Fortune Financial Group, Inc.

DOSSIER · 13F-HR · Q1 2026

Fortune Financial Group, Inc.

$111M in tracked AUM across 107 positions as of Q1 2026.

FF

CIK 0002106311 · last filed Mar 31, 2026

Total AUM

$111M

as of Q1 2026

Holdings

107

—

positions

Whale Score

47

47

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Fortune Financial Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

USFR

WISDOMTREE FLOATING RATETREASURY FUND

$15M308K13.9%02

SPLV

INVESCO S&P 500 LOW VOLATILITY ETF

$14M194K12.8%03

COWZ

PACER US CASH COWS 100 ETF

$11M176K9.9%04

SPHD

INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF

$7M140K6.2%05

PJAN

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

$4M81K3.4%06

SPHQ

INVESCO S&P 500 QUALITY ETF

$4M49K3.3%07

SWVXX

SCHWAB PRIME ADVANTAGE MONEY INVESTOR

$3M3.3M3.0%08

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

$3M13K2.8%09

SPMO

INVESCO S&P 500 MOMENTUMETF

$3M25K2.5%10

PDEC

INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER