Fortune Financial Advisors
Fortune Financial Advisors reported 163 stocks worth $234M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are GRMN (6.7%), USMV (5.2%) and AMAT (3.4%). Compared with Q1 2026, the fund opened new positions in CR, HEI and INTC, added to GOOGL, VGSH and APH, trimmed USMV, AMAT and NVDA and sold out of INTU and VTI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GRMN Garmin Ltd | $15.6M | 6.7% | 66K | No change | 8 of 8 | |
| 2 |  USMV Ishares TR | $12.2M | 5.2% | 126K | −1,066 (−1%) | 8 of 8 | |
| 3 |  AMAT Applied Matls Inc | $7.8M | 3.4% | 11K | −1,924 (−15%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $7.7M | 3.3% | 21K | +758 (+4%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $7.6M | 3.3% | 38K | −1,727 (−4%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $5.8M | 2.5% | 20K | No change | 8 of 8 | |
| 7 |  VGSH Vanguard Scottsdale Fds | $5.7M | 2.4% | 98K | +5,683 (+6%) | 8 of 8 | |
| 8 |  MOAT Vaneck Morningstar Wide Moat ETF | $5.3M | 2.3% | 51K | −4,033 (−7%) | 8 of 8 | |
| 9 |  APH Amphenol Corp New | $5.2M | 2.2% | 30K | +3,617 (+14%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $4.6M | 2.0% | 12K | −15 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fortune Financial Advisors 13F FAQ
What does Fortune Financial Advisors own?
Fortune Financial Advisors reported 163 stocks worth $234M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are GRMN (6.7%), USMV (5.2%) and AMAT (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Fortune Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 71 added to, 21 trimmed and 3 sold out. New positions include CR, HEI and INTC. It sold all of INTU and VTI.
When will Fortune Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Fortune Financial Advisors's portfolio worth?
The Q2 2026 filing reports $234M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.