DOSSIER · 13F-HR · Q2 2026
Fortune Financial Advisors, LLC
$234M in tracked AUM across 163 positions as of Q2 2026.
FF
CIK 0001961828 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Fortune Financial Advisors, LLC 13F Filing
Portfolio Overview
Fortune Financial Advisors, LLC has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 100.7%, growing from $73.89 million to $148.32 million. This doubling of assets under management indicates substantial capital inflows or a significant appreciation in existing asset values, likely driven by ...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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