Fund Holdings — FORTRESS FINANCIAL GROUP, LLC

Total Portfolio Value
$130.42M
Total Bought
$13.63M
Total Sold
$3.04M
Net Transaction
+$10.58M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIDELITY COVINGTON TRUST238,410283,077+44,6678,22310,5508.09%+2,328
ISHARES TR90,23991,347+1,10813,57215,03011.52%+1,458
ISHARES TR132,556136,958+4,40212,54413,68910.50%+1,145
ISHARES TR57,63660,646+3,0105,7346,7075.14%+973
ISHARES TR44,25346,755+2,5025,8876,6165.07%+728
ISHARES TR32,84535,987+3,1423,5904,2763.28%+687
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46,64848,071+1,4238,4789,1196.99%+641
VANGUARD INDEX FDS01,567+1,56705140.39%+514
APPLE INC(AAPL)9,1129,141+291,8632,3271.78%+464
GOLDMAN SACHS ETF TR47,37947,566+1875,7516,1974.75%+446
VANGUARD BD INDEX FDS04,981+4,98103930.30%+393
TESLA INC(TSLA)2,9892,98909491,3291.02%+380
ISHARES INC
CORE MSCI EMKT
07,143+7,14303560.27%+356
VANGUARD BD INDEX FDS04,709+4,70903500.27%+350
INVESCO QQQ TR6,2176,242+253,4303,7472.87%+318
POLARIS INC(PII)04,239+4,23902460.19%+246
ISHARES TR6,2356,161-742,6472,8862.21%+239
ISHARES TR
US TREAS BD ETF
09,714+9,71402250.17%+225
NVIDIA CORPORATION(NVDA)7,6847,680-41,2141,4331.10%+219
SPDR INDEX SHS FDS
ST STR PO EX ETF
05,027+5,02702150.16%+215
LOCKHEED MARTIN CORP(LMT)0430+43002150.16%+215
FASTENAL CO(FAST)27,76227,884+1221,1661,3671.05%+201
SPDR S&P 500 ETF TR(SPY)4,8954,815-803,0243,2082.46%+184
INSTALLED BLDG PRODS INC(IBP)2,3882,391+34315900.45%+159
ALPHABET INC(GOOG)2,0222,040+183574960.38%+139
ISHARES TR10,21510,21501,1251,2330.95%+108
GE AEROSPACE(GE)2,4422,446+46297360.56%+107
ISHARES TR3,2073,107-1001,9912,0801.59%+88
SPDR GOLD TR(GLD)1,7261,727+15266140.47%+88
ISHARES TR20,84921,079+2301,2931,3761.05%+82
JPMORGAN CHASE & CO.(JPM)2,6482,660+127688390.64%+71
MICROSOFT CORP(MSFT)3,3123,311-11,6471,7151.31%+67
ISHARES TR12,55312,267-2862,4382,4981.91%+59
GE VERNOVA INC(GEV)57957903063560.27%+50
CATERPILLAR INC(CAT)539541+22092580.20%+49
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
10,36710,382+153323800.29%+48
XCEL ENERGY INC(XEL)3,5743,603+292432910.22%+47
FIDELITY MERRIMACK STR TR45,73246,203+4712,0922,1361.64%+44
ISHARES TR
MSCI USA QLT FCT
3,4153,424+96246660.51%+42
ISHARES TR3,6463,64607137530.58%+40
VANGUARD TAX-MANAGED FDS13,45713,463+67678070.62%+39
BLACKROCK INC(BLK)317318+13333710.28%+39
REGIONS FINANCIAL CORP NEW(RF)12,04112,168+1272833210.25%+38
OSHKOSH CORP(OSK)2,1832,191+82482840.22%+36
VANGUARD INDEX FDS87687603844200.32%+36
UNITEDHEALTH GROUP INC(UNH)9961,002+63113460.27%+35
DELL TECHNOLOGIES INC(DELL)1,7571,764+72152500.19%+35
DELTA AIR LINES INC DEL(DAL)4,1594,188+292052380.18%+33
BANK AMERICA CORP6,4086,440+323033320.25%+29
HOME DEPOT INC(HD)665668+32442710.21%+27
ISHARES TR1,0701,064-63633890.30%+26
KEYCORP(KEY)17,25117,436+1853013260.25%+25
EXXON MOBIL CORP4,1554,192+374484730.36%+25
WELLS FARGO CO NEW(WFC)6,2926,309+175045290.41%+25
PNC FINL SVCS GROUP INC(PNC)1,4161,429+132642870.22%+23
VANGUARD INTL EQUITY INDEX F4,3194,324+52142340.18%+21
MCKESSON CORP(MCK)47147103463640.28%+19
MERCK & CO INC(MRK)3,1593,190+312502680.21%+18
PEPSICO INC(PEP)1,5401,555+152032180.17%+15
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,3995,634+2353073220.25%+15
BERKSHIRE HATHAWAY INC DEL1,7081,579-1297807940.61%+14
FORD MTR CO(F)11,01911,174+1551201340.10%+14
VANGUARD INDEX FDS1,9191,885-343393520.27%+12
MCDONALDS CORP(MCD)701705+42052140.16%+9
AMGEN INC(AMGN)2,9122,913+18138220.63%+9
ISHARES TR2,8942,89403243300.25%+5
ISHARES TR2,2702,27002372420.19%+5
ONEMAIN HLDGS INC(OMF)5,9556,064+1093393420.26%+3
AT&T INC(T)7,8427,920+782272240.17%-3
ELI LILLY & CO(LLY)26626602072030.16%-4
AMAZON COM INC(AMZN)7,9417,898-431,7421,7341.33%-8
TRANE TECHNOLOGIES PLC(TT)56456402472380.18%-9
WEST BANCORPORATION INC(WTBA)19,26118,028-1,2333783660.28%-12
APOLLO GLOBAL MGMT INC(APO)3,1013,113+124404150.32%-25
DISNEY WALT CO(DIS)2,8962,908+123593330.26%-26
COCA COLA CO(KO)7,0187,069+514974690.36%-28
ISHARES TR
CORE MSCI EAFE
4,5383,751-7873793340.26%-45
INTERNATIONAL BUSINESS MACHS(IBM)7,8247,827+32,3062,2091.69%-98
UNITED PARCEL SERVICE INC(UPS)5,7885,491-2975844590.35%-126
HORMEL FOODS CORP(HRL)29,66529,973+3088977420.57%-156
CISCO SYS INC(CSCO)2,8880-2,8882000—-200
COSTCO WHSL CORP NEW(COST)2140-2142120—-212
AXON ENTERPRISE INC(AXON)2760-2762290—-229
ALERUS FINL CORP(ALRS)85,62367,296-18,3271,8531,4901.14%-363
WISDOMTREE TR(WT)21,1210-21,1214180—-418
BLACKROCK ETF TRUST
ISHARES INTL DIV
126,178104,287-21,8913,4422,9192.24%-524
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FORTRESS FINANCIAL GROUP, LLC — 13F Holdings — Q3 2025 | TickerTrail