Fortress Wealth Management, Inc. current holdings: USA Stocks
Fortress Wealth Management, Inc. reported $0.01 billion in share positions in stocks (listed in the US), 9 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are SPGI, AAPL, UMBF.
- SPGI: Country of operation United States; Class COM; Shares 6,939; Value $3,377,281.
- AAPL: Country of operation United States; Class COM; Shares 6,340; Value $1,614,386.
- UMBF: Country of operation United States; Class COM; Shares 12,780; Value $1,512,513.
- V: Country of operation United States; Class COM CL A; Shares 1,121; Value $382,680.
Form 13F-HR as filed (SEC CIK 1908099): quarter ended 2025-09-30, filed 2025-10-16. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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