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Fortress Financial Solutions - Q1 2026 13F Filings

FO

Fortress Financial Solutions, LLC

CIK: 0002039501
Address: Arizona Tucson 4640 E Sunrise Dr Ste 211
$95.71 M
Portfolio Value
56
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. AMLP Alerian Mlp Etf
+$979,403
2. PCY Invesco Emerging Markets Sovereign Debt Etf
+$442,640.55
3. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$435,595.23
4. IVV Ishares Core S&P 500 Etf
+$397,163.86
5. VCRB Vanguard Core Bond Etf
+$394,030.91

Top Sells

Q1 2026
1. QQQ Invesco Qqq Trust Series I
−$1.07 M
2. MSFT Microsoft Corporation
−$896,970.58
3. CCL Carnival Corporation & PLC
−$803,177
4. AMGN Amgen
−$345,421
5. IJR Ishares Core S&P Small Cap Etf
−$333,397.4

Asset Allocation

Stocks/ETFs
-2.08%
$95.71 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Fortress Financial Solutions Q1 2026 Filing Summary

Fortress Financial Solutions, LLC filed its 13F report for Q1 2026 on May 04, 2026. The portfolio totaled 95.71 M reflecting a -2.08% change from the prior quarter, spanning 56 assets. The top 10 holdings comprised 60.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 9 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Fortress Financial Solutions’s Q1 2026 Filing

Fortress Financial Solutions submitted their Form 13F-HR for the Q1 2026 period on 05/04/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Fortress Financial Solutions reported a managed portfolio value of 95.71 M, consisting of 106 individual positions.

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