Fortune Financial Advisors, LLC
•CIK: 1961828•Filing: Q4 2025
**Fortune Financial Advisors, LLC** manages $148M across a diversified portfolio of 99 positions. The fund exhibits significant concentration in its top holdings, led by FHN-PF at $13.3M and USMV at $11.8M. Notable allocations include substantial positions in technology and financial sectors, such as GOOGL ($6.5M), MOAT ($5.8M), and AAPL ($3.9M). This structure suggests a tactical, large-cap tilt across varied market segments.
Total AUM
$148.3M
QoQ Performance
+11.6%
Positions
80
Top 10 Concentration
41.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GRMN
USMV
GRMN9.0%
USMV8.0%
GOOGL4.4%
MOAT3.9%
VGSH3.5%
AAPL2.6%
MA2.5%
JPM2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.4%
Technology13.5%
Financial7.2%
Consumer Staples3.9%
Consumer3.8%
Industrial2.4%
ETF2.2%
Healthcare1.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑52 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023