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Home > Institutional Investor > Fortress Wealth Management, Inc. > 13F Holdings

Instuitional Investor - Fortress Wealth Management, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr
 345,971 $23,598,738 11.38%
2.
Dimensional Etf Trust
 473,634 $16,842,446 8.12%
3.
Pimco Etf Trust
 617,511 $16,388,783 7.9%
4.
J P Morgan Exchange Traded F - INCOME ETF
 341,851 $15,834,583 7.64%
5.
Dimensional Etf Trust
 341,349 $14,620,000 7.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)