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Portfolio (Quarterly) Guide ↗

Fortune Financial Advisors, LLC

· CIK 0001961828
13F Portfolio $234M AUM 163 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 60 Added 18 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USMV ISHARES TR 126,013.0 $12.2M 5.20% -1K -0.8% $96.46 +4.5%
2 AMAT APPLIED MATLS INC Technology 10,842.0 $7.8M 3.35% -2K -15.1% $722.99 -37.1%
3 NVDA NVIDIA CORPORATION Technology 37,988.0 $7.6M 3.25% -2K -4.3% $200.09 +15.1%
4 MOAT VANECK ETF TRUST 50,608.0 $5.3M 2.25% -4K -7.4% $103.96 +7.5%
5 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,420.0 $3.3M 1.41% -3K -43.9% $965.00 -12.0%
6 AMD ADVANCED MICRO DEVICES INC Technology 4,407.0 $2.6M 1.09% -85.0 -1.9% $580.91 -17.8%
7 RSP INVESCO EXCHANGE TRADED FD T 11,546.0 $2.5M 1.05% -486.0 -4.0% $212.76 +2.9%
8 GOOG ALPHABET INC 6,181.0 $2.2M 0.93% -110.0 -1.8% $353.33
9 PJUL INNOVATOR ETFS TRUST 36,379.0 $1.8M 0.76% -3K -8.6% $48.81 +2.0%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,030.0 $1.5M 0.65% -14.0 -0.7% $746.69 +3.1%
11 GLW CORNING INC Technology 3,655.0 $934K 0.40% -3K -43.8% $255.43 -39.6%
12 IJR ISHARES TR 4,634.0 $687K 0.29% -141.0 -3.0% $148.31 -2.0%
13 ABBV ABBVIE INC Healthcare 2,542.0 $640K 0.27% -67.0 -2.6% $251.59 +1.9%
14 ASML ASML HLDG NV Technology 275.0 $547K 0.23% -8.0 -2.8% $1989.44 -13.8%
15 BALT INNOVATOR ETFS TRUST 14,907.0 $511K 0.22% -248.0 -1.6% $34.27 +1.6%
16 NEBIUS GROUP N.V. 1,436.0 $397K 0.17% -990.0 -40.8% $276.17
17 SMMV ISHARES TR 5,348.0 $246K 0.10% -4K -40.5% $46.04 +2.4%
18 DIS DISNEY WALT CO Communication Services 2,153.0 $207K 0.09% -45.0 -2.0% $96.25 +9.4%

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 39.7%
Industrials 12.2%
Financial Services 10.8%
Consumer Cyclical 10.2%
Healthcare 6.7%
Consumer Defensive 6.7%
Communication Services 6.2%
Energy 3.2%
Basic Materials 2.9%
Utilities 1.0%