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Drew Phillips

Fortitude Family Office, Llc

Assets Managed
$447.712M
Holdings
1884
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
4.18%(2Q avg: 9.88%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Fortitude Family Office, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1884 positions.

Assets under management

The assets under management (AUM) of Fortitude Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 447.712M in assets, with a quarterly growth rate of 4.18% and a 2-quarter average growth rate of 9.88%. The portfolio is managed by Drew Phillips, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 9.89%
8.12%
$36.351M
55,650 shares@ $653.21 avg price
AVTM
Avantis Total Equity Etf
Recent Activity
New Position
7.47%
$33.402M
710,489 shares@ $47.02 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 18.94%
5.69%
$25.451M
336,427 shares@ $75.65 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 10.34%
5.2%
$23.266M
278,399 shares@ $83.57 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 17.69%
4.7%
$21.038M
504,266 shares@ $41.72 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
Increased 10.7%
3.35%
$14.974M
496,637 shares@ $30.15 avg price
AAPL
Apple Inc
Recent Activity
Decreased -21.83%
3.05%
$13.622M
53,673 shares@ $253.8 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.19%
3%
$13.406M
209,210 shares@ $64.09 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 10.82%
2.97%
$13.289M
46,276 shares@ $287.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.05%
2.61%
$11.676M
19,540 shares@ $597.56 avg price

1-10 of 1884