Fortune Financial Advisors, LLC

CIK 0001961828 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Fortune Financial Advisors, LLC reported 163 positions worth $233.7M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: GRMN (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$233.7M
2026 Q2
Positions
163
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.1%
Est. Net Flow (Q)
2026 Q2
10 / 163 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GRMNGARMIN LTDSH$15.6M6.67%65,658
2USMVISHARES TRSH$12.2M5.20%126,013
3AMATAPPLIED MATLS INCSH$7.8M3.35%10,842
4GOOGLALPHABET INCSH$7.7M3.28%21,443
5NVDANVIDIA CORPORATIONSH$7.6M3.25%37,988
6AAPLAPPLE INCSH$5.8M2.48%20,006
7VGSHVANGUARD SCOTTSDALE FDSSH$5.7M2.44%97,858
8MOATVANECK ETF TRUSTSH$5.3M2.25%50,608
9APHAMPHENOL CORPSH$5.2M2.24%29,691
10AVGOBROADCOM INCSH$4.6M1.96%12,110

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Fortune Financial Advisors, LLC hold as of Q2 2026?

Fortune Financial Advisors, LLC reported 163 positions worth $233.7M in its Q2 2026 13F filing. Largest positions: GRMN (6.7%), USMV (5.2%), AMAT (3.4%), GOOGL (3.3%) and NVDA (3.3%).

What did Fortune Financial Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Fortune Financial Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.