Fortress Financial Group, LLC Portfolio Holdings

Fortress Financial Group, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $15.6B, Ishares Core S&P U.S. Value Et with a value of $14.5B, Fidelity Covington Trust with a value of $11.4B, Invesco S&P 500 Equal Weight E with a value of $9.56B, and Ishares S&P Small Cap 600 Grow with a value of $7.25B.

Examining the 13F form we can see an increase of $5.03B in the current position value, from $130B to 135B.

Fortress Financial Group, LLC is based out at Rochester, MN

Below you can find more details about Fortress Financial Group, LLC portfolio as well as his latest detailed transactions.