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Fortress Financial Group - Q1 2026 13F Filings

FO

Fortress Financial Group, LLC

CIK: 0002054451
Address: Minnesota Rochester 1610 14Th Street Nw Suite 300
$135.16 M
Portfolio Value
87
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VOO Vanguard S&P 500 Etf
+$1.98 M
2. IUSG Ishares Core S&P Us Growth Etf
+$575,458.87
3. FELC Fidelity Enhanced Large Cap Core Etf
+$559,645.44
4. NVDA Nvidia Corporation
+$548,492.98
5. VTI Vanguard Total Stock Market Etf
+$437,002.18

Top Sells

Q1 2026
1. BIDD Ishares International Dividend Active Etf
−$497,237.75
2. APO Apollo Global Management
−$452,355
3. FESM Fidelity Enhanced Small Cap Etf
−$393,064
4. GE General Electric Company
−$364,449.9
5. QUAL Ishares Msci Usa Quality Factor Etf
−$356,113.02

Asset Allocation

Stocks/ETFs
-0.22%
$135.16 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Fortress Financial Group Q1 2026 Filing Summary

Fortress Financial Group, LLC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 135.16 M reflecting a -0.22% change from the prior quarter, spanning 87 assets. The top 10 holdings comprised 61.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 10 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Fortress Financial Group’s Q1 2026 Filing

Fortress Financial Group submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Fortress Financial Group reported a managed portfolio value of 135.16 M, consisting of 87 individual positions.

This page displays the raw filing documents. To see which stocks Fortress Financial Group bought or sold during Q1 2026, please visit Fortress Financial Group's Portfolio Analysis page.