Fortune Financial Advisors, LLC: 13F holdings

CIK 19618282026Q2

Positions163
Reported value$233.7m
Filed2026-07-22

Change since last quarter

Positions163 (+15 vs prior quarter)
Reported value$233.7m (+19.1%)

Top 10 holdings

SecuritySharesValueWeight
GARMIN LTD65,658$15.6m6.7%
USMV ISHARES TR126,013$12.2m5.2%
AMAT APPLIED MATLS INC10,842$7.8m3.4%
GOOGL ALPHABET INC21,443$7.7m3.3%
NVDA NVIDIA CORPORATION37,988$7.6m3.3%
AAPL APPLE INC20,006$5.8m2.5%
VGSH VANGUARD SCOTTSDALE FDS97,858$5.7m2.4%
MOAT VANECK ETF TRUST50,608$5.3m2.3%
APH AMPHENOL CORP29,691$5.2m2.2%
AVGO BROADCOM INC12,110$4.6m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1961828")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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