FWG Holdings, LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Winter Park, FL
CIK
0001862067
Alternate names
Fortress Wealth Group, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
102
208,454
VTV, VUG, QQQ, JEPQ
13F-HR
2/7/2025
000195175725000204
Q3 2024
101
201,280
VTV, VUG, QQQ, JEPQ
13F-HR
11/8/2024
000195175724001184
Q2 2024
105
199,135
VUG, VTV, QQQ, COWZ
13F-HR
7/31/2024
000195175724000595
Q1 2024
108
186,536
VTV, VUG, QQQ, COWZ
13F-HR
5/13/2024
000195175724000469
Q4 2023
100
167,716
VTV, VUG, QQQ, COWZ
13F-HR
1/12/2024
000195175724000021
Q3 2023
95
149,961
VTV, QQQ, SHV, VUG
13F-HR
10/12/2023
000195175723000561
Q2 2023
98
158,124
VTV, ACWX, QQQ, VUG
13F-HR
8/10/2023
000195175723000505
Q1 2023
85
138,477
VTV, ACWX, QQQ, VUG
13F-HR
5/12/2023
000195175723000304
Q4 2022
82
143,114
FVD, QQQ, RDVY, VUG
13F-HR
2/7/2023
000195175723000109
Q3 2022
86
133,332
QQQ, VUG, FVD, RDVY
13F-HR
11/14/2022
000195175722000009
Q2 2022
86
116,041
FVD, RDVY, QQQ, VUG
13F-HR
8/15/2022
000186206722000004
Q1 2022
92
129,372
QQQ, RDVY, FVD, VUG
13F-HR
5/16/2022
000186206722000002
Q4 2021
94
134,323
QQQ, RDVY, VUG, FVD
13F-HR
2/11/2022
000186206722000001
Q3 2021
86
115,580
QQQ, VUG, RDVY, FVD
13F-HR
11/4/2021
000186206721000001
Q2 2021
87
111,958
QQQ, VUG, RDVY, FVD
13F-HR
8/13/2021
000176438621000004
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