Fortitude Advisory Group L.L.C. Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$235.9B

Holdings

217

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (217 positions)

#StockSharesValue% PortfolioType
101
ETENERGY TRANSFER L P
24,321$401.0M0.17%
102
VBVANGUARD INDEX FDS
1,551$400.0M0.17%
103
RTXRTX CORPORATION
2,179$399.0M0.17%
104
REAXTHE REAL BROKERAGE INC
108,425$395.0M0.17%
105
ITA*ISHARES TR
1,834$393.0M0.17%
106
NUVNUVEEN MUN VALUE FD INC
43,368$392.0M0.17%
107
CPSDCALAMOS ETF TR
15,189$382.0M0.16%
108
LMTLOCKHEED MARTIN CORP
773$373.0M0.16%
109
SHVISHARES TR
3,373$371.0M0.16%
110
MRKMERCK & CO INC
3,503$368.0M0.16%
111
KOCOCA COLA CO
5,225$365.0M0.15%
112
MCRMFS CHARTER INCOME TR
57,217$358.0M0.15%
113
JFRNUVEEN FLOATING RATE INCOME
45,781$358.0M0.15%
114
CPNMCALAMOS ETF TR
13,683$356.0M0.15%
115
VUGVANGUARD INDEX FDS
730$355.0M0.15%
116
UNHUNITEDHEALTH GROUP INC
1,056$348.0M0.15%
117
MYDBLACKROCK MUNIYIELD FD INC
33,172$347.0M0.15%
118
GLWCORNING INC
3,972$347.0M0.15%
119
XEVVXEATON VANCE LIMITED DURATION
34,824$345.0M0.15%
120
LINLINDE PLC
807$344.0M0.15%
121
AMTAMERICAN TOWER CORP NEW
1,951$342.0M0.14%
122
GBABGUGGENHEIM TAXABLE MUNICP BO
22,896$341.0M0.14%
123
7HPHP INC
15,035$334.0M0.14%
124
IEMGISHARES INC
4,960$333.0M0.14%
125
MMUWESTERN ASSET MANAGED MUNS F
31,754$331.0M0.14%
126
SYKSTRYKER CORPORATION
937$329.0M0.14%
127
XOMEXXON MOBIL CORP
2,740$329.0M0.14%
128
IIMINVESCO VALUE MUN INCOME TR
26,600$327.0M0.14%
129
HDHOME DEPOT INC
953$327.0M0.14%
130
KLMNINVESCO EXCH TRADED FD TR II
2,686$320.0M0.14%
131
BKTBLACKROCK INCOME TR INC
28,870$318.0M0.13%
132
MOALTRIA GROUP INC
5,470$315.0M0.13%
133
XNEAXNUVEEN AMT FREE QLTY MUN INC
27,087$315.0M0.13%
134
TMFSRBB FD INC
8,937$311.0M0.13%
135
HYGISHARES TR
3,848$310.0M0.13%
136
FLOTISHARES TR
6,016$305.0M0.13%
137
EMEEMCOR GROUP INC
492$301.0M0.13%
138
FTHYFIRST TR HIGH YIELD OPPRT 20
21,341$300.0M0.13%
139
NMAINUVEEN MULTI ASSET INCOME FU
22,618$294.0M0.12%
140
ETBEATON VANCE TAX MNGED BUY WR
19,241$293.0M0.12%
141
SOSOUTHERN CO
3,350$292.0M0.12%
142
BACVERIZON COMMUNICATIONS INC
7,061$287.0M0.12%
143
WELLWELLTOWER INC
1,544$286.0M0.12%
144
TTETOTALENERGIES SE
4,364$285.0M0.12%
145
NOCNORTHROP GRUMMAN CORP
497$283.0M0.12%
146
MTBM & T BK CORP
1,409$283.0M0.12%
147
DISDISNEY WALT CO
2,489$283.0M0.12%
148
BEBLOOM ENERGY CORP
3,245$281.0M0.12%
149
KMIKINDER MORGAN INC DEL
10,084$277.0M0.12%
150
PFEPFIZER INC
11,106$276.0M0.12%
151
PLTRPALANTIR TECHNOLOGIES INC
1,546$274.0M0.12%
152
QQQINEOS ETF TRUST
5,087$273.0M0.12%
153
VDCVANGUARD WORLD FD
1,290$272.0M0.12%
154
PAXSPIMCO ACCESS INCOME FUND
17,818$272.0M0.12%
155
MHDBLACKROCK MUNIHOLDINGS FD IN
23,124$271.0M0.11%
156
XYLXYLEM INC
1,995$271.0M0.11%
157
VWOVANGUARD INTL EQUITY INDEX F
4,986$268.0M0.11%
158
FIDUFIDELITY COVINGTON TRUST
3,247$267.0M0.11%
159
NMINUVEEN MUN INCOME FD INC
26,920$267.0M0.11%
160
GILDGILEAD SCIENCES INC
2,164$265.0M0.11%
161
INTUINTUIT
390$258.0M0.11%
162
PFFAETFIS SER TR I
11,812$254.0M0.11%
163
MGFMFS GOVT MKTS INCOME TR
83,929$253.0M0.11%
164
EVLNMORGAN STANLEY ETF TRUST
5,076$251.0M0.11%
165
LRCXLAM RESEARCH CORP
1,470$251.0M0.11%
166
JPCNUVEEN PFD & INCOME OPPORTUN
30,719$249.0M0.11%
167
SGOLETFS GOLD TR
6,075$249.0M0.11%
168
VNLAJANUS DETROIT STR TR
5,000$245.0M0.10%
169
NVGNUVEEN AMT FREE MUN CR INC F
19,083$241.0M0.10%
170
ODFLOLD DOMINION FREIGHT LINE IN
1,533$240.0M0.10%
171
DSMBNY MELLON STRATEGIC MUN BD
38,762$239.0M0.10%
172
PANWPALO ALTO NETWORKS INC
1,296$238.0M0.10%
173
AEPAMERICAN ELEC PWR CO INC
2,062$237.0M0.10%
174
NEENEXTERA ENERGY INC
2,934$235.0M0.10%
175
BABOEING CO
1,086$235.0M0.10%
176
NWNNORTHWEST NAT HLDG CO
5,032$235.0M0.10%
177
ALKALASKA AIR GROUP INC
4,635$233.0M0.10%
178
IVWISHARES TR
1,898$233.0M0.10%
179
ABTABBOTT LABS
1,821$228.0M0.10%
180
BMARINNOVATOR ETFS TRUST
4,192$222.0M0.09%
181
AQLTISHARES TR
9,629$221.0M0.09%
182
XEFRXEATON VANCE SR FLTNG RTE TR
19,879$221.0M0.09%
183
AEEAMEREN CORP
2,176$217.0M0.09%
184
ICFISHARES TR
3,627$216.0M0.09%
185
VLOVALERO ENERGY CORP
1,326$215.0M0.09%
186
SIVRABRDN SILVER ETF TRUST
3,157$213.0M0.09%
187
GSLCGOLDMAN SACHS ETF TR
1,574$208.0M0.09%
188
VCITVANGUARD SCOTTSDALE FDS
2,473$207.0M0.09%
189
PNCPNC FINL SVCS GROUP INC
993$207.0M0.09%
190
IQIINVESCO QUALITY MUN INCOME T
20,861$207.0M0.09%
191
BKNBLACKROCK INVT QUALITY MUN T
18,359$205.0M0.09%
192
BLWBLACKROCK LTD DURATION INCOM
14,853$204.0M0.09%
193
DUKDUKE ENERGY CORP NEW
1,732$202.0M0.09%
194
DMLDENISON MINES CORP
75,000$199.0M0.08%
195
MUABLACKROCK MUNIASSETS FD INC
18,189$194.0M0.08%
196
MHFWESTERN ASSET MUN HIGH INCOM
27,652$190.0M0.08%
197
KIOKKR INCOME OPPORTUNITIES FD
16,066$186.0M0.08%
198
LEOBNY MELLON STRATEGIC MUNS IN
27,876$177.0M0.08%
199
PIMPUTNAM MASTER INTER INCOME T
52,819$176.0M0.07%
200
PFLPIMCO INCOME STRATEGY FD
20,472$172.0M0.07%
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