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Portfolio (Quarterly) Guide ↗

Fortune Financial Advisors, LLC

· CIK 0001961828
13F Portfolio $196M AUM 148 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 58 Added 24 Reduced 4 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 20,685.0 $5.9M 3.03% -218.0 -1.0% $287.57 +36.2%
2 MOAT VANECK ETF TRUST 54,641.0 $5.3M 2.69% -963.0 -1.7% $96.70 +6.2%
3 AMAT APPLIED MATLS INC Technology 12,766.0 $4.4M 2.22% -231.0 -1.8% $341.80 +29.4%
4 JPM JPMORGAN CHASE & CO Financial Services 10,835.0 $3.2M 1.62% -250.0 -2.3% $294.15 +2.2%
5 AMZN AMAZON COM INC Consumer Cyclical 11,800.0 $2.5M 1.25% -902.0 -7.1% $208.27 +29.6%
6 RSP INVESCO EXCHANGE TRADED FD T 12,032.0 $2.3M 1.18% -415.0 -3.3% $191.92 +8.6%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,044.0 $1.3M 0.68% -55.0 -2.6% $650.37 +15.3%
8 VOO VANGUARD INDEX FDS 1,962.0 $1.2M 0.60% -252.0 -11.4% $597.40 +15.4%
9 MCD MCDONALDS CORP Consumer Cyclical 3,311.0 $1.0M 0.52% -19.0 -0.6% $310.80 -8.8%
10 IEF ISHARES TR 9,967.0 $951K 0.48% -212.0 -2.1% $95.44 -1.1%
11 AXP AMERICAN EXPRESS CO Financial Services 2,691.0 $814K 0.41% -98.0 -3.5% $302.45 +4.9%
12 VIG VANGUARD SPECIALIZED FUNDS 2,954.0 $635K 0.32% -264.0 -8.2% $215.08 +8.7%
13 BKNG BOOKING HOLDINGS INC Consumer Cyclical 146.0 $615K 0.31% -2.0 -1.4% $4210.32 -96.0%
14 IJR ISHARES TR 4,775.0 $594K 0.30% -442.0 -8.5% $124.32 +12.8%
15 ADBE ADOBE INC Technology 2,376.0 $578K 0.29% -39.0 -1.6% $243.08 +0.3%
16 QQQ INVESCO QQQ TR Financial Services 910.0 $525K 0.27% -94.0 -9.4% $577.07 +25.9%
17 PG PROCTER & GAMBLE CO Consumer Defensive 2,815.0 $407K 0.21% -485.0 -14.7% $144.43 +2.7%
18 SMMV ISHARES TR 8,982.0 $392K 0.20% -1K -10.2% $43.62 +2.9%
19 SDY SPDR SERIES TRUST 2,041.0 $298K 0.15% -175.0 -7.9% $145.96 +3.3%
20 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,390.0 $265K 0.14% -33.0 -1.0% $78.03 +4.2%
Page 1 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Industrials 12.5%
Financial Services 11.1%
Consumer Cyclical 10.7%
Communication Services 7.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Energy 4.0%
Basic Materials 3.0%
Utilities 1.0%