Fortune Financial Advisors, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 233,740
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 163 | 233,740 | 13F-HR | Fortune Financial Advisors, LLC |
| Q1 2026 | 4/30/2026 | 148 | 196,214 | 13F-HR | Fortune Financial Advisors, LLC |
| 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 | 171.1 K | 73.2% | 31.94 K | 0 | 31.94 K |
| ETFs | 60.55 K | 25.9% | 5.343 K | 0 | 5.343 K |
| Other | 2.136 K | 0.9% | 252 | 0 | 252 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
233,740
Holdings
163
QoQ value change ($000)
37,526
(19.1%)
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.