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Fortitude Family Office, LLC
Fortitude Family Office, LLC is a registered investment adviser and multi-family office founded in 2021 and headquartered in Scottsdale, Arizona. The firm offers investment advisory, wealth management, tax, accounting, philanthropy, and business operations support. Fortitude is fully owned by its managers and employees, aligning interests with its clients, and serves ultra-high-net-worth families seeking integrated personal CFO and investment services. Fortitude serves fewer than 10 client families per advisor, aims for individualized, high-touch service, and does not sell proprietary products or earn commissions.
Investment Strategy
Fortitude Family Office provides bespoke investment advisory services using a goals-based approach, serving both discretionary and non-discretionary accounts for ultra-high-net-worth families. Their approach emphasizes custom portfolio construction integrating investment management, risk management, wealth transfer, and estate/tax planning. They aim to provide conflict-free advice, leveraging both public market and private investment opportunities where appropriate, and may also offer investment access via affiliated private funds. The firm coordinates closely with clients on broader financial and family office needs such as liquidity, philanthropy, and legacy planning, offering a holistic blend of investment, personal CFO, and wealth advisory solutions.
Latest 13F Filing Activity
Fortitude Family Office, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,923 equity positions and 2 options positions with a total 13F market value of $372M. The fund increased holdings in Ishares U.s. Technology Etf, Ishares Core S&P 500 Etf, Universal Technical Inst Inc. Com among other positions. Fortitude Family Office, LLC reduced exposure to Knight-swift Transn HLDGS Inc. CL A, Vanguard Ultra-short Bond Etf, SPDR Dow Jones Industrial Average Etf Trust among others.
Top Holdings
Equity Positions (1,923)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 8.86% | $33.0M | 49,231 | $534.32 | $669.30 | +$6.0M |
I IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5.06% | $18.8M | 234,864 | $66.71 | $80.17 | +$2.5M |
A AAPL | APPLE INC COM | 4.80% | $17.9M | 70,166 | $197.49 | $254.63 | +$3.6M |
U USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 3.55% | $13.2M | 262,257 | $50.31 | $50.27 | +$3.1M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.53% | $13.1M | 219,035 | $55.72 | $59.92 | +$2.7M |
Options Positions (2)
Industry Allocation
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