§ 13F · FUND PROFILE
Fortune Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $124.3T (13F)Positions · 95Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GRMN | GARMIN LTD | 66K | $13.3T | 9.0% | +687% |
| 2 | USMV | ISHARES TR | 125K | $11.8T | 8.0% | −2% |
| 3 | GOOGL | ALPHABET INC | 21K | $6.5T | 4.4% | ±0% |
| 4 | MOAT | VANECK ETF TRUST | 56K | $5.8T | 3.9% | −1% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 88K | $5.1T | 3.5% | +6% |
| 6 | AAPL | APPLE INC | 14K | $3.9T | 2.6% | −3% |
| 7 | MA | MASTERCARD INCORPORATED | 7K | $3.8T | 2.5% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO. | 11K | $3.6T | 2.4% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 7K | $3.5T | 2.4% | +2% |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | 39K | $3.5T | 2.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORTUNE SIGNAL
AC read
Fortune Financial Advisors, LLC is a Other fund managing $124313.5 trillion in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed