13F Filings History of Fortitude Family Office, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$426,962,793
Signature - Title
Drew Phillips - COO
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Fortitude Family Office, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fortitude Family Office, LLC reported 1917 stock holdings with total value $426,962,793 as of Q4 2025. Top holdings included IVV, VBIL, IDEV, AAPL, and DFIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,917 $426,962,793 +$67,607,904 -$21,520,707 +$46,087,197 IVV, VBIL, IDEV, AAPL, DFIP 13F-HR 15 Jan 2026, 15:42
Q3 2025 1,973 $369,534,360 +$54,749,178 -$7,424,596 +$47,324,582 IVV, IDEV, AAPL, USFR, VEA 13F-HR 17 Oct 2025, 17:28
Q2 2025 2,022 $302,153,785 +$65,483,046 -$61,774,497 +$3,708,549 IVV, IDEV, AAPL, VOO, KNX 13F-HR 14 Jul 2025, 20:18
Q1 2025 1,142 $279,649,121 +$49,421,266 -$39,024,434 +$10,396,832 IVV, USFR, IDEV, AAPL, VO 13F-HR 15 Apr 2025, 17:52
Q4 2024 1,289 $279,964,038 +$50,226,694 -$21,483,351 +$28,743,343 AAPL, IVV, IDEV, KNX, VO 13F-HR 08 Jan 2025, 19:03
Q3 2024 1,203 $252,295,023 +$71,277,668 -$7,182,379 +$64,095,289 AAPL, KNX, IVV, IDEV, VO 13F-HR 24 Oct 2024, 17:51
Q2 2024 959 $176,351,035 +$31,498,095 -$8,857,117 +$22,640,978 AAPL, IVV, IDEV, VO, TIP 13F-HR 10 Jul 2024, 11:53
Q1 2024 966 $148,680,412 +$19,961,429 -$7,667,451 +$12,293,978 AAPL, IVV, IDEV, USFR, VO 13F-HR 11 Apr 2024, 11:20
Q4 2023 1,005 $134,414,649 $0 $0 $0 AAPL, IVV, IDEV, USFR, VO 13F-HR 12 Jan 2024, 10:47