Fortress Wealth Group, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $30.4M, Vanguard Growth ETF with a value of $26.5M, Invesco Qqq Trust, Series 1 with a value of $18.5M, Fidelity Merrimack Str Tr Tota with a value of $10M, and Spdr S&P 500 ETF Trust with a value of $8.01M.
Examining the 13F form we can see an increase of $8.42M in the current position value, from $194M to 203M.
Fortress Wealth Group, LLC is based out at Orlando, FL
Below you can find more details about Fortress Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
ETFs: $134 Million
Technology: $27.3 Million
Financial Services: $10.4 Million
Industrials: $7.67 Million
Consumer Cyclical: $6.97 Million
Communication Services: $4.92 Million
Healthcare: $3.28 Million
Energy: $2.52 Million
Other: $5.57 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
