StockDriftsStockDriftsTop 50 Fortune Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRMN | GARMIN LTD | 6.67% | 65.7K | $15.6M | +0.00%(+0) | $209.73(+48.70%) | 2026-06-30 | |
| USMV | ISHARES TR | 5.2% | 126.0K | $12.2M | -0.84%(-1.07K) | $74.82(+34.88%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.35% | 10.8K | $7.8M | -15.07%(-1.92K) | $137.80(+287.18%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.28% | 21.4K | $7.7M | +3.66%(+758) | $123.95(+183.56%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.25% | 38.0K | $7.6M | -4.35%(-1.73K) | $174.01(+26.69%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.48% | 20.0K | $5.8M | +0.06%(+12) | $191.83(+59.87%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.44% | 97.9K | $5.7M | +6.17%(+5.68K) | $58.25(-0.35%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 2.25% | 50.6K | $5.3M | -7.38%(-4.03K) | $80.23(+40.64%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 2.24% | 29.7K | $5.2M | +13.87%(+3.62K) | $64.93(+162.99%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.96% | 12.1K | $4.6M | -0.12%(-15) | $265.22(+58.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.71% | +54.91% | — | — | +54.91% |
| Top 20 Holdings Unweighted | +17.03% | +60.30% | — | — | +60.30% |
Fortune Financial Advisors, LLC reports $233.74M in US-listed equity holdings across 163 positions in its most recent 13F filing. Its largest disclosed positions are GRMN (6.7%), USMV (5.2%) and AMAT (3.4%). The top 20 holdings account for 48.58% of reported assets. Its disclosed equity book has returned +54.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Fortune Financial Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Fortune Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961828). View Fortune Financial Advisors, LLC’s 13F filings on SEC