Fortress Financial Group, LLC originally filed its 13F report for Q2 2026 on August 06, 2026. The filing was subsequently amended, with the latest update submitted on August 12, 2026. The portfolio totaled 183.34 M reflecting a +35.64% change from the prior quarter, spanning 92 assets. The top 10 holdings comprised 72.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 60 new positions and 55 complete exits.
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Yes. Fortress Financial Group originally filed on 08/06/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 08/12/2026.
In the Q2 2026 filing, Fortress Financial Group reported a managed portfolio value of 200.26 M, consisting of 79 individual positions.
Multiple filings indicate that Fortress Financial Group updated their Q2 2026 report. The initial filing was submitted on 08/06/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Fortress Financial Group bought or sold during Q2 2026, please visit Fortress Financial Group's Portfolio Analysis page.