Fortress Financial Solutions, LLC
All 13F Filings
- Location
- Tucson, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 95,708
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 56 | 95,708 | 13F-HR | Fortress Financial Solutions, LLC |
| Q4 2025 | 1/23/2026 | 59 | 97,740 | 13F-HR | Fortress Financial Solutions, LLC |
| Q3 2025 | 10/20/2025 | 60 | 91,784 | 13F-HR | Fortress Financial Solutions, LLC |
| Q2 2025 | 8/13/2025 | 63 | 79,711 | 13F-HR | Fortress Financial Solutions, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.54 K | 25.6% | 0 | 53.18 K | -53.18 K |
| ETFs | 71.17 K | 74.4% | 51.14 K | 0 | 51.14 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
95,708
Holdings
56
QoQ value change ($000)
-2,032
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.