Fortress Financial Group, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $13B, Ishares Core S&P U.S Growth Et with a value of $12.2B, Blackrock ETF Trust with a value of $9.09B, Invesco S&P 500 Equal Weight E with a value of $7.03B, and Goldman Sachs ETF Tr Activebet with a value of $4.19B.

Examining the 13F form we can see an decrease of $406M in the current position value, from $101B to 100B.

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.

Portfolio value $100 Billion
ETFs: $70.9 Billion
Financial Services: $4 Billion
Technology: $3.74 Billion
Consumer Cyclical: $2.98 Billion
Industrials: $2.39 Billion
Healthcare: $2 Billion
Consumer Defensive: $1.66 Billion
Communication Services: $510 Million
Other: $729 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $100 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Fortress Financial Group, LLC Portfolio

Follow Fortress Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortress Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortress Financial Group, LLC with notifications on news.