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Debra Pladsen

Fortress Financial Group, Llc

Assets Managed
$135.163M
Holdings
87
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-0.21%(2Q avg: 1.83%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fortress Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Fortress Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 135.163M in assets, with a quarterly growth rate of -0.21% and a 2-quarter average growth rate of 1.83%. The portfolio is managed by Debra Pladsen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 4.01%
11.06%
$14.941M
96,327 shares@ $155.12 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Decreased -1.15%
10.55%
$14.251M
139,371 shares@ $102.26 avg price
FELC
Fidelity Enhan Lrg Cap Cor
Recent Activity
Increased 5.16%
8.46%
$11.424M
314,976 shares@ $36.27 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -0.47%
7.05%
$9.528M
49,645 shares@ $191.92 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Increased 3.33%
5.68%
$7.675M
53,040 shares@ $144.71 avg price
IJS
Ishares S&p Small-cap 600 Va
Recent Activity
Increased 2.14%
5.63%
$7.597M
64,138 shares@ $118.46 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 3.37%
4.65%
$6.274M
50,144 shares@ $125.13 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.14%
3.52%
$4.746M
38,175 shares@ $124.32 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.87%
2.7%
$3.639M
6,304 shares@ $577.2 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.23%
2.33%
$3.146M
4,837 shares@ $650.4 avg price

1-10 of 87