Latest Fortune Financial Advisors, LLC Stock Portfolio
Fortune Financial Advisors, LLC Performance:
2025 Q3: 5.08%YTD: 10.57%2024: 7.81%
Performance for 2025 Q3 is 5.08%, and YTD is 10.57%, and 2024 is 7.81%.
About Fortune Financial Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Fortune Financial Advisors, LLC reported an equity portfolio of $132.9 Millions as of 30 Sep, 2025.
The top stock holdings of Fortune Financial Advisors, LLC are AMPS, AFK, GOOG. The fund has invested 9.1% of it's portfolio in ISHARES TR and 4.2% of portfolio in VANECK ETF TRUST.
The fund managers got completely rid off TOTALENERGIES SE, INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AGT) and INVESCO EXCHANGE TRADED FD T (CSD). Fortune Financial Advisors, LLC opened new stock positions in TEXAS PACIFIC LAND CORPORATI (TPL), VANGUARD WELLINGTON FD (VFLQ) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), AMERICAN CENTY ETF TR (AEMB) and TRANSDIGM GROUP INC (TDG).
The top stock holdings of Fortune Financial Advisors, LLC are AMPS, AFK, GOOG. The fund has invested 9.1% of it's portfolio in ISHARES TR and 4.2% of portfolio in VANECK ETF TRUST.
The fund managers got completely rid off TOTALENERGIES SE, INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AGT) and INVESCO EXCHANGE TRADED FD T (CSD). Fortune Financial Advisors, LLC opened new stock positions in TEXAS PACIFIC LAND CORPORATI (TPL), VANGUARD WELLINGTON FD (VFLQ) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IBCE), AMERICAN CENTY ETF TR (AEMB) and TRANSDIGM GROUP INC (TDG).
Fortune Financial Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Fortune Financial Advisors, LLC made a return of 5.08% in the last quarter. In trailing 12 months, it's portfolio return was 9.27%.
New Buys
| Ticker | $ Bought |
|---|---|
| texas pacific land corporati | 840,396 |
| vanguard wellington fd | 449,337 |
| berkshire hathaway inc del | 204,112 |
| ishares tr | 203,782 |
New stocks bought by Fortune Financial Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 41.05 |
| american centy etf tr | 28.13 |
| transdigm group inc | 16.78 |
| intuitive surgical inc | 11.68 |
| ge aerospace | 10.79 |
| waste mgmt inc del | 10.08 |
| vanguard index fds | 8.64 |
| murphy usa inc | 8.51 |
Additions to existing portfolio by Fortune Financial Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -24.35 |
| ishares tr | -19.17 |
| ishares tr | -6.74 |
| invesco exchange traded fd t | -2.33 |
| procter and gamble co | -2.23 |
| alphabet inc | -1.89 |
| carrier global corporation | -1.73 |
| eaton corp plc | -0.9 |
Fortune Financial Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| totalenergies se | -866,950 |
| invesco exchange traded fd t | -240,390 |
| ishares tr | -235,646 |
| ishares tr | -208,752 |
| american tower corp new | -222,780 |
Fortune Financial Advisors, LLC got rid off the above stocks
Sector Distribution
Fortune Financial Advisors, LLC has about 31% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31 |
| Technology | 14.5 |
| Utilities | 11.1 |
| Consumer Cyclical | 10.1 |
| Financial Services | 7.7 |
| Industrials | 7.6 |
| Consumer Defensive | 6.3 |
| Communication Services | 5.7 |
| Healthcare | 4 |
| Energy | 1.5 |
Market Cap. Distribution
Fortune Financial Advisors, LLC has about 57% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 32.8 |
| UNALLOCATED | 31 |
| MEGA-CAP | 24.2 |
| SMALL-CAP | 10.9 |
Stocks belong to which Index?
About 66.3% of the stocks held by Fortune Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 55.4 |
| Others | 33.7 |
| RUSSELL 2000 | 10.9 |
Fortune Financial Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Fortune Financial Advisors, LLC
Fortune Financial Advisors, LLC has 94 stocks in it's portfolio. About 37.3% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Fortune Financial Advisors, LLC last quarter.
Last Reported on: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.82 | 14,741 | 3,753,470 | added | 1.06 | ||
| AAXJ | ishares tr | 2.37 | 26,334 | 3,147,210 | reduced | -0.13 | ||
| ABT | abbott labs | 1.22 | 12,104 | 1,621,230 | added | 1.13 | ||
| ADBE | adobe inc | 0.69 | 2,583 | 911,153 | added | 2.14 | ||
| AEMB | american centy etf tr | 0.52 | 6,874 | 684,154 | added | 28.13 | ||
| AFK | vaneck etf trust | 4.20 | 56,392 | 5,588,990 | reduced | -0.84 | ||
| AFK | vaneck etf trust | 0.32 | 14,354 | 426,737 | added | 0.4 | ||
| AGT | ishares tr | 0.34 | 10,594 | 456,090 | reduced | -19.17 | ||
| AMAT | applied matls inc | 1.99 | 12,908 | 2,642,730 | added | 2.04 | ||
| AMGN | amgen inc | 0.20 | 927 | 261,473 | unchanged | 0.00 | ||
| AMPS | ishares tr | 9.13 | 127,498 | 12,130,100 | added | 0.78 | ||
| AMPS | ishares tr | 1.47 | 23,047 | 1,955,060 | added | 1.68 | ||
| AMPS | ishares tr | 0.29 | 7,443 | 380,226 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMT | american tower corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 2.06 | 12,483 | 2,740,890 | added | 1.19 | ||
| APH | amphenol corp new | 2.37 | 25,406 | 3,143,970 | added | 3.89 | ||
| ASR | grupo aeroportuario del sure | 1.22 | 5,013 | 1,620,850 | added | 1.05 | ||
| AVGO | broadcom inc | 0.78 | 3,161 | 1,042,940 | added | 1.77 | ||
| AWK | american wtr wks co inc new | 0.17 | 1,611 | 224,299 | added | 2.42 | ||