Fortune Financial Advisors, LLC Portfolio Holdings

Fortune Financial Advisors, LLC

  • $133 Billion
  • Q3 2025

Fortune Financial Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Min Vol Facto with a value of $12.1B, Vaneck Morningstar Wide Moat E with a value of $5.59B, Alphabet Inc. with a value of $5.09B, Vanguard with a value of $4.86B, and O Reilly Automotive Inc with a value of $4.12B.

Examining the 13F form we can see an increase of $8.6B in the current position value, from $124B to 133B.

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 $133 Billion
ETFs: $49.3 Billion
Technology: $19.5 Billion
Consumer Cyclical: $13.4 Billion
Industrials: $10.7 Billion
Financial Services: $10.5 Billion
Consumer Defensive: $8.42 Billion
Communication Services: $7.56 Billion
Healthcare: $6.94 Billion
Other: $5.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.1 Billion 9.13% of portfolio
127,498
Q3 2025 Added 0.78%
$0
$5.59 Billion 4.21% of portfolio
56,392
Q3 2025 Reduced 0.84%
$1.65T
$5.09 Billion 3.83% of portfolio
20,926
Q3 2025 Added 0.9%
$0
$4.86 Billion 3.65% of portfolio
82,526
Q3 2025 Added 3.93%
$6.2B
$4.12 Billion 3.1% of portfolio
38,171
Q3 2025 Added 1.03%
$4.3T
$3.75 Billion 2.82% of portfolio
14,741
Q3 2025 Added 1.06%
$512B
$3.73 Billion 2.8% of portfolio
6,550
Q3 2025 Added 2.06%
$3.78T
$3.69 Billion 2.78% of portfolio
7,133
Q3 2025 Added 1.64%
$881B
$3.49 Billion 2.63% of portfolio
11,071
Q3 2025 Reduced 0.23%
$0
$3.18 Billion 2.39% of portfolio
62,856
Q3 2025 Added 1.89%
$79.6B
$3.14 Billion 2.37% of portfolio
25,406
Q3 2025 Added 3.89%
$0
$3.15 Billion 2.37% of portfolio
26,334
Q3 2025 Reduced 0.13%
$86.7B
$3 Billion 2.26% of portfolio
4,920
Q3 2025 Added 0.7%
$104B
$2.86 Billion 2.15% of portfolio
43,257
Q3 2025 Added 0.83%
$2.39T
$2.74 Billion 2.06% of portfolio
12,483
Q3 2025 Added 1.19%
$197B
$2.64 Billion 1.99% of portfolio
12,908
Q3 2025 Added 2.04%
$237B
$2.37 Billion 1.78% of portfolio
14,626
Q3 2025 Added 5.21%
$533B
$2.14 Billion 1.61% of portfolio
6,278
Q3 2025 Added 1.06%
$0
$2.06 Billion 1.55% of portfolio
18,478
Q3 2025 Added 0.36%
$37.2B
$2.05 Billion 1.55% of portfolio
8,346
Q1 2025 Reduced 0.98%
$25.8B
$1.99 Billion 1.49% of portfolio
8,029
Q3 2025 Added 1.48%
$0
$1.96 Billion 1.47% of portfolio
23,047
Q3 2025 Added 1.68%
$37.6B
$1.81 Billion 1.36% of portfolio
26,937
Q3 2025 Added 0.95%
$123B
$1.66 Billion 1.25% of portfolio
3,324
Q3 2025 Added 0.51%
$109B
$1.64 Billion 1.23% of portfolio
29,561
Q3 2025 Added 1.19%
$1.37T
$1.63 Billion 1.22% of portfolio
2,213
Q3 2025 Added 1.98%
$228B
$1.62 Billion 1.22% of portfolio
12,104
Q3 2025 Added 1.13%
$9.01B
$1.62 Billion 1.22% of portfolio
5,013
Q3 2025 Added 1.05%
$170B
$1.58 Billion 1.19% of portfolio
10,941
Q3 2025 Added 1.34%
$37.7B
$1.45 Billion 1.09% of portfolio
6,492
Q3 2025 Added 3.2%
$6.15B
$1.45 Billion 1.09% of portfolio
25,446
Q3 2025 Added 4.98%
$0
$1.41 Billion 1.06% of portfolio
2,120
Q3 2025 Reduced 0.42%
$0
$1.29 Billion 0.97% of portfolio
2,099
Q3 2025 Added 8.64%
$0
$1.28 Billion 0.96% of portfolio
2,756
Q3 2025 Added 0.11%
$0
$1.12 Billion 0.84% of portfolio
17,183
Q3 2025 Reduced 6.74%
$303B
$1.11 Billion 0.83% of portfolio
7,134
Q3 2025 Added 1.01%
$139B
$1.04 Billion 0.78% of portfolio
3,161
Q3 2025 Added 1.77%
$224B
$1.02 Billion 0.77% of portfolio
3,347
Q3 2025 Added 0.57%
$0
$1.01 Billion 0.76% of portfolio
11,048
Q3 2025 Added 0.46%
Canadian Pacific Kansas City
-
$1 Billion 0.75% of portfolio
-
Q3 2025 Added 2.15%
$0
$981 Million 0.74% of portfolio
10,169
Q3 2025 Added 0.05%
$255B
$927 Million 0.7% of portfolio
2,791
Q3 2025 Reduced 0.14%
$151B
$911 Million 0.69% of portfolio
2,583
Q3 2025 Added 2.14%
$14.5B
$917 Million 0.69% of portfolio
2,123
Q3 2025 Added 4.22%
$1.74T
$848 Million 0.64% of portfolio
3,482
Q3 2025 Reduced 1.89%
$7.89B
$840 Million 0.63% of portfolio
900
Q3 2025 New
$191B
$804 Million 0.61% of portfolio
149
Q2 2023 New
$8.06B
$767 Million 0.58% of portfolio
1,976
Q3 2025 Added 8.51%
$136B
$759 Million 0.57% of portfolio
3,210
Q3 2025 Added 0.82%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $133 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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