Fortress Financial Solutions, LLC

The portfolio is heavily reliant on exchange-traded funds (ETFs) for core exposure, comprising approximately 54.8% of total assets. This suggests a "core-satellite" investment strategy where the manager uses broad market ETFs to establish a baseline return while allocating smaller portions to individual equities for alpha generation. The portfolio is moderately diversified, though it exhibits a clear concentration in large-cap U.S. equities and fixed income strategies.

Key Holdings

The top ten holdings account for roughly 58% of the total portfolio value, indicating a focused allocation strategy.