Fortress Financial Group, LLC Purchases and Sells in Q3 2025

Fortress Financial Group, LLC

$130 Billion
Q3 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIDELITY COVINGTON TRUST	44.7K + 18.74%	N/A	283K $10.6B
IUSG	1.11K + 1.23%	$148.97 - $165.88 $165K - $184K	91.3K $15B
IUSV	4.4K + 3.32%	$94.17 - $99.95 $415K - $440K	137K $13.7B
IJS	3.01K + 5.22%	$98.99 - $112.2 $298K - $338K	60.6K $6.71B
IJT	2.5K + 5.65%	$131.47 - $143.64 $329K - $359K	46.8K $6.62B
IJR	3.14K + 9.57%	$108.46 - $120.63 $341K - $379K	36K $4.28B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.57K New	$303.93 - $329.86 $476K - $517K	1.57K $514M
BSV	4.98K New	$78.11 - $79.07 $389K - $394K	4.98K $393M
IEMG	7.14K New	N/A	7.14K $356M
BND	4.71K New	$72.57 - $74.72 $342K - $352K	4.71K $350M
PII	4.24K New	$44.87 - $59.95 $190K - $254K	4.24K $246M
GOVT	9.71K New	$22.64 - $23.22 $220K - $226K	9.71K $225M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	-21.9K - 17.35%	N/A	104K $2.92B
ALERUS FINL CORP	-18.3K - 21.4%	N/A	67.3K $1.49B
UPS	-297 - 5.13%	$82.58 - $105.54 $24.5K - $31.3K	5.49K $459M
IEFA	-787 - 17.34%	$81.7 - $87.53 $64.3K - $68.9K	3.75K $334M
WTBA	-1.23K - 6.4%	$17.8 - $21.14 $21.9K - $26.1K	18K $366M
AMZN	-43 - 0.54%	$211.65 - $238.24 $9.1K - $10.2K	7.9K $1.73B

Activity Summary All Purchases 57 New Holdings 8 Increased Positions 49 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.