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Asset Manager ← All Institutions

FORTRESS FINANCIAL GROUP, LLC

Q3 2025 · Filed 2025-11-06
Market Value
$130M
+10.5%
Holdings
86
+4
New Purchases
8
Added To
49
Closed
4
Reduced
15
Top 10 Concentration
60.7%
Turnover
14.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FELC 8.09% 6.96% +1.12% $11M
VTI 0.39% 0.00% +0.39% $514K
BSV 0.30% 0.00% +0.30% $393K
IJS 5.14% 4.86% +0.29% $7M
IEMG 0.27% 0.00% +0.27% $356K
BND 0.27% 0.00% +0.27% $350K
IJR 3.28% 3.04% +0.24% $4M
TSLA 1.02% 0.80% +0.21% $1M
AAPL 1.78% 1.58% +0.21% $2M
PII 0.19% 0.00% +0.19% $246K
GOVT 0.17% 0.00% +0.17% $225K
SPDW 0.16% 0.00% +0.16% $215K
LMT 0.16% 0.00% +0.16% $215K
IBP 0.45% 0.36% +0.09% $590K
IJT 5.07% 4.99% +0.09% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BIDD 2.24% 2.92% -0.68% $3M
ALRS 1.14% 1.57% -0.43% $1M
GCC 0.00% 0.35% -0.35% $0
IBM 1.69% 1.95% -0.26% $2M
AXON 0.00% 0.19% -0.19% $0
HRL 0.57% 0.76% -0.19% $742K
RSP 6.99% 7.18% -0.19% $9M
COST 0.00% 0.18% -0.18% $0
CSCO 0.00% 0.17% -0.17% $0
IWD 1.91% 2.07% -0.15% $2M
AMZN 1.33% 1.48% -0.15% $2M
UPS 0.35% 0.49% -0.14% $459K
FBND 1.64% 1.77% -0.13% $2M
IUSV 10.50% 10.62% -0.13% $14M
GSLC 4.75% 4.87% -0.12% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 32 $29M 22.3%
Large Cap 42 $71M 54.4%
Mid Cap 8 $26M 19.7%
Small Cap 3 $5M 3.7%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$435.7B
Median Market Cap
$120.1B
Avg P/E
34.3
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
49
# ETFs / Funds
37

Top Holdings (86 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IUSG 11.52% 91,347 $15M $164.54 $1M +1,108 +1.2%
2 IUSV 10.50% 136,958 $14M $99.95 $1M +4,402 +3.3%
3 FELC 8.09% 283,077 $11M $37.27 $2M +44,667 +18.7%
4 RSP 6.99% 48,071 $9M $189.70 $641K +1,423 +3.0%
5 IJS 5.14% 60,646 $7M $110.59 $973K +3,010 +5.2%
6 IJT 5.07% 46,755 $7M $141.50 $728K +2,502 +5.7%
7 GSLC 4.75% 47,566 $6M $130.28 $446K +187 +0.4%
8 IJR 3.28% 35,987 $4M $118.83 $687K +3,142 +9.6%
9 QQQ 2.87% 6,242 $4M $600.35 $318K +25 +0.4%
10 SPY 2.46% 4,815 $3M $666.23 $184K -80 -1.6%
11 BIDD 2.24% 104,287 $3M $27.99 -$524K -21,891 -17.4%
12 IWF 2.21% 6,161 $3M $468.40 $239K -74 -1.2%
13 IWD 1.91% 12,267 $2M $203.60 $59K -286 -2.3%
14 AAPL 1.78% 9,141 $2M $254.62 $464K +29 +0.3%
15 IBM 1.69% 7,827 $2M $282.17 -$98K +3 +0.0%
16 FBND 1.64% 46,203 $2M $46.24 $44K +471 +1.0%
17 IVV 1.59% 3,107 $2M $669.30 $88K -100 -3.1%
18 AMZN 1.33% 7,898 $2M $219.57 -$8K -43 -0.5%
19 MSFT 1.31% 3,311 $2M $517.91 $67K -1 -0.0%
20 ALRS 1.14% 67,296 $1M $22.14 -$363K -18,327 -21.4%
21 NVDA 1.10% 7,680 $1M $186.57 $219K -4 -0.1%
22 IJH 1.05% 21,079 $1M $65.26 $82K +230 +1.1%
23 FAST 1.05% 27,884 $1M $49.04 $201K +122 +0.4%
24 TSLA 1.02% 2,989 $1M $444.66 $380K
25 IVW 0.95% 10,215 $1M $120.72 $108K
26 JPM 0.64% 2,660 $839K $315.46 $71K +12 +0.5%
27 AMGN 0.63% 2,913 $822K $282.17 $9K +1 +0.0%
28 VEA 0.62% 13,463 $807K $59.92 $39K +6 +0.0%
29 BRK-B 0.61% 1,579 $794K $502.71 $14K -129 -7.5%
30 IVE 0.58% 3,646 $753K $206.51 $40K
31 HRL 0.57% 29,973 $742K $24.74 -$156K +308 +1.0%
32 GE 0.56% 2,446 $736K $300.78 $107K +4 +0.2%
33 QUAL 0.51% 3,424 $666K $194.48 $42K +9 +0.3%
34 GLD 0.47% 1,727 $614K $355.47 $88K +1 +0.1%
35 IBP 0.45% 2,391 $590K $246.68 $159K +3 +0.1%
36 WFC 0.41% 6,309 $529K $83.82 $25K +17 +0.3%
37 VTI 0.39% 1,567 $514K $328.24 +1,567 NEW
38 GOOG 0.38% 2,040 $496K $243.32 $139K +18 +0.9%
39 XOM 0.36% 4,192 $473K $112.74 $25K +37 +0.9%
40 KO 0.36% 7,069 $469K $66.32 -$28K +51 +0.7%
41 UPS 0.35% 5,491 $459K $83.54 -$126K -297 -5.1%
42 VUG 0.32% 876 $420K $479.63 $36K
43 APO 0.32% 3,113 $415K $133.26 -$25K +12 +0.4%
44 BSV 0.30% 4,981 $393K $78.91 +4,981 NEW
45 IWB 0.30% 1,064 $389K $365.65 $26K -6 -0.6%
46 FESM 0.29% 10,382 $380K $36.56 $48K +15 +0.1%
47 BLK 0.28% 318 $371K $1,167.25 $39K +1 +0.3%
48 WTBA 0.28% 18,028 $366K $20.32 -$12K -1,233 -6.4%
49 MCK 0.28% 471 $364K $773.35 $19K
50 IEMG 0.27% 7,143 $356K $49.88 +7,143 NEW
51 GEV 0.27% 579 $356K $614.90 $50K
52 VTV 0.27% 1,885 $352K $186.50 $12K -34 -1.8%
53 BND 0.27% 4,709 $350K $74.37 +4,709 NEW
54 UNH 0.27% 1,002 $346K $345.37 $35K +6 +0.6%
55 OMF 0.26% 6,064 $342K $56.46 $3K +109 +1.8%
56 IEFA 0.26% 3,751 $334K $88.97 -$45K -787 -17.3%
57 DIS 0.26% 2,908 $333K $114.49 -$26K +12 +0.4%
58 BAC 0.25% 6,440 $332K $51.59 $29K +32 +0.5%
59 EFG 0.25% 2,894 $330K $113.88 $5K
60 KEY 0.25% 17,436 $326K $18.69 $25K +185 +1.1%
61 JEPI 0.25% 5,634 $322K $57.10 $15K +235 +4.3%
62 RF 0.25% 12,168 $321K $26.37 $38K +127 +1.1%
63 XEL 0.22% 3,603 $291K $80.64 $47K +29 +0.8%
64 PNC 0.22% 1,429 $287K $200.87 $23K +13 +0.9%
65 OSK 0.22% 2,191 $284K $129.71 $36K +8 +0.4%
66 HD 0.21% 668 $271K $405.24 $27K +3 +0.5%
67 MRK 0.21% 3,190 $268K $83.93 $18K +31 +1.0%
68 CAT 0.20% 541 $258K $477.28 $49K +2 +0.4%
69 DELL 0.19% 1,764 $250K $141.79 $35K +7 +0.4%
70 PII 0.19% 4,239 $246K $58.13 +4,239 NEW
71 MUB 0.19% 2,270 $242K $106.49 $5K
72 TT 0.18% 564 $238K $421.96 -$9K
73 DAL 0.18% 4,188 $238K $56.74 $33K +29 +0.7%
74 VWO 0.18% 4,324 $234K $54.18 $21K +5 +0.1%
75 GOVT 0.17% 9,714 $225K $23.12 +9,714 NEW
76 T 0.17% 7,920 $224K $28.24 -$3K +78 +1.0%
77 PEP 0.17% 1,555 $218K $140.46 $15K +15 +1.0%
78 SPDW 0.16% 5,027 $215K $42.79 +5,027 NEW
79 LMT 0.16% 430 $215K $499.31 +430 NEW
80 MCD 0.16% 705 $214K $303.88 $9K +4 +0.6%
81 LLY 0.16% 266 $203K $764.12 -$4K
82 F-PD 0.10% 11,174 $134K $11.96 $14K +155 +1.4%
83 GCC —% -$418K -21,121 -100.0% SOLD
84 AXON —% -$229K -276 -100.0% SOLD
85 COST —% -$212K -214 -100.0% SOLD
86 CSCO —% -$200K -2,888 -100.0% SOLD

New Positions

SymbolValue% Port
VTI $514K 0.39%
BSV $393K 0.30%
IEMG $356K 0.27%
BND $350K 0.27%
PII $246K 0.19%
GOVT $225K 0.17%
SPDW $215K 0.16%
LMT $215K 0.16%

Sold Out Positions

SymbolValue% Port
COST —%
CSCO —%
AXON —%
GCC —%
View SEC EDGAR Filings for FORTRESS FINANCIAL GROUP, LLC →

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