Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fortune Financial Advisors, LLC (CIK 1961828) reported $196.2M across 148 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GRMN ($15.2M, 7.76%), USMV ($11.8M, 6.01%), NVDA ($6.9M, 3.53%), GOOGL ($5.9M, 3.03%), VGSH ($5.4M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRMN | GARMIN LTD | $15.2M | 7.76% | 65,658 | Trimmed |
| 2 | USMV | ISHARES TR | $11.8M | 6.01% | 127,079 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $6.9M | 3.53% | 39,715 | Added |
| 4 | GOOGL | ALPHABET INC | $5.9M | 3.03% | 20,685 | Trimmed |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $5.4M | 2.75% | 92,175 | Added |
| 6 | MOAT | VANECK ETF TRUST | $5.3M | 2.69% | 54,641 | Trimmed |
| 7 | AAPL | APPLE INC | $5.1M | 2.59% | 19,994 | Added |
| 8 | AMAT | APPLIED MATLS INC | $4.4M | 2.22% | 12,766 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $3.8M | 1.92% | 10,166 | Added |
| 10 | AVGO | BROADCOM INC | $3.8M | 1.91% | 12,125 | Added |
| 11 | ORLY | OREILLY AUTOMOTIVE INC | $3.6M | 1.84% | 39,055 | Added |
| 12 | VTIP | VANGUARD MALVERN FDS | $3.5M | 1.78% | 69,824 | Added |
| 13 | NOC | NORTHROP GRUMMAN CORP | $3.5M | 1.77% | 5,091 | Added |
| 14 | MA | MASTERCARD INCORPORATED | $3.3M | 1.71% | 6,702 | Added |
| 15 | APH | AMPHENOL CORP | $3.3M | 1.68% | 26,074 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $3.2M | 1.62% | 10,835 | Trimmed |
| 17 | IEI | ISHARES TR | $3.1M | 1.59% | 26,320 | Trimmed |
| 18 | MO | ALTRIA GROUP INC | $3.0M | 1.53% | 45,408 | Added |
| 19 | META | META PLATFORMS INC | $2.7M | 1.37% | 4,698 | Added |
| 20 | PM | PHILIP MORRIS INTL INC | $2.6M | 1.30% | 15,464 | Added |
| 21 | AMZN | AMAZON COM INC | $2.5M | 1.25% | 11,800 | Trimmed |
| 22 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.4M | 1.22% | 6,100 | New |
| 23 | EFAV | ISHARES TR | $2.4M | 1.20% | 25,814 | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.18% | 12,032 | Trimmed |
| 25 | LMT | LOCKHEED MARTIN CORP | $2.1M | 1.08% | 3,497 | Added |
Source: SEC Form 13F filings · as of 2026-03-31