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Fortress Financial Solutions, LLC - Portfolio Stock Holdings

Fortress Financial Solutions, LLC disclosed 65 stock positions in a recent SEC 13F filing. $94,970,164 of stock holdings were filed, with the largest holdings including QQQ, VCIT, and IVV. This filing represented positions held on March 31, 2026, and was filed on May 4, 2026.

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:

March 31, 2026

No. of Stocks:

65

Est. Stock Holding Value:

$94,970,164

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Fortress Financial Solutions, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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