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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001950506

Fortitude Family Office, LLC

SCOTTSDALE, AZ · File #028-23499

Latest AUM
$429.8M
Positions
1,923
Top-10 Concentration
51.2%
Filings
8

Sector Allocation

Technology
7.7%$33.2M
Financials
5.1%$21.8M
Healthcare
2.5%$11.0M
Energy
1.6%$6.7M
Industrials
1.0%$4.3M
Utilities
0.2%$855,849
Real Estate
0.2%$719,438
Materials
0.1%$478,493

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES CORE S&P 500 ETF46428720050,643$34.7M10.07%
2VANGUARD 0-3 MONTH TREASURY BILL ETF922040845282,859$21.3M6.19%
3ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF46435G326252,319$20.8M6.04%
4APPLE INC COMAAPL68,663$18.7M5.42%
5DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF25434V856428,494$17.8M5.17%
6VANGUARD FTSE DEVELOPED MARKETS ETF921943858211,745$13.2M3.84%
7KNIGHT-SWIFT TRANSN HLDGS INC CL A499049104247,283$12.9M3.75%
8IMGP DBI MANAGED FUTURES STRATEGY ETF53700T827448,656$12.6M3.66%
9VANGUARD S&P 500 ETF92290836319,551$12.3M3.56%
10VANGUARD MID-CAP ETF92290862941,759$12.1M3.52%
11AVANTIS U.S. LARGE CAP VALUE ETF025072349118,737$9.0M2.61%
12DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V732271,257$9.0M2.61%
13ISHARES CORE MSCI EMERGING MARKETS ETF46434G103133,389$9.0M2.60%
14INVESCO SENIOR LOAN ETFIVZ391,037$8.2M2.38%
15ISHARES CORE S&P MID-CAP ETF464287507102,254$6.7M1.96%
16AVANTIS INTERNATIONAL SMALL CAP VALUE ETF02507280269,381$6.5M1.89%
17ISHARES U.S. TECHNOLOGY ETF46428772132,298$6.4M1.87%
18AVANTIS EMERGING MARKETS EQUITY ETF02507260478,919$6.1M1.76%
19INVESCO QQQ TRUST SERIES IIVZ9,737$6.0M1.74%
20CHEVRON CORP NEW COMCVX36,919$5.6M1.63%