Fortress Financial Solutions, LLC Portfolio Holdings

Fortress Financial Solutions, LLC

  • $79.7 Billion
  • Q2 2025

Fortress Financial Solutions, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $79.7 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $10.8B, Vanguard Intermediate Term Cor with a value of $7.2B, Ishares Core S&P 500 ETF with a value of $5.38B, Ishares Trust Ishares Pfd And with a value of $5.15B, and Ishares Core S&P Mid Cap ETF with a value of $4.08B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $69.1B to 79.7B.

Fortress Financial Solutions, LLC is based out at Tucson, AZ

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

Portfolio value $79.7 Billion
ETFs: $56.3 Billion
Technology: $10.9 Billion
Consumer Cyclical: $2.95 Billion
Financial Services: $1.87 Billion
Industrials: $1.83 Billion
Communication Services: $1.78 Billion
Consumer Defensive: $1.58 Billion
Healthcare: $925 Million
Other: $818 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$3.64 Billion 4.57% of portfolio
17,737
Q2 2025 Added 1.81%
$456B
$1.75 Billion 2.19% of portfolio
11,074
Q2 2025 Added 16.79%
$2.26T
$1.27 Billion 1.6% of portfolio
5,809
Q2 2025 Added 4.91%
$3.95T
$1.17 Billion 1.47% of portfolio
2,351
Q2 2025 Added 4.07%
$1.27T
$1.07 Billion 1.35% of portfolio
4,736
Q1 2025 Added 7.27%
$439B
$1.06 Billion 1.32% of portfolio
1,067
Q2 2025 Added 3.49%
$127B
$1.05 Billion 1.31% of portfolio
3,799
Q2 2025 Added 17.87%
$1.08T
$999 Million 1.25% of portfolio
3,145
Q2 2025 Added 7.85%
$203B
$913 Million 1.14% of portfolio
31,532
Q2 2025 Added 1.43%
$25.7B
$719 Million 0.9% of portfolio
1,341
Q2 2025 Reduced 1.54%
$33B
$673 Million 0.84% of portfolio
23,919
Q4 2024 New
$86.8B
$647 Million 0.81% of portfolio
4,561
Q2 2025 Added 1.65%
$66.5B
$605 Million 0.76% of portfolio
6,129
Q2 2025 Reduced 3.42%
$368B
$524 Million 0.66% of portfolio
3,288
Q2 2025 Added 2.72%
$39.5B
$518 Million 0.65% of portfolio
709
Q2 2025 Added 1.72%
$182B
$454 Million 0.57% of portfolio
10,483
Q2 2025 Added 4.62%
$17.1B
$413 Million 0.52% of portfolio
1,260
Q2 2025 Added 1.12%
$1.21T
$417 Million 0.52% of portfolio
2,369
Q2 2025 Added 0.59%
$10B
$406 Million 0.51% of portfolio
839
Q2 2025 Added 2.57%
$4.46B
$408 Million 0.51% of portfolio
4,546
Q2 2025 Added 2.48%
$55.6B
$383 Million 0.48% of portfolio
7,284
Q2 2025 Reduced 0.95%
$23.8B
$372 Million 0.47% of portfolio
22,217
Q2 2025 Added 10.92%
$57.5B
$378 Million 0.47% of portfolio
3,646
Q2 2025 Reduced 0.9%
$142B
$354 Million 0.44% of portfolio
895
Q2 2025 Added 3.83%
$141B
$320 Million 0.4% of portfolio
4,603
Q2 2025 Added 1.34%
$152B
$317 Million 0.4% of portfolio
1,135
Q2 2025 Added 1.16%
$6.81B
$288 Million 0.36% of portfolio
6,012
Q2 2025 Reduced 1.51%
$3.68B
$263 Million 0.33% of portfolio
650
Q2 2025 New
$112B
$254 Million 0.32% of portfolio
3,686
Q2 2025 Added 2.02%
$126B
$221 Million 0.28% of portfolio
6,528
Q2 2025 New
$859B
$226 Million 0.28% of portfolio
779
Q2 2025 New
$62.5M
$120 Million 0.15% of portfolio
120,282
Q2 2025 Added 3.91%
-
$238,000 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $79.7 Billion
  • Prior Value $69.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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