Fortress Financial Group, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 82 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 $15B, Ishares Core S&P U.S. Value Et with a value of $13.7B, Fidelity Covington Trust with a value of $10.6B, Invesco S&P 500 Equal Weight E with a value of $9.12B, and Ishares S&P Smallcap 600 Value with a value of $6.71B.
Examining the 13F form we can see an increase of $12.4B in the current position value, from $118B to 130B.
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.
