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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 $100,575,665
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 93,251 $12,994,483 12.92%
2.
Ishares Trust
 IEF 134,200 $12,425,623 12.35%
3.
Blackrock Etf Trust
 332,657 $8,206,654 8.15%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 38,124 $6,680,514 6.64%
5.
Goldman Sachs Etf Tr
 37,791 $4,353,036 4.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)