Fortune Financial Group, Inc.
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 127,707
- Description
- Naples Florida based relationship driven wealth allocation platform with an incorporated management platform and a mandate specific and implementation minded investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and planning integrated mandate design for fiduciary household mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through downside sensitivity mapping and exposure consistency.
- Website
- —
- 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 | 7/24/2026 | 119 | 127,707 | 13F-HR | Fortune Financial Group, Inc. |
| Q1 2026 | 4/23/2026 | 84 | 111,091 | 13F-HR | Fortune Financial Group, Inc. |
| Q4 2025 | 2/11/2026 | 96 | 101,688 | 13F-HR | Fortune Financial Group, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.8 K | 13.9% | 0 | 4.33 K | -4.33 K |
| ETFs | 109.9 K | 86.1% | 20.95 K | 0 | 20.95 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
127,707
Holdings
119
QoQ value change ($000)
16,616
(15.0%)
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.