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Fortune Financial Advisors, LLC

Portfolio Manager
Fortune Financial Advisors, LLC
Performance
+0.32% (2026 Q1)
AUM (13F)
$196.21M
# of Holdings
148
Performance Rank
Allocation (Top 20)
50.6%

Fortune Financial Advisors, LLC Holdings Map

Top 50 Fortune Financial Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GRMN
GARMIN LTD
7.76%65.7K$15.2M
-0.07%(-46)
2025-Q1: 8.3K shares2025-Q2: 8.3K shares2025-Q3: 8.3K shares2025-Q4: 65.7K shares2026-Q1: 65.7K shares
$209.73(+10.63%)
2026-03-31
USMV
ISHARES TR
6.01%127.1K$11.8M
+1.34%(+1.68K)
2025-Q1: 122.8K shares2025-Q2: 126.5K shares2025-Q3: 127.5K shares2025-Q4: 125.4K shares2026-Q1: 127.1K shares
$74.82(+26.05%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.53%39.7K$6.9M
+1293.51%(+36.87K)
2025-Q1: 3.2K shares2025-Q2: 3.2K shares2025-Q3: 3.3K shares2025-Q4: 2.9K shares2026-Q1: 39.7K shares
$174.01(+29.78%)
2026-03-31
GOOGL
ALPHABET INC
3.03%20.7K$5.9M
-1.04%(-218)
2025-Q1: 20.5K shares2025-Q2: 20.7K shares2025-Q3: 20.9K shares2025-Q4: 20.9K shares2026-Q1: 20.7K shares
$116.93(+244.32%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
2.75%92.2K$5.4M
+5.16%(+4.52K)
2025-Q1: 76.1K shares2025-Q2: 79.4K shares2025-Q3: 82.5K shares2025-Q4: 87.7K shares2026-Q1: 92.2K shares
$58.24(+0.05%)
2026-03-31
MOAT
VANECK ETF TRUST
2.69%54.6K$5.3M
-1.73%(-963)
2025-Q1: 55.4K shares2025-Q2: 56.9K shares2025-Q3: 56.4K shares2025-Q4: 55.6K shares2026-Q1: 54.6K shares
$80.23(+23.97%)
2026-03-31
AAPL
APPLE INC
2.59%20.0K$5.1M
+39.50%(+5.66K)
2025-Q1: 15.2K shares2025-Q2: 14.6K shares2025-Q3: 14.7K shares2025-Q4: 14.3K shares2026-Q1: 20.0K shares
$191.78(+55.84%)
2026-03-31
AMAT
APPLIED MATLS INC
2.22%12.8K$4.4M
-1.78%(-231)
2025-Q1: 12.5K shares2025-Q2: 12.7K shares2025-Q3: 12.9K shares2025-Q4: 13.0K shares2026-Q1: 12.8K shares
$137.80(+216.84%)
2026-03-31
MSFT
MICROSOFT CORP
1.92%10.2K$3.8M
+39.83%(+2.90K)
2025-Q1: 6.9K shares2025-Q2: 7.0K shares2025-Q3: 7.1K shares2025-Q4: 7.3K shares2026-Q1: 10.2K shares
$363.98(+11.33%)
2026-03-31
AVGO
BROADCOM INC
1.91%12.1K$3.8M
+286.02%(+8.98K)
2025-Q1: 3.1K shares2025-Q2: 3.1K shares2025-Q3: 3.2K shares2025-Q4: 3.1K shares2026-Q1: 12.1K shares
$265.22(+57.15%)
2026-03-31

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