Fortress Wealth Management, Inc.

CIK: 0001908099SEC EDGAR →

Portfolio Value

$224.8B

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

72

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

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

Closed Positions (72)

$23.6B · 346K shares
$16.8B · 474K shares
$16.4B · 618K shares
$15.8B · 342K shares
$14.6B · 341K shares
$10.7B · 364K shares
$7.8B · 351K shares
$7.1B · 289K shares
$6.6B · 130K shares
$5.9B · 72K shares
$5.3B · 99K shares
$5.1B · 64K shares
$4.6B · 241K shares
$4.5B · 162K shares
$3.7B · 7K shares
$3.3B · 266K shares
$3.0B · 76K shares
$2.9B · 56K shares
$2.9B · 4 shares
$2.7B · 64K shares
$2.5B · 8K shares
$2.5B · 91K shares
$1.8B · 3K shares
$1.7B · 33K shares
$1.6B · 25K shares
$1.6B · 23K shares
$1.5B · 29K shares
$1.3B · 13K shares
$1.3B · 26K shares
$1.3B · 14K shares
$1.3B · 5K shares
$1.3B · 6K shares
$1.2B · 35K shares
$1.2B · 55K shares
$1.2B · 24K shares
$1.2B · 14K shares
$1.1B · 11K shares
$1.0B · 44K shares
$997.4M · 2K shares
$964.9M · 19K shares
$951.4M · 16K shares
$950.2M · 22K shares
$852.5M · 31K shares
$835.6M · 15K shares
$834.6M · 16K shares
$809.3M · 26K shares
$724.3M · 10K shares
$703.6M · 6K shares
$668.8M · 34K shares
$660.9M · 23K shares
$598.9M · 11K shares
$452.1M · 11K shares
$428.9M · 4K shares
$426.1M · 5K shares
$398.0M · 1K shares
$366.2M · 1K shares
$355.5M · 7K shares
$350.9M · 3K shares
$315.5M · 5K shares
$310.7M · 232 shares
$303.3M · 7K shares
$300.2M · 2K shares
$300.0M · 6K shares
$299.2M · 3K shares
$278.3M · 8K shares
$269.8M · 4K shares
$269.0M · 4K shares
$266.6M · 5K shares
$260.5M · 1K shares
$234.8M · 8K shares
$234.5M · 11K shares
$210.6M · 3K shares