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Manager record

Fortress Financial Group, Llc

Rochester, MN · CIK 2054451 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$205.36MReported 13F valueQ3 2026 · as filed
78Holdings listed
+2.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $118.1M$118.1MQ2 202578 holdingsQ3 2025: $130.4M$130.4MQ3 202582 holdingsQ4 2025: $135.5M$135.5MQ4 202581 holdingsQ1 2026: $135.2M$135.2MQ1 202687 holdingsQ2 2026: $200.3M$200.3MQ2 202679 holdingsQ3 2026: $205.4M$205.4MQ3 202678 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2026 13F-HR · period Q3 2026

$205.36M · 78 holdings listed · View original SEC filing ↗
Aug 12 2026 13F-HR/A · period Q2 2026

$200.26M · 79 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 06 2026 13F-HR · period Q2 2026

$183.34M · 92 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$135.16M · 87 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$135.46M · 81 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$130.42M · 82 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$118.06M · 78 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 21, 2026 · Change methodology