Fund Holdings

Fortitude Advisory Group L.L.C.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PGIM ETF TR74,881177,583+102,7023,706,6108,799,2383.36%+5,092,628
MICRON TECHNOLOGY INC(MU)10,3195,741-4,5783,486,1716,626,7882.53%+3,140,617
NVIDIA CORPORATION(NVDA)126,086122,655-3,43121,989,43124,541,9589.38%+2,552,527
MARVELL TECHNOLOGY INC(MRVL)11,61511,903+2881,150,4873,545,8491.36%+2,395,362
BERKSHIRE HATHAWAY INC DEL1,5294,556+3,027732,6972,279,7770.87%+1,547,080
ALPHABET INC(GOOG)7,2499,372+2,1232,084,4393,349,1871.28%+1,264,748
APPLE INC(AAPL)25,09825,099+16,369,5067,262,5462.78%+893,040
APPLIED MATLS INC2,1512,211+60735,1901,598,5530.61%+863,363
ISHARES TR08,473+8,4730852,9770.33%+852,977
ADVANCED MICRO DEVICES INC(AMD)2,0042,152+148407,6741,250,1180.48%+842,444
BROADCOM INC(AVGO)14,06913,682-3874,354,6475,168,2151.98%+813,568
FTAI AVIATION LTD(FTAI)13,99915,678+1,6793,429,7554,241,3691.62%+811,614
ISHARES TR3,0322,755-277996,3711,765,0480.67%+768,677
CEREBRAS SYSTEMS INC03,188+3,1880704,5480.27%+704,548
CREDO TECHNOLOGY GROUP HOLDI3,9903,967-23374,5411,078,8260.41%+704,285
HEWLETT PACKARD ENTERPRISE C(HPE)31,16831,1680742,1101,405,9880.54%+663,878
VANGUARD INDEX FDS12,45714,244+1,7872,444,0463,104,1061.19%+660,060
J P MORGAN EXCHANGE TRADED F09,554+9,5540645,6590.25%+645,659
AMAZON COM INC(AMZN)25,88325,309-5745,390,6526,032,1472.31%+641,495
LAM RESEARCH CORP(LRCX)2,7522,707-45587,9921,173,0240.45%+585,032
BLOOM ENERGY CORP3,2453,290+45439,665995,8830.38%+556,218
QUANTA SVCS INC3,0853,114+291,693,7272,242,2070.86%+548,480
VANGUARD INDEX FDS2,7953,221+4261,669,9552,212,0690.85%+542,114
CISCO SYS INC(CSCO)13,81613,639-1771,071,9941,602,0790.61%+530,085
CORNING INC(GLW)4,0364,218+182548,7751,077,4040.41%+528,629
INVESCO EXCHANGE TRADED FD T3,2318,471+5,240242,969763,2010.29%+520,232
INVESCO QQQ TR3,4353,382-531,982,6582,490,5620.95%+507,904
VANGUARD TAX-MANAGED FDS7,73013,015+5,285495,360927,3520.35%+431,992
VANGUARD INDEX FDS3,4964,197+7011,121,4341,553,0110.59%+431,577
ELI LILLY & CO(LLY)1,2751,327+521,173,1341,592,2180.61%+419,084
VANGUARD SCOTTSDALE FDS08,811+8,8110412,4430.16%+412,443
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,1432,368+225724,2271,130,8860.43%+406,659
CALAMOS ETF TR015,189+15,1890392,5580.15%+392,558
ISHARES TR04,033+4,0330389,0130.15%+389,013
PIMCO ETF TR4,1108,252+4,142379,271760,9250.29%+381,654
DYNATRACE INC(DT)08,650+8,6500379,8220.15%+379,822
AELUMA INC35,43537,567+2,132463,844829,4790.32%+365,635
JPMORGAN CHASE & CO(JPM)8,1938,476+2832,409,9792,774,3911.06%+364,412
VANGUARD SCOTTSDALE FDS06,162+6,1620358,6280.14%+358,628
VERTIV HOLDINGS CO(VRT)6,3025,778-5241,579,1551,934,5900.74%+355,435
ISHARES TR9,03112,345+3,314609,897951,9370.36%+342,040
ISHARES TR4,6036,129+1,526572,213909,0020.35%+336,789
VANGUARD INDEX FDS9,0198,812-2072,695,3283,030,5351.16%+335,207
ISHARES TR6,9379,965+3,028628,007962,4660.37%+334,459
CROWDSTRIKE HLDGS INC(CRWD)0430+4300328,1500.13%+328,150
NEUBERGER BERMAN ETF TRUST011,401+11,4010319,3850.12%+319,385
AEHR TEST SYS(AEHR)28,68214,332-14,3501,063,5291,376,7320.53%+313,203
ABERDEEN MULTI-MARKET INCOME88,913163,481+74,568410,777719,3150.27%+308,538
ABBVIE INC(ABBV)5,1865,707+5211,127,8611,436,2190.55%+308,358
SPACE EXPLORATION TECHN CORP01,786+1,7860305,1560.12%+305,156
TALEN ENERGY CORP(TLN)3,5863,761+1751,144,7591,445,2020.55%+300,443
SANDISK CORP(SNDK)0129+1290293,3110.11%+293,311
VANGUARD WORLD FD7686,829+6,061535,978816,2340.31%+280,256
EVERSPIN TECHNOLOGIES INC11,29015,551+4,26199,239376,0230.14%+276,784
ISHARES TR03,104+3,1040276,6910.11%+276,691
MORGAN STANLEY(MS)6,1946,19401,019,3471,294,7940.49%+275,447
PALO ALTO NETWORKS INC(PANW)1,3441,431+87215,470488,0000.19%+272,530
MICROSOFT CORP(MSFT)26,82827,352+5249,931,01110,202,7603.90%+271,749
INTERNATIONAL BUSINESS MACHS(IBM)3,9714,371+400962,4111,229,2920.47%+266,881
GE VERNOVA INC(GEV)1,4821,327-1551,293,6381,559,0390.60%+265,401
CATERPILLAR INC(CAT)918858-60650,561913,9780.35%+263,417
ALPHABET INC(GOOG)5,0574,844-2131,450,6991,711,6150.65%+260,916
VANGUARD BD INDEX FDS03,334+3,3340259,7520.10%+259,752
VERTEX PHARMACEUTICALS INC(VRTX)0517+5170256,8090.10%+256,809
AMPHENOL CORP01,454+1,4540256,3690.10%+256,369
VENTAS INC(VTR)02,767+2,7670245,7100.09%+245,710
AMPLIFY ETF TR02,323+2,3230243,7160.09%+243,716
GLOBAL X FDS03,665+3,6650240,4620.09%+240,462
ISHARES TR1,0011,390+389240,187476,4570.18%+236,270
TRUST FOR PROFESSIONAL MANAG06,806+6,8060232,3230.09%+232,323
INTEL CORP(INTC)01,626+1,6260227,0890.09%+227,089
ALASKA AIR GROUP INC04,340+4,3400226,5480.09%+226,548
DOVER CORP(DOV)0990+9900222,0370.08%+222,037
DELTA AIR LINES INC(DAL)02,361+2,3610221,1310.08%+221,131
VANGUARD MUN BD FDS04,314+4,3140218,2020.08%+218,202
SCHWAB STRATEGIC TR56,38956,400+111,445,8141,659,8440.63%+214,030
INVESCO EXCHANGE TRADED FD T03,303+3,3030213,1430.08%+213,143
SCHWAB STRATEGIC TR14,34920,479+6,130440,229649,3810.25%+209,152
J P MORGAN EXCHANGE TRADED F03,353+3,3530206,0750.08%+206,075
HUBBELL INC(HUBB)0390+3900204,0480.08%+204,048
ISHARES TR01,640+1,6400203,6390.08%+203,639
ISHARES TR4,3487,390+3,042291,316492,1740.19%+200,858
PALANTIR TECHNOLOGIES INC(PLTR)01,718+1,7180200,4390.08%+200,439
INVESCO EXCH TRADED FD TR II3,9043,929+25437,623634,7490.24%+197,126
SCHWAB STRATEGIC TR32,18232,187+5996,3551,186,7200.45%+190,365
VANGUARD INDEX FDS1,66610,630+8,964727,779915,6520.35%+187,873
VANGUARD BD INDEX FDS11,47514,037+2,562845,0191,030,4560.39%+185,437
GE AEROSPACE(GE)2,0572,055-2583,715768,0150.29%+184,300
ISHARES INC5,2196,471+1,252364,025536,0530.20%+172,028
VANGUARD INDEX FDS2,0342,323+289532,822704,0450.27%+171,223
VANGUARD SPECIALIZED FUNDS7,5987,615+171,634,0261,801,8610.69%+167,835
SCHWAB STRATEGIC TR31,24231,661+419910,0791,071,4230.41%+161,344
ISHARES TR2,4172,323-941,579,1351,739,6080.66%+160,473
VANGUARD SCOTTSDALE FDS2,8674,779+1,912237,205394,9840.15%+157,779
NAVITAS SEMICONDUCTOR CORP(NVTS)16,59516,5950145,538297,3820.11%+151,844
ROCKWELL AUTOMATION INC(ROK)1,1471,110-37411,520549,3800.21%+137,860
BANK OF NY MELLON CORP5,2805,2800626,366763,5410.29%+137,175
SLB LIMITED(SLB)17,23321,886+4,653885,6041,017,4800.39%+131,876
VANGUARD INTL EQUITY INDEX F5,6117,087+1,476303,257423,0210.16%+119,764
SCHWAB STRATEGIC TR16,91916,921+2492,005611,3560.23%+119,351
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