Back to investors
FORTRESS FINANCIAL SOLUTIONS, LLC
FORTRESS FINANCIAL SOLUTIONS, LLC
Latest filing: 2026-03-31
FORTRESS FINANCIAL SOLUTIONS, LLC runs FORTRESS FINANCIAL SOLUTIONS, LLC and currently holds 56 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $95.71M. Their top holdings are QQQ, VCIT, IVV, PFF, IJH. The top five represent 40.2% of reported portfolio weight. FORTRESS FINANCIAL SOLUTIONS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FORTRESS FINANCIAL SOLUTIONS, LLC initiated 6 new positions. They added to 27 existing positions. They trimmed 21 positions. Their current best-performing preview position is GLW with returns of +55.29%.
Sign in to enable email alerts for this investor.
Showper page
56 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 11.38% | $515.31 | $713.44 | +38.45% | Trimmed -8.92% |
 VCIT VANGUARD SCOTTSDALE FDS | 9.01% | $81.01 | $81.05 | +0.05% | Added +5.32% |
 IVV ISHARES TR | 8.62% | $610.38 | $769.30 | +26.04% | Added +5.06% |
 PFF ISHARES TR | 6.12% | $31.21 | $30.46 | -2.40% | Added +4.32% |
 IJH ISHARES TR | 5.05% | $62.64 | $76.75 | +22.53% | Trimmed -2.89% |
 VCSH VANGUARD SCOTTSDALE FDS | 4.72% | $78.67 | $78.59 | -0.10% | Added +7.43% |
 AAPL APPLE INC | 4.46% | $248.46 | $309.35 | +24.51% | Trimmed -2.36% |
 ITOT ISHARES TR | 3.77% | $128.62 | $167.98 | +30.60% | Trimmed -8.35% |
 JEPI J P MORGAN EXCHANGE TRADED F | 3.49% | $57.39 | $57.91 | +0.90% | Added +6.39% |
 JEPQ J P MORGAN EXCHANGE TRADED F | 3.40% | $56.93 | $59.84 | +5.11% | Added +11.20% |
Showing 1-10 of 56