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Fortress Financial Solutions - Q4 2025 13F Filings

FO

Fortress Financial Solutions, LLC

CIK: 0002039501
Address: Arizona Tucson 4640 E Sunrise Dr Ste 211
$97.74 M
Portfolio Value
59
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 05/04/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. MSFT Microsoft Corporation
+$1.16 M
2. CCL Carnival Corporation & PLC
+$803,177
3. JEPQ Jpmorgan Nasdaq Equity Premium Income Etf
+$559,351.35
4. IVV Ishares Core S&P 500 Etf
+$542,473.7
5. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$499,820.65

Top Sells

Q4 2025
1. IQLT Ishares Msci Intl Quality Factor Etf
−$344,678
2. NVO Novo Nordisk A/S
−$310,744
3. XT Ishares Future Exponential Technologies Etf
−$214,718
4. CG The Carlyle Group
−$205,959
5. XLK Technology Select Sector Spdr Fund
−$205,476

Asset Allocation

Stocks/ETFs
+6.49%
$97.74 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Fortress Financial Solutions Q4 2025 Filing Summary

Fortress Financial Solutions, LLC filed its 13F report for Q4 2025 on January 22, 2026. The portfolio totaled 97.74 M reflecting a +6.49% change from the prior quarter, spanning 59 assets. The top 10 holdings comprised 60.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 5 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Fortress Financial Solutions’s Q4 2025 Filing

Fortress Financial Solutions submitted their Form 13F-HR for the Q4 2025 period on 01/22/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Fortress Financial Solutions reported a managed portfolio value of 97.74 M, consisting of 59 individual positions.

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