Fortress Financial Solutions, LLC - Portfolio Stock Holdings
Fortress Financial Solutions, LLC disclosed 66 stock positions in a recent SEC 13F filing. $117,862,817 of stock holdings were filed, with the largest holdings including QQQ, IVV, and VCIT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $142,011,990 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
66Est. Stock Holding Value:
$117,862,817Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Fortress Financial Solutions, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...