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 Market Cap. of Under $50 Millions

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

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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