StockDriftsStockDriftsTop 50 Fortress Financial Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 12.4% | 19.8K | $14.6M | new | $514.48(+39.63%) | 2026-09-30 | |
| IVV | ISHARES TR | 10.38% | 16.0K | $12.2M | new | $636.26(+21.02%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 7.3% | 109.9K | $8.6M | new | $82.12(-4.23%) | 2026-09-30 | |
| PFF | ISHARES TR | 5.13% | 204.8K | $6.0M | new | $31.74(-9.13%) | 2026-09-30 | |
| IJH | ISHARES TR | 4.93% | 80.7K | $5.8M | new | $63.82(+13.42%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.5% | 15.9K | $5.3M | new | $232.03(+47.80%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4% | 61.0K | $4.7M | new | $78.88(-1.87%) | 2026-09-30 | |
| ITOT | ISHARES TR | 3.36% | 23.8K | $4.0M | new | $127.12(+31.15%) | 2026-09-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.29% | 63.4K | $3.9M | new | $56.32(+5.64%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.18% | 16.4K | $3.7M | new | $157.85(+37.53%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.54% |
Fortress Financial Solutions LLC reports $117.86M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (12.4%), IVV (10.4%) and VCIT (7.3%). The top 20 holdings account for 76.6% of reported assets. Its disclosed equity book has returned +6.55% cumulatively over 6 quarters. Figures reflect the Q3 2026 filing.
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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