Fortress Private Ledger, LLC
Annual return '25
-6.3%
SPY '25
+17.7%
Alpha
-24.0ptsvs SPY
Invested
$320.2M
Holdings
244
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PLTR
PALANTIR TECHNOLOGIES INC
Held since at least Q1 2024
12.8%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 17.6% (3.4k → 2.8k shares)
5.5%
03
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
4.9%
04
$AAPL
APPLE INC
Q1 2026: Sold 2.4% (23.6k → 23.0k shares)
4.3%
05
$GQ9
SPDR GOLD TR
Q4 2025: New position (1.4k shares)
2.8%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 6.4% (7.1k → 6.7k shares)
2.5%
07
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (1.0k shares)
1.9%
08
$COKE
COCA COLA CONS INC
Held since at least Q1 2024
1.9%
09
$FEGE
RBB FUND TRUST
Q1 2026: Increased +28.0% (10.0k → 12.8k shares)
1.6%
10
$BOXX
EA SERIES TRUST
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:09 UTC.