FORTRESS WEALTH MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UMBF | 13K | $1.51M |
 | SPGI | 7K | $3.38M |
 | AAPL | 6K | $1.61M |
 | XOM | 3K | $368.81K |
 | SRE | 3K | $250.84K |
 | AMGN | 1K | $370.18K |
 | V | 1K | $382.68K |
 | GE | 1K | $304.43K |
 | NFLX | 232 | $278.15K |
 | BRK-A | 4 | $3.02M |
UMB Financial Corporation
UMBF
Shares Held
13K
Value
$1.51M
S&P Global Inc.
SPGI
Shares Held
7K
Value
$3.38M
Apple Inc.
AAPL
Shares Held
6K
Value
$1.61M
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$368.81K
Sempra
SRE
Shares Held
3K
Value
$250.84K
Amgen Inc.
AMGN
Shares Held
1K
Value
$370.18K
Visa Inc.
V
Shares Held
1K
Value
$382.68K
GE Aerospace
GE
Shares Held
1K
Value
$304.43K
Netflix, Inc.
NFLX
Shares Held
232
Value
$278.15K
Berkshire Hathaway Inc.
BRK-A
Shares Held
4
Value
$3.02M