§ 13F · FUND PROFILE
Fortune Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133M (13F)Positions · 94Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GRMN | GARMIN LTD | 66K | $15M | 7.8% | ±0% |
| 2 | USMV | ISHARES TR | 127K | $12M | 6.0% | +1% |
| 3 | NVDA | NVIDIA CORPORATION | 40K | $7M | 3.5% | +1294% |
| 4 | GOOGL | ALPHABET INC | 21K | $6M | 3.0% | −1% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 92K | $5M | 2.8% | +5% |
| 6 | MOAT | VANECK ETF TRUST | 55K | $5M | 2.7% | −2% |
| 7 | AAPL | APPLE INC | 20K | $5M | 2.6% | +40% |
| 8 | AMAT | APPLIED MATLS INC | 13K | $4M | 2.2% | −2% |
| 9 | MSFT | MICROSOFT CORP | 10K | $4M | 1.9% | +40% |
| 10 | AVGO | BROADCOM INC | 12K | $4M | 1.9% | +286% |
§ 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 $133 million in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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