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Fund Overview
Data as of 2025 Q4As of 2025 Q4, Fortune Financial Group, Inc. manages $102M in reported 13F assets with +45.37% top-10 concentration .
About
Investment Strategy
Official 13F Filings — SEC EDGAR
Key personnel and Fund Overview may contain mistakes
Activity Summary — 2025 Q4
Q4 2025 13F Filed:
N/A
Top Buys
%
$
| Stock | % Impact |
|---|---|
| USFR WISDOMTREE FLOA.. | +7.74% |
| SPLV INVESCO S&P 500.. | +6.55% |
| QQQ INVSC QQQ TRUST.. | +6.22% |
| VOO VANGUARD S&P 50.. | +5.33% |
| COWZ PACER US CASH C.. | +4.98% |
| SPHQ INVESCO S&P 500.. | +3.38% |
Top Sells
%
$
| Stock | % Impact |
|---|---|
| No major sells detected | |
Activity Summary
Market Value
$102M
AUM Change
N/A
New Positions
95
Increased Positions
0
Closed Positions
0
Top 10 Concentration
+45.37%
Portfolio Turnover
+0.00%
Alt Turnover
+50.00%
Sector Allocation Trends
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history
Holdings Analysis
Size: % of Portfolio
Color: Last Full-Quarter Return
No data
Free: 10 quarters
Positions Dynamics
Visualizing Top 20 holdings weight history over the last 10 quarters.
Portfolio Analytics — Latest
Fortune Financial Group, Inc. risk dashboard covering volatility, beta, value-at-risk, drawdowns, concentration, factor tilts, benchmark comparison, and stress testing for the latest disclosed portfolio.
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Real-time Analytics
High-Conviction Alpha
AAPL
92.4
NVDA
88.1
MSFT
74.3
Strategy Guardian
Style Drift
0.12
Sector Rotation
0.38
Tracking institutional benchmark deviation
Scenario Lab
2008 GFC
-32.4%
Covid-19
-18.1%
2022 Bear
-24.7%
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Returns
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1-Year Return
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Ann. Return
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Max Drawdown
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Beta vs SPY
Quality
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Sharpe
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Win Rate
Edge Metrics
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Alpha annualized
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Up Capture
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Down Capture
Strategy Backtester: Fortune Financial Group, Inc.
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Backtest Snapshot — Top 10 Holdings (Mn-Weighted)
The ticker-level breakdown shows how each of Fortune Financial Group, Inc.'s top holdings contributed to portfolio returns quarter by quarter. Current top positions: USFR (7.7%), SPLV (6.6%), QQQ (6.2%), VOO (5.3%) .
Strategy ann.: 156.2%
•
SPY ann.: -58.1%
•
Period:
2026–2026
Frequently Asked Questions
What does Fortune Financial Group, Inc. invest in?
Fortune Financial Group, Inc. is a hedge fund that files quarterly 13F reports with the SEC disclosing its publicly traded equity holdings.
What is Fortune Financial Group, Inc.'s AUM?
Fortune Financial Group, Inc. reported $102M in 13F assets as of 2025 Q4. Note: 13F AUM reflects only long equity positions reported to the SEC and may differ from total assets under management.
How concentrated is Fortune Financial Group, Inc.'s portfolio?
Fortune Financial Group, Inc. holds 0 disclosed positions. The top 10 holdings represent +45.37% of the reported portfolio, indicating a diversified investment approach.
How to track Fortune Financial Group, Inc. 13F filings?
Track Fortune Financial Group, Inc.'s quarterly filings on SEC EDGAR or on this page — data is updated within days of each filing deadline. Subscribe to 13Foresight for position-change alerts.
Disclaimer: 13Foresight is not a registered investment adviser, broker-dealer, or financial planner. All information on this site is provided solely for informational and educational purposes and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Portfolio backtests shown on this page are hypothetical and simulated — they do not represent actual trading results and were constructed with the benefit of hindsight. Actual results would differ materially. 13F filings disclose only long equity positions valued above $10,000, submitted up to 45 days after quarter-end; they do not capture short positions, options, bonds, cash, private investments, or non-U.S. securities. A fund's backtest performance may not reflect its actual returns, as managers frequently generate alpha through strategies not visible in 13F data. Past performance is not indicative of future results. All data sourced from public SEC EDGAR filings. Use at your own risk. Full Terms of Use.