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FORTRESS FINANCIAL SOLUTIONS, LLC 13F portfolio summary

FORTRESS FINANCIAL SOLUTIONS, LLC of FORTRESS FINANCIAL SOLUTIONS, LLC has 56 current stock holdings with a reported portfolio value of $95.7M. The portfolio 1 year return is +15.86%. Top holdings include SPY (0.00%), QQQ (0.00%), PFF (0.00%), VCIT (10.95%), IVV (10.48%).

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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 229 among the investors we track. The portfolio is valued at approximately $95.71M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FORTRESS FINANCIAL SOLUTIONS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FORTRESS FINANCIAL SOLUTIONS, LLC's portfolio at FORTRESS FINANCIAL SOLUTIONS, LLC has delivered returns of +15.86%. Their 3-year annualized return is +10.01%. Looking at the 5-year horizon, FORTRESS FINANCIAL SOLUTIONS, LLC has achieved +10.01% annualized returns at FORTRESS FINANCIAL SOLUTIONS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.86%
#0/1000
3 Year
+10.01%
#0/1000
5 Year
+10.01%
#0/1000

Portfolio Value

$95.71M

Alpha Score

9.9

#0 of 1000

Holdings

56

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
FORTRESS FINANCIAL SOLUTIONS, LLC 13F Portfolio | FORTRESS FINANCIAL SOLUTIONS, LLC Holdings | Insider Edges