FORTRESS FINANCIAL GROUP, LLC - Portfolio overview

FORTRESS FINANCIAL GROUP, LLC has 101 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IUSG - ISHARES TR, 10.70%
2. IUSV - ISHARES TR, 10.21%
3. FELC - FIDELITY COVINGTON TRUST, 8.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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