Fortress Wealth Group, LLC
Sector Allocation
- Other70.6%$203.3M
- Technology14.7%$42.4M
- Financials3.7%$10.7M
- Industrials3.0%$8.7M
- Consumer Discretionary2.3%$6.6M
- Energy1.5%$4.4M
- Healthcare1.3%$3.6M
- Consumer Staples1.1%$3.2M
- Utilities0.8%$2.3M
- Materials0.5%$1.3M
AUM History
13fpro.ai/research/fund/fortress-wealth-group-llc-1862067
Conviction and streaks
Stable · top 10 = 50.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$32.1M
- VANGUARD$30.1M
QQQ
$18.4M- FIDELITY$12.1M
- MORGAN$11.5M
- FIDELITY$11.3M
SPY
$8.7M- TIDAL$7.4M
NVDA
$7.3M- FIRST$7.2M
- ISHARES$6.8M
- MORGAN$6.0M
AAPL
$5.6M- FIDELITY$5.0M
JPM
$4.1MMU
$3.8M- CAPITAL$3.5M
- CAPITAL$3.5M
AMZN
$3.3M- MORGAN$3.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/fortress-wealth-group-llc-1862067
Fortress Wealth Group, LLC 13F holdings — Q2 2026
$288.0M portfolio (+8.8% QoQ) · 127 holdings · Q2 2026 13F · top 10 are 51% of the stock portfolio
- 1
VANGUARD INDEX FDS - VALUE ETF
$32.1M
11.1% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - GROWTH ETF
$30.1M
10.5% of stocks
+546%This quarter—Since filed—HeldAIQuality—Est. buy— $18.4M
6.4% of stocks
NewThis quarter-2.6%Since filedNew this quarterHeld- 4
FIDELITY COVINGTON TRUST - ENHANCED INTL
$12.1M
4.2% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
MORGAN STANLEY ETF TRUST - EATO VAN MU ETF
$11.5M
4.0% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$11.3M
3.9% of stocks
-15%This quarter—Since filed—HeldAIQuality—Est. buy— $8.7M
3.0% of stocks
+0.1%This quarter-1.4%Since filed2+ qtrsHeld- 8
TIDAL TRUST III - VIST ARTI IN ETF
$7.4M
2.6% of stocks
-33%This quarter—Since filed—HeldAIQuality—Est. buy— $7.3M
2.5% of stocks
-3%This quarter-4.1%Since filed2+ qtrsHeld- 10
FIRST TR EXCHANGE-TRADED ALP - COM SHS
$7.2M
2.5% of stocks
+2099%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - VALUE ETF | $32.1M | 11.1% | +17% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - GROWTH ETF | $30.1M | 10.5% | +546% | — | — | — | — | |
| 3 | $18.4M | 6.4% | New | -2.6% | New this quarter | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | FIDELITY COVINGTON TRUST - ENHANCED INTL | $12.1M | 4.2% | +11% | — | — | — | — | |
| 5 | MORGAN STANLEY ETF TRUST - EATO VAN MU ETF | $11.5M | 4.0% | +12% | — | — | — | — | |
| 6 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $11.3M | 3.9% | -15% | — | — | — | — | |
| 7 | $8.7M | 3.0% | +0.1% | -1.4% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | TIDAL TRUST III - VIST ARTI IN ETF | $7.4M | 2.6% | -33% | — | — | — | — | |
| 9 | $7.3M | 2.5% | -3% | -4.1% | 2+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $7.2M | 2.5% | +2099% | — | — | — | — |
All holdings — Fortress Wealth Group, LLC (Q2 2026)
127 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - 20+ YEAR TR BDetf/fund | — | $6.8M | 2.4% | 314K | +284% | — | — | 13F |
| 12 | — | MORGAN STANLEY ETF TRUST - EAT INC OPP ETFetf/fund | — | $6.0M | 2.1% | 122K | -14% | — | — | 13F |
| 13 | Apple Inc. | Technology | $5.6M | 1.9% | 17K | +4% | 2+ qtrs | 75.7 | 13F | |
| 14 | — | FIDELITY COVINGTON TRUST - ENHANCED EMRNGS | — | $5.0M | 1.7% | 127K | +10% | — | — | 13F |
| 15 | JPMORGAN CHASE & CO | Financials | $4.1M | 1.4% | 11K | +0.7% | 2+ qtrs | 71.9 | 13F | |
| 16 | MICRON TECHNOLOGY INC | Technology | $3.8M | 1.3% | 4,160 | -13% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETFetf/fund | — | $3.5M | 1.2% | 128K | +13% | — | — | 13F |
| 18 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETFetf/fund | — | $3.5M | 1.2% | 132K | +13% | — | — | 13F |
| 19 | AMAZON COM INC | Consumer Discretionary | $3.3M | 1.1% | 14K | +1.0% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | MORGAN STANLEY ETF TRUST - EATO VA DURA ETFetf/fund | — | $3.3M | 1.1% | 65K | -23% | — | — | 13F |
| 21 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $3.1M | 1.1% | 34K | -73% | — | — | 13F |
| 22 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | — | $3.0M | 1.1% | 103K | New | — | — | 13F |
| 23 | MICROSOFT CORP | Technology | $3.0M | 1.1% | 7,947 | +5% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANECK ETF TRUST - REAL ASSETS ETFetf/fund | — | $2.9M | 1.0% | 71K | New | — | — | 13F |
| 25 | — | ISHARES TR - TRS FLT RT BDetf/fund | — | $2.7M | 0.9% | 54K | -32% | — | — | 13F |
| 26 | $CAT | CATERPILLAR INC | Industrials | $2.4M | 0.8% | 2,742 | -14% | |||
| 27 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $2.4M | 0.8% | 17K | -2% | |||
| 28 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.4M | 0.8% | 4,764 | -3% | |||
| 29 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $2.2M | 0.8% | 45K | +8% | |||
| 30 | $LLY | ELI LILLY & Co | Healthcare | $2.2M | 0.8% | 1,832 | -7% | |||
| 31 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.0M | 0.7% | 13K | -2% | |||
| 32 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $2.0M | 0.7% | 68K | New | |||
| 33 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.8M | 0.6% | 10K | +289% | |||
| 34 | $PLTR | Palantir Technologies Inc. | Technology | $1.8M | 0.6% | 15K | +9% | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $1.8M | 0.6% | 5,541 | -6% | |||
| 36 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $1.7M | 0.6% | 3,281 | — | |||
| 37 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.7M | 0.6% | 29K | -9% | |||
| 38 | $BA | BOEING CO | Industrials | $1.6M | 0.6% | 7,737 | +1% | |||
| 39 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.5M | 0.5% | 2,729 | -3% | |||
| 40 | $AVGO | Broadcom Inc. | Technology | $1.4M | 0.5% | 3,781 | -9% | |||
| 41 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.4M | 0.5% | 2,743 | -21% | |||
| 42 | $NEE | NEXTERA ENERGY INC | Utilities | $1.4M | 0.5% | 15K | +12% | |||
| 43 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.3M | 0.5% | 3,291 | -8% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $1.3M | 0.5% | 2,224 | -15% | |||
| 45 | $TT | Trane Technologies plc | Technology | $1.3M | 0.5% | 2,711 | +0.2% | |||
| 46 | — | PACER FDS TR - ARIST HIGH ETF | — | $1.3M | 0.4% | 27K | +13% | |||
| 47 | $V | VISA INC. | Financials | $1.3M | 0.4% | 3,572 | -8% | |||
| 48 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.4% | 3,973 | -14% | |||
| 49 | $PANW | Palo Alto Networks Inc | Technology | $1.2M | 0.4% | 3,797 | -8% | |||
| 50 | $ASML | ASML HOLDING NV | Technology | $1.2M | 0.4% | 678 | -4% | |||
| 51 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.4% | 3,468 | -2% | |||
| 52 | $RTX | RTX Corp | Industrials | $1.1M | 0.4% | 5,275 | -35% | |||
| 53 | $GE | GENERAL ELECTRIC CO | Industrials | $1.1M | 0.4% | 3,152 | -6% | |||
| 54 | — | ALPS ETF TR - ALERIAN MLP | — | $1.1M | 0.4% | 20K | -1% | |||
| 55 | $GOOGL | Alphabet Inc. | Technology | $1.1M | 0.4% | 3,318 | +2% | |||
| 56 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $952K | 0.3% | 9,094 | -89% | |||
| 57 | $CSCO | CISCO SYSTEMS, INC. | Technology | $892K | 0.3% | 7,814 | -31% | |||
| 58 | $KO | COCA COLA CO | Consumer Staples | $875K | 0.3% | 11K | -36% | |||
| 59 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $864K | 0.3% | 11K | -34% | |||
| 60 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $823K | 0.3% | 3,844 | +154% | |||
| 61 | $ABBV | AbbVie Inc. | Healthcare | $810K | 0.3% | 3,122 | -3% | |||
| 62 | $WELL | WELLTOWER INC. | Real Estate | $801K | 0.3% | 3,177 | +6% | |||
| 63 | $MRVL | Marvell Technology, Inc. | Technology | $793K | 0.3% | 4,081 | -26% | |||
| 64 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $785K | 0.3% | 17K | +1% | |||
| 65 | $MPC | Marathon Petroleum Corp | Energy | $784K | 0.3% | 2,535 | +0.8% | |||
| 66 | — | JOHN HANCOCK EXCHANGE TRADED - PFD INCOME ETF | — | $755K | 0.3% | 33K | New | |||
| 67 | $APLD | Applied Digital Corp. | Technology | $753K | 0.3% | 28K | — | |||
| 68 | $PM | Philip Morris International Inc. | Consumer Staples | $752K | 0.3% | 3,898 | New | |||
| 69 | $UNP | UNION PACIFIC CORP | Industrials | $746K | 0.3% | 2,429 | New | |||
| 70 | $LIN | LINDE PLC | Materials | $725K | 0.3% | 1,416 | -12% | |||
| 71 | — | ISHARES TR - RUSSELL 3000 ETF | — | $708K | 0.3% | 1,684 | +27% | |||
| 72 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $702K | 0.2% | 1,145 | -3% | |||
| 73 | — | PACER FDS TR - US CASH COWS 100 | — | $664K | 0.2% | 10K | -2% | |||
| 74 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $652K | 0.2% | 14K | New | |||
| 75 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $647K | 0.2% | 1,538 | New | |||
| 76 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $640K | 0.2% | 8,645 | +8% | |||
| 77 | $DAR | DARLING INGREDIENTS INC. | Consumer Staples | $638K | 0.2% | 10K | +5% | |||
| 78 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $626K | 0.2% | 3,860 | +0.5% | |||
| 79 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $602K | 0.2% | 872 | -8% | |||
| 80 | $ENB | ENBRIDGE INC | Energy | $558K | 0.2% | 9,807 | +5% | |||
| 81 | $ECL | ECOLAB INC. | Materials | $556K | 0.2% | 2,067 | +5% | |||
| 82 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $533K | 0.2% | 10K | +0.0% | |||
| 83 | — | ISHARES TR - IBOXX HI YD ETF | — | $531K | 0.2% | 6,699 | +6% | |||
| 84 | $DUK | Duke Energy CORP | Utilities | $513K | 0.2% | 3,927 | +3% | |||
| 85 | $ABEV | AMBEV S.A. | Consumer Staples | $506K | 0.2% | 165K | +0.2% | |||
| 86 | $ANET | Arista Networks, Inc. | Technology | $502K | 0.2% | 2,886 | +0.8% | |||
| 87 | $TDG | TransDigm Group INC | Industrials | $491K | 0.2% | 397 | +2% | |||
| 88 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $477K | 0.2% | 1,463 | -2% | |||
| 89 | $SNDK | Sandisk Corp | Technology | $445K | 0.1% | 310 | New | |||
| 90 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | — | $428K | 0.1% | 6,586 | — | |||
| 91 | $LMT | LOCKHEED MARTIN CORP | Industrials | $422K | 0.1% | 725 | -2% | |||
| 92 | — | ISHARES TR - CORE US AGGBD ET | — | $420K | 0.1% | 4,310 | +0.7% | |||
| 93 | $INV | Innventure, Inc. | Financials | $415K | 0.1% | 144K | — | |||
| 94 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $412K | 0.1% | 5,148 | -18% | |||
| 95 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $401K | 0.1% | 2,961 | +1% | |||
| 96 | $IVZ | Invesco Ltd. | Financials | $393K | 0.1% | 1,842 | -93% | |||
| 97 | $CVX | CHEVRON CORP | Energy | $390K | 0.1% | 2,004 | +2% | |||
| 98 | $INTC | INTEL CORP | Technology | $374K | 0.1% | 4,056 | -0.8% | |||
| 99 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $368K | 0.1% | 6,540 | +35% | |||
| 100 | $GLD | SPDR GOLD TRUST | Financials | $362K | 0.1% | 973 | -31% | |||
| 101 | $MA | Mastercard Inc | Financials | $355K | 0.1% | 658 | -3% | |||
| 102 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $352K | 0.1% | 7,685 | -0.1% | |||
| 103 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $351K | 0.1% | 4,298 | -0.8% | |||
| 104 | $FTNT | Fortinet, Inc. | Technology | $344K | 0.1% | 2,260 | New | |||
| 105 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $335K | 0.1% | 1,652 | +1% | |||
| 106 | $OTF | Blue Owl Technology Finance Corp. | Other | $330K | 0.1% | 33K | +51% | |||
| 107 | — | ISHARES TR - CORE S&P SCP ETF | — | $317K | 0.1% | 2,191 | New | |||
| 108 | — | ETF OPPORTUNITIES TRUST - HEDGEYE CAPITAL | — | $317K | 0.1% | 12K | -90% | |||
| 109 | — | VANECK ETF TRUST - CLO ETF | — | $308K | 0.1% | 5,819 | — | |||
| 110 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $305K | 0.1% | 1,076 | +1% | |||
| 111 | $GS | GOLDMAN SACHS GROUP INC | Financials | $300K | 0.1% | 283 | -47% | |||
| 112 | $AXP | AMERICAN EXPRESS CO | Financials | $297K | 0.1% | 910 | +3% | |||
| 113 | — | ISHARES TR - HDG MSCI EAFE | — | $293K | 0.1% | 6,337 | New | |||
| 114 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $292K | 0.1% | 2,873 | New | |||
| 115 | $TFC | TRUIST FINANCIAL CORP | Financials | $288K | 0.1% | 5,569 | +2% | |||
| 116 | $GEV | GE Vernova Inc. | Industrials | $271K | 0.1% | 267 | +8% | |||
| 117 | — | ISHARES TR - RUS 1000 GRW ETF | — | $268K | 0.1% | 2,274 | +300% | |||
| 118 | — | VANECK FDS - EMER MARK BD ETF | — | $253K | 0.1% | 4,980 | +15% | |||
| 119 | $IBIT | iShares Bitcoin Trust ETF | Financials | $248K | 0.1% | 6,834 | +5% | |||
| 120 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $236K | 0.1% | 1,201 | -0.3% | |||
| 121 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $228K | 0.1% | 244 | +3% | |||
| 122 | — | ISHARES TR - RUSSELL 2000 ETF | — | $228K | 0.1% | 782 | New | |||
| 123 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $215K | 0.1% | 2,785 | New | |||
| 124 | — | ISHARES TR - JPMORGAN USD EMG | — | $212K | 0.1% | 2,243 | New | |||
| 125 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $206K | 0.1% | 1,398 | -77% | |||
| 126 | $IR | Ingersoll Rand Inc. | Industrials | $202K | 0.1% | 2,392 | New | |||
| 127 | $NFGC | New Found Gold Corp. | Materials | $25K | 0.0% | 18K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 18 new, 52 added to, 51 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
first bought this quarter
- FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD$3.0M
first bought this quarter
- VANECK ETF TRUST - REAL ASSETS ETF$2.9M
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD - FT VEST RIS$2.0M
first bought this quarter
- JOHN HANCOCK EXCHANGE TRADED - PFD INCOME ETF$755K
first bought this quarter
$PMPhilip Morris International Inc.$752K
first bought this quarter
+12 more in the Excel export
Added to (52)
- VANGUARD INDEX FDS - GROWTH ETF+546%
now $30.1M
- FIRST TR EXCHANGE-TRADED ALP - COM SHS+2099%
now $7.2M
- ISHARES TR - 20+ YEAR TR BD+284%
now $6.8M
- VANGUARD INDEX FDS - VALUE ETF+17%
now $32.1M
$CRWDCrowdStrike Holdings, Inc.+289%
now $1.8M · held 2+ qtrs
- FIDELITY COVINGTON TRUST - ENHANCED INTL+11%
now $12.1M
+46 more in the Excel export
Trimmed (51)
- SPDR SERIES TRUST - ST STR BLO 1 ETF-73%
now $3.1M
- VANECK ETF TRUST - MRNGSTR WDE MOAT-89%
now $952K
$IVZInvesco Ltd.-93%
now $393K · held 2+ qtrs
- TIDAL TRUST III - VIST ARTI IN ETF-33%
now $7.4M
- ETF OPPORTUNITIES TRUST - HEDGEYE CAPITAL-90%
now $317K
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF-15%
now $11.3M
+45 more in the Excel export
Holdings by quarter
Every 13F Fortress Wealth Group, LLC has filed, 20 earlier quarters. Pick one to see what it held then.
Is it too late to follow Fortress Wealth Group?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Fortress Wealth Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.1%
Value-weighted move of the 10 largest stock positions
Turnover
20%
Last quarter
Top 10 weight
51%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Fortress Wealth Group, LLC disclosed 127 positions worth $288.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 18 new positions and exited 15 — including a new stake in $QQQ. The portfolio is most concentrated in Other (70.6% of disclosed assets). All figures are sourced directly from Fortress Wealth Group, LLC’s Form 13F-HR filing with the SEC under CIK 1862067.
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