SEC 13F Intelligence

Managers / Q1 2025 · view latest →

FORTRESS PRIVATE LEDGER, LLC

CIK 0001718251 · 3110 EDWARDS MILL RD, STE 200, RALEIGH, NC, 27612 · 919-322-2762

Reported Value
$179M
Q1 2025
Positions
175
Filings on Record
6
2019–present window
Filed
May 15, 2025
original filing

Summary

Fortress Private Ledger, LLC reported $179M in U.S.-listed holdings across 175 positions for Q1 2025.

Its largest position, PLTR, represents 12.8% of the portfolio.

Compared with Q4 2024, the fund opened 42 new positions and exited 14.

Portfolio Metrics

Turnover
+8.1%
vs prior filed quarter
Top-10 Concentration
+43.2%
share of reported value
Largest Position
+12.8%
Palantir Technologies
New / Exited
42 / 14
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $164MQ4 ’24Q1 ’25: $179MQ1 ’25Q2 ’25: $220MQ2 ’25Q3 ’25: $274MQ3 ’25Q4 ’25: $304MQ4 ’25Q1 ’26: $320MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 66.6%ETP: 27.7%Closed-End Fund: 2.3%Other: 1.2%ADR: 1.0%Other: 1.2%
  • Common Stock · 66.6% · $119M
  • ETP · 27.7% · $50M
  • Closed-End Fund · 2.3% · $4M
  • Other · 1.2% · $2M
  • ADR · 1.0% · $2M
  • Other · 1.2% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
RGTIRIGETTI COMPUTING INCNEW+206.1K206.1K+$2M$2M
IONQIONQ INCNEW+71.4K71.4K+$2M$2M
INVESCO EXCH TRADED FD TR IINEW+3.0K3.0K+$586,395$586,395
RBB FUND TRUSTNEW+15.2K15.2K+$571,816$571,816
SLBSCHLUMBERGER LTDNEW+11.2K11.2K+$467,549$467,549
HGLBHIGHLAND GLOBAL ALLOCATION FNEW+51.3K51.3K+$427,004$427,004
ELVELEVANCE HEALTH INCNEW+933933+$405,921$405,921
WPMWHEATON PRECIOUS METALS CORPNEW+4.8K4.8K+$376,040$376,040

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

49 positions
#IssuerClass% PortfolioValueShares
1PLTRPALANTIR TECHNOLOGIES INChistory →CL A12.75%$23M270.8K
2CGDVUSDCAPITAL GROUP DIVIDEND VALUEhistory →SHS CREATION UNI7.68%$14M386.2K
3AAPLAPPLE INChistory →COM6.28%$11M50.7K
4NVDANVIDIA CORPORATIONhistory →COM4.73%$8M78.2K
5MSFTMICROSOFT CORPhistory →COM2.60%$5M12.4K
6COKECOCA COLA CONS INChistory →COM2.32%$4M3.1K
7GQ9SPDR GOLD TRhistory →GOLD SHS1.90%$3M11.8K
8VANGUARD INDEX FDSS&P 500 ETF SHS1.82%$3M6.4K
9VVISA INChistory →COM CL A1.58%$3M8.1K
10AMZNAMAZON COM INChistory →COM1.55%$3M14.6K
11DNPDNP SELECT INCOME FD INChistory →COM1.36%$2M246.9K
12SPDR S&P 500 ETF TRTR UNIT1.30%$2M4.2K
13LLYELI LILLY & COhistory →COM1.30%$2M2.8K
14BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.25%$2M4.2K
15EZPWEZCORP INChistory →CL A NON VTG1.12%$2M136.8K
16EMNEASTMAN CHEM COhistory →COM1.08%$2M21.9K
17QMARFIRST TR EXCHNG TRADED FD VIFT VEST UQ EQT · FT VEST NAS1.07%$2M54.9K
18SCHWAB STRATEGIC TRUS LCAP GR ETF1.04%$2M74.1K
19CHVCHEVRON CORP NEWCOM0.95%$2M10.1K
20RGTIRIGETTI COMPUTING INCCOMMON STOCK0.91%$2M206.1K
21EA SERIES TRUSTALPHA ARCH 1-30.90%$2M14.5K
22MCDMCDONALDS CORPCOM0.89%$2M5.1K
23IONQIONQ INCCOM0.88%$2M71.4K
24IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.86%$2M32.9K
25EXMOCEXXON MOBIL CORPCOM0.81%$1M12.3K
26PROSHARES TRS&P 500 DV ARIST0.81%$1M14.2K
27TSNTYSON FOODS INCCL A0.80%$1M22.5K
28A4SAMERIPRISE FINL INCCOM0.79%$1M2.9K
29ETENERGY TRANSFER L PCOM UT LTD PTN0.79%$1M76.1K
30NDQINVESCO QQQ TRUNIT SER 10.74%$1M2.8K
31JPMJPMORGAN CHASE & CO.COM0.70%$1M5.1K
32ODFLOLD DOMINION FREIGHT LINE INCOM0.68%$1M7.4K
33ADBEADOBE INCCOM0.67%$1M3.1K
34ISHARES TRMSCI USA QLT FCT0.66%$1M6.9K
35AVGOBROADCOM INCCOM0.65%$1M7.0K
36METAMETA PLATFORMS INCCL A0.65%$1M2.0K
37DUKDUKE ENERGY CORP NEWCOM NEW0.65%$1M9.6K
38WMTWALMART INCCOM0.65%$1M13.3K
39GOOGLALPHABET INCCAP STK CL A0.61%$1M7.1K
40TRVCCITIGROUP INCCOM NEW0.60%$1M15.3K
414I1PHILIP MORRIS INTL INCCOM0.60%$1M6.8K
42JNJJOHNSON & JOHNSONCOM0.57%$1M6.1K
43SPDR SER TRBLOOMBERG 1-3 MO0.56%$1M10.9K
44MSAMSA SAFETY INCCOM0.56%$998,5196.8K
45FIRST TR EXCHANGE TRADED FDDORSEY WRT 5 ETF0.54%$971,95517.7K
46CB1ACONSTELLATION BRANDS INCCL A0.53%$951,1845.2K
47AIRAAR CORPCOM0.53%$942,31216.8K
48IBMINTERNATIONAL BUSINESS MACHSCOM0.48%$869,2663.5K
49BABOEING COCOM0.47%$846,9515.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$320M252May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$304M219Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$274M202Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$220M185Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$179M175May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$164M147Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.