Fortress Wealth Management, Inc. - Portfolio overview

Fortress Wealth Management, Inc. has 75 reported holdings in this dataset, with the latest filing dated 2025-10-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. AVLV - AMERICAN CENTY ETF TR, 11.16%
2. DUHP - DIMENSIONAL ETF TRUST, 8.10%
3. DFIV - DIMENSIONAL ETF TRUST, 7.42%

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

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