SEC Form 13F · Q1 2026

FORTRESS FINANCIAL GROUP, LLC

Institutional Holdings Report

13F-HRMN
$135.2M
Portfolio Value
87
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
FORTRESS FINANCIAL GROUP, LLC
CIK
2054451
Accession No.
0001951757-26-000876
Location
ROCHESTER, MN
Form Type
13F-HR
Portfolio Value
$135.2M
Holdings Reported
87
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

FORTRESS FINANCIAL GROUP, LLC is an institutional investment manager based in ROCHESTER, MN reporting approximately $135.2M in 13(f) securities across 87 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.