— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

FORTRESS FINANCIAL GROUP, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$118M
+17.9%
Holdings
82
+8
New Purchases
13
Added To
45
Closed
4
Reduced
11
Top 10 Concentration
59.8%
Turnover
20.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FELC 6.96% 0.00% +6.96% $8M
IBM 1.95% 0.00% +1.95% $2M
IJR 3.04% 1.85% +1.19% $4M
IJT 4.99% 3.86% +1.13% $6M
IJS 4.86% 3.78% +1.07% $6M
GSLC 4.87% 4.19% +0.68% $6M
NVDA 1.03% 0.61% +0.42% $1M
IJH 1.10% 0.72% +0.38% $1M
GOOG 0.30% 0.00% +0.30% $357K
GEV 0.26% 0.00% +0.26% $306K
MSFT 1.40% 1.14% +0.25% $2M
AMZN 1.48% 1.26% +0.22% $2M
QUAL 0.53% 0.32% +0.21% $624K
TT 0.21% 0.00% +0.21% $247K
AXON 0.19% 0.00% +0.19% $229K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BIDD 2.92% 9.08% -6.16% $3M
IUSV 10.62% 12.99% -2.37% $13M
FBND 1.77% 3.40% -1.63% $2M
IEFA 0.32% 1.41% -1.09% $379K
IUSG 11.50% 12.22% -0.72% $14M
SCHP 0.00% 0.68% -0.68% $0
ISTB 0.00% 0.50% -0.50% $0
IWD 2.07% 2.47% -0.41% $2M
AAPL 1.58% 1.98% -0.40% $2M
GCC 0.35% 0.64% -0.29% $418K
TLT 0.00% 0.28% -0.28% $0
USO 0.00% 0.26% -0.26% $0
UNH 0.26% 0.52% -0.25% $311K
BRK-B 0.66% 0.91% -0.25% $780K
AMGN 0.69% 0.91% -0.22% $813K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 30 $26M 22.3%
Large Cap 40 $64M 54.6%
Mid Cap 8 $21M 18.0%
Small Cap 3 $6M 4.8%
Micro Cap 1 $418K 0.4%

Portfolio Analytics

Avg Market Cap
$440.4B
Median Market Cap
$101.7B
Avg P/E
34.5
Median P/E
24.5
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
47
# ETFs / Funds
35

Top Holdings (82 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IUSG 11.50% 90,239 $14M $150.40 $1M -6,058 -6.3%
2 IUSV 10.62% 132,556 $13M $94.63 -$473K -8,485 -6.0%
3 RSP 7.18% 46,648 $8M $181.74 $1M +6,086 +15.0%
4 FELC 6.96% 238,410 $8M $34.49 +238,410 NEW
5 IJT 4.99% 44,253 $6M $133.04 $2M +13,211 +42.6%
6 GSLC 4.87% 47,379 $6M $121.38 $2M +9,282 +24.4%
7 IJS 4.86% 57,636 $6M $99.49 $2M +18,756 +48.2%
8 IJR 3.04% 32,845 $4M $109.29 $2M +15,158 +85.7%
9 BIDD 2.92% 126,178 $3M $27.28 -$6M -225,105 -64.1%
10 QQQ 2.90% 6,217 $3M $551.65 $643K +274 +4.6%
11 SPY 2.56% 4,895 $3M $617.79 $303K +30 +0.6%
12 IWF 2.24% 6,235 $3M $424.56 $311K -236 -3.6%
13 IWD 2.07% 12,553 $2M $194.23 -$36K -597 -4.5%
14 IBM 1.95% 7,824 $2M $294.79 +7,824 NEW
15 FBND 1.77% 45,732 $2M $45.75 -$1M -28,977 -38.8%
16 IVV 1.69% 3,207 $2M $620.97 $246K +101 +3.2%
17 AAPL 1.58% 9,112 $2M $204.51 -$121K +179 +2.0%
18 ALRS 1.57% 85,623 $2M $21.64 $277K +276 +0.3%
19 AMZN 1.48% 7,941 $2M $219.38 $480K +1,306 +19.7%
20 MSFT 1.40% 3,312 $2M $497.38 $502K +260 +8.5%
21 IJH 1.10% 20,849 $1M $62.04 $576K +8,556 +69.6%
22 NVDA 1.03% 7,684 $1M $157.99 $602K +2,035 +36.0%
23 FAST 0.99% 27,762 $1M $42.00 $95K +13,955 +101.1%
24 IVW 0.95% 10,215 $1M $110.10 $176K
25 TSLA 0.80% 2,989 $949K $317.62 $200K +98 +3.4%
26 HRL 0.76% 29,665 $897K $30.25 -$42K -693 -2.3%
27 AMGN 0.69% 2,912 $813K $279.19 -$94K +1 +0.0%
28 BRK-B 0.66% 1,708 $780K $456.42 -$130K
29 JPM 0.65% 2,648 $768K $289.90 $139K +84 +3.3%
30 VEA 0.65% 13,457 $767K $57.01 $84K +9 +0.1%
31 IVE 0.60% 3,646 $713K $195.42 $18K
32 GE 0.53% 2,442 $629K $257.43 $141K +4 +0.2%
33 QUAL 0.53% 3,415 $624K $182.84 $309K +1,568 +84.9%
34 UPS 0.49% 5,788 $584K $100.95 -$46K +54 +0.9%
35 GLD 0.45% 1,726 $526K $304.83 $21K -28 -1.6%
36 WFC 0.43% 6,292 $504K $80.12 $54K +16 +0.2%
37 KO 0.42% 7,018 $497K $70.75 -$3K +49 +0.7%
38 XOM 0.38% 4,155 $448K $107.80 -$30K +140 +3.5%
39 APO 0.37% 3,101 $440K $141.88 $17K +12 +0.4%
40 IBP 0.36% 2,388 $431K $180.30 $22K +5 +0.2%
41 GCC 0.35% 21,121 $418K $19.80 -$223K -11,587 -35.4%
42 VUG 0.33% 876 $384K $438.42 $59K
43 IEFA 0.32% 4,538 $379K $83.48 -$1M -14,137 -75.7%
44 WTBA 0.32% 19,261 $378K $19.63 -$1K +235 +1.2%
45 IWB 0.31% 1,070 $363K $339.42 $35K
46 DIS 0.30% 2,896 $359K $124.00 $73K
47 GOOG 0.30% 2,022 $357K $176.76 +2,022 NEW
48 MCK 0.29% 471 $346K $733.55 $28K
49 OMF 0.29% 5,955 $339K $57.00 $110K +1,264 +26.9%
50 VTV 0.29% 1,919 $339K $176.77 $9K +8 +0.4%
51 BLK 0.28% 317 $333K $1,049.00 $41K +9 +2.9%
52 FESM 0.28% 10,367 $332K $31.99 $26K +5 +0.1%
53 EFG 0.27% 2,894 $324K $112.00 $35K
54 UNH 0.26% 996 $311K $311.93 -$207K +7 +0.7%
55 JEPI 0.26% 5,399 $307K $56.85 $28K +517 +10.6%
56 GEV 0.26% 579 $306K $528.93 +579 NEW
57 BAC 0.26% 6,408 $303K $47.32 $45K +223 +3.6%
58 KEY 0.25% 17,251 $301K $17.42 $85K +3,753 +27.8%
59 RF 0.24% 12,041 $283K $23.52 $25K +139 +1.2%
60 PNC 0.22% 1,416 $264K $186.39 $17K +14 +1.0%
61 MRK 0.21% 3,159 $250K $79.15 -$4K +324 +11.4%
62 OSK 0.21% 2,183 $248K $113.55 $43K +10 +0.5%
63 TT 0.21% 564 $247K $437.41 +564 NEW
64 HD 0.21% 665 $244K $366.64 $13K +35 +5.6%
65 XEL 0.21% 3,574 $243K $68.10 -$8K +29 +0.8%
66 MUB 0.20% 2,270 $237K $104.48 -$2K
67 AXON 0.19% 276 $229K $827.94 +276 NEW
68 T 0.19% 7,842 $227K $28.94 $3K -81 -1.0%
69 DELL 0.18% 1,757 $215K $122.63 +1,757 NEW
70 VWO 0.18% 4,319 $214K $49.46 +4,319 NEW
71 COST 0.18% 214 $212K $989.81 +214 NEW
72 CAT 0.18% 539 $209K $388.35 +539 NEW
73 LLY 0.18% 266 $207K $779.11 +266 NEW
74 MCD 0.17% 701 $205K $292.18 -$13K +4 +0.6%
75 DAL 0.17% 4,159 $205K $49.18 +4,159 NEW
76 PEP 0.17% 1,540 $203K $132.00 -$20K +50 +3.4%
77 CSCO 0.17% 2,888 $200K $69.39 +2,888 NEW
78 F-PD 0.10% 11,019 $120K $10.85 $11K +183 +1.7%
79 SCHP —% -$686K -25,505 -100.0% SOLD
80 ISTB —% -$504K -10,420 -100.0% SOLD
81 USO —% -$257K -3,328 -100.0% SOLD
82 TLT —% -$282K -3,099 -100.0% SOLD

New Positions

SymbolValue% Port
FELC $8M 6.96%
IBM $2M 1.95%
GOOG $357K 0.30%
GEV $306K 0.26%
TT $247K 0.21%
AXON $229K 0.19%
DELL $215K 0.18%
VWO $214K 0.18%
COST $212K 0.18%
CAT $209K 0.18%
LLY $207K 0.18%
DAL $205K 0.17%
CSCO $200K 0.17%

Sold Out Positions

SymbolValue% Port
ISTB —%
USO —%
SCHP —%
TLT —%
View SEC EDGAR Filings for FORTRESS FINANCIAL GROUP, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms