Fortress Wealth Management, Inc.

CIK: 0001908099SEC EDGAR →

Portfolio Value

$224.8M

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

72

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

AVLVCLOSED
$23.6M
DUHPCLOSED
$16.8M
PYLDCLOSED
$16.4M
JPIECLOSED
$15.8M
DFIVCLOSED
$14.6M

Closed Positions (72)

$23.6M · 346K shares
$16.8M · 474K shares
$16.4M · 618K shares
$15.8M · 342K shares
$14.6M · 341K shares
$10.7M · 364K shares
$7.8M · 351K shares
$7.1M · 289K shares
$6.6M · 130K shares
$5.9M · 72K shares
$5.3M · 99K shares
$5.1M · 64K shares
$4.6M · 241K shares
$4.5M · 162K shares
$3.7M · 7K shares
$3.3M · 266K shares
$3.0M · 76K shares
$2.9M · 56K shares
$2.9M · 4 shares
$2.7M · 64K shares
$2.5M · 8K shares
$2.5M · 91K shares
$1.8M · 3K shares
$1.7M · 33K shares
$1.6M · 25K shares
$1.6M · 23K shares
$1.5M · 29K shares
$1.3M · 13K shares
$1.3M · 26K shares
$1.3M · 14K shares
$1.3M · 5K shares
$1.3M · 6K shares
$1.2M · 35K shares
$1.2M · 55K shares
$1.2M · 24K shares
$1.2M · 14K shares
$1.1M · 11K shares
$1.0M · 44K shares
$997K · 2K shares
$965K · 19K shares
$951K · 16K shares
$950K · 22K shares
$853K · 31K shares
$836K · 15K shares
$835K · 16K shares
$809K · 26K shares
$724K · 10K shares
$704K · 6K shares
$669K · 34K shares
$661K · 23K shares
$599K · 11K shares
$452K · 11K shares
$429K · 4K shares
$426K · 5K shares
$398K · 1K shares
$366K · 1K shares
$355K · 7K shares
$351K · 3K shares
$316K · 5K shares
$311K · 232 shares
$303K · 7K shares
$300K · 2K shares
$300K · 6K shares
$299K · 3K shares
$278K · 8K shares
$270K · 4K shares
$269K · 4K shares
$267K · 5K shares
$260K · 1K shares
$235K · 8K shares
$235K · 11K shares
$211K · 3K shares