FORTRESS FINANCIAL GROUP, LLC
All 13F Filings
- Location
- Rochester, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 200,258
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 79 | 200,258 | 13F-HR/A - RESTATEMENT | FORTRESS FINANCIAL GROUP, LLC |
| Q2 2026 | 8/6/2026 | 92 | 183,339 | 13F-HR | FORTRESS FINANCIAL GROUP, LLC |
| Q1 2026 | 5/15/2026 | 87 | 135,163 | 13F-HR | FORTRESS FINANCIAL GROUP, LLC |
| Q4 2025 | 1/23/2026 | 81 | 135,455 | 13F-HR | FORTRESS FINANCIAL GROUP, LLC |
| Q3 2025 | 11/6/2025 | 82 | 130,424 | 13F-HR | FORTRESS FINANCIAL GROUP, LLC |
| Q2 2025 | 8/14/2025 | 78 | 118,064 | 13F-HR | FORTRESS FINANCIAL GROUP, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.78 K | 27.4% | 17.59 K | 0 | 17.59 K |
| ETFs | 145.5 K | 72.6% | 47.51 K | 0 | 47.51 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
200,258
Holdings
79
QoQ value change ($000)
65,095
(48.2%)
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.