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Fortress Financial Group - Q4 2025 13F Filings

FO

Fortress Financial Group, LLC

CIK: 0002054451
Address: Minnesota Rochester 1610 14Th Street Nw Suite 300
$135.46 M
Portfolio Value
81
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IJT Ishares S&P Small-Cap 600 Growth Etf
+$646,373.74
2. FELC Fidelity Enhanced Large Cap Core Etf
+$628,622.12
3. IUSV Ishares Core S&P Us Value Etf
+$413,954.8
4. GOOGL Alphabet
+$352,568
5. RSP Invesco S&P 500 Equal Weight Etf
+$346,726.96

Top Sells

Q4 2025
1. BSV Vanguard Short-Term Bond Etf
−$393,043
2. IEMG Ishares Core Msci Emerging Markets Etf
−$356,258
3. BND Vanguard Total Bond Market Etf
−$350,228
4. GOOG Alphabet
−$349,335.52
5. GOVT Ishares Us Treasury Bond Etf
−$224,585

Asset Allocation

Stocks/ETFs
+3.86%
$135.46 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Fortress Financial Group Q4 2025 Filing Summary

Fortress Financial Group, LLC filed its 13F report for Q4 2025 on January 23, 2026. The portfolio totaled 135.46 M reflecting a +3.86% change from the prior quarter, spanning 81 assets. The top 10 holdings comprised 61.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 6 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Fortress Financial Group’s Q4 2025 Filing

Fortress Financial Group submitted their Form 13F-HR for the Q4 2025 period on 01/23/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Fortress Financial Group reported a managed portfolio value of 135.46 M, consisting of 81 individual positions.

This page displays the raw filing documents. To see which stocks Fortress Financial Group bought or sold during Q4 2025, please visit Fortress Financial Group's Portfolio Analysis page.