Fortress Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Culver City, CA
CIK
0001908099
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 67 194,035 AVLV, DUHP, SSPY, DFIV 13F-HR 4/19/2024 000190809924000002
Q4 2023 64 183,452 AMERICAN CENTY ETF TR, SSPY, DUHP, DFIV 13F-HR 2/12/2024 000190809924000001
Q3 2023 60 154,607 SSPY, JPST, DFIV, AMERICAN CENTY ETF TR 13F-HR 11/14/2023 000190809923000004
Q2 2023 59 154,516 SSPY, JPST, DFIV, AMERICAN CENTY ETF TR 13F-HR 7/26/2023 000190809923000003
Q1 2023 59 142,714 SSPY, AMERICAN CENTY ETF TR, DFIV, JPST 13F-HR 4/20/2023 000190809923000002
Q4 2022 57 120,261 SSPY, AMERICAN CENTY ETF TR, DFIV, JPST 13F-HR 1/17/2023 000190809923000001
Q3 2022 52 98,490 SSPY, AMERICAN CENTY ETF TR, JPST, DFIV 13F-HR 11/3/2022 000190809922000004
Q2 2022 52 106,458 SSPY, JPST, AMERICAN CENTY ETF TR, DFIV 13F-HR 7/27/2022 000190809922000003
Q1 2022 57 130,640 SSPY, JPST, MTUM, SCHF 13F-HR 5/4/2022 000190809922000002
Q4 2021 56 132,920 SSPY, MTUM, JPST, SCHF 13F-HR 2/3/2022 000190809922000001