Fortune Financial Advisors, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 148,320
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 99 | 148,320 | 13F-HR | Fortune Financial Advisors, LLC |
| Q3 2025 | 11/5/2025 | 94 | 132,911 | 13F-HR | Fortune Financial Advisors, LLC |
| Q2 2025 | 7/16/2025 | 95 | 124,314 | 13F-HR | Fortune Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 139.2 K | 93.8% | 15.58 K | 0 | 15.58 K |
| ETFs | 6.699 K | 4.5% | 0 | 259 | -259 |
| Debt | 379 | 0.3% | 0 | 1 | -1 |
| Other | 2.079 K | 1.4% | 92 | 0 | 92 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
148,320
Holdings
99
QoQ value change ($000)
15,409
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.