0001928999-26-000003.txt : 20260428
0001928999-26-000003.hdr.sgml : 20260428
20260428170836
ACCESSION NUMBER: 0001928999-26-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20260331
FILED AS OF DATE: 20260428
DATE AS OF CHANGE: 20260428
EFFECTIVENESS DATE: 20260428
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Fortitude Advisory Group L.L.C.
CENTRAL INDEX KEY: 0001928999
ORGANIZATION NAME:
EIN: 000000000
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22547
FILM NUMBER: 26909127
BUSINESS ADDRESS:
STREET 1: 7195 WAGNER WAY NW, STE 104
CITY: GIG HARBOR
STATE: WA
ZIP: 98335
BUSINESS PHONE: 253.470.4977
MAIL ADDRESS:
STREET 1: 7195 WAGNER WAY NW, STE 104
CITY: GIG HARBOR
STATE: WA
ZIP: 98335
13F-HR
1
primary_doc.xml
X0202
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true
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0001928999
XXXXXXXX
03-31-2026
03-31-2026
Fortitude Advisory Group L.L.C.
7195 WAGNER WAY NW, STE 104
GIG HARBOR
WA
98335
13F HOLDINGS REPORT
028-22547
N
Craig Johnsen
Chief Compliance Officier
2534704977
Craig D Johnsen
Gig Harbor
WA
04-28-2026
0
226
222310065
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fortitudeadvisorygrp_13f.xml
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0
1344
PFIZER INC
COM
717081103
285543
10169
SH
SOLE
0
0
0
10169
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
3706610
74881
SH
SOLE
0
0
0
74881
PIMCO ACCESS INCOME FUND
SHS BENFIN INT
72203T100
256757
17818
SH
SOLE
0
0
0
17818
PIMCO ETF TR
ACTIVE BD ETF
72201R775
379271
4110
SH
SOLE
0
0
0
4110
PIMCO INCOME STRATEGY FD
COM
72201H108
163776
20472
SH
SOLE
0
0
0
20472
PNC FINL SVCS GROUP INC
COM
693475105
215997
1038
SH
SOLE
0
0
0
1038
PROCTER & GAMBLE CO
COM
742718109
751486
5203
SH
SOLE
0
0
0
5203
PROSHARES TR
PSHS ULT SEMICDT
74347R669
233325
4866
SH
SOLE
0
0
0
4866
PUTNAM MANAGED MUN INCOME TR
COM
746823103
112453
18285
SH
SOLE
0
0
0
18285
PUTNAM MASTER INTER INCOME T
SH BEN INT
746909100
172717
52819
SH
SOLE
0
0
0
52819
PUTNAM PREMIER INCOME TR
SH BEN INT
746853100
63495
17886
SH
SOLE
0
0
0
17886
QUALCOMM INC
COM
747525103
530316
4118
SH
SOLE
0
0
0
4118
QUANTA SVCS INC
COM
74762E102
1693727
3085
SH
SOLE
0
0
0
3085
RBB FD INC
MOTLEY FOOL SML
74933W874
291104
9097
SH
SOLE
0
0
0
9097
ROCKWELL AUTOMATION INC
COM
773903109
411520
1147
SH
SOLE
0
0
0
1147
RTX CORPORATION
COM
75513E101
396961
2058
SH
SOLE
0
0
0
2058
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1445814
56389
SH
SOLE
0
0
0
56389
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
492005
16919
SH
SOLE
0
0
0
16919
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
910079
31242
SH
SOLE
0
0
0
31242
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
748196
24531
SH
SOLE
0
0
0
24531
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
440229
14349
SH
SOLE
0
0
0
14349
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
996355
32182
SH
SOLE
0
0
0
32182
SHELL PLC
SPON ADS
780259305
247566
2662
SH
SOLE
0
0
0
2662
SKEENA RES LTD NEW
COM
83056P715
1331961
44817
SH
SOLE
0
0
0
44817
SLB LIMITED
COM STK
806857108
885604
17233
SH
SOLE
0
0
0
17233
SOUTHERN CO
COM
842587107
328731
3406
SH
SOLE
0
0
0
3406
SPDR GOLD TR
GOLD SHS
78463V107
713851
1659
SH
SOLE
0
0
0
1659
SPDR SERIES TRUST
STATE STREET SPD
78464A102
597866
2342
SH
SOLE
0
0
0
2342
SPROTT ASSET MANAGEMENT LP
PHYSICAL GOLD TR
85207H104
891529
25156
SH
SOLE
0
0
0
25156
STARBUCKS CORP
COM
855244109
548153
6118
SH
SOLE
0
0
0
6118
STATE STR SPDR S&P 500 ETF T
TR UNIT
78462F103
5854361
9002
SH
SOLE
0
0
0
9002
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS
874039100
724227
2143
SH
SOLE
0
0
0
2143
TALEN ENERGY CORP
COM
87422Q109
1144759
3586
SH
SOLE
0
0
0
3586
TESLA INC
COM
88160R101
2230872
6001
SH
SOLE
0
0
0
6001
THE REAL BROKERAGE INC
COM NEW
75585H206
156438
62575
SH
SOLE
0
0
0
62575
THERMO FISHER SCIENTIFIC INC
COM
883556102
486123
989
SH
SOLE
0
0
0
989
TJX COS INC NEW
COM
872540109
722889
4527
SH
SOLE
0
0
0
4527
TORTOISE ENERGY INFRSTRCTR C
COM
89147L886
204036
4093
SH
SOLE
0
0
0
4093
TOTALENERGIES SE
ACT
F92124100
396127
4354
SH
SOLE
0
0
0
4354
TRANSDIGM GROUP INC
COM
893641100
297853
257
SH
SOLE
0
0
0
257
UNITEDHEALTH GROUP INC
COM
91324P102
281752
1041
SH
SOLE
0
0
0
1041
VALERO ENERGY CORP
COM
91913Y100
327628
1326
SH
SOLE
0
0
0
1326
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
845019
11475
SH
SOLE
0
0
0
11475
VANGUARD BD INDEX FDS
VANGUARD ULTRA
92203C303
27308025
548519
SH
SOLE
0
0
0
548519
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1669955
2795
SH
SOLE
0
0
0
2795
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
2695328
9019
SH
SOLE
0
0
0
9019
VANGUARD INDEX FDS
VALUE ETF
922908744
2444046
12457
SH
SOLE
0
0
0
12457
VANGUARD INDEX FDS
MID CAP ETF
922908629
1089999
3796
SH
SOLE
0
0
0
3796
VANGUARD INDEX FDS
SMALL CP ETF
922908751
532822
2034
SH
SOLE
0
0
0
2034
VANGUARD INDEX FDS
GROWTH ETF
922908736
727779
1666
SH
SOLE
0
0
0
1666
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1121434
3496
SH
SOLE
0
0
0
3496
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
303257
5611
SH
SOLE
0
0
0
5611
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
498511
4545
SH
SOLE
0
0
0
4545
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
258172
4335
SH
SOLE
0
0
0
4335
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
237205
2867
SH
SOLE
0
0
0
2867
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1634026
7598
SH
SOLE
0
0
0
7598
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
495360
7730
SH
SOLE
0
0
0
7730
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
604840
4084
SH
SOLE
0
0
0
4084
VANGUARD WORLD FD
INF TECH ETF
92204A702
535978
768
SH
SOLE
0
0
0
768
VANGUARD WORLD FD
CONSUM STP ETF
92204A207
289825
1290
SH
SOLE
0
0
0
1290
VERIZON COMMUNICATIONS INC
COM
92343V104
348449
6941
SH
SOLE
0
0
0
6941
VERTIV HOLDINGS CO
COM CL A
92537N108
1579155
6302
SH
SOLE
0
0
0
6302
VISA INC
COM CL A
92826C839
529293
1751
SH
SOLE
0
0
0
1751
VISTRA CORP
COM
92840M102
607484
4041
SH
SOLE
0
0
0
4041
WALMART INC
COM
931142103
1297294
10438
SH
SOLE
0
0
0
10438
WELLTOWER INC
COM
95040Q104
303287
1534
SH
SOLE
0
0
0
1534
WESTERN ASSET MANAGED MUNS F
COM
95766M105
326431
31754
SH
SOLE
0
0
0
31754
WESTERN ASSET MUN HIGH INCOM
COM
95766N103
191905
27652
SH
SOLE
0
0
0
27652
WESTWATER RES INC
COM NEW
961684206
18112
27699
SH
SOLE
0
0
0
27699
XYLEM INC
COM
98419M100
238402
1995
SH
SOLE
0
0
0
1995