Fortress Wealth Management, Inc. Portfolio Holdings

Fortress Wealth Management, Inc.

  • $186 Million
  • Q3 2025

Fortress Wealth Management, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $186 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $25.1M, Dimensional ETF Tr Dimensional with a value of $18.2M, Dimensional ETF Tr with a value of $16.7M, J P Morgan Exchange Traded Fd with a value of $15.7M, and Dimensional ETF Tr Dimensional with a value of $12.5M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $175M to 186M.

Below you can find more details about Fortress Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $186 Million
ETFs: $129 Million
Financial Services: $10.2 Million
Technology: $1.61 Million
Healthcare: $370,000
Energy: $368,000
Industrials: $304,000
Communication Services: $278,000
Utilities: $250,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$3.02 Million 1.62% of portfolio
4
Q4 2021 New
$4.36T
$1.61 Million 0.87% of portfolio
6,340
Q3 2025 Added 1.23%
$564B
$382,000 0.2% of portfolio
1,121
Q3 2025 Added 0.09%
$478B
$368,000 0.2% of portfolio
3,271
Q3 2025 Added 0.49%
$340B
$304,000 0.16% of portfolio
1,012
Q1 2025 New
$485B
$278,000 0.15% of portfolio
232
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $186 Million
  • Prior Value $175 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Fortress Wealth Management, Inc. Portfolio

Follow Fortress Wealth Management, Inc. 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 Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email