13F Filings History of FORTRESS FINANCIAL GROUP, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$135,455,446
Signature - Title
Debra Pladsen - Chief Compliance Officer
Location
Rochester, MN
Summary
This page shows a list of all the recent 13F filings made by FORTRESS FINANCIAL GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FORTRESS FINANCIAL GROUP, LLC reported 81 stock holdings with total value $135,455,446 as of Q4 2025. Top holdings included IUSG, IUSV, FELC, RSP, and IJT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 81 $135,455,446 +$4,541,930 -$2,398,947 +$2,142,983 IUSG, IUSV, FELC, RSP, IJT 13F-HR 23 Jan 2026, 17:01
Q3 2025 82 $130,423,500 +$6,307,579 -$2,494,400 +$3,813,179 IUSG, IUSV, FELC, RSP, IJS 13F-HR 06 Nov 2025, 16:44
Q2 2025 78 $118,063,547 +$23,397,015 -$12,567,203 +$10,829,812 IUSG, IUSV, RSP, FELC, IJT 13F-HR 14 Aug 2025, 16:04
Q1 2025 69 $100,169,227 +$4,344,967 -$1,407,691 +$2,937,276 IUSV, IUSG, BIDD, RSP, GSLC 13F-HR 11 Apr 2025, 10:16
Q4 2024 69 $100,575,665 $0 $0 $0 IUSG, IUSV, BIDD, RSP, GSLC 13F-HR 05 Feb 2025, 10:53