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Home > Institutional Investor > Fortress Financial Group, Llc > Profile

Instuitional Investor - Fortress Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Fortress Financial Group, Llc
Portfolio Value $135,455,446
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 92,617 $15,554,148 11.48%
2.
Ishares Trust
 IEF 140,995 $14,457,656 10.67%
3.
Fidelity Covington Trust
 299,546 $11,433,678 8.44%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 49,881 $9,555,297 7.05%
5.
Ishares Trust
 IEF 51,334 $7,246,331 5.35%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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