StockDriftsStockDriftsTop 50 Fortress Financial Solutions, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.38% | 18.9K | $10.9M | -8.92%(-1.85K) | $503.86(+41.85%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.01% | 104.2K | $8.6M | +5.32%(+5.26K) | $82.21(+0.43%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.62% | 12.6K | $8.3M | +5.06%(+608) | $604.24(+23.42%) | 2026-03-31 | |
| PFF | ISHARES TR | 6.12% | 193.1K | $5.9M | +4.32%(+7.99K) | $31.84(-0.82%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.05% | 71.6K | $4.8M | -2.89%(-2.13K) | $62.45(+17.10%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.72% | 57.0K | $4.5M | +7.43%(+3.94K) | $78.93(+0.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.46% | 16.8K | $4.3M | -2.36%(-407) | $232.03(+28.81%) | 2026-03-31 | |
| ITOT | ISHARES TR | 3.77% | 25.4K | $3.6M | -8.35%(-2.31K) | $127.12(+27.43%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.49% | 59.0K | $3.3M | +6.39%(+3.54K) | $58.13(-3.79%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.4% | 58.6K | $3.3M | +11.20%(+5.90K) | $55.91(+7.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.04% |
Fortress Financial Solutions, LLC reports $95.71M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.4%), VCIT (9.0%) and IVV (8.6%). The top 20 holdings account for 78.26% of reported assets. Its disclosed equity book has returned +7.03% cumulatively over 5 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fortress Financial Solutions, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039501). View Fortress Financial Solutions, LLC’s 13F filings on SEC