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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.2B
$13.3 Billion 8.99% of portfolio
65,704
Q4 2025 Added 687.25%
$0
$11.8 Billion 7.96% of portfolio
125,399
Q4 2025 Reduced 1.65%
$1.65T
$6.54 Billion 4.41% of portfolio
20,903
Q4 2025 Reduced 0.11%
$0
$5.76 Billion 3.88% of portfolio
55,604
Q4 2025 Reduced 1.4%
$0
$5.15 Billion 3.47% of portfolio
87,656
Q4 2025 Added 6.22%
$4.3T
$3.9 Billion 2.63% of portfolio
14,333
Q4 2025 Reduced 2.77%
$512B
$3.75 Billion 2.53% of portfolio
6,575
Q4 2025 Added 0.38%
$881B
$3.57 Billion 2.41% of portfolio
11,085
Q4 2025 Added 0.13%
$6.2B
$3.51 Billion 2.37% of portfolio
38,512
Q4 2025 Added 0.89%
$3.78T
$3.52 Billion 2.37% of portfolio
7,270
Q4 2025 Added 1.92%
$79.6B
$3.47 Billion 2.34% of portfolio
25,702
Q4 2025 Added 1.17%
$197B
$3.34 Billion 2.25% of portfolio
12,997
Q4 2025 Added 0.69%
$0
$3.3 Billion 2.23% of portfolio
66,790
Q4 2025 Added 6.26%
$0
$3.15 Billion 2.13% of portfolio
26,432
Q4 2025 Added 0.37%
$2.39T
$2.93 Billion 1.98% of portfolio
12,702
Q4 2025 Added 1.75%
$86.7B
$2.85 Billion 1.92% of portfolio
4,998
Q4 2025 Added 1.59%
$237B
$2.41 Billion 1.63% of portfolio
15,035
Q4 2025 Added 2.8%
$0
$2.38 Billion 1.61% of portfolio
12,447
Q4 2025 Reduced 9.87%
$533B
$2.26 Billion 1.52% of portfolio
6,442
Q4 2025 Added 2.61%
$37.6B
$2.11 Billion 1.42% of portfolio
27,518
Q4 2025 Added 2.16%
$25.8B
$2.08 Billion 1.4% of portfolio
8,200
Q4 2025 Added 2.13%
$0
$2.02 Billion 1.36% of portfolio
23,384
Q4 2025 Added 1.46%
$0
$2 Billion 1.35% of portfolio
18,235
Q4 2025 Reduced 1.32%
$170B
$1.74 Billion 1.17% of portfolio
11,333
Q4 2025 Added 3.58%
$123B
$1.65 Billion 1.12% of portfolio
3,420
Q4 2025 Added 2.89%
$9.01B
$1.66 Billion 1.12% of portfolio
5,131
Q4 2025 Added 2.35%
$228B
$1.55 Billion 1.05% of portfolio
12,406
Q4 2025 Added 2.5%
$1.37T
$1.49 Billion 1.01% of portfolio
2,264
Q4 2025 Added 2.3%
$0
$1.43 Billion 0.97% of portfolio
2,099
Q4 2025 Reduced 0.99%
$0
$1.39 Billion 0.94% of portfolio
2,214
Q4 2025 Added 5.48%
$37.7B
$1.38 Billion 0.93% of portfolio
6,648
Q4 2025 Added 2.4%
$109B
$1.38 Billion 0.93% of portfolio
27,127
Q4 2025 Reduced 8.23%
$6.15B
$1.35 Billion 0.91% of portfolio
27,078
Q4 2025 Added 6.41%
$0
$1.28 Billion 0.86% of portfolio
2,660
Q4 2025 Reduced 3.48%
$303B
$1.12 Billion 0.75% of portfolio
7,317
Q4 2025 Added 2.57%
$0
$1.1 Billion 0.74% of portfolio
4,389
Q4 2025 Added 53.35%
$139B
$1.09 Billion 0.73% of portfolio
3,141
Q4 2025 Reduced 0.63%
$0
$1.08 Billion 0.73% of portfolio
11,846
Q4 2025 Added 7.22%
$1.74T
$1.04 Billion 0.7% of portfolio
3,316
Q4 2025 Reduced 4.77%
$255B
$1.03 Billion 0.7% of portfolio
2,789
Q4 2025 Reduced 0.07%
$224B
$1.02 Billion 0.69% of portfolio
3,330
Q4 2025 Reduced 0.51%
Canadian Pacific Kansas City
-
$1 Billion 0.68% of portfolio
-
Q4 2025 Added 1.17%
$0
$979 Million 0.66% of portfolio
10,179
Q4 2025 Added 0.1%
$0
$972 Million 0.66% of portfolio
14,722
Q4 2025 Reduced 14.32%
$14.5B
$915 Million 0.62% of portfolio
2,195
Q4 2025 Added 3.39%
$8.06B
$854 Million 0.58% of portfolio
2,117
Q4 2025 Added 7.14%
$151B
$845 Million 0.57% of portfolio
2,415
Q4 2025 Reduced 6.5%
$7.89B
$831 Million 0.56% of portfolio
2,893
Q4 2025 Added 221.44%
$136B
$782 Million 0.53% of portfolio
3,382
Q4 2025 Added 5.36%

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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