Fortune Financial Group, Inc.
Long book
$111.1M
Q1 2026
Positions
84
Top-10 weight
60%
concentration
Last quarter
+9.7%
SPY +14.8%
Turnover
35%
of book per quarter
Strategy in plain words
auto-generated from filingsFortune Financial Group, Inc. is a wealth-management firm allocating client money, specialised in technology (63% of the long book), running a $111.1M US long book across 84 positions.
The portfolio is concentrated: the top 10 names carry 60% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: WISDOMTREE FLOATING RATE TRE, INVESCO S&P 500 LOW VOLATILI, PACER US CASH COWS 100 ETF, INVESCO S&P 500 HIGH DIVIDEN, INNOVATOR U.S. EQUITY POWER.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.9%
Q1 2026
+9.7%
Sector allocation
Technology 69%
Services media 23%
Energy 8%