Fortress Financial Group, LLC Top Holdings and 13F Report (2025) About Fortress Financial Group, LLCInvestment ActivityFortress Financial Group, LLC has $100.58 million in total holdings as of December 31, 2024.Fortress Financial Group, LLC owns shares of 69 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P U.S. Growth ETF $12,994,483iShares Core S&P U.S. Value ETF $12,425,623BLACKROCK ETF TRUST $8,206,654Invesco S&P 500 Equal Weight ETF $6,680,514Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $4,353,036 Sector AllocationMap of 500 Largest Holdings ofFortress Financial Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIUSGiShares Core S&P U.S. Growth ETF$12,994,48393,25112.9%ManufacturingIUSViShares Core S&P U.S. Value ETF$12,425,623134,20012.4%ManufacturingBLACKROCK ETF TRUST$8,206,654332,6578.2%INT DIVIDEND ETFRSPInvesco S&P 500 Equal Weight ETF$6,680,51438,1246.6%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$4,353,03637,7914.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$4,050,64937,2954.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$4,045,90729,8884.0%ETFFBNDFidelity Total Bond ETF$3,293,43973,4003.3%ETFQQQInvesco QQQ$2,979,5005,8283.0%FinanceSPYSPDR S&P 500 ETF Trust$2,816,7124,8062.8%FinanceIWFiShares Russell 1000 Growth ETF$2,594,3096,4602.6%ETFIWDiShares Russell 1000 Value ETF$2,426,19913,1052.4%ETFAAPLApple$2,219,8828,8652.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,836,00415,9351.8%ETFIVViShares Core S&P 500 ETF$1,827,8963,1051.8%ETFALRSAlerus Financial$1,637,68285,1191.6%FinanceAMZNAmazon.com$1,428,5726,5121.4%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,306,85418,5951.3%ETFMSFTMicrosoft$1,270,6713,0151.3%Computer and TechnologyTSLATesla$1,167,5852,8911.2%Auto/Tires/TrucksIVWiShares S&P 500 Growth ETF$1,037,12910,2151.0%ETFFASTFastenal$1,011,99414,0721.0%Retail/WholesaleHRLHormel Foods$942,74730,0520.9%Consumer StaplesBRK.BBerkshire Hathaway$769,5351,6980.8%FinanceGCCWisdomTree Continuous Commodity Index Fund$760,65340,4070.8%ETFAMGNAmgen$758,4702,9100.8%MedicalIJHiShares Core S&P Mid-Cap ETF$747,53211,9970.7%ETFIVEiShares S&P 500 Value ETF$695,9483,6460.7%ETFSCHPSchwab U.S. TIPS ETF$654,09225,3230.7%ETFVEAVanguard FTSE Developed Markets ETF$642,80413,4420.6%ETFUPSUnited Parcel Service$633,0785,0200.6%TransportationJPMJPMorgan Chase & Co.$611,8132,5520.6%FinanceNVDANVIDIA$580,2954,3210.6%Computer and TechnologyAPOApollo Global Management$508,6403,0800.5%FinanceUNHUnitedHealth Group$499,4809870.5%MedicalISTBiShares Core 1-5 Year USD Bond ETF$493,41810,3290.5%ManufacturingWFCWells Fargo & Company$439,7546,2610.4%FinanceXOMExxon Mobil$428,3913,9820.4%Oils/EnergyGLDSPDR Gold Shares$424,6961,7540.4%FinanceKOCoca-Cola$415,9026,6800.4%Consumer StaplesIBPInstalled Building Products$412,5412,3540.4%ConstructionWTBAWest Bancorporation$407,37218,8160.4%FinanceGEGeneral Electric$406,0462,4340.4%TransportationVUGVanguard Growth ETF$359,5568760.4%ETFIWBiShares Russell 1000 ETF$342,9371,0640.3%ETFVTVVanguard Value ETF$323,2531,9090.3%ETFDISWalt Disney$320,5702,8790.3%Consumer DiscretionaryBLACKROCK INC$314,2613070.3%COMGOOGLAlphabet$303,4361,5980.3%Computer and TechnologyJCIJohnson Controls International$285,8253,6210.3%ConstructionUSOUnited States Oil Fund$282,1043,7340.3%ETFEFGiShares MSCI EAFE Growth ETF$280,2262,8940.3%ETFRFRegions Financial$277,01311,9470.3%FinanceJEPIJPMorgan Equity Premium Income ETF$275,0094,7800.3%ETFBACBank of America$270,3026,1500.3%FinanceMCKMcKesson$268,7114710.3%MedicalPNCThe PNC Financial Services Group$268,2551,3910.3%FinanceTLTiShares 20+ Year Treasury Bond ETF$265,1343,0360.3%ETFMUBiShares National Muni Bond ETF$241,8682,2700.2%ETFOMFOneMain$240,1454,6070.2%FinanceXELXcel Energy$237,4193,5160.2%UtilitiesHDHome Depot$232,0155960.2%Retail/WholesaleKEYKeyCorp$217,03912,6630.2%FinanceTTTrane Technologies$208,3135640.2%ConstructionOSKOshkosh$205,5762,1620.2%Auto/Tires/TrucksLMTLockheed Martin$204,5934210.2%AerospaceACNAccenture$201,6565730.2%Computer and TechnologyMCDMcDonald's$200,5646920.2%Retail/WholesaleFFord Motor$105,38410,6450.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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