Fortune Financial Group, Inc. - Portfolio overview

Fortune Financial Group, Inc. has 70 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE FLOATING RATETREASURY FUND, 11.23%
2. SPLV - INVESCO S&P 500 LOW VOLATILITY ETF, 10.30%
3. COWZ - PACER US CASH COWS 100 ETF, 7.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.