13F Filings History of Fortune Financial Advisors, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$148,319,939
Signature - Title
Dennis Wallace - CEO
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Fortune Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fortune Financial Advisors, LLC reported 99 stock holdings with total value $148,319,939 as of Q4 2025. Top holdings included GRMN, USMV, GOOGL, MOAT, and VGSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 99 $148,319,939 +$16,528,787 -$1,921,218 +$14,607,569 GRMN, USMV, GOOGL, MOAT, VGSH 13F-HR 23 Jan 2026, 08:19
Q3 2025 94 $132,911,070 +$3,908,860 -$2,357,127 +$1,551,733 USMV, MOAT, GOOGL, VGSH, ORLY 13F-HR 05 Nov 2025, 17:08
Q2 2025 95 $124,313,541 +$7,376,657 -$2,040,659 +$5,335,998 USMV, MOAT, VGSH, GOOGL, MA 13F-HR 16 Jul 2025, 09:07
Q1 2025 95 $116,000,400 +$7,293,717 -$1,829,614 +$5,464,103 USMV, MOAT, VGSH, ORLY, MA 13F-HR 29 Apr 2025, 09:05
Q4 2024 88 $110,049,547 +$5,573,875 -$2,863,483 +$2,710,392 USMV, MOAT, VGSH, GOOGL, AAPL 13F-HR 23 Jan 2025, 15:49
Q3 2024 88 $110,393,107 +$1,614,710 -$59,298,700 -$57,683,990 USMV, MOAT, VGSH, AAPL, GOOGL 13F-HR 24 Oct 2024, 11:12
Q2 2024 122 $163,286,094 +$9,818,270 -$3,915,712 +$5,902,558 USMV, MSFT, PG, AAPL, GOOGL Restatement 07 Aug 2024, 14:55
Q1 2024 129 $157,066,870 +$13,858,398 -$7,834,614 +$6,023,784 USMV, MSFT, PG, AAPL, MOAT 13F-HR 23 Apr 2024, 08:31
Q4 2023 126 $141,834,072 +$6,026,658 -$3,416,214 +$2,610,444 USMV, MSFT, PG, AAPL, MOAT 13F-HR 25 Jan 2024, 10:35
Q3 2023 117 $127,642,794 +$4,633,216 -$2,087,652 +$2,545,564 USMV, MSFT, PG, AAPL, MOAT 13F-HR 25 Oct 2023, 09:05
Q2 2023 120 $129,861,200 $0 $0 $0 USMV, MSFT, PG, AAPL, FTNT 13F-HR 07 Aug 2023, 15:54