You're signed outSign in or to get full access.
Fortress Wealth Group, LLC
Fortress Wealth Group, LLC is a registered investment adviser based in Orlando, Florida. Founded in March 2020, the firm provides holistic financial advisory services focusing on financial planning, investment management, and guidance for individuals, families, business owners, entrepreneurs, executives, and retirees. The firm places strong emphasis on authentic client relationships and delivers customized wealth management solutions, tax, retirement planning, and risk management. Fortress Wealth Group employs a small team dedicated to optimizing client outcomes across diverse financial goals.
Investment Strategy
Fortress Wealth Group specializes in personalized portfolio management, comprehensive financial planning, and tax optimization strategies. The firm’s approach involves collaborating closely with clients and their tax advisors to develop investment plans tailored to long-term financial prosperity. They conduct rigorous due diligence to identify alternative investment opportunities, applying advanced risk assessments. Their investment philosophy centers on customization, proactive guidance, and integrating tax-sensitive strategies for individuals, high-net-worth clients, and business owners.
Latest 13F Filing Activity
Fortress Wealth Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 106 equity positions with a total 13F market value of $213M. The fund increased holdings in Fidelity Merrimack STR TR, Invesco QQQ TR, Nvidia Corporation among other positions. Fortress Wealth Group, LLC reduced exposure to Ishares TR, J P Morgan Exchange Traded F, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 14.35% | $30.5M | 172,256 | $148.07 | $176.74 | +$1.7M |
V VUG | VANGUARD INDEX FDS | 12.89% | $27.4M | 60,421 | $299.31 | $438.40 | -$987.5K |
Q QQQ | INVESCO QQQ TR | 8.88% | $18.9M | 33,463 | $321.69 | $551.64 | +$2.7M |
F FBND | FIDELITY MERRIMACK STR TR | 4.73% | $10.1M | 219,009 | $46.26 | $45.75 | +$4.5M |
S SPY | SPDR S&P 500 ETF TR | 3.85% | $8.2M | 12,967 | $426.34 | $617.85 | +$693.2K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more