Fortress Wealth Group, LLC Portfolio Holdings

Fortress Wealth Group, LLC

  • $218 Million
  • Q4 2025

Fortress Wealth Group, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $218 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $39.3M, Vanguard Value ETF with a value of $28.5M, Invesco Qqq Trust, Series 1 with a value of $20.5M, Fidelity Merrimack Str Tr Tota with a value of $10.7M, and Spdr S&P 500 ETF Trust with a value of $8.58M.

Examining the 13F form we can see an increase of $256K in the current position value, from $218M to 218M.

Fortress Wealth Group, LLC is based out at Orlando, FL

Below you can find more details about Fortress Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $141 Million
Technology: $30.8 Million
Financial Services: $11.3 Million
Industrials: $7.62 Million
Consumer Cyclical: $7.59 Million
Communication Services: $5.33 Million
Healthcare: $4.01 Million
Energy: $2.76 Million
Other: $7.03 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.23B
$654,000 0.3% of portfolio
27,695
Q3 2025 New
$2.6B
$141,000 0.06% of portfolio
6,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $218 Million
  • Prior Value $218 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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