Fortitude Advisory Group L.L.C.
RIA/Wealth
Fortitude Advisory Group L.L.C. is a RIA/Wealth based in Austin, TX led by Craig Douglas Johnsen, reporting $416.9M in AUM as of Q3 2025 with 34% Technology concentration.
CCOCraig Douglas Johnsen
- Portfolio Value
- $185.7M
- Positions
- 215
- Top Holding
- NVDA at 12.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Fortitude Advisory Group L.L.C.'s portfolio (40.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $23.7M | 12.75% | -$1.8M Sold | 0.00% 126.9K shares | |
Software - Infrastructure Technology | $14.2M | 7.64% | +$88.6K Bought | 0.00% 27.4K shares | |
Consumer Electronics Technology | $6.9M | 3.73% | -$441.8K Sold | 0.00% 27.2K shares | |
ETF ETF | $6.5M | 3.50% | -$420.4K Sold | — 9.8K shares | |
Specialty Retail Consumer Cyclical | $6.0M | 3.23% | -$193.2K Sold | 0.00% 27.4K shares | |
Semiconductors Technology | $4.7M | 2.55% | +$335.5K Bought | 0.00% 14.3K shares | |
Unknown Unknown | $3.7M | 2.01% | -$344.2K Sold | — 75.0K shares | |
Rental & Leasing Services Industrials | $3.4M | 1.83% | -$220.9K Sold | 0.02% 20.3K shares | |
Aerospace & Defense Industrials | $3.2M | 1.71% | +$761.4K Bought | 0.95% 397.0K shares | |
Discount Stores Consumer Defensive | $3.1M | 1.68% | -$120.3K Sold | 0.00% 3.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Fortitude Advisory Group L.L.C.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Fortitude Advisory Group L.L.C.
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