Latest Fortune Financial Advisors, LLC Stock Portfolio

Fortune Financial Advisors, LLC Performance:

2026 Q1: -0.14%YTD: -0.14%2025: 10.68%

Performance for 2026 Q1 is -0.14%, and YTD is -0.14%, and 2025 is 10.68%.

About Fortune Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Fortune Financial Advisors, LLC reported an equity portfolio of $196.2 Millions as of 31 Mar, 2026.

The top stock holdings of Fortune Financial Advisors, LLC are GRMN, AMPS, NVDA. The fund has invested 7.8% of it's portfolio in GARMIN LTD and 6% of portfolio in ISHARES TR.

The fund managers got completely rid off NOVO-NORDISK A S (NVO), ISHARES TR (AMPS) and TRANSDIGM GROUP INC (TDG) stocks. They significantly reduced their stock positions in BLACKBERRY LTD (BB), VANGUARD INSTL INDEX FD and GE AEROSPACE (GE). Fortune Financial Advisors, LLC opened new stock positions in SEAGATE TECHNOLOGY HLDNGS PL (STX), INNOVATOR ETFS TRUST (BAPR) and POWELL INDS INC (POWL). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), ELI LILLY & CO (LLY) and BROADCOM INC (AVGO).

Fortune Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Fortune Financial Advisors, LLC made a return of -0.14% in the last quarter. In trailing 12 months, it's portfolio return was 10.13%.

Performance
S&P 500

New Buys

Ticker	$ Bought
seagate technology hldngs pl	2,389,740
innovator etfs trust	1,829,830
powell inds inc	1,555,600
goldman sachs group inc	1,053,260
hawkins inc	1,031,490
kla corp	971,791
affirm hldgs inc	948,474
advanced micro devices inc	913,808

New stocks bought by Fortune Financial Advisors, LLC

Additions

Ticker	% Inc.
nvidia corporation	1,293
eli lilly & co	381
broadcom inc	286
eaton corp plc	160
amgen inc	144
ishares tr	137
honeywell intl inc	136
rtx corporation	118

Additions to existing portfolio by Fortune Financial Advisors, LLC

Reductions

Ticker	% Reduced
blackberry ltd	-37.5
vanguard instl index fd	-36.71
ge aerospace	-29.23
procter & gamble co	-14.7
vanguard index fds	-11.38
ishares tr	-10.16
invesco qqq tr	-9.36
ishares tr	-8.47

Fortune Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
novo-nordisk a s	-1,380,220
ishares tr	-378,551
invesco exchange traded fd t	-203,896
transdigm group inc	-228,734

Fortune Financial Advisors, LLC got rid off the above stocks

Sector Distribution

Fortune Financial Advisors, LLC has about 26.2% of it's holdings in Technology sector.

Sector	%
Technology	26.2
Others	26.2
Industrials	8.6
Utilities	7.6
Consumer Cyclical	7.6
Financial Services	5.9
Communication Services	5.4
Consumer Defensive	4.6
Healthcare	4.5
Energy	1.9
Basic Materials	1.3

Market Cap. Distribution

Fortune Financial Advisors, LLC has about 62.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	32.5
MEGA-CAP	30.3
UNALLOCATED	26.4
MID-CAP	10.9

Stocks belong to which Index?

About 71.1% of the stocks held by Fortune Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.8
Others	28.9
RUSSELL 2000	9.3

Top 5 Winners (%)		%
TPL	texas pacific land corporati	64.1 %
COP	conocophillips	36.5 %
PSX	phillips 66	35.6 %
AMAT	applied matls inc	32.7 %
CVX	chevron corporation	30.4 %

Top 5 Winners ($)		$
GRMN	garmin ltd	1.9 M
AMAT	applied matls inc	1.1 M
NOC	northrop grumman corp	0.6 M
TPL	texas pacific land corporati	0.5 M
CVX	chevron corporation	0.5 M

Top 5 Losers (%)		%
INTU	intuit	-34.8 %
ADBE	adobe inc	-30.3 %
BKNG	booking holdings inc	-21.2 %
MSFT	microsoft corp	-20.8 %
ISRG	intuitive surgical inc	-18.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.0 M
GOOG	alphabet inc	-0.5 M
MA	mastercard incorporated	-0.5 M
AFK	vaneck etf trust	-0.4 M
V	visa inc	-0.3 M

Fortune Financial Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Fortune Financial Advisors, LLC

Fortune Financial Advisors, LLC has 148 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GRMN was the most profitable stock for Fortune Financial Advisors, LLC last quarter.

Last Reported on: 30 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.59	19,994	5,074,290	added	39.5

AAXJ	ishares tr	1.59	26,320	3,121,570	reduced	-0.42

ABBV	abbvie inc	0.29	2,609	567,380	new

ABT	abbott laboratories	0.78	14,812	1,520,780	added	19.39

ACWF	ishares tr	0.22	8,802	422,692	added	97.44

ACWF	ishares tr	0.13	5,402	249,532	new

ADBE	adobe inc	0.29	2,376	577,558	reduced	-1.61

AEMB	american centy etf tr	0.50	8,964	990,266	added	20.73

AFK	vaneck etf trust	2.69	54,641	5,283,830	reduced	-1.73

AFK	vaneck etf trust	0.31	21,163	607,802	added	43.26

AFRM	affirm hldgs inc	0.48	20,700	948,474	new

AGT	ishares tr	0.20	8,982	391,773	reduced	-10.16

AGT	ishares tr	0.14	5,482	274,344	new

AMAT	applied matls inc	2.22	12,766	4,363,360	reduced	-1.78

AMD	advanced micro devices inc	0.47	4,492	913,808	new

AMGN	amgen inc	0.41	2,270	798,542	added	144

AMPS	ishares tr	6.01	127,079	11,785,300	added	1.34

AMPS	ishares tr	1.20	25,814	2,358,670	added	10.39

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	1.25	11,800	2,457,590	reduced	-7.1