Fortune Financial Advisors, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 196,214
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 139.1 K | 70.9% | 0 | 42 | -42 |
| ETFs | 55.21 K | 28.1% | 48.51 K | 0 | 48.51 K |
| Debt | 0 | 0.0% | 0 | 379 | -379 |
| Other | 1.884 K | 1.0% | 0 | 195 | -195 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
196,214
Holdings
148
QoQ value change ($000)
47,894
(32.3%)
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.