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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 $100,169,227
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 141,041 $13,016,691 12.99%
2.
Ishares Trust
 IEF 96,297 $12,237,410 12.22%
3.
Blackrock Etf Trust
 351,283 $9,094,725 9.08%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 40,562 $7,026,530 7.01%
5.
Goldman Sachs Etf Tr
 38,097 $4,193,704 4.19%
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)