StockDriftsStockDriftsTop 50 Fortress Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVLV | AMERICAN CENTY ETF TR | 11.16% | 347.1K | $25.1M | +0.33%(+1.14K) | $54.72(+40.11%) | 2025-09-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 8.1% | 481.9K | $18.2M | +1.74%(+8.26K) | $28.35(+35.89%) | 2025-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.42% | 362.0K | $16.7M | +6.04%(+20.61K) | $32.82(+52.53%) | 2025-09-30 | |
| PYLD | PIMCO ETF TR | 7.27% | 609.0K | $16.3M | -1.38%(-8.52K) | $25.53(+5.10%) | 2025-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 6.97% | 337.8K | $15.7M | -1.18%(-4.02K) | $45.58(+1.98%) | 2025-09-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 5.58% | 412.8K | $12.5M | +13.26%(+48.34K) | $26.09(+22.26%) | 2025-09-30 | |
| CEFS | EXCHANGE LISTED FDS TR | 3.57% | 352.7K | $8.0M | +0.41%(+1.43K) | $18.81(+22.23%) | 2025-09-30 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 3.08% | 267.5K | $6.9M | -7.53%(-21.79K) | $23.68(-0.42%) | 2025-09-30 | |
| USFR | WISDOMTREE TR | 3% | 134.1K | $6.7M | +2.88%(+3.76K) | $50.36(-0.15%) | 2025-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 2.59% | 65.4K | $5.8M | +2.02%(+1.29K) | $58.41(+61.67%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.64% | +54.63% |
| Top 20 Holdings Unweighted | +16.26% | +57.15% |
Sign up free to track Fortress Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.