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Craig Johnsen

Fortitude Advisory Group L.l.c.

Assets Managed
$261.755M
Holdings
238
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
17.75%(2Q avg: 6%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fortitude Advisory Group L.l.c.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 238 positions.

Assets under management

The assets under management (AUM) of Fortitude Advisory Group L.l.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 261.755M in assets, with a quarterly growth rate of 17.75% and a 2-quarter average growth rate of 6%. The portfolio is managed by Craig Johnsen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Decreased -2.18%
10.21%
$26.709M
536,537 shares@ $49.78 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.72%
9.38%
$24.542M
122,655 shares@ $200.09 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.96%
3.9%
$10.203M
27,352 shares@ $373.02 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 137.16%
3.37%
$8.799M
177,583 shares@ $49.56 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.01%
2.78%
$7.263M
25,099 shares@ $289.36 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -44.36%
2.54%
$6.627M
5,741 shares@ $1154.3 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.21%
2.31%
$6.032M
25,309 shares@ $238.34 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -12.67%
2.25%
$5.87M
7,861 shares@ $746.78 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.75%
1.98%
$5.168M
13,682 shares@ $377.74 avg price
FTAI
Ftai Aviation Ltd
Recent Activity
Increased 12%
1.63%
$4.241M
15,678 shares@ $270.53 avg price

1-10 of 238