Fortress Financial Solutions, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Fortress Financial Solutions, LLC held in its portfolio 59 assets valued at $97,740,025 (i.e. $97.74M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($12.73M), VANGUARD SCOTTSDALE FDS ($8.29M), and ISHARES TR ($8.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Fortress Financial Solutions, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 20713 | 12724503 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 98931 | 8285482 | INT-TERM CORP |
| ISHARES TR | 12025 | 8236422 | CORE S&P500 ETF |
| ISHARES TR | 185096 | 5730585 | PFD AND INCM SEC |
| ISHARES TR | 73715 | 4865184 | CORE S&P MCP ETF |
| APPLE INC | 17234 | 4685169 | COM |
| VANGUARD SCOTTSDALE FDS | 53051 | 4229731 | SHRT TRM CORP BD |
| ISHARES TR | 27666 | 4113639 | CORE S&P TTL STK |
| J P MORGAN EXCHANGE TRADED F | 55445 | 3173686 | EQUITY PREMIUM |
| J P MORGAN EXCHANGE TRADED F | 52671 | 3061263 | NASDAQ EQT PREM |
| ISHARES TR | 25072 | 3013165 | CORE S&P SCP ETF |
| VANGUARD WORLD FD | 10563 | 2653134 | MEGA CAP INDEX |
| NVIDIA CORPORATION | 12873 | 2400782 | COM |
| MICROSOFT CORP | 4864 | 2352089 | COM |
| VANGUARD SCOTTSDALE FDS | 19701 | 1494317 | LG-TERM COR BD |
| TAIWAN SEMICONDUCTOR MFG LTD | 4726 | 1436184 | SPONSORED ADS |
| AMAZON COM INC | 6147 | 1418851 | COM |
| VANGUARD MALVERN FDS | 17772 | 1384375 | CORE BD ETF |
| SPDR GOLD TR | 3492 | 1383770 | GOLD SHS |
| BROADCOM INC | 3663 | 1267852 | COM |
| TESLA INC | 2786 | 1252920 | COM |
| COMFORT SYS USA INC | 1283 | 1197018 | COM |
| VANGUARD WORLD FD | 9179 | 1110263 | ESG US STK ETF |
| PALANTIR TECHNOLOGIES INC | 5662 | 1006421 | CL A |
| COSTCO WHSL CORP NEW | 1080 | 931648 | COM |
| AMPHENOL CORP NEW | 6520 | 881077 | CL A |
| CARNIVAL CORP | 26299 | 803177 | UNIT 99/99/9999 |
| ALPHABET INC | 2461 | 770397 | CAP STK CL A |
| INVESCO EXCH TRADED FD TR II | 32527 | 704531 | EMRNG MKT SVRG |
| AT&T INC | 26824 | 666312 | COM |
| MONOLITHIC PWR SYS INC | 715 | 648328 | COM |
| MUELLER INDS INC | 5359 | 615214 | COM |
| AMERICAN ELEC PWR CO INC | 5172 | 596376 | COM |
| HEICO CORP NEW | 1747 | 565358 | COM |
| JPMORGAN CHASE & CO. | 1748 | 563088 | COM |
| ISHARES TR | 6558 | 528751 | IBOXX HI YD ETF |
| CORNING INC | 5876 | 514487 | COM |
| CROWDSTRIKE HLDGS INC | 1081 | 506730 | CL A |
| AMERICAN CENTY ETF TR | 6478 | 498942 | AVANTIS EMGMKT |
| ISHARES SILVER TR | 7152 | 460724 | ISHARES |
| UNITEDHEALTH GROUP INC | 1219 | 402282 | COM |
| APOLLO GLOBAL MGMT INC | 2639 | 382066 | COM |
| VANGUARD SCOTTSDALE FDS | 6177 | 370162 | INTER TERM TREAS |
| JOHNSON & JOHNSON | 1693 | 350421 | COM |
| AMGEN INC | 1055 | 345421 | COM |
| GLADSTONE CAPITAL CORP | 14914 | 308132 | COM NEW |
| FIDELITY COVINGTON TRUST | 1318 | 296212 | MSCI INFO TECH I |
| SPDR INDEX SHS FDS | 4497 | 289559 | EURO STOXX 50 |
| VANGUARD INTL EQUITY INDEX F | 3544 | 260687 | ALLWRLD EX US |
| STRYKER CORPORATION | 713 | 250735 | COM |
| ISHARES TR | 5552 | 247908 | ESG SELECT SCRE |
| BADGER METER INC | 1366 | 238184 | COM |
| SPDR S&P 500 ETF TR | 325 | 221624 | TR UNIT |
| ISHARES TR | 1944 | 213715 | TIPS BD ETF |
| INVESCO GALAXY BITCOIN ETF | 2420 | 210951 | COM SHS BEN INT |
| VANGUARD INTL EQUITY INDEX F | 1470 | 210698 | FTSE SMCAP ETF |
| UBS GROUP AG | 4492 | 208025 | SHS |
| MANHATTAN BRDG CAP INC | 147298 | 147298 | COM |
| KARTOON STUDIOS INC. | 75000 | 54000 | COM NEW |
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