Arkolith/Funds/Fortitude Financial, LLC

Fortitude Financial, LLC

CIK 2066105
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Fortitude Financial, LLC holds a concentrated book of 28 stocks worth $111.3M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 23% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
3
existing
Trimmed
21
reduced
Sold out
13
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
73%
Top 10 holdings
90%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Information Technology
2%
Real Estate
2%
Consumer Discretionary
1%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

28 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500GRW
$25.3M212.9K
22.8%
−4.2%
Reduced · −9K sh
2SPDR Series Trust
ST STR P500ETF
$16.5M188.1K
14.9%
−11%
Reduced · −24K sh
3BlackRock ETF Trust
ISHARES US EQUIT
$16.0M235.9K
14.4%
−3.3%
Reduced · −8K sh
4Ishares TR
MRGSTR MD CP ETF
$14.5M149.9K
13.0%
−18%
Reduced · −33K sh
5SPDR Index SHS FDS
ST STR PO EX ETF
$8.5M169.3K
7.7%
−12%
Reduced · −23K sh
6Columbia ETF TR II
EM CORE EX ETF
$7.2M135.4K
6.4%
−9.3%
Reduced · −14K sh
7Fidelity Covington Trust
SML MID MLTFCT
$4.2M79.5K
3.8%
−9.5%
Reduced · −8K sh
8Select Sector SPDR TR
ST STR TECHN ETF
$2.9M15.0K
2.6%
−11%
Reduced · −2K sh
9Invesco QQQ TR
UNIT SER 1
$2.7M3.7K
2.4%
−6.1%
Reduced · −240 sh
10J P Morgan Exchange Traded F
SMALL & MID CAP
$1.9M23.9K
1.7%
−0.2%
Reduced · −46 sh
11Agnc Invt Corp
COM
$1.7M156.5K
1.5%
−0.7%
Reduced · −1K sh
12J P Morgan Exchange Traded F
ACTIVEBLDRS EMER
$1.7M25.9K
1.5%
+12%
Added · +3K sh
13Pimco ETF TR
INTER MUN BD ACT
$1.4M26.5K
1.3%
−16%
Reduced · −5K sh
14Invesco Exchange Traded FD T
S&P MIDCAP 400
$1.2M9.3K
1.1%
−7.6%
Reduced · −762 sh
15State STR SPDR S&P 500 ETF T
TR UNIT
$692K927
0.6%
−99%
Reduced · −112K sh
16Nvidia Corporation
COM
$595K3.0K
0.5%
−4.6%
Reduced · −145 sh
17Microsoft Corp
COM
$552K1.5K
0.5%
−5.2%
Reduced · −82 sh
18Ishares Bitcoin Trust ETF
SHS BEN INT
$499K15.0K
0.4%
−4.5%
Reduced · −716 sh
19Amazon Com Inc
COM
$446K1.9K
0.4%
−5.0%
Reduced · −99 sh
20Ishares TR
RUS 1000 GRW ETF
$444K3.6K
0.4%
+66%
Added · +1K sh
21Apple Inc
COM
$418K1.4K
0.4%
Held
22SPDR Index SHS FDS
ST PORT MARK ETF
$394K7.6K
0.4%
−29%
Reduced · −3K sh
23Intel Corp
COM
$353K2.5K
0.3%
New
New position
24Fidelity Covington Trust
HIGH DIVID ETF
$300K5.0K
0.3%
−89%
Reduced · −38K sh
25Costco Wholesale Corporation
COM
$256K274
0.2%
Held
26SPDR Series Trust
ST STR P500VAL
$236K3.9K
0.2%
−32%
Reduced · −2K sh
27Space Exploration Techn Corp
CLASS A COM STK
$221K1.3K
0.2%
New
New position
28Legg Mason ETF Invt
FRANKLIN INTL LW
$217K5.3K
0.2%
+0.9%
Added · +50 sh
Showing all 28 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202628$111.3M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202639$189.0M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202639$117.8M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202533$121.6M13F-HR
Q2 2025Jun 30, 2025Sep 24, 202530$112.5M13F-HR
Q1 2025Mar 31, 2025Jun 11, 202531$105.0M13F-HR
Q4 2024Dec 31, 2024May 28, 202531$178.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.