Fortune Financial Advisors, LLC Portfolio Holdings

Fortune Financial Advisors, LLC

  • $124 Billion
  • Q2 2025

Fortune Financial Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Min Vol Facto with a value of $11.9B, Vaneck Morningstar Wide Moat E with a value of $5.33B, Vanguard with a value of $4.67B, Alphabet Inc. with a value of $3.66B, and Mastercard Inc with a value of $3.61B.

Examining the 13F form we can see an increase of $8.31B in the current position value, from $116B to 124B.

Fortune Financial Advisors, LLC is based out at Overland Park, KS

Below you can find more details about Fortune Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $48.1 Billion
Technology: $17 Billion
Consumer Cyclical: $12.2 Billion
Financial Services: $9.92 Billion
Industrials: $9.88 Billion
Consumer Defensive: $8.1 Billion
Healthcare: $7.29 Billion
Communication Services: $5.89 Billion
Other: $4.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.07T
$3.66 Billion 2.94% of portfolio
20,740
Q2 2025 Added 1.31%
$530B
$3.61 Billion 2.9% of portfolio
6,418
Q2 2025 Added 1.65%
$3.81T
$3.49 Billion 2.81% of portfolio
7,018
Q2 2025 Added 1.9%
$5.75B
$3.41 Billion 2.74% of portfolio
37,781
Q2 2025 Added 1,415.48%
$850B
$3.22 Billion 2.59% of portfolio
11,096
Q2 2025 Reduced 0.59%
$3.38T
$2.99 Billion 2.41% of portfolio
14,586
Q2 2025 Reduced 4.25%
$2.28T
$2.71 Billion 2.18% of portfolio
12,336
Q2 2025 Added 1.47%
$278B
$2.53 Billion 2.04% of portfolio
13,902
Q2 2025 Added 1.19%
$104B
$2.52 Billion 2.02% of portfolio
42,900
Q2 2025 Added 0.64%
$80.6B
$2.44 Billion 1.97% of portfolio
4,886
Q2 2025 Added 1.64%
$60.6B
$2.41 Billion 1.94% of portfolio
24,455
Q2 2025 Added 6.08%
$166B
$2.32 Billion 1.86% of portfolio
12,650
Q2 2025 Added 1.18%
$572B
$2.21 Billion 1.77% of portfolio
6,212
Q2 2025 Added 0.73%
$147B
$2.02 Billion 1.62% of portfolio
29,212
Q2 2025 Added 2.43%
$22.5B
$1.9 Billion 1.53% of portfolio
7,912
Q2 2025 Added 1.67%
$43.2B
$1.74 Billion 1.4% of portfolio
8,346
Q1 2025 Reduced 0.98%
$211B
$1.63 Billion 1.31% of portfolio
11,969
Q2 2025 Added 3.16%
$1.62T
$1.6 Billion 1.29% of portfolio
2,170
Q2 2025 Added 0.42%
$9.44B
$1.58 Billion 1.27% of portfolio
4,961
Q2 2025 Added 0.98%
$123B
$1.53 Billion 1.23% of portfolio
3,307
Q2 2025 Added 1.57%
$142B
$1.33 Billion 1.07% of portfolio
10,796
Q2 2025 Added 2.61%
$6.31B
$1.28 Billion 1.03% of portfolio
24,239
Q2 2025 Added 2.84%
$29.6B
$1.03 Billion 0.83% of portfolio
6,291
Q2 2025 Added 4.54%
$296B
$1.01 Billion 0.81% of portfolio
7,063
Q2 2025 Added 2.18%
$170B
$978 Million 0.79% of portfolio
2,529
Q2 2025 Added 2.47%
$221B
$972 Million 0.78% of portfolio
3,328
Q2 2025 Added 0.09%
$16.6B
$918 Million 0.74% of portfolio
2,037
Q2 2025 Added 2.31%
$236B
$891 Million 0.72% of portfolio
2,795
Q2 2025 Reduced 1.17%
$173B
$867 Million 0.7% of portfolio
14,122
Q2 2025 Added 1.77%
$116B
$856 Million 0.69% of portfolio
3,106
Q1 2025 Added 7.62%
$226B
$863 Million 0.69% of portfolio
149
Q2 2023 New
$6.82B
$781 Million 0.63% of portfolio
1,603
Q2 2025 Added 47.74%
$9.52B
$741 Million 0.6% of portfolio
1,821
Q2 2025 Added 1.62%
$140B
$733 Million 0.59% of portfolio
3,184
Q2 2025 Added 0.82%
$213B
$656 Million 0.53% of portfolio
833
Q2 2025 Added 0.85%
$1.12T
$630 Million 0.51% of portfolio
3,549
Q1 2025 Reduced 0.56%
$200B
$601 Million 0.48% of portfolio
4,553
Q2 2025 Added 0.02%
$118B
$561 Million 0.45% of portfolio
6,249
Q2 2025 Added 0.08%
$64.3B
$554 Million 0.45% of portfolio
7,566
Q2 2025 Added 11.97%
$369B
$537 Million 0.43% of portfolio
3,370
Q2 2025 Added 6.65%
$25.1B
$513 Million 0.41% of portfolio
2,184
Q2 2025 Added 1.77%
$431B
$500 Million 0.4% of portfolio
3,162
Q2 2025 Reduced 0.94%
$182B
$465 Million 0.37% of portfolio
856
Q2 2025 Added 18.4%
$253B
$442 Million 0.36% of portfolio
1,500
Q3 2024 Reduced 3.47%
$152B
$436 Million 0.35% of portfolio
1,220
Q2 2025 Reduced 1.21%
$223B
$408 Million 0.33% of portfolio
2,793
Q2 2025 Added 0.04%
$14.4B
$398 Million 0.32% of portfolio
3,818
Q2 2025 Added 0.1%
$42.1B
$379 Million 0.3% of portfolio
3,824
Q2 2025 Added 6.94%
$7.15B
$309 Million 0.25% of portfolio
2,000
Q2 2025 Reduced 15.5%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $124 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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