Fortitude Advisory Group L.L.C.

CIK 0001928999 · Q2 2026

13F Equity AUM

$261.8M

+17.8% QoQ

Positions

238

+13 QoQ

AUM Rank

#7,054

Top 56%

Skill Alpha (FF)

+2.8%/yr^ns

No Clear Edge

Rank #1,110 · Top 13%

vs S&P +1.6%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 29.6%Top 10: 40.3%Top 20: 51.8%

VUSB10.2%

NVDA9.4%

MSFT3.9%

PULS3.4%

AAPL2.8%

MU2.5%

AMZN2.3%

SPY2.2%

AVGO2.0%

FTAIN1.6%

Others (228)59.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services44.6%

Technology30.3%

Industrials7.7%

Consumer Cyclical3.5%

Communication Services2.8%

Healthcare2.6%

Consumer Defensive2.4%

Utilities2.1%

Other4.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 238Median: 0.17%Avg: 0.42%

0–0.5%

198(35.4%)

0.5–1%

23(15.6%)

1–3%

13(22.2%)

3–5%

2(7.3%)

5%+

2(19.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 238vs 20 funds

0%Low

238

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New27Increased99Decreased62Exited14

New Positions

CEREBRAS SYSTEMS INC0.3%

+3K

VMBS0.2%

+9K

DT0.1%

+9K

VGSH0.1%

+6K

CRWD0.1%

+430

NBOS0.1%

+11K

SPACE EXPLORATION TE…0.1%

+2K

SMLF0.1%

+3K

SNDK0.1%

+129

VRTX0.1%

+517

Increased

PULS3.4%

+103K(+137%)

MMT0.3%

+75K(+84%)

EIM0.1%

+11K(+86%)

VO0.5%

+11K(+283%)

PIM0.1%

+9K(+18%)

JFR0.2%

+9K(+20%)

VUG0.3%

+9K(+538%)

VVR0.1%

+8K(+16%)

PFL0.1%

+6K(+31%)

MGF0.1%

+6K(+7%)

Decreased

AGNC0.3%

-16,919(-19%)

ASX0.3%

-16,002(-49%)

AEHR0.5%

-14,350(-50%)

VUSB10.2%

-11,982(-2%)

AMKR0.3%

-10,011(-50%)

MIN0.2%

-7,883(-3%)

MHF0.1%

-4,702(-17%)

MU2.5%

-4,578(-44%)

IEF0.8%

-3,948(-15%)

NVDA9.4%

-3,431(-3%)

Exited

-2

-5,973

-4,041

-2,342

-3,303

-57,217

-257

-21,341

-2,269

-4,866

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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