Fortitude Family Office, LLC AVEM — AVANTIS EMERGING MARKETS EQUITY ETF

Ownership history in Fortitude Family Office, LLC  ·  7 quarters on record

AI Ownership Summary

Fortitude Family Office, LLC reported AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.81% in 2025 Q2. The latest visible filing shows AVEM at 1.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortitude Family Office, LLC's position in AVANTIS EMERGING MARKETS EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVEM was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fortitude Family Office, LLC held AVEM — position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 8.2% -1.4% ✅ 72,265 -6,489 -8.2% 1.35% $7.0M 2026-07-20 $88.69
2026 Q1 REDUCED — — — 78,754 -165 -0.2% 1.42% $6.3M 2026-04-16 $87.02
2025 Q4 ADDED — — — 78,919 +608 +0.8% 1.41% $6.1M 2026-01-15 $80.56
2025 Q3 REDUCED — — — 78,311 -2,140 -2.7% 1.58% $5.9M 2025-10-17 $73.96
2025 Q2 ADDED — — — 80,451 +80,365 +93447.7% 1.81% $5.5M 2025-07-15 $67.60
2024 Q4 UNCHANGED — — — 86 — 0% 0.00% $5K 2025-01-10 $55.38
2024 Q3 INITIATED — — — 86 — — 0.00% $6K 2024-10-25 $59.58

🏢 Other funds also holding AVEM

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 2.99%

FAQ About Fortitude Family Office, LLC and AVEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fortitude Family Office, LLC reported owning AVEM?

Fortitude Family Office, LLC reported AVEM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported AVEM position in Fortitude Family Office, LLC's portfolio?

The largest reported portfolio weight for AVEM was 1.81% in 2025 Q2.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q2, when Fortitude Family Office, LLC reported 72,265 shares, equal to 1.35% of portfolio, with an estimated market value of $7.0M.

What does the chart on this AVEM ownership page compare?

The chart compares Fortitude Family Office, LLC's quarterly AVEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fortitude Family Office, LLC time their AVEM position?

Based on 13F filing dates vs. subsequent AVEM price moves, Fortitude Family Office, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on AVEM relative to SPY over the holding period was +567.5%.

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