Fortress Wealth Management, Inc. Purchases in Q3 2025

Fortress Wealth Management, Inc.

  • $186 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
20.6K
+ 6.04%
$42.66 - $46.53 $879K - $959K
362K $16.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
48.3K
+ 13.26%
$28.69 - $30.59 $1.39M - $1.48M
413K $12.5M
AVLV
American Centy ETF Tr Avantis
1.14K
+ 0.33%
$68.33 - $72.69 $77.6K - $82.6K
347K $25.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
682
+ 1.21%
$50.79 - $76.4 $34.6K - $52.1K
57.2K $4.37M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.26K
+ 1.74%
$35.76 - $37.93 $295K - $313K
482K $18.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
55.9K
New
$22.9 - $24.1 $1.28M - $1.35M
55.9K $1.33M
AVDV
American Centy ETF Tr Avantis

ETFs
1.29K
+ 2.02%
$79.24 - $89.03 $103K - $115K
65.4K $5.82M
AVUV
American Centy ETF Tr Avantis

ETFs
3.78K
+ 26.53%
$90.37 - $102.12 $342K - $386K
18K $1.8M
AVES
American Centy ETF Tr Avantis

ETFs
1.59K
+ 1.61%
$53.51 - $57.96 $84.9K - $91.9K
100K $5.75M
SRLN
Ssga Active Trust

ETFs
8.6K
+ 13.38%
$41.28 - $41.65 $355K - $358K
72.8K $3.03M
VTI
Vanguard Total Stock Market Et

ETFs
214
+ 2.58%
$303.93 - $329.86 $65K - $70.6K
8.51K $2.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
290
+ 17.97%
$617.65 - $666.84 $179K - $193K
1.9K $1.27M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
1.43K
+ 0.41%
$22.18 - $22.83 $31.8K - $32.7K
353K $8.03M
IQDF
Flexshares International Quali

ETFs
6K
+ 19.07%
$27.02 - $28.94 $162K - $174K
37.5K $1.07M
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.39K
New
$29.2 - $32.74 $187K - $209K
6.39K $203K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.76K
+ 2.88%
$50.23 - $50.48 $189K - $190K
134K $6.74M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.6K
+ 4.62%
$36.04 - $38.78 $57.8K - $62.2K
36.3K $1.4M
EFV
Msci Eafe Value ETF

ETFs
128
+ 0.52%
$62.79 - $68.42 $8.04K - $8.76K
24.8K $1.69M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
389
+ 0.71%
$21.69 - $23.34 $8.44K - $9.08K
55.5K $1.29M
DFAE
Dimensional ETF Tr

ETFs
359
+ 1.57%
$28.84 - $31.84 $10.4K - $11.4K
23.2K $731K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2
+ 0.01%
$42.28 - $45.71 $84.6 - $91.4
22.3K $1.02M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
467
+ 4.27%
$100.37 - $100.74 $46.9K - $47K
11.4K $1.15M
SRE
Sempra Energy

Utilities
9
+ 0.32%
$74.14 - $89.98 $667 - $810
2.79K $250K
AVUS
American Centy ETF Tr Avantis

ETFs
11
+ 0.26%
$101.2 - $109.16 $1.11K - $1.2K
4.27K $463K
DFIC
Dimensional ETF Tr Dimensional

ETFs
484
+ 6.41%
$30.76 - $33.01 $14.9K - $16K
8.04K $263K
AVIV
American Centy ETF Tr Avantis
1
+ 0.02%
$61.83 - $67.44 $61.8 - $67.4
5.07K $341K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
18
+ 0.17%
$41.91 - $44.87 $754 - $808
10.7K $478K
XOM
Exxon Mobil Corp

Energy
16
+ 0.49%
$105.83 - $117.22 $1.69K - $1.88K
3.27K $368K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
289
+ 2.61%
$20.76 - $21.78 $6K - $6.29K
11.4K $245K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
42
+ 0.7%
$50.09 - $50.73 $2.1K - $2.13K
6.02K $304K
AMGN
Amgen Inc

Healthcare
1
+ 0.08%
$271.18 - $309.22 $271 - $309
1.31K $370K
NEAR
Blackrock Short Maturity Bond

ETFs
18
+ 0.35%
$50.8 - $51.32 $914 - $924
5.24K $268K
Goldman Sachs ETF Tr
15.5K
+ 64.32%
N/A
39.6K $0
Ea Series Trust
441
+ 7.06%
N/A
6.69K $0
Calamos ETF Tr
203K
New
N/A
203K $0
Bondbloxx ETF Trust
6.94K
+ 36.21%
N/A
26.1K $0
American Centy ETF Tr
1
+ 0.02%
N/A
4.13K $0
V
Visa Inc.

Financial Services
1
+ 0.09%
$332.09 - $358.86 $332 - $359
1.12K $382K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.03%
$484.94 - $564.15 $970 - $1.13K
6.94K $3.38M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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