13F Insight
DOSSIER · 13F-HR · Q3 2025

Fortress Wealth Management, Inc.

$225M in tracked AUM across 75 positions as of Q3 2025.

FW
CIK 0001908099 · last filed Sep 30, 2025
Total AUM
$225M
as of Q3 2025
Holdings
75
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Fortress Wealth Management, Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AVLV
AMERICAN CENTY ETF TR
$25M347K11.2%02
DUHP
DIMENSIONAL ETF TRUST
$18M482K8.1%03
DFIV
DIMENSIONAL ETF TRUST
$17M362K7.4%04
PYLD
PIMCO ETF TR
$16M609K7.3%05
JPIE
J P MORGAN EXCHANGE TRADED F
$16M338K7.0%06
DIHP
DIMENSIONAL ETF TRUST
$13M413K5.6%07
CEFS
EXCHANGE LISTED FDS TR
$8M353K3.6%08
FTGC
FIRST TR EXCHANGE TRAD FD VI
$7M268K3.1%09
USFR
WISDOMTREE TR
$7M134K3.0%10
AVDV
AMERICAN CENTY ETF TR
$6M65K2.6%

Filing history

2025Q3Sep 30
$225M▲ 8.4%
75 positionsView →2025Q2Jun 30
$207M▲ 70.6%
72 positionsLocked2025Q1Mar 31
$122M▼ 41.0%
45 positionsLocked2024Q4Dec 31
$206M▲ 3.0%
68 positionsLocked2024Q3Sep 30
$200M▲ 2.4%
70 positionsLocked2024Q2Jun 30
$196M▲ 0.8%
69 positionsLocked2024Q1Mar 31
$194M▲ 5.8%
67 positionsLocked2023Q4Dec 31
$183M▲ 18.7%
64 positionsLocked2023Q3Sep 30
$155M▲ 0.1%
60 positionsLocked2023Q2Jun 30
$155M▲ 8.3%
59 positionsLocked2023Q1Mar 31
$143M▲ 18.7%
59 positionsLocked2022Q4Dec 31
$120M▲ 22.1%
57 positionsLocked
Showing 12 of 16