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Asset Manager ← All Institutions

FORTRESS FINANCIAL GROUP, LLC

Q4 2025 · Filed 2026-01-23
Market Value
$135M
+3.9%
Holdings
87
+1
New Purchases
5
Added To
55
Closed
6
Reduced
9
Top 10 Concentration
61.7%
Turnover
12.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FELC 8.44% 8.09% +0.35% $11M
IJT 5.35% 5.07% +0.28% $7M
GOOGL 0.26% 0.00% +0.26% $353K
QQQM 0.20% 0.00% +0.20% $274K
AVUV 0.19% 0.00% +0.19% $254K
IUSV 10.67% 10.50% +0.18% $14M
CSCO 0.16% 0.00% +0.16% $221K
USB 0.15% 0.00% +0.15% $202K
IJS 5.27% 5.14% +0.13% $7M
IJR 3.39% 3.28% +0.11% $5M
AMGN 0.70% 0.63% +0.07% $954K
RSP 7.05% 6.99% +0.06% $10M
LLY 0.21% 0.16% +0.06% $287K
OMF 0.31% 0.26% +0.05% $417K
MRK 0.25% 0.21% +0.04% $339K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSV 0.00% 0.30% -0.30% $0
IEMG 0.00% 0.27% -0.27% $0
BND 0.00% 0.27% -0.27% $0
FAST 0.85% 1.05% -0.19% $1M
GOVT 0.00% 0.17% -0.17% $0
T 0.00% 0.17% -0.17% $0
GOOG 0.21% 0.38% -0.17% $291K
SPDW 0.00% 0.16% -0.16% $0
BIDD 2.10% 2.24% -0.14% $3M
MSFT 1.18% 1.31% -0.13% $2M
IWF 2.15% 2.21% -0.06% $3M
IUSG 11.48% 11.52% -0.04% $16M
QQQ 2.83% 2.87% -0.04% $4M
NVDA 1.06% 1.10% -0.04% $1M
HD 0.17% 0.21% -0.04% $231K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 32 $30M 22.1%
Large Cap 44 $73M 53.9%
Mid Cap 8 $28M 20.5%
Small Cap 3 $5M 3.5%

Portfolio Analytics

Avg Market Cap
$480.5B
Median Market Cap
$117.2B
Avg P/E
30.8
Median P/E
24.2
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
49
# ETFs / Funds
38

Top Holdings (87 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IUSG 11.48% 92,617 $16M $167.94 $524K +1,270 +1.4%
2 IUSV 10.67% 140,995 $14M $102.54 $769K +4,037 +3.0%
3 FELC 8.44% 299,546 $11M $38.17 $883K +16,469 +5.8%
4 RSP 7.05% 49,881 $10M $191.56 $436K +1,810 +3.8%
5 IJT 5.35% 51,334 $7M $141.16 $631K +4,579 +9.8%
6 IJS 5.27% 62,800 $7M $113.72 $435K +2,154 +3.5%
7 GSLC 4.74% 48,513 $6M $132.37 $225K +947 +2.0%
8 IJR 3.39% 38,229 $5M $120.18 $318K +2,242 +6.2%
9 QQQ 2.83% 6,250 $4M $614.31 $92K +8 +0.1%
10 SPY 2.43% 4,826 $3M $681.96 $83K +11 +0.2%
11 IWF 2.15% 6,153 $3M $473.30 $26K -8 -0.1%
12 BIDD 2.10% 98,545 $3M $28.82 -$78K -5,742 -5.5%
13 IWD 1.91% 12,310 $3M $210.34 $92K +43 +0.3%
14 AAPL 1.82% 9,059 $2M $271.85 $135K -82 -0.9%
15 IBM 1.71% 7,830 $2M $296.20 $111K +3 +0.0%
16 FBND 1.67% 48,992 $2M $46.04 $119K +2,789 +6.0%
17 IVV 1.57% 3,108 $2M $684.89 $49K +1 +0.0%
18 AMZN 1.35% 7,898 $2M $230.83 $89K
19 MSFT 1.18% 3,308 $2M $483.63 -$115K -3 -0.1%
20 ALRS 1.12% 67,339 $2M $22.52 $27K +43 +0.1%
21 NVDA 1.06% 7,707 $1M $186.51 $5K +27 +0.3%
22 IJH 1.04% 21,356 $1M $66.00 $34K +277 +1.3%
23 TSLA 1.00% 3,001 $1M $449.74 $21K +12 +0.4%
24 IVW 0.93% 10,215 $1M $123.26 $26K
25 FAST 0.85% 28,838 $1M $40.13 -$210K +954 +3.4%
26 AMGN 0.70% 2,914 $954K $327.26 $132K +1 +0.0%
27 JPM 0.64% 2,673 $861K $322.24 $22K +13 +0.5%
28 VEA 0.62% 13,483 $842K $62.47 $36K +20 +0.1%
29 BRK-B 0.59% 1,579 $794K $502.62 -$142
30 IVE 0.57% 3,646 $773K $212.07 $20K
31 HRL 0.56% 31,976 $758K $23.70 $16K +2,003 +6.7%
32 GE 0.56% 2,449 $754K $307.97 $19K +3 +0.1%
33 GLD 0.51% 1,727 $684K $396.31 $71K
34 QUAL 0.50% 3,434 $682K $198.63 $16K +10 +0.3%
35 IBP 0.46% 2,395 $621K $259.34 $31K +4 +0.2%
36 WFC 0.44% 6,325 $589K $93.20 $61K +16 +0.2%
37 VTI 0.39% 1,569 $526K $335.30 $12K +2 +0.1%
38 XOM 0.38% 4,228 $509K $120.33 $36K +36 +0.9%
39 KO 0.37% 7,175 $502K $69.91 $33K +106 +1.5%
40 UPS 0.35% 4,828 $479K $99.18 $20K -663 -12.1%
41 APO 0.33% 3,125 $452K $144.75 $38K +12 +0.4%
42 VUG 0.32% 886 $432K $487.90 $12K +10 +1.1%
43 OMF 0.31% 6,170 $417K $67.55 $74K +106 +1.8%
44 IWB 0.29% 1,070 $399K $373.28 $10K +6 +0.6%
45 FESM 0.29% 10,404 $393K $37.78 $14K +22 +0.2%
46 MCK 0.29% 471 $387K $821.15 $23K
47 WTBA 0.28% 17,291 $384K $22.19 $17K -737 -4.1%
48 GEV 0.28% 579 $379K $653.85 $23K
49 KEY 0.27% 17,609 $363K $20.64 $38K +173 +1.0%
50 VTV 0.27% 1,888 $361K $191.02 $9K +3 +0.2%
51 BAC 0.26% 6,469 $356K $55.00 $24K +29 +0.5%
52 GOOGL 0.26% 1,126 $353K $313.12 +1,126 NEW
53 BLK 0.25% 320 $342K $1,070.01 -$29K +2 +0.6%
54 MRK 0.25% 3,219 $339K $105.26 $71K +29 +0.9%
55 IEFA 0.25% 3,730 $334K $89.47 -$14 -21 -0.6%
56 RF 0.25% 12,292 $333K $27.10 $12K +124 +1.0%
57 UNH 0.25% 1,009 $333K $330.01 -$13K +7 +0.7%
58 DIS 0.24% 2,908 $331K $113.76 -$2K
59 EFG 0.24% 2,894 $330K $113.92 $115
60 JEPI 0.24% 5,742 $329K $57.24 $7K +108 +1.9%
61 PNC 0.22% 1,442 $301K $208.70 $14K +13 +0.9%
62 CAT 0.22% 524 $300K $572.45 $42K -17 -3.1%
63 DAL 0.22% 4,206 $292K $69.40 $54K +18 +0.4%
64 GOOG 0.21% 927 $291K $313.87 -$205K -1,113 -54.6%
65 LLY 0.21% 267 $287K $1,073.84 $83K +1 +0.4%
66 OSK 0.20% 2,200 $276K $125.62 -$8K +9 +0.4%
67 QQQM 0.20% 1,084 $274K $253.00 +1,084 NEW
68 PII 0.20% 4,280 $271K $63.26 $24K +41 +1.0%
69 XEL 0.20% 3,628 $268K $73.86 -$23K +25 +0.7%
70 AVUV 0.19% 2,493 $254K $101.98 +2,493 NEW
71 MUB 0.18% 2,270 $243K $107.11 $1K
72 VWO 0.17% 4,345 $234K $53.76 -$686 +21 +0.5%
73 HD 0.17% 672 $231K $343.97 -$40K +4 +0.6%
74 PEP 0.16% 1,555 $223K $143.54 $5K
75 DELL 0.16% 1,770 $223K $125.88 -$27K +6 +0.3%
76 CSCO 0.16% 2,875 $221K $77.02 +2,875 NEW
77 TT 0.16% 564 $220K $389.20 -$18K
78 MCD 0.16% 709 $217K $305.69 $2K +4 +0.6%
79 LMT 0.15% 433 $209K $483.82 -$5K +3 +0.7%
80 USB 0.15% 3,793 $202K $53.37 +3,793 NEW
81 F-PD 0.11% 11,300 $148K $13.12 $15K +126 +1.1%
82 T —% -$224K -7,920 -100.0% SOLD
83 BND —% -$350K -4,709 -100.0% SOLD
84 SPDW —% -$215K -5,027 -100.0% SOLD
85 IEMG —% -$356K -7,143 -100.0% SOLD
86 BSV —% -$393K -4,981 -100.0% SOLD
87 GOVT —% -$225K -9,714 -100.0% SOLD

New Positions

SymbolValue% Port
GOOGL $353K 0.26%
QQQM $274K 0.20%
AVUV $254K 0.19%
CSCO $221K 0.16%
USB $202K 0.15%

Sold Out Positions

SymbolValue% Port
T —%
BND —%
BSV —%
GOVT —%
SPDW —%
IEMG —%
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