Fortress Financial Solutions, LLC
Fortress Financial Solutions, LLC reported 56 positions worth $95.7M as of March 31, 2026 (13F filed May 4, 2026). Largest holding: QQQ (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $10.9M | 11.38% | 18,865 | — | — | |
| ▸ 2 | VCIT | SH | $8.6M | 9.01% | 104,195 | — | — | |
| ▸ 3 | IVV | SH | $8.3M | 8.62% | 12,633 | — | — | |
| ▸ 4 | PFF | SH | $5.9M | 6.12% | 193,089 | — | — | |
| ▸ 5 | IJH | SH | $4.8M | 5.05% | 71,582 | — | — | |
| ▸ 6 | VCSH | SH | $4.5M | 4.72% | 56,992 | — | — | |
| ▸ 7 | AAPL | SH | $4.3M | 4.46% | 16,827 | — | — | |
| ▸ 8 | ITOT | SH | $3.6M | 3.77% | 25,356 | — | — | |
| ▸ 9 | JEPI | SH | $3.3M | 3.49% | 58,987 | — | — | |
| ▸ 10 | JEPQ | SH | $3.3M | 3.40% | 58,572 | — | — |
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Frequently Asked Questions
What stocks does Fortress Financial Solutions, LLC hold as of Q1 2026?
Fortress Financial Solutions, LLC reported 56 positions worth $95.7M in its Q1 2026 13F filing. Largest positions: QQQ (11.4%), VCIT (9.0%), IVV (8.6%), PFF (6.1%) and IJH (5.1%).
What did Fortress Financial Solutions, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fortress Financial Solutions, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.