account_balance

Investment manager · 13F filer · SEC CIK 2054451

Fortress Financial Group, LLC

Reported value$205Mas of Sep 30, 2026
Positions78 45 new, 59 sold out
Top 10 weight72.7%SCHX alone is 25%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHX Schwab Strategic Tr 25.2% Added +7%
FENI Fidelity Covington Trust 13.8% Added +7%
AVEM American Centy ETF Tr 8.8% Added +8%
VO Vanguard Index FDS 7.8% Added +8%
AVUV American Centy ETF Tr 7.0% Added +7%
IUSG iShares Tr 2.6% Trimmed −10%
QQQ Invesco QQQ Tr 2.3% New
RSP Invesco Exchange Traded Fd T 2.0% Trimmed −3%
SPY SPDR S&P 500 ETF Trust 1.7% New
IUSV iShares Tr 1.6% Trimmed −10%
IWF iShares Tr 1.4% Held
IWD iShares Tr 1.3% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • QQQ $4.63M
  • SPY $3.47M
  • IVV $2.36M
  • VOO $2.3M
arrow_upwardAdded
  • VO +8%
  • AVEM +8%
  • FENI +7%
  • SCHX +7%
arrow_downwardTrimmed
  • FELC −19%
  • IJS −12%
  • FBND −11%
  • IUSV −10%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist