Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $175 Million
  • Prior Value $164 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 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.