Fortune Financial Advisors, LLC Portfolio Holdings

Fortune Financial Advisors, LLC

  • $148 Billion
  • Q4 2025

Fortune Financial Advisors, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Garmin LTD with a value of $13.3B, Ishares Msci Usa Min Vol Facto with a value of $11.8B, Alphabet Inc. with a value of $6.54B, Vaneck Morningstar Wide Moat E with a value of $5.76B, and Vanguard with a value of $5.15B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $133B to 148B.

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 $148 Billion
ETFs: $50.8 Billion
Technology: $31.4 Billion
Consumer Cyclical: $13.1 Billion
Financial Services: $10.6 Billion
Industrials: $10.5 Billion
Communication Services: $9.08 Billion
Consumer Defensive: $8.42 Billion
Healthcare: $7.16 Billion
Other: $5.08 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $148 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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