13F Filings History of Fortress Wealth Management, Inc.

Latest 13F report
Q3 2025 - 16 Oct 2025
Value $
$224,835,995
Signature - Title
Arlie W. Green - President/CCO
Location
Culver City, CA
Summary
This page shows a list of all the recent 13F filings made by Fortress Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fortress Wealth Management, Inc. reported 75 stock holdings with total value $224,835,995 as of Q3 2025. Top holdings included AVLV, DUHP, DFIV, PYLD, and JPIE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 75 $224,835,995 +$12,989,374 -$6,426,426 +$6,562,948 AVLV, DUHP, DFIV, PYLD, JPIE 13F-HR 15 Oct 2025, 17:55
Q2 2025 72 $207,358,472 +$7,403,559 -$2,574,260 +$4,829,299 AVLV, DUHP, PYLD, JPIE, DFIV 13F-HR 10 Jul 2025, 11:03
Q1 2025 71 $192,523,541 +$15,646,190 -$30,727,500 -$15,081,310 AVLV, DUHP, PYLD, JPIE, DFIV 13F-HR 02 May 2025, 11:21
Q4 2024 68 $206,233,048 +$30,367,206 -$17,245,860 +$13,121,346 AVLV, DUHP, PYLD, DFIV, JPIE 13F-HR 22 Jan 2025, 16:21
Q3 2024 70 $200,179,256 +$30,902,692 -$36,347,302 -$5,444,610 AVLV, DUHP, PYLD, DFIV, JPIE 13F-HR 18 Oct 2024, 16:07
Q2 2024 69 $195,502,601 +$3,653,081 -$1,932,639 +$1,720,442 AVLV, DUHP, DFIV, SSPY, JPIE 13F-HR 16 Jul 2024, 13:55
Q1 2024 67 $194,035,407 +$11,612,944 -$10,287,138 +$1,325,806 AVLV, DUHP, SSPY, DFIV, JPIE 13F-HR 19 Apr 2024, 10:30
Q4 2023 64 $183,452,392 +$55,288,023 -$37,276,819 +$18,011,204 AVLV, SSPY, DUHP, DFIV, JPIE 13F-HR 12 Feb 2024, 12:40
Q3 2023 60 $154,607,767 +$5,366,880 -$1,249,779 +$4,117,101 SSPY, JPST, DFIV, AVLV, JPIE 13F-HR 14 Nov 2023, 08:50
Q2 2023 59 $154,516,051 +$31,156,493 -$22,033,469 +$9,123,024 SSPY, JPST, DFIV, AVLV, JPIE 13F-HR 26 Jul 2023, 13:54
Q1 2023 59 $142,714,576 +$23,016,874 -$4,629,536 +$18,387,338 SSPY, AVLV, DFIV, JPST, RLY 13F-HR 20 Apr 2023, 14:47
Q4 2022 57 $120,261,231 +$15,912,069 -$3,395,881 +$12,516,188 SSPY, AVLV, DFIV, JPST, RLY 13F-HR 17 Jan 2023, 13:21
Q3 2022 52 $98,490,000 +$13,008,015 -$14,187,766 -$1,179,751 SSPY, AVLV, JPST, DFIV, RLY 13F-HR 03 Nov 2022, 13:01
Q2 2022 52 $106,458,000 +$35,260,636 -$45,038,859 -$9,778,223 SSPY, JPST, AVLV, DFIV, SCHV 13F-HR 27 Jul 2022, 17:08
Q1 2022 57 $130,640,000 +$16,966,703 -$11,879,832 +$5,086,871 SSPY, JPST, MTUM, SCHF, SCHV 13F-HR 04 May 2022, 16:27
Q4 2021 56 $132,920,000 $0 $0 $0 SSPY, MTUM, JPST, SCHF, GMF 13F-HR 03 Feb 2022, 12:32