Fortune Financial Group, Inc.

CIK 0002106311 · Q2 2026

13F Equity AUM

$127.7M

+67.1% QoQ

Positions

119

-84 QoQ

AUM Rank

#9,768

Top 78%

Skill Alpha (FF)

—

Building track record (1q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 30.0%Top 10: 46.4%Top 20: 62.3%

VFLEX6.9%

SPLV6.5%

NDQ6.3%

USFR5.7%

COWZ4.6%

VOO4.3%

SPHQ3.7%

SPMO3.2%

PJAN3.1%

SPHD2.1%

Others (106)53.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 116Median: 0.36%Avg: 0.86%

0–0.5%

70(18.4%)

0.5–1%

22(15.0%)

1–3%

15(22.3%)

3–5%

5(18.9%)

5%+

4(25.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 116vs 20 funds

0%Low

116

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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