Costco Wholesale Corporation. The filing also lists positions in major technology companies such as Microsoft Corporation, NVIDIA Corporation, and Intel Corporation. Additionally, the portfolio includes holdings in Space Exploration Technologies Corp (SpaceX) and Truist Financial Corporation.
The report indicates that Fortitude Financial holds positions in various exchange-traded funds (ETFs) and other investment trusts. These include funds tracking international markets, such as the iShares MSCI EAFE ETF and the iShares MSCI Emerging Markets ETF, as well as bond-focused funds like the PIMCO Active Bond ETF and the Invesco Exchange Traded Fund T S&P Midcap 400.
