Fortress Wealth Group, LLC Portfolio Holdings

Fortress Wealth Group, LLC

  • $203 Million
  • Q2 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.87B
$242,000 0.12% of portfolio
20,425
Q2 2025 Added 78.71%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $203 Million
  • Prior Value $194 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Fortress Wealth Group, LLC Portfolio

Follow Fortress Wealth 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 Wealth Group, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email