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Drew Phillips

Fortitude Family Office, Llc

Assets Managed
$515.998M
Holdings
2269
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.26%(2Q avg: 9.72%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Fortitude Family Office, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2269 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 515.998M in assets, with a quarterly growth rate of 15.26% and a 2-quarter average growth rate of 9.72%. The portfolio is managed by Drew Phillips, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 11.46%
9.01%
$46.449M
62,024 shares@ $748.89 avg price
AVTM
Avantis Total Equity Etf
Recent Activity
7.5%
$38.682M
710,489 shares@ $54.45 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 16.9%
5.77%
$29.764M
393,282 shares@ $75.68 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 10.07%
5.29%
$27.274M
306,418 shares@ $89.01 avg price
DFIP
Dimensional Inflation-protec
Recent Activity
Increased 7.87%
4.35%
$22.44M
543,933 shares@ $41.26 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
Increased 11.35%
3.29%
$16.927M
552,973 shares@ $30.61 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 343.17%
3.21%
$16.523M
205,077 shares@ $80.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.23%
3.01%
$15.495M
53,549 shares@ $289.36 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.93%
2.84%
$14.617M
205,152 shares@ $71.25 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.26%
2.6%
$13.384M
19,488 shares@ $686.81 avg price

1-10 of 2269