Institutional Fund
Fortress Financial Solutions, LLC
Tucson, AZCIK 20395015 filings on record
Portfolio Value
$95.71M
Q1 2026
Holdings
56
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-2.1%
from $97.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr11.4%
- Vanguard Scottsdale Fds9.0%
- Ishares Tr8.6%
- Ishares Tr6.1%
- Ishares Tr5.1%
- Vanguard Scottsdale Fds4.7%
- Other55.1%
Portfolio Holdings
56 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 18.9K | $10.89M | 11.4% | −1.8K | Reduced |
| 2 | Vanguard Scottsdale Fds | 104.2K | $8.62M | 9.0% | +5.3K | Added |
| 3 | Ishares Tr | 12.6K | $8.25M | 8.6% | +608 | Added |
| 4 | Ishares Tr | 193.1K | $5.85M | 6.1% | +8.0K | Added |
| 5 | Ishares Tr | 71.6K | $4.83M | 5.1% | −2.1K | Reduced |
| 6 | Vanguard Scottsdale Fds | 57.0K | $4.52M | 4.7% | +3.9K | Added |
| 7 | Apple Inc | 16.8K | $4.27M | 4.5% | −407 | Reduced |
| 8 | Ishares Tr | 25.4K | $3.61M | 3.8% | −2.3K | Reduced |
| 9 | J P Morgan Exchange Traded F | 59.0K | $3.34M | 3.5% | +3.5K | Added |
| 10 | J P Morgan Exchange Traded F | 58.6K | $3.25M | 3.4% | +5.9K | Added |
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