# EDGAR Filing Document

**Accession Number:** 0001908099
**File Stem:** 0001667731-25-000770
**Filing Date:** 2025-7
**Character Count:** 11474
**Document Hash:** e8ffe49fab3c1cecd446f8fed8e679a2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-000770.hdr.sgml**: 20250710

**ACCESSION NUMBER**: 0001667731-25-000770

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250710

**DATE AS OF CHANGE**: 20250710

**EFFECTIVENESS DATE**: 20250710

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Fortress Wealth Management, Inc.
- **CENTRAL INDEX KEY:** 0001908099

**ORGANIZATION NAME:**
- **EIN:** 943209960
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21587
- **FILM NUMBER:** 251115294

**BUSINESS ADDRESS:**
- **STREET 1:** 9696 CULVER BLVD, SUITE 301
- **CITY:** CULVER CITY
- **STATE:** CA
- **ZIP:** 90232
- **BUSINESS PHONE:** 310-899-0606

**MAIL ADDRESS:**
- **STREET 1:** 9696 CULVER BLVD, SUITE 301
- **CITY:** CULVER CITY
- **STATE:** CA
- **ZIP:** 90232

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Fortress Wealth Management Inc.<br>**Address:** 9696 Culver Blvd Suite 301<br>Culver City, CA 90232

**Form 13F File Number:** 028-21587

**CRD Number (if applicable):** 000110279

**SEC File Number (if applicable):** 801-113280

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Arlie W. Green<br>**Title:** President/CCO<br>**Phone:** 310-899-0606

**Signature, Place, and Date of Signing:**

/s/ Arlie W. Green  Culver City, CA  07-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 72

**Form 13F Information Table Value Total:** $207358472

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 1564424 | 22824 | SH |  | SOLE |  | 18104 | 0 | 4720 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 1299002 | 14258 | SH |  | SOLE |  | 12299 | 0 | 1959 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 5083986 | 64126 | SH |  | SOLE |  | 50008 | 0 | 14118 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 428935 | 4254 | SH |  | SOLE |  | 4254 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 315533 | 5069 | SH |  | SOLE |  | 4573 | 0 | 496 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 |  | 5280879 | 98624 | SH |  | SOLE |  | 76324 | 0 | 22300 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 23598738 | 345971 | SH |  | SOLE |  | 271943 | 0 | 74028 |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | 025072174 |  | 269789 | 4130 | SH |  | SOLE |  | 2000 | 0 | 2130 |
| AMGEN INC | COM | 031162100 |  | 366182 | 1311 | SH |  | SOLE |  | 1311 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1285012 | 6263 | SH |  | SOLE |  | 6263 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 2915200 | 4 | SH |  | SOLE |  | 4 | 0 | 0 |
| BONDBLOXX ETF TRUST | BONDBLOXX PRIVAT | 09789C671 |  | 964864 | 19151 | SH |  | SOLE |  | 14920 | 0 | 4231 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 1000940 | 44486 | SH |  | SOLE |  | 40889 | 0 | 3597 |
| COHEN  STEERS QUALITY INCOM | COM | 19247L106 |  | 3307607 | 265670 | SH |  | SOLE |  | 208498 | 0 | 57172 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 |  | 278342 | 8142 | SH |  | SOLE |  | 7302 | 0 | 840 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 |  | 4548989 | 162462 | SH |  | SOLE |  | 127960 | 0 | 34502 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 660854 | 22827 | SH |  | SOLE |  | 12759 | 0 | 10068 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 835636 | 15485 | SH |  | SOLE |  | 14744 | 0 | 741 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 16842446 | 473634 | SH |  | SOLE |  | 375378 | 0 | 98256 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 452103 | 10692 | SH |  | SOLE |  | 8949 | 0 | 1743 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 10748738 | 364486 | SH |  | SOLE |  | 289235 | 0 | 75251 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 809315 | 26090 | SH |  | SOLE |  | 18354 | 0 | 7736 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 14620000 | 341349 | SH |  | SOLE |  | 278426 | 0 | 62923 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1244711 | 34729 | SH |  | SOLE |  | 34729 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 234819 | 7552 | SH |  | SOLE |  | 7552 | 0 | 0 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 703574 | 6244 | SH |  | SOLE |  | 6244 | 0 | 0 |
| ENTREPRENEURSHARES SERIES TR | ERSHARES PRIVATE | 293828877 |  | 4597414 | 240828 | SH |  | SOLE |  | 190600 | 0 | 50228 |
| EXCHANGE LISTED FDS TR | SABA INT RATE | 30151E806 |  | 7812812 | 351295 | SH |  | SOLE |  | 271401 | 0 | 79894 |
| EXCHANGE LISTED FDS TR | STRATIFIED LARGE | 30151E533 |  | 5948730 | 72277 | SH |  | SOLE |  | 53451 | 0 | 18826 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 350889 | 3255 | SH |  | SOLE |  | 2288 | 0 | 967 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 |  | 7137112 | 289302 | SH |  | SOLE |  | 224403 | 0 | 64899 |
| FLEXSHARES TR | INTL QLTDV IDX | 33939L837 |  | 852509 | 31457 | SH |  | SOLE |  | 22144 | 0 | 9313 |
| GE AEROSPACE | COM NEW | 369604301 |  | 260479 | 1012 | SH |  | SOLE |  | 0 | 0 | 1012 |
| GOLDMAN SACHS ETF TR | S 500 PREMIUM | 38149W622 |  | 1201618 | 24118 | SH |  | SOLE |  | 18675 | 0 | 5443 |
| INVESCO EXCHANGE TRADED FD T | S SMCP VLU MNT | 46137V480 |  | 1719400 | 33071 | SH |  | SOLE |  | 25905 | 0 | 7166 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 951428 | 15556 | SH |  | SOLE |  | 9224 | 0 | 6332 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 834611 | 16478 | SH |  | SOLE |  | 16478 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 1568933 | 24714 | SH |  | SOLE |  | 21328 | 0 | 3386 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1197931 | 14349 | SH |  | SOLE |  | 13304 | 0 | 1045 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1294901 | 5387 | SH |  | SOLE |  | 3942 | 0 | 1445 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1101858 | 10943 | SH |  | SOLE |  | 10943 | 0 | 0 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 266624 | 5217 | SH |  | SOLE |  | 4779 | 0 | 438 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 15834583 | 341851 | SH |  | SOLE |  | 264374 | 0 | 77477 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 598887 | 10534 | SH |  | SOLE |  | 10155 | 0 | 379 |
| J P MORGAN EXCHANGE TRADED F | BETBULD MSCI | 46641Q738 |  | 299213 | 3247 | SH |  | SOLE |  | 3130 | 0 | 117 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1464433 | 28894 | SH |  | SOLE |  | 26180 | 0 | 2714 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 |  | 1332227 | 26474 | SH |  | SOLE |  | 20981 | 0 | 5493 |
| NETFLIX INC | COM | 64110L106 |  | 310678 | 232 | SH |  | SOLE |  | 232 | 0 | 0 |
| PACER FDS TR | METAURUS CAP 400 | 69374H436 |  | 3012920 | 76353 | SH |  | SOLE |  | 58239 | 0 | 18114 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 |  | 299995 | 5979 | SH |  | SOLE |  | 0 | 0 | 5979 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 16388783 | 617511 | SH |  | SOLE |  | 480076 | 0 | 137435 |
| PROSHARES TR | INVT INT RT HG | 74347B607 |  | 426123 | 5437 | SH |  | SOLE |  | 4624 | 0 | 813 |
| S GLOBAL INC | COM | 78409V104 |  | 3657811 | 6937 | SH |  | SOLE |  | 150 | 0 | 6787 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 234527 | 11083 | SH |  | SOLE |  | 11083 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1217749 | 55101 | SH |  | SOLE |  | 32939 | 0 | 22162 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 950230 | 22311 | SH |  | SOLE |  | 18285 | 0 | 4026 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 2508449 | 90654 | SH |  | SOLE |  | 78511 | 0 | 12143 |
| SEMPRA | COM | 816851109 |  | 210581 | 2779 | SH |  | SOLE |  | 2779 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 303271 | 7490 | SH |  | SOLE |  | 7490 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 997389 | 1614 | SH |  | SOLE |  | 1614 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 269005 | 3592 | SH |  | SOLE |  | 3592 | 0 | 0 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 2671625 | 64237 | SH |  | SOLE |  | 50897 | 0 | 13340 |
| UMB FINL CORP | COM | 902788108 |  | 1343945 | 12780 | SH |  | SOLE |  | 0 | 0 | 12780 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 2940722 | 56487 | SH |  | SOLE |  | 42507 | 0 | 13980 |
| VANECK ETF TRUST | EMERGING MRKT HI | 92189F353 |  | 668838 | 33745 | SH |  | SOLE |  | 26199 | 0 | 7546 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1802927 | 3174 | SH |  | SOLE |  | 3174 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 300242 | 1558 | SH |  | SOLE |  | 1558 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2521570 | 8296 | SH |  | SOLE |  | 7556 | 0 | 740 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 355461 | 7186 | SH |  | SOLE |  | 6553 | 0 | 633 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 724340 | 10484 | SH |  | SOLE |  | 10484 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 398004 | 1120 | SH |  | SOLE |  | 1120 | 0 | 0 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 6556077 | 130313 | SH |  | SOLE |  | 112865 | 0 | 17448 |

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