FORTRESS FINANCIAL GROUP, LLC
FORTRESS FINANCIAL GROUP, LLC reported 79 positions worth $200.3M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: SCHX (23.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $47.5M | 23.72% | 1,613,952 | — | — | |
| ▸ 2 | FENI | SH | $26.4M | 13.19% | 658,432 | — | — | |
| ▸ 3 | AVEM | SH | $17.3M | 8.65% | 179,514 | — | — | |
| ▸ 4 | VO | SH | $15.2M | 7.59% | 188,657 | — | — | |
| ▸ 5 | AVUV | SH | $14.2M | 7.10% | 113,902 | — | — | |
| ▸ 6 | IUSG | SH | $5.7M | 2.87% | 30,550 | — | — | |
| ▸ 7 | QQQ | SH | $4.7M | 2.33% | 6,340 | — | — | |
| ▸ 8 | RSP | SH | $4.3M | 2.14% | 20,109 | — | — | |
| ▸ 9 | IUSV | SH | $3.8M | 1.88% | 34,118 | — | — | |
| ▸ 10 | SPY | SH | $3.4M | 1.69% | 4,542 | — | — |
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Frequently Asked Questions
What stocks does FORTRESS FINANCIAL GROUP, LLC hold as of Q2 2026?
FORTRESS FINANCIAL GROUP, LLC reported 79 positions worth $200.3M in its Q2 2026 13F filing. Largest positions: SCHX (23.7%), FENI (13.2%), AVEM (8.6%), VO (7.6%) and AVUV (7.1%).
What did FORTRESS FINANCIAL GROUP, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FORTRESS FINANCIAL GROUP, LLC sell in Q2 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.