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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
Page 7 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JPIE J P MORGAN EXCHANGE TRADED F 7,616.0 $351K 0.15% +1K +21.2% $46.05 -0.9%
122 HONEYWELL INTL INC 1,544.0 $346K 0.15% NEW $223.90
123 HONEYWELL AEROSPACE INC 1,544.0 $341K 0.15% NEW $221.08
124 SPYM SPDR SERIES TRUST 3,877.0 $341K 0.15% +197.0 +5.3% $87.88 +3.2%
125 OTIS OTIS WORLDWIDE CORP Industrials 4,672.0 $335K 0.14% +392.0 +9.2% $71.61 -0.6%
126 VUG VANGUARD INDEX FDS 3,832.0 $330K 0.14% +3K +522.1% $86.14 +2.7%
127 MRK MERCK & CO INC Healthcare 2,535.0 $326K 0.14% $128.50 +17.0%
128 WM WASTE MGMT INC DEL Industrials 1,456.0 $325K 0.14% $222.88 -1.7%
129 SPAB SPDR SERIES TRUST 12,652.0 $323K 0.14% $25.52 -2.1%
130 VTV VANGUARD INDEX FDS 1,475.0 $321K 0.14% $217.91 +3.9%
131 SCHW SCHWAB CHARLES CORP Financial Services 3,400.0 $314K 0.13% $92.27 +18.4%
132 GLD SPDR GOLD TR Financial Services 847.0 $312K 0.13% $368.38 +10.4%
133 SDY SPDR SERIES TRUST 2,041.0 $311K 0.13% $152.20 +2.4%
134 AVDV AMERICAN CENTY ETF TR 2,924.0 $301K 0.13% NEW $103.06 +10.4%
135 VIGI VANGUARD WHITEHALL FDS 2,990.0 $279K 0.12% +116.0 +4.0% $93.38 +6.5%
136 IAGG ISHARES TR 5,489.0 $278K 0.12% $50.60 -1.7%
137 TRMB TRIMBLE INC Technology 5,375.0 $275K 0.12% $51.18 +16.2%
138 JCPB J P MORGAN EXCHANGE TRADED F 5,763.0 $271K 0.12% $46.94 -2.1%
139 KO COCA COLA CO Consumer Defensive 3,307.0 $269K 0.12% $81.27 +8.4%
140 TDG TRANSDIGM GROUP INC Industrials 201.0 $268K 0.12% NEW $1332.04 -12.8%
Page 7 of 9  ·  163 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 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%