Fortress Financial Solutions, LLC
•CIK: 2039501•Filing: Q4 2025
**Fortress Financial Solutions, LLC** manages $98M across a portfolio of 59 distinct positions. The strategy exhibits notable allocations to technology and income-generating assets, highlighted by the $12.7M position in NDQ and $8.3M in VCIT. Further concentration is visible in core market exposure via IVV ($8.2M) and PFF ($5.7M). This structure suggests a tactical blend of growth capture and defensive yield generation.
Total AUM
$97.7M
QoQ Performance
+6.5%
Positions
46
Top 10 Concentration
60.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
VCIT
IVV
PFF
NDQ13.0%
VCIT8.5%
IVV8.4%
PFF5.9%
IJH5.0%
AAPL4.8%
VCSH4.3%
ITOT4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.5%
Technology11.7%
ETF8.7%
Consumer3.7%
Healthcare1.1%
Communication0.7%
Financial0.6%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW5 new positions
↑27 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024